Latest news with #Nvidias
Yahoo
5 days ago
- Business
- Yahoo
Nvidia (NVDA) Gets Wall Street Boost on Strong Q1 Results and Upbeat Guidance
Nvidia (NVDA, Financials) saw its stock momentum recharge Thursday after a flurry of Wall Street upgrades followed strong quarterly results and upbeat guidance. The chipmaker posted revenue of $44.06 billion for the April quarter, a 69% jump from a year earlier and ahead of the $43.34 billion forecast. Earnings per share reached $0.81, comfortably beating the $0.73 consensus. The company said July quarter revenue could come in as high as $45.90 billion, suggesting 50% year-over-year growth at the midpoint. That outlook, paired with rising AI demand, prompted Summit Insights to upgrade the stock to Buy from Holdsurprising some observers, given the firm had missed Nvidias 24% run-up leading into earnings. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Nvidias data center segment once again did the heavy lifting, accounting for 89% of revenue and surging 73% year over year. Gaming and AI PC sales rose 42% to $3.8 billion, while smaller businesses like automotive and visualization added $1.1 billion combined. The mix shows Nvidia is still leaning hard into enterprise AI, but its not ignoring other growth channels. Gross margin slipped to 71.3% after a $4.5 billion charge related to restricted H20 chip sales into China, but management expects margins to bounce back into the mid-70% range as the newer Blackwell architecture scales across more workloads. The companys upbeat forecast comes despite pressure from U.S. export controls, which Nvidia says could cost it up to $8 billion in China data center revenue this quarter. Its still exploring compliant options to serve that market, which it believes could grow to nearly $50 billion. In the meantime, analysts are tuning in for more signals at several upcoming events, including presentations at the BofA Global Tech Conference on June 4 and the NASDAQ Investor Conference on June 10. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Nvidia (NVDA) Gets Wall Street Boost on Strong Q1 Results and Upbeat Guidance
Nvidia (NVDA, Financials) saw its stock momentum recharge Thursday after a flurry of Wall Street upgrades followed strong quarterly results and upbeat guidance. The chipmaker posted revenue of $44.06 billion for the April quarter, a 69% jump from a year earlier and ahead of the $43.34 billion forecast. Earnings per share reached $0.81, comfortably beating the $0.73 consensus. The company said July quarter revenue could come in as high as $45.90 billion, suggesting 50% year-over-year growth at the midpoint. That outlook, paired with rising AI demand, prompted Summit Insights to upgrade the stock to Buy from Holdsurprising some observers, given the firm had missed Nvidias 24% run-up leading into earnings. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Nvidias data center segment once again did the heavy lifting, accounting for 89% of revenue and surging 73% year over year. Gaming and AI PC sales rose 42% to $3.8 billion, while smaller businesses like automotive and visualization added $1.1 billion combined. The mix shows Nvidia is still leaning hard into enterprise AI, but its not ignoring other growth channels. Gross margin slipped to 71.3% after a $4.5 billion charge related to restricted H20 chip sales into China, but management expects margins to bounce back into the mid-70% range as the newer Blackwell architecture scales across more workloads. The companys upbeat forecast comes despite pressure from U.S. export controls, which Nvidia says could cost it up to $8 billion in China data center revenue this quarter. Its still exploring compliant options to serve that market, which it believes could grow to nearly $50 billion. In the meantime, analysts are tuning in for more signals at several upcoming events, including presentations at the BofA Global Tech Conference on June 4 and the NASDAQ Investor Conference on June 10. This article first appeared on GuruFocus. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
Business Standard
6 days ago
- Business
- Business Standard
Markets Dip Amid Trade Uncertainty, Dow Sheds 245 Points
U.S. stocks fall as Trump's tariff threats stir volatility; Nvidia dips post-earnings, housing and utility stocks slump while gold stocks rise. The Dow declined 244.95 points or 0.6 percent to 42,098.70, the Nasdaq fell 98.23 points or 0.5 percent to 19,100.94 and the S&P 500 slid 32.99 points or 0.6 percent to 5,888.55. President Donald Trump's trade policies are uncertain due to which the traders are on side lines following recent volatility. Trump's threat to impose 50 percent tariffs on imports from the European Union triggered a steep drop by stocks last Friday only for his decision to delay the proposed tariffs to spark the rally on Tuesday. Nvidias shares decreased by 0.5% after its release of fiscal first quarter results. Housing stocks turned in some of the market's worst performances, dragging the Philadelphia Housing Sector Index down by 2.4 percent. Utilities stocks are considerably weak , as reflected by the 1.6 percent loss posted by the Dow Jones Utility Average. Steel, oil producer and transportation stocks moved downwards while gold stocks moved higher despite a modest decrease by the price of the precious metal. Asia-Pacific stocks turned in a mixed performance. Japan's Nikkei 225 Index and China's Shanghai Composite Index closed just below the unchanged line, while South Korea's Kospi surged by 1.3 percent. The major European markets all moved to the downside on the day while the German DAX Index slid by 0.8 percent, the U.K.'s FTSE 100 Index fell by 0.6 percent and the French CAC 40 Index decreased by 0.5 percent. In the bond market, treasuries gave back ground after moving notably higher over the past few sessions. Subsequently, the yield on the benchmark ten-year note which moves opposite of its price, climbed 4.3 bps at 4.47 percent.
Yahoo
23-05-2025
- Business
- Yahoo
Nvidia (NVDA) Hits Reset as Cloud Spending Slows
Nvidia (NVDA, Financials) is switching gears. With cloud giants like Microsoft (MSFT, Financials) and Google tightening the purse strings, Nvidias no longer betting only on mega AI builds. Warning! GuruFocus has detected 3 Warning Sign with MSFT. CEO Jensen Huang just rolled out NVLink Fusiontech that lets outside chips link up with Nvidias platform. Its a smart hedge: stay relevant, even when the big checks slow down. Hes also targeting regular businesses now, not just tech titans. Think: new servers built for the rest of us. Meanwhile, Chinas getting tougher. U.S. export limits mean Nvidia is selling weaker chips thereand losing ground. Sure, Nvidia has closed some giant AI deals in the Gulf. But analysts say those are exceptions, not the norm. Behind the scenes, Taiwans still doing the heavy lifting. Solomon Technology stock popped 241% after Huang gave it a shoutout. Thats how tight the partnership runs. Huangs not sweating the slowdown. He says AI demand is still strongthis is just a breather. Still, selling to businesses takes time. Its not the same as landing one massive government contract. His stop in Taiwan for Computex? Its Nvidia doubling down on its alliesbecause geopolitics arent getting easier. This article first appeared on GuruFocus.
Yahoo
23-05-2025
- Business
- Yahoo
Nvidia (NVDA) Hits Reset as Cloud Spending Slows
Nvidia (NVDA, Financials) is switching gears. With cloud giants like Microsoft (MSFT, Financials) and Google tightening the purse strings, Nvidias no longer betting only on mega AI builds. Warning! GuruFocus has detected 3 Warning Sign with MSFT. CEO Jensen Huang just rolled out NVLink Fusiontech that lets outside chips link up with Nvidias platform. Its a smart hedge: stay relevant, even when the big checks slow down. Hes also targeting regular businesses now, not just tech titans. Think: new servers built for the rest of us. Meanwhile, Chinas getting tougher. U.S. export limits mean Nvidia is selling weaker chips thereand losing ground. Sure, Nvidia has closed some giant AI deals in the Gulf. But analysts say those are exceptions, not the norm. Behind the scenes, Taiwans still doing the heavy lifting. Solomon Technology stock popped 241% after Huang gave it a shoutout. Thats how tight the partnership runs. Huangs not sweating the slowdown. He says AI demand is still strongthis is just a breather. Still, selling to businesses takes time. Its not the same as landing one massive government contract. His stop in Taiwan for Computex? Its Nvidia doubling down on its alliesbecause geopolitics arent getting easier. This article first appeared on GuruFocus.
