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NVDA Dec 2024 1160.000 put
- Yahoo Finance Video
Nvidia's 'structural challenge' is return on its own investments
Nvidia (NVDA) will execute a 10-for-1 stock split after the market close, making the stock more affordable to investors. Bernstein Managing Director and Senior Analyst Stacy Rasgon joins Market Domination to discuss how the split will impact the company and break down any potential headwinds that lay ahead. "For a lot of these stocks, there is increasingly a retail presence ... but to be honest, I think it's at the margin. I'm not really factoring in very, very much. There's plenty of liquidity in the stock anyways. We don't need the retail investors to drive it higher," Rasgon explains. He believes the split will leave the stock largely unchanged, and notes that the company has executed stock splits before. Rasgon believes that the shares remain inexpensive relative to the company's growth. He points to its Blackwell chips and new Rubin chips as key areas of success for Nvidia as the AI race heats up. However, he warns, "As we as we get closer to earnings and other things, how high do expectations go into those prints? And then what do things look like relative to those expectations? That'll be the worry for the next few quarters." For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Melanie Riehl
- Yahoo Finance Video
Nvidia's 10-for-1 stock split: Is now the time to buy?
Nvidia (NVDA) is gearing up for a 10-for-1 stock split after the market close. Winthrop Capital chief investment officer Adam Coons joins Wealth! to discuss whether this provides a new buying opportunity for the chip giant as the AI race heats up. Coons explains that while the split allows more investors into the stock, "the downside of it is, though, that large share prices usually are positioned for institutional investors who tend to be more long term, and their decision making is long term. And so they're not as visceral in their reactions to maybe an earnings release or some other news event that would cause them to sell out of an entire position relative to retail investors, who would buy in and they might have a more emotional attachment to the stock." He notes that the stock split will open up an opportunity for investors who have sat on the sidelines as the price becomes more attractive. He adds that "the whole AI pie is growing" as the technology seeps into all corners of the market. Coons points to the cybersecurity sector and companies like CrowdStrike (CRWD) as an area getting a boost from the technology. In addition, he explains that Qualcomm (QCOM) is well positioned as AI becomes integrated into laptops. For more expert insight and the latest market action, click here to watch this full episode of Wealth! This post was written by Melanie Riehl
- Yahoo Finance Video
Nvidia: Short bets against stock top $34B
Nvidia (NVDA) finds itself at the center of speculation with over $34 billion in outstanding short bets stacked against the tech giant's stock, according to S3 Partners. This bearish positioning comes on the heels of the company's highly anticipated 10-for-1 stock split, scheduled for Friday. Yahoo Finance's Seana Smith and Brad Smith delve into the anticipation surrounding Nvidia's stock. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Angel Smith
