NVIDIA: Wer war dabei ?
Ramsay raised his price target on the Santa Clara, Calif., chip titan to $475 from $410 and affirmed his outperform rating.
He based his action on the product-cycle benefits for Nvidia’s new Ampere architecture, The Fly reports.
https://www.thestreet.com/investing/...rice-target-increased-at-cowen
War's das schon oder geht's hier trotz Top News abwärts?
Hajo
https://www.benzinga.com/m-a/20/07/16751223/...wned-chipmaker-report?
Massive Chip Deal In The Works? Nvidia, the leader in graphic processors, has made an approach in recent weeks to buy Arm, Bloomberg reported Tuesday, citing people with knowledge of the matter.
"We don't comment on rumors or speculation," a Nvidia spokesperson told Benzinga Tuesday when asked for comment on a potential bid for Arm.
ich denke das sit nicht der Grund für den Abstieg, sondern viel mehr stürzen gerade sogar alle FAANGS wegen befürchteter Konflikte mit China und erhöhten Arbeitslosenzahlen in USA meldete Marketwatch
The consensus EPS estimate of $1.97 for the current quarter indicates a year-over-year increase of 58.9%. Also, it is impressive to note that the company beat consensus EPS estimates in each of the trailing four quarters. NVDA has gained more than 70% since its March lows.
NVDA’s POWR Ratings reflect a promising outlook. It has an overall rating of “Strong Buy” with an “A” for Trade Grade, Peer Grade, Buy & Hold Grade and Industry Rank. Among the 86 stocks in the Semiconductor & Wireless Chip industry, it is ranked #2.
https://stocknews.com/news/...cks-outperforming-their-industry-peers/
NVIDIA's momentum should continue in the near term. Its new Ampere graphics processing unit (GPU) for data centers is currently in production. NVIDIA also recently completed the acquisition of data center networking provider Mellanox, which is expected to be accretive to NVIDIA's margins and profits in the next quarter. But investors have to weigh these strengths against a valuation that already factors in a lot of upside.
NVIDIA's new Ampere GPUs are a significant jump in performance over the previous generation, and it's driving the strongest demand NVIDIA has ever experienced in the data center segment. The A100 GPU based on Ampere was just announced in May and is in full production. It is up to 20 times faster for artificial intelligence workloads. Major cloud providers are adopting the chip, which contributed to NVIDIA's strong fiscal first quarter. During the latest conference call, CEO Jensen Huang said, "The demand is fantastic. It is the best ramp we've ever had." The demand was strong enough to send data center revenue above the $1 billion level for the first time. The segment made up 37% of NVIDIA's top line in the first quarter, up from 29% in the year-ago period.
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I own shares I intend to hold for many years. NVIDIA's long-term growth looks bright, given the secular demand trends from cloud computing. Plus, growth in the video game industry should support rising sales of gaming graphics cards over time. NVIDIA also has upside in the self-driving car space, where it just signed a potentially lucrative deal with Mercedes-Benz.
But if I were starting a new position, I would wait for a better entry point.
https://www.fool.com/investing/2020/08/01/is-nvidia-a-buy.aspx
Am 01.September gibt es auch ein neues Produkt announcement mit dem “größten Durchbruch im PC Gaming seit 1999”
Die nächsten Wochen werden sicherlich spannend
Cramer's list of 10 stocks that should be split to attract a broader investor base includes:
E-commerce and retail giant Amazon.com, Inc.
Google and YouTube parent company Alphabet Inc
Casual fast-food chain Chipotle Mexican Grill, Inc.
Streaming video company Netflix Inc
Chipmaker Nvidia Corporation
Fast-growing cloud play Adobe Inc
Wholesaler Costco Wholesale Corporation
Home improvement retailer Home Depot Inc
Social media giant Facebook, Inc.
Tech giant and cloud company Microsoft Corporation
Tony Zhang suggested on CNBC's "Options Action" a bullish options strategy in NVIDIA Corporation
NVDA 1.06%
ahead of the earnings report, which is scheduled for August 19.
Zhang said that he is going to pay special attention to guidance in this earnings report. He explained that the company is driven primarily by two segments: gaming and cloud computing.
He expects to see strong guidance for the gaming segment because of the release of new XBOX and PS5, which usually triggers PC gamers to upgrade their tech.
und ca. 50% der Optionsscheine verkaufen.
Bei Amazon lief es auch sehr bescheiden nach den Zahlen.
Kurs kann auch wie im Frühjahr hoch ziehen da ging es gut zweistellig hoch waren so über 15%
Ich entscheide morgen ob ich drin bleibe oder ganz rausgehe.
Nvidia (NVDA) - Get Report surpassed its record high Monday in premarket trading as several analysts raised their price targets of the chipmaker ahead of its scheduled earnings release on Wednesday.....
https://www.thestreet.com/investing/...l-time-high-wall-street-saying
https://www.thestreet.com/investing/...-wednesday-key-things-to-watch