Zacks Investment Management’s Post

𝗡𝘃𝗶𝗱𝗶𝗮'𝘀 $𝟮 𝗧𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗚𝗮𝗶𝗻: 𝗖𝗮𝗻 𝘁𝗵𝗲 𝗥𝗮𝗹𝗹𝘆 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗲? Nvidia’s stock continues to soar as investors bet on its enduring dominance in the AI chip market. Despite announcing new Blackwell chips for later this year, demand for its current H100 chips remains high. Nvidia's stock hit a record $1,195.48, driven by robust earnings and a bullish outlook from analysts who raised the price target to $1,500. The company’s valuation has surged to $2.94 trillion, solidifying its lead in the AI revolution. #finance #news #Nvidia #AI #StockMarket Source:- https://lnkd.in/da9RrdXs

Following Nvidia's (NVDA) impressive earnings beat, the AI trade has surged back into prominence, dispelling concerns that enthusiasm for the technology had plateaued. Shares of companies like SoundHound (SOUN) and Arm (ARM), in which Nvidia recently disclosed investments, experienced a roughly 5% increase on Thursday. Meanwhile, AMD (AMD), another player in the AI chip sector, saw its stock surge by over 10%, and Palantir, driven by AI technology, gained over 3%. Super Micro Computer (SMCI), which has already enjoyed a remarkable 200% increase this year, skyrocketed by nearly 33% on Thursday alone. #AI #Nvidia #Earnings #Stocks #SoundHound #Arm #AMD #Palantir #SuperMicroComputer #Investing #Technology #Market

US #stocks have made a mixed start to Thursday's session with NVIDIA lifting the #SP500 and the #Nasdaq while the #DowJones lagged behind. Shortly after the opening the #DowJonesIndustrialAverage (#DJIA) was down 0.1% at 34,452.61, the S&P 500 was up 0.2% at 4,446.28 and the #NasdaqComposite was up 0.3% at 13,763.09. #Nvidia remains the star of the show, opening 4.7% higher after its blow-out quarterly earnings. “Nvidia is seen as the poster child for artificial intelligence, with its chips playing a key role in the roll-out of AI systems. #AI has been the hot investment theme in 2023 and Nvidia’s results imply there is a lot more to go for," said Russ Mould at AJ Bell. More at #Proactive #ProactiveInvestors http://ow.ly/2P3G104S4vx

#Nvidia is the world's most valuable company. Yes, #AI is real. Yes, AI will change the world...not tomorrow but over decades. Yes, Nvidia deserves capital and respect for its innovations. I have never shied away from calling a spade...a spade. So, let me not shy away from re-asserting that we are in an AI #bubble and NVIDIA is floating atop that AI bubble. Unlike in 1999 - 2000, this bubble is built largely by and for profitable Big Tech companies. Just because they are profitable, however, does not detract from the fact that these companies are trading in an AI bubble both in terms of their stock prices and in their capital expenditure cycle. In the short-term, the so-called "AI arms race" will be the worst mal-investment cycle of early 21st century. In the long-run, evolution of AI is uncertain. However, when governments spend trillions of dollars in fiscal stimuli and central banks print many more trillions like it was going out of fashion, then private capital ends up building a war chest to "invest" with reckless abandon on "accelerated computing" and "generative AI" and "AI factories" with unclear ROI roadmaps. A few years ago, we had Elon Musk as the corporate rock-star. Now, our flavour of the year is: Jensen Huang. Our society desperately needs heroes...but ends up getting mostly false prophets. Technology, of course, is the new religion. Since time immemorial, masses have been gullible enough to fall for salesmen (and a few women) selling the next shiny new object. To his credit, Jensen Huang is milking the attention for Nvidia's benefit to its maximum. Not only does he have the equity markets in thrall, he has corporations and governments wrapped around his finger. In the equity markets, the AI bubble started to blow up last summer and it has been turbo-charged since January 2024. How much it will inflate is impossible to tell. What is clear though is that this bubble explosion will leave deep and widespread investor pain. This time's collapse will shake the speculative "animal spirits" out of speculators and gamblers for years to come. As a (mostly) rational, fundamentals-based investor, I can't wait to watch this story unfold despite its predictable and inevitable arc. I can't wait for a time when we can get back to the refined art and craft of fundamental investing -- as opposed to a mindless orgy of speculation described in polite society as "quant investing" and "momentum investing". But it will only happen when governments start to exercise fiscal discipline and central banks begin to exercise monetary discipline. What has happened over the past two decades is a raid of government treasuries to fund the gambling habit (speculation) of a financialised economy. So, a cataclysmic financial event will be required to jog the system and the broader society out of its trance. With the AI bubble, we do have the ingredients coming together to deliver just such a reset moment. Schadenfreude ahead! #neuron #hedgehawk

