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Nvidia de parel voor de komende jaren

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nine_inch_nerd 23 september 2024 09:56

Alibaba, Nvidia collaborate on advanced autonomous-driving solution, computing services
finance.yahoo.com/news/alibaba-nvidia...

Lieutenant Price 23 september 2024 23:07

Microsoft stock receives rare downgrade as analyst says it's 'beholden' to Nvidia

"Microsoft (MSFT) received a rare Wall Street downgrade on Monday over concerns the tech giant's artificial intelligence lead is diminishing and that it has become too reliant on Nvidia (NVDA) for its AI infrastructure.

Analysts at D.A. Davidson downgraded the stock to Neutral from Buy, keeping their price target unchanged at $475, which still implies around an 8% upside from current levels.

The firm noted that Microsoft's early investments and commercial product rollouts initially gave the company an advantage over Amazon (AMZN) and Google (GOOGL, GOOG), who it said were both "caught flat-footed."

As Yahoo Finance's Dan Howley recently reported, Microsoft has embarked on a broad push to infuse its vast portfolio of business software products with AI capabilities as it seeks to outpace rivals in the space and monetize its enormous investments in AI technology.

The company has been plowing cash into building out its AI data centers, with its latest quarterly capital expenditures topping out at $19 billion, up 35% from the prior quarter.

Microsoft pointed to a number of bright spots in its AI business, noting that AI contributed 8 percentage points of growth to its cloud Azure revenue, up from 7 percentage points in the third quarter and 1 percentage point in the fourth quarter