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NVDA Mar 2025 320.000 call
- Yahoo Finance Video
How Nvidia is preparing for Q4: Strategist
Nvidia (NVDA) released its first quarter results, surpassing analysts' estimates on both revenue and profitability. However, with Nvidia's rapid growth trajectory, investors are questioning whether the company's performance can be sustained. Synovus Trust Vice President and Senior Portfolio Manager Dan Morgan joins Catalysts to discuss his outlook on Nvidia. Morgan acknowledges that there were concerns about a potential slowdown in Nvidia customers' orders of the company's existing AI chip offerings as new products were released. However, he notes that the company's earnings report, coupled with upbeat second quarter revenue guidance, "gives me the indication that there is no slowdown in terms of order growth." Regarding the supply of the new GPU chips, Morgan states that he doesn't anticipate a rollout until the fourth quarter. "I think right now they're preparing and getting that supply chain ready to go so that they can meet that demand in the fourth quarter," he adds. For more Nvidia, Watch Yahoo Finance's interview with CEO Jensen Huang. For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Angel Smith
- Yahoo Finance Video
Nvidia stock split won't change much, but still a buy: Analyst
Nvidia (NVDA) issued its first quarter results on Wednesday afternoon, beating Wall Street expectations and announcing a 10-for-1 stock split. KeyBanc Capital Markets Equity Research Analyst John Vinh joins Morning Brief to explain how Nvidia "met the bar" and what it will take for the chip giant to build on its success. Vinh elaborates on Nvidia's 10-for-1 stock split: "From our perspective, the splitter post-play doesn't matter with us. But I think there's still very favorable risk-reward on Nvidia here. We think that they can do close to $50 in earnings. And you know, at that sort of earnings power, Nvidia is trading very attractively relative to its broader peers, kind of in the high teens, low 20s multiple, which is very attractive from a valuation perspective." For more Nvidia, watch Yahoo Finance's interview with CEO Jensen Huang. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Nicholas Jacobino
- Yahoo Finance Video
Nvidia earnings beat, stocks, bank CEOs on Fed: 3 Things
Nvidia (NVDA) topped earnings estimates in its fiscal first-quarter 2025 report with AI chip demand driving the company's success. Watch Yahoo Finance's interview with Nvidia CEO Jensen Huang here. US equity markets (^DJI, ^IXIC, ^GSPC) and even international indexes, such as Japan's Nikkei 225 (^N225), are looking to surge on Nvidia's positive earnings data in Thursday's trading session. JPMorgan Chase (JPM) CEO Jamie Dimon and Goldman Sachs (GS) CEO David Solomon weigh in on the Federal Reserve's interest rate outlook. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Luke Carberry Mogan.
