Latest Articles
-
Nvidia Earnings Preview: What We’re Watching Thursday
Nvidia (NASDA:NVDA) is expected to report its Q3 earnings on Thursday. Nvidia’s stock hinges primarily around broader PC market strength and how GPU attach rates are figuring. These attach rates are highest in Europe at 80%, followed by 60%...
-
Nvidia Weekly Notes: VMware Partnership & Asus Tablet
This past week has been pretty uneventful for Nvidia (NASDAQ:NVDA) though it did announce a strategic partnership to work towards the development of virtual 3D graphics technology VMware (NYSE:VMW). Such technology can enable the high end virtual...
-
Nvidia’s Stock Taking Cues on News Flow, Intel Earnings on Deck
Nvidia (NASDAQ:NVDA) has had an interesting couple of weeks. Earlier this month, reports surfaced that A. Brooke Seawell, one of the Nvidia’s directors and a venture capital partner, plopped down $1.3 million to add to his holdings of Nvidi...
-
Nvidia Expands Offerings But Wimpy Economy Could Hurt Pricing
Nvidia (NASDAQ:NVDA) holds around 85.5% market share of the global professional graphics cards market and has seen its shipments grow in Q2 2011 despite weak economy. Nvidia should however watch out for AMD (NYSE:AMD) which is steadily gaining m...
-
Nvidia’s Got Cash and Growth to Ride Out Tough Market
Nvidia’s (NASDAQ:NVDA) stock has dipped over 10% in the last week as the uncertainty around economy of Europe and that of the U.S. continues threatens its outlook. However, despite the current macro concerns regarding Nvidia, we believe the...
-
AMD Shares Dive Due To Weakening Economy And Revised Outlook
AMD’s (NYSE:AMD) stock has dipped by more than 40% in since Sept 27 . While stock market has decline broadly, AMD’s slump has been much sharper, primarily exacerbated by its production issues and its higher sensitivity to market movem...
-
Nvidia’s New Tegra Chip Consumes Less Power & Improves Performance
Nvidia (NASDAQ:NVDA) has revealed its new Tegra quad-core processor called Kal-El that goes one step further and adds an additional fifth core in order to decrease power consumption. Below we discuss what this new design brings to the table and ...
-
Competition Could Weigh on Nvidia’s Professional GPU Prices
The PC chipset market seems to be on a path to recovery. According to research by Jon Peddie, graphics shipments increased by 6.5% quarter-on-quarter in Q2 2011 driven by over 84 million PC shipments worldwide, an increase of 2.4% q-0-q. This is ...
-
Trefis Weekly Notes: Semis, Media & Telecom
Below we present some of the key events and news from the past week concerning telecom, media and semiconductor industry. More specifically, these updates pertain to Nvidia (NASDAQ:NVDA), AMD (NYSE:AMD), Pandora Media (NYSE:P), DirecTV (NASDAQ:DT...
-
3 Trends that Can Lift Nvidia’s Stock
Nvidia’s (NASDAQ:NVDA) stock rose 11% over the past week. The main trigger appeared to be a rating upgrade from Wells Fargo based on expectations of an improving PC chip market. This expectation is a bit at odds with the popular refrain tha...
-
Nvidia Growth Looks Good Despite Sandy Bridge
Nvidia (NASDA:NVDA) reported its Q2 fiscal 2012 earnings and surprisingly, Sandy Bridge’s impact did not appear to be significant. Intel’s (NASDAQ:INTC) launch of Sandy Bridge processors, which are hybrid of CPU and GPU, earlier in th...
-
Nvidia Can Hit $20 if Tegra Takes Off
Nvidia (NASDA:NVDA) reported its Q2 fiscal 2012 earnings last week and while overall consumer graphics revenues continues to pick up at a brisk pace which led to a jump in shares, the same cannot be said for its Tegra processors. Tegra processors...
-
Nvidia Earnings Preview: What We Are Watching
Nvidia (NASDAQ:NVDA) plans to report its Q2 fiscal 2012 earnings on Thursday, Aug 11. Given the fact that the stock has had some significant swings this year jumping 60% from January to February before sliding to current levels, the upcoming earn...
-
Upside & Downside Scenarios for AMD
AMD (NYSE:AMD) competes with Intel (NASDAQ:INTC) and Nvidia (NASDAQ:NVDA) in the PC microprocessor and computer graphics market. AMD’s main product lines include desktop microprocessors, notebook microprocessors and server microprocessors w...