NVIDIA's shareholder base is on the move. I have been getting many questions over the past several days, post Nvidia's blowout report, about why the stock is down. In addition to macro concerns, I think there is an interesting shift in the company's shareholder base. Nvidia's move up started with the bottom fishers <$150/share; then came the #AI hypesters at $200/share; and now "value investors" >$400/share. Interestingly, despite the tech cycle being in the early innings and gen #ai just gaining steam, the "fast money" has been coming out of #AI stocks over the entire month of August, creating pretty attractive entry points for fundamental investors. But after the significant move up in earnings, valuation is now looking significantly more attractive. The stock is trading at <25x EV/EBITDA, near the bottom of a 5Y valuation range. As a result, I think Nvidia will start attracting a new type of investor. While this could take time, it provides support for the stock creating a favorable risk/reward profile. #technology #nvidia #artificialintelligence #semiconductors

Exciting times for tech and AI investors! In my 30+ years of tech investing, I have rarely seen a situation where a single company (#Nvidia of course) will be watched so closely. Nvidia is announcing their Q2 earnings results today after market close. Will they be as good as expected? 🚀 Strong earnings results will be a positive sign for the semiconductor industry as a whole. And for AI as the next big thing in tech. 🦖 If not, the $NVDA stock and the tech market will probably face a substantial correction. Unfortunately, investors will only be happy when it over-performs. Stay informed with our background information provided in this explainer carousel. #Nvidia #techinvestors #AInews _____ 𝘞𝘦 𝘧𝘳𝘦𝘲𝘶𝘦𝘯𝘵𝘭𝘺 𝘥𝘳𝘰𝘱 𝘓𝘪𝘯𝘬𝘦𝘥𝘐𝘯 𝘌𝘹𝘱𝘭𝘢𝘪𝘯𝘦𝘳 𝘊𝘢𝘳𝘰𝘶𝘴𝘦𝘭𝘴. 𝘍𝘰𝘭𝘭𝘰𝘸 𝘮𝘦 𝘵𝘰 𝘴𝘵𝘢𝘺 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘢𝘣𝘰𝘶𝘵 𝘵𝘦𝘤𝘩 𝘢𝘯𝘥 𝘈𝘐 𝘵𝘰𝘱𝘪𝘤𝘴 𝘵𝘩𝘢𝘵 𝘮𝘢𝘺 𝘪𝘯𝘵𝘦𝘳𝘦𝘴𝘵 𝘺𝘰𝘶.

https://lnkd.in/gmi45HZn As anyone who follows the investment markets knows, Nvidia reported its first-quarter earnings yesterday. They not only exceeded the Street's lofty estimates but also increased their expectations AND announced a 10-for-1 stock split! Yesterday morning, I provided my commentary on Oliver Renick's show on Schwab Network. The question is, how fast can Microsoft, Google, Amazon, and the other Technology behemoths play catch-up? Because they will. Thanks to Oliver, his team, and Schwab Network for continuing to ask my opinion on semiconductor and software stocks. #OliverRenick. #SchwabNetwork. #Nvidia #AI

Nvidia's shares soar 550% since last year, raising questions on sustainability amid AI chip demand boom. With a significant market cap increase and high revenue growth, concerns about competition, demand cycles, and valuation come into focus. https://brokerwaves.com/ #Nvidia #AIChips #StockMarket #InvestmentConcerns #TechCompetition #DemandCycles #MarketValuation #ArtificialIntelligence #SemiconductorBoom #TechInvesting

25 Reasons to Buy Nvidia Stock Now https://tigr.link/8oHEqF So as we see from what The Motley Fool is trying to say & as well as Lee Hsien Loong from the very beginning as well as Hariram Arunachalam reminding us that Blackstone & Perak Samudera of Pakatan Harapan leading our nations & monarchy towards more prolific investments. A recent story on X made me understand Jensen Huang’s true vision of modern technological advancements. Data center AI chip market is projected to continue to grow like gangbusters In 2023, the global market for chips to accelerate AI processing in data centers was worth about $45 billion, according to an estimate by Advanced Micro Devices (NASDAQ: AMD) CEO Lisa Su. She projects this market will reach $400 billion in revenue by 2027, which equates to a blistering CAGR of 72.7%.

NVIDIA has been this year’s hottest stock, because of it's phenomenal revenue guidance to the market in the previous two earnings releases. Nvidia reports earnings results torday after the US market close, which will be a defining moment for sentiment not only on AI-related stocks, but also the entire US technology sector. Saxo's Head of Equity Strategy, Peter Garnry tells us more about what we should look out for ahead of the earnings release, read more here: http://spr.ly/6049uN0xH #financialmarkets #nvidia #AI #technologysector #beinvestedwithsaxo