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Search resuls for: "NVDA's"


8 mentions found


☆ Nvidia's stock is soaring on the A.I. buzz. Here’s where Wall Street sees it going next
  + stars: | 2023-02-24 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Nvidia's data center business, which develops chips for AI, continued to grow, with its CEO saying that the technology is at an "inflection point." In its bull case for the stock, its price target is $348, or 67% upside, although the bank gives it an equal-weight rating. The bank said it was "very optimistic about the longer-term generative AI opportunity," but sees risk to Nvidia's data center business. BMO Capital Markets in a Feb. 21 note also pointed to the "increasing weaker environment" for the company's data center business in the near term. Wedbush analyst Matt Bryson has a neutral rating on the stock and gives it a price target of $175, or 15% downside.
☆ Analysts praise Nvidia's results, call A.I. opportunities the next big growth vector for the chipmaker
  + stars: | 2023-02-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Strong overall results from Nvidia and more artificial intelligence developments outweigh the chip stock's gaming center miss in its recent quarterly print, analysts say. The chipmaker on Wednesday posted better-than-expected quarterly results , driven by growth in its data center business that includes AI chips. CEO Jensen Huang added during a call with analysts that AI is at an "inflection point," leading businesses to purchase its chips for machine learning software. And, while the company's gaming business is unlikely to rebound to its pandemic heights, it looks "largely derisked" going forward, wrote Morgan Stanley's Joseph Moore. He added that this segment could become a steady 10% growth business for the chip maker.
☆ Nvidia can lead the 'A.I. arms-race,' Bank of America says
  + stars: | 2023-02-14 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
He said the company could specifically stand to benefit from generative AI, which is focused on creating new outputs based on data already understood by the system. ChatGPT is one of the best-known examples of generative AI. "NVDA's full-stack of accelerated silicon/systems/software/developers positions it uniquely to lead the nascent generative AI arms-race among global cloud and enterprise customers," he said in a note to clients Tuesday. And generative AI should increase the total addressable market of its accelerator business to $62 billion by 2027. To be sure, Arya said generative AI is in its "requisite hype cycle," so predicting an adoption pace means making lots of assumptions.
☆ Here are Tuesday's biggest analyst calls: Apple, Coinbase, Walmart, Roku, Nvidia, Amazon & more
  + stars: | 2023-02-14 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Here are Tuesday's biggest calls on Wall Street: KeyBanc reiterates Apple as overweight KeyBanc said Apple has "significant" growth potential. Evercore ISI downgrades XPO to in line from outperform Evercore said it sees an unfavorable risk/reward for the logistics company. Evercore ISI downgrades First Solar to in line from outperform Evercore said it sees a slowing solar market. Bank of America reiterates Burlington as buy Bank of America said the discount retailer is well positioned for a margin recovery. Bank of America reiterates Roku as underperform Bank of America said it's bearish heading into Roku earnings on Wednesday.
☆ Here are Thursday's biggest analyst calls: Meta, Nvidia, Tesla, FedEx, First Solar, Costco & more
  + stars: | 2023-02-02 | by ( Michael Bloom | ) www.cnbc.com   time to read: +4 min
"We downgrade First Solar to Neutral following +50% outperformance since August based on the benefit from the Inflation Reduction Act. Bank of America upgrades FedEx to buy from neutral Bank of America said in its upgrade on cost cuts. Bank of America upgrades Meta to buy from neutral Bank of America said it sees "multiple expansion" possibilities for Meta. Bank of America reiterates Costco as buy Bank of America said the warehouse club giant has a "strong value proposition." Bank of America reiterates Nvidia as buy Bank of America said it's standing by its buy rating ahead of the company's earnings report later this month.
☆ Here are Monday's biggest analyst calls: Tesla, Amazon, Netflix, Moderna, Nike, Coinbase & more
  + stars: | 2022-12-19 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Monday's biggest calls on Wall Street: Morgan Stanley names Microsoft a top 2023 pick Morgan Stanley said it sees accelerating earnings per share growth for Microsoft in 2023. Morgan Stanley reiterates Netflix as equal weight Morgan Stanley raised its price target on Netflix to $275 per share from $250 but said the valuation has come too far too fast. Telsey names Amazon a top 2023 pick Telsey said the e-commerce giant will continue to gain share in 2023. " Morgan Stanley names Formula One Group a top 2023 pick Morgan Stanley said the company is top beneficiary in the rising popularity of auto racing. Goldman Sachs names SolarEdge a top 2023 pick Goldman said shares of the solar company are attractive heading into next year. "
☆ Here are Thursday's biggest analyst calls: Apple, Robinhood, Netflix, Target, TJX, McDonald's & more
  + stars: | 2022-11-17 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Thursday's biggest calls on Wall Street: Credit Suisse reiterates Apple as outperform Credit Suisse said its survey checks show iPhone Pro and Pro Max delivery delays. Deutsche Bank downgrades Target to hold from buy Deutsche downgraded Target after its earnings report on Wednesday and said it has "lower confidence." Piper Sandler upgrades Target to overweight from neutral Piper said Target is still "compelling" despite its latest quarterly report. " Bank of America reiterates Nvidia as buy Bank of America called Nvidia's third-quarter earnings results on Wednesday an "inflection" quarter. Bank of America reiterates Cisco as buy Bank of America said it's standing by Cisco after its earnings report on Wednesday.
☆ What Cramer is watching Friday — Day 2 rally, China eases more Covid rules, Intel double downgrade
  + stars: | 2022-11-11 | by ( Jim Cramer | ) www.cnbc.com   time to read: +5 min
I see Club holding Estee Lauder (EL) as a buy on China starting to ease pandemic restrictions. Club holding Nvidia (NVDA) reports its quarter next week, and there seems to be a conclusion to the glut in semiconductors. JPMorgan double downgraded Intel (INTC) to underweight from overweight (sell from buy) and cuts its price target in half to $32 per share. Citi cuts price target on Palantir (PLTR) to $5 per share from $6 on slowing growth. Mizuho cuts price target on Kimco Realty (KIM) to $22 per share from $25.
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