
BofA's Arya on Nvidia: Here's what could make its earnings messy
Vivek Arya, BofA Securities senior semiconductor analyst, joins 'Power Lunch' to discuss Arya's thoughts on Nvidia's stock ahead of its quarterly earnings results.

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NVIDIA (NasdaqGS:NVDA) Collaborates With Accenture And AdaCore For AI And Automotive Innovation
NVIDIA has gained attention with its recent expansion in AI startups and introduction of new programming languages for the automotive market, coinciding with a 28% share price increase in the last quarter. These developments align with the broader market's modest upward trend, as the S&P 500 and Nasdaq both marked winning streaks, lifted by renewed economic optimism and progress in trade talks with China. NVIDIA's collaboration with Accenture, AdaCore, and various industry leaders adds weight to its momentum, complementing its focus on AI and autonomous technology, which have remained key drivers of interest amid robust market conditions. We've spotted 1 possible red flag for NVIDIA you should be aware of. We've found 19 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The recent developments at NVIDIA, particularly its expansion into AI startups and new programming languages for the automotive market, could significantly influence its long-term growth narrative. The partnerships with industry giants Toyota and Uber aim to cement NVIDIA's presence in the autonomous vehicles sector, potentially boosting revenue streams and market share. These collaborations align with NVIDIA's focus on AI and autonomous technology, potentially enhancing its data center and AI workloads, which in turn might improve earnings and margin potential. Analysts have projected NVIDIA's earnings to grow substantially, assuming it capitalizes on these burgeoning opportunities. However, regulatory challenges and export controls could impact these forecasts, as uncertainty remains a persistent risk. Over the past five years, NVIDIA's total return, including share price appreciation and dividends, has been very large, reflecting significant long-term value creation. In comparison to its one-year performance, NVIDIA surpassed the US Semiconductor industry, which posted a 10.3% gain, suggesting strong relative performance. This longer-term gain is a testament to NVIDIA's rapid growth trajectory, bolstered by innovation and strategic sector expansions. Despite the impressive gains, NVIDIA's current share price of US$113.54 is significantly lower than the consensus analyst price target of US$163.12, indicating potential room for growth. As the company continues to navigate AI and automotive sectors, these market moves can be pivotal in driving future revenue and earnings. Investors may need to assess if the growth potential justifies the price target, considering the associated risks and market dynamics. The ongoing scaling of the Blackwell architecture and its implications for operational efficiency and cost management will be central to NVIDIA meeting or exceeding analyst expectations. Assess NVIDIA's future earnings estimates with our detailed growth reports. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:NVDA. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
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Pfizer (NYSE:PFE) Exceeds Sales Milestone With Cresemba In Asia Pacific And China
Pfizer announced robust sales for the antifungal drug Cresemba in partnership with Basilea Pharmaceutica Ltd, marking significant growth in key Asian markets. Despite this achievement, Pfizer's stock price was relatively flat last week, reflecting a broader market trend rather than significant movements unique to the company. The company's announcements, including significant clinical trial results and strategic drug market expansions, provided positive context. However, these events primarily added weight to the overall market's modest rise, suggesting a stable, yet unremarkable impact on Pfizer's share price amid ongoing economic and trade developments. Be aware that Pfizer is showing 3 risks in our investment analysis. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. Pfizer's recent announcement concerning Cresemba's sales growth in Asian markets is a positive indicator for its revenue outlook. However, despite these gains, Pfizer's shares have remained flat, reflecting broader market trends rather than company-specific news. This lack of movement underscores persistent challenges, such as competition and declining utilization of key drugs like Paxlovid and Vyndaqel, potentially impacting future revenues and earnings forecasts. Over the past five years, Pfizer's total shareholder return, including dividends, was a decrease of 13.55%. This decline highlights performance concerns, particularly as Pfizer underperformed the broader US market, which recorded an 11.6% gain over the last year. Despite becoming profitable this year, Pfizer's forecasted revenue contraction of 2.1% per year over the next three years reflects ongoing challenges within the pharmaceutical industry. Pfizer's current share price at approximately US$24.41 shows a sizable discount compared to the consensus analyst price target of US$29.24. This gap suggests moderate investor skepticism about future growth, as analysts expect profit margins to rise yet predict revenue and earnings pressures. While Pfizer aims to stabilize through R&D advancements and international market penetration, these efforts will need to counteract competition's influence to align closer with the anticipated price target. Unlock comprehensive insights into our analysis of Pfizer stock in this financial health report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:PFE. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
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OpenAI CEO Sam Altman says AI is ready for entry-level jobs—but unbothered Gen Z have made it their new work friend
Billionaire OpenAI CEO Sam Altman reveals that AI can already perform tasks of junior-level employees—and the ability for it to work days at a time is just around the corner. With fellow tech leaders like Nvidia's Jensen Huang saying those who fail to embrace the technology will be replaced, some Gen Zers are catching on. If you're in desperate need of an intern, there's good news: there may soon be an abundance of them. But they might not be able to fetch you a coffee. OpenAI CEO Sam Altman admitted this week that AI agents—AI-powered systems that can complete job-related tasks with other software tools—can now effectively do the same work as entry-level employees. 'Today (AI) is like an intern that can work for a couple of hours but at some point it'll be like an experienced software engineer that can work for a couple of days,' Altman said on a panel with Snowflake CEO Sridhar Ramaswamy. In the coming months, AI agents will only get exponentially better, Altman said—to the point where their skills are just as good as an experienced software engineer. They're anticipated to operate continuously for days on end, without pause. 'I would bet next year that in some limited cases, at least in some small ways, we start to see agents that can help us discover new knowledge, or can figure out solutions to business problems that are very non-trivial,' the 40-year-old AI CEO added. Fortune reached out to Altman for comment. While this may seem like a grim reality for some workers, the future of human employees' success may depend on following the advice of tech CEOs like Nvidia's Jensen Huang. He predicted those who fail to embrace AI might be the next employee to get the pink slip. 'You're not going to lose your job to an AI, but you're going to lose your job to someone who uses AI,' he said at the Milken Institute's Global Conference last month. Generative AI may be eclipsing the skills of entry-level workers—like conducting research or developing PowerPoints. Some Gen Z have already seen the writing on the wall, and begun embracing the technology more than other age groups. About 51% of Gen Z now view generative AI just like a co-worker or as a friend, according to a recent survey from That's compared to just over 40% of millennials and 35% of Gen X or baby boomers who feel the same way. Altman has gone even further to say that many young people (including millennials) are turning to AI for far more than just internet sleuthing: '(It's a) gross oversimplification, but like older people use ChatGPT as a Google replacement. Maybe people in their 20s and 30s use it as like a life advisor, and then, like people in college use it as an operating system,' Altman said at Sequoia Capital's AI Ascent event earlier this month. 'And there's this other thing where (young people) don't really make life decisions without asking ChatGPT what they should do,' he added. Not all tech leaders have been as upbeat about the future, and have instead used their public appearances to highlight fears of an AI-driven job market reckoning. According to Anthropic CEO Dario Amodei, AI could eliminate half of all entry-level white-collar jobs within five years. Unemployment could skyrocket to 10% to 20%, he told Axios. To put that into context, it's currently at around 4%. Researchers at his company added that the next decade will be 'pretty terrible' for humans as desk jobs are automated, they told tech podcaster Dwarkesh Patel in an interview. This comes as the latest model of Claude—Anthropic's generative AI—can now reportedly code autonomously for nearly seven hours. This story was originally featured on