Category: Education
We were talking earlier in the program about what we could actually expect from nvidia and i'm curious about the sticking points in your view how uh does this kind of change the picture not just for nvidia but set the tone for the broader tech sector okay uh no good question i i think um i mean with... Read more
Category: Education
A fresh read from the trips this morning taian taiwan semi reporting a 45% jump in july revenue compared to last year that was thanks to strong demand for the company's ai chips shares are well they're bouncing around along the flatline here but a big outperformer on the year okay one of their key customers... Read more
Category: Education
[music] chip soxs losing some steam today as the nasdaq rolls over earlier gains giving up some of those earlier gains on that softer than expected manufacturing data now today's move to the downside what you are seeing play out within the chip sector follows yesterday's risk on rally actually looking... Read more
Category: Education
Nvidia stock we're tracking nvidia shares this morning nvda the ticker symbol up on your screen right there the shares are moving to the upside today after leading the declines in the magnificent 7 yesterday monday with those stocks shedding over $650 billion amid a steep global sell off the stock's... Read more
Category: Education
Welcome back to fast market everyone kevin hs alex coffee now it's time for our cashtag segment now i want to bring in the vice president of research at like.com miss megan brantley to the show megan we're covering nvidia it's a fun topic on a day like this and actually we could turn this into the nvidia... Read more
Category: Entertainment
Happy thursday, everyone. nvidia earnings have finally come out. and was it the biggest earnings of the year? it was as expected. and that's a good thing, even if the stock might be, headed for another dip again. i don't know, post earning stock reactions, we don't pay much attention to, unless it's... Read more
Category: Education
We still have to consider nvidia a week from today how do you see that i mean it's huge obviously um it's uh it's the most important stock in the world right now so u you know if if they laid an egg uh it would be a major problem for the whole market i don't think they will i think uh they're going... Read more
Category: Education
You actually have been in asia a lot and you've been looking at the factories and you've been talking to people who are the end buyers of some of these chips and the producers to understand exactly how much demand there is what have you seen that gives you such confidence that this really is a takeoff... Read more
Category: Education
Nvidia uh of course big earnings this week not just important for nvidia v but important for the market for the index kind of al a gauge of that whisk on appetite let's go the reasons v you say nvidia even after a big move it's still a buy one stronger hopper cycle than expected explain that bullet... Read more
Category: Education
This comes as earnings for some of nvidia's biggest customers those large cap tech names have been a bit mixed our next guest though seeing some opportunity saying that the volatility represents a reason to buy joining us now we want to bring in antoan shakai ban he is a technology infrastructure analyst... Read more
Category: Education
Anticipate the market reaction to that looking like because we have seen nvidia come out in the past and beat and raise and the market has not necessarily rallied around that news because the anticipation is so baked in i would say with a pullback in the stock to around1 $100 i think a beat and a raise... Read more
Category: Education
Over the next five years i see nvidia's stock easily reaching a market cap of 50 to 60 trillion do nvidia jumped 12% on some comments made by meta um and microsoft that both said that there's increased ai demand and they're going to continue to uh to build out capacity so chamat i know you've talked... Read more