Concerns over Nvidia Blackwell delays ‘overdone,’ says Evercore) stock ahead of the chipmaker’s upcoming earnings report for the July quarter, saying that recent worries about potential delays in the release of the Blackwell system are “overdone.”
“Furthermore, should a delay manifest, we believe demand is so strong, particularly at Tier 2 and 3 CSPs and enterprises, that current generation Hopper solutions would be purchased even if Blackwell was pushed,” the analysts remarked. "Apple is poised to win in AI," MoffettNathanson analysts said, but cautioned that"that's exactly what's already priced in."
The firm also said that Apple's strategy is likely to drive an iPhone upgrade cycle, but the potential impact of this cycle is already reflected in the current stock valuation. "While the acquisition of Xilinx adds new programmable chip products and end-markets to AMD's business, we believe the company remains in the early innings of cross-selling and integrating Xilinx and AMD products," the firm stated.
Analysts pointed out that the company’s guidance for the second half already indicates minimal top-line growth compared to Q2 2024. Their updated analysis also suggests low growth in 2025 for sales, operating profit , and earnings per share .
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