Latest Articles
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Nvidia Dominates AI Silicon, But That Doesn’t Justify A $1 Trillion Valuation
Nvidia (NASDAQ: NVDA) stock surged by 24% in Thursday’s trading after the company posted a better-than-expected set of Q1 FY’24 results and provided Q2 revenue guidance that was well ahead of Street estimates. With the surge, Nvidi...
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The AI Race Is Gathering Steam. What Will It Mean For Nvidia’s Earnings?
Nvidia (NASDAQ: NVDA) is poised to report its Q1 FY’24 earnings around May 24, reporting on a quarter that is likely to have seen the company’s revenues continue to decline, amid a decline as Covid-19 related tailwinds cool off in t...
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Despite Generative AI Tailwinds, We Think Nvidia Stock Is Overvalued
Nvidia (NASDAQ: NVDA) stock has risen by over 90% year-to-date, trading at about $278 per share. Now the company’s Q4 FY’23 results were mixed, with revenue declining by about 21% year-over-year to $6.05 billion. Adjusted earnings a...
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Digital Infrastructure Stocks Benefit From Growing Interest In Generative AI
Our theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpin the Internet — had a rough 2022, declining by about 39% through the year, amid supply chain disrup...
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Company Of The Day: Nvidia
What? Nvidia (NASDAQ:NVDA) is offering a new graphics processing chip called A800 in China that has downgraded capabilities in order to bypass the U.S. export ban on semiconductor technology to China. So What? China is a huge market for Nvid...
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Nvidia Stock Has Grown 2.5x In Less Than Five Years- Here’s Why
Nvidia Corporation (NASDAQ: NVDA) stock price rose more than 2.5x from $48 in 2017 end to around $125 currently, primarily due to favorable changes in its sales. During this period, the company witnessed a strong 206% rise in revenues, and desp...
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What’s Behind Nvidia Stock’s 5x Rise Since Late 2018?
Nvidia Corporation (NASDAQ: NVDA) stock price rose 5x from $33 in 2018 end to around $167 currently, primarily due to favorable changes in its sales and P/S multiple. During this period, the company witnessed a strong 130% rise in revenues, and...
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Up 15% Over The Last Month, NVIDIA Stock Could Continue Rallying
NVIDIA Corporation stock (NASDAQ: NVDA) is up almost 15% in the past month (21 trading days), outperforming the S&P 500 which was up a little more than 3% over this period. If you look at the change over the last five and ten days, too, the...
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Company Of The Day: Nvidia
What? Nvidia (NASDAQ:NVDA) has decided to end its planned Arm acquisition at a board meeting held on Monday, per a report in the Financial Times. Softbank, Arm’s current owner, is expected to receive a $1.25 billion breakup fee. Why? Th...
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Forecast Of The Day: Nvidia’s GPU Revenue
What? Nvidia’s (NASDAQ:NVDA) GPU revenue rose from around $7.6 billion in 2020 to about $9.8 billion in 2021. Trefis expects the metric to rise further to about $14 billion in 2022 and $18.5 billion in 2023. Why? We expect growth to be...
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With Bitcoin At $51,000, Check Out These Crypto Stocks
Cryptocurrencies have seen a lot of volatility in recent weeks. Bitcoin prices have plummeted by almost 25% from their November highs to levels of about $51,000 currently, although they have recovered a bit from recent lows of about $46,000. The ...
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Company Of The Day: Nvidia
What? Chip behemoth Nvidia (NASDAQ:NVDA) says that it remains committed to its $40 billion acquisition of Arm. Nvidia had set an initial deadline of March 2022 for closing the deal, but that looks unlikely now as regulators in countries includin...
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Nvidia Stock Could Build On Stellar Weekly Returns
Nvidia stock (NASDAQ: NVDA) is up 11% in just one week, completely outperforming the S&P 500 which was up just around 1%. If you look at the change over the last ten days and one month, the stock has returned 20% and 14%, respectively, thus...
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With Bitcoin At $60K, Consider These Crypto Stocks
Bitcoin prices have rallied by almost 25% over the last month, trading at about $59,600 as of late Thursday. The bellwether crypto has rallied from lows of under $30,000 in July. There are likely a couple of factors driving the recent gains. Firs...
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Internet Infrastructure Stocks To Watch
Our indicative Theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpin the Internet – has returned about 17% year-to-date, roughly in line with the S&P 50...
