Chip delays, AI demand in focus in Wednesday's market-moving Nvidia earnings

  • 📰 CNBC
  • ⏱ Reading Time:
  • 61 sec. here
  • 9 min. at publisher
  • 📊 Quality Score:
  • News: 49%
  • Publisher: 72%

NVIDIA Corp ข่าว

Technology,Investment Strategy,Stock Markets

Earnings from bellwether Nvidia could play a pivotal role in the ongoing AI narrative, and decipher where a volatile market goes from here.

"The bottom line now is it's all about NVDA," said Strategas' Ryan Grabinski in a recent note to clients. "The direction of the market in the near term appears to be fully on the shoulders of this company." Wall Street has come to view Nvidia as the barometer for the broader semiconductor and AI industries. The company has prevailed as the dominant — and most advanced — artificial intelligence chipmaker — supplying to the likes of Amazon, Alphabet and Microsoft.

mountain Shares this year Investors widely expect the chip behemoth to top estimates when it posts results after the bell Wednesday. estimates are currently bracing for earnings and revenue of 64 cents per share and $28.7 billion, respectively. All eyes remain on the company's forecast, which has typically impacted the after-market stock action. But the company's Blackwell chips also remain in focus following a report from The Information earlier this month about delays with its next-generation AI chips.

estimate revenue will come in at $31.7 billion during the fiscal third quarter, representing 75% year-over-year growth. That would signal a deceleration from the 112.5% year-over-year growth expected this quarter. mountain Shares over the last month UBS analyst Timothy Arcuri suggests that estimates for this so-called whisper number have edged up to between $33 billion and $34 billion. That's up from a previous forecast of $31.7 billion and a consensus estimate of $31.6 billion, he noted. Blackwell concerns Nvidia shares fell last month following reports that the company is experiencing delayed production for its latest graphics processing unit ecosystem dubbed Blackwell.

เราได้สรุปข่าวนี้มาให้อ่านอย่างรวดเร็ว หากสนใจข่าว สามารถอ่านฉบับเต็มได้ที่นี่ อ่านเพิ่มเติม:

 /  🏆 12. in TH
 

ขอบคุณสำหรับความคิดเห็นของคุณ ความคิดเห็นของคุณจะถูกเผยแพร่หลังจากได้รับการตรวจสอบแล้ว

ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว

Similar News:คุณยังสามารถอ่านข่าวที่คล้ายกันนี้ซึ่งเรารวบรวมจากแหล่งข่าวอื่น ๆ ได้

Something concerning is going on with chip stocks ahead of Nvidia earningsThe stock market’s back near record highs, but a key space that drove it to those levels earlier in the year is still a way’s off.
แหล่ง: CNBC - 🏆 12. / 72 อ่านเพิ่มเติม »

Stocks are little changed as Dow hovers near record highs: Live updatesInvestors were awaiting Nvidia's earnings, due out after Wednesday's closing bell.
แหล่ง: CNBC - 🏆 12. / 72 อ่านเพิ่มเติม »

Nvidia Stock: Blackwell Suppliers Shrug Off Delay Ahead Of Q2 EarningsNvidia's stock has been recovering this week as key suppliers confirm initial shipments of GB200s in Q4 with increasing volume of shipments coming in Q1.
แหล่ง: ForbesTech - 🏆 318. / 59 อ่านเพิ่มเติม »

Nvidia earnings preview: Blackwell delay should not impact near-term resultsNvidia earnings preview: Blackwell delay should not impact near-term results
แหล่ง: Investingcom - 🏆 450. / 53 อ่านเพิ่มเติม »

US stock futures edge lower with Nvidia earnings, rate cuts in focusUS stock futures edge lower with Nvidia earnings, rate cuts in focus
แหล่ง: Investingcom - 🏆 450. / 53 อ่านเพิ่มเติม »