Chip stocks will regain momentum over AI demand: Analyst

  • 📰 YahooFinanceCA
  • ⏱ Reading Time:
  • 66 sec. here
  • 7 min. at publisher
  • 📊 Quality Score:
  • News: 44%
  • Publisher: 63%

Nvidia 뉴스

Chip Stocks,Semiconductor Stocks,John Vinh

The chip sector saw a brief recovery last week after a large sell-off, with Nvidia (NVDA) once again leading the charge. Looking forward, chip stocks look to...

) once again leading the charge. Looking forward, chip stocks look to regain momentum after August volatility, but can they capture their previous heights?

But let's focus on the chip giant and video losing over $900 billion in market cap since its prior highs back in June, it did recover towards the end of the week and does continue to rise as investors anticipate earnings coming up in a few weeks here.So obviously, the volatility impacted the entire market and chip stocks.

But I think those were largely addressed later when you had comments coming out from Microsoft that it's still seeing phenomenal demand on the A I front and it's actually a supply constrained. You know, if you think about Nvidia's valuation at these levels, we think they're gonna do, you know over five bucks and change next year, you're trading at 20 times, which is um you know, puts, puts NVIDIA almost into kind of value stock range relative to the broader semiconductor market, which is kind of trading at kind of mid, mid to high twenties right now.What would you tell investors is the most compelling second source play on A I.

Uh This is not an incremental performance uh improvement that you typically get when a, when a semiconductor company releases their next generation chip. And in the history of technology, we have never seen somebody have a kind of a monopolistic position.We think a MD has a competitive uh solution in M I 300 X.

이 소식을 빠르게 읽을 수 있도록 요약했습니다. 뉴스에 관심이 있으시면 여기에서 전문을 읽으실 수 있습니다. 더 많은 것을 읽으십시오:

 /  🏆 47. in KR
 

귀하의 의견에 감사드립니다. 귀하의 의견은 검토 후 게시됩니다.

대한민국 최근 뉴스, 대한민국 헤드 라인

Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.

Nvidia stock surges as chip stocks lead market reboundNvidia shares rallied Thursday with the broader markets after an attempted rebound
출처: YahooFinanceCA - 🏆 47. / 63 더 많은 것을 읽으십시오 »

Nvidia stock falls more than 5%, reversing Wednesday’s rally as chip stocks lead market lowerChip stocks led a tech-fueled sell-off.
출처: YahooFinanceCA - 🏆 47. / 63 더 많은 것을 읽으십시오 »

Nvidia stock falls more than 6%, reversing Wednesday’s rally as chip stocks lead market lowerChip stocks led a tech-fueled sell-off.
출처: YahooFinanceCA - 🏆 47. / 63 더 많은 것을 읽으십시오 »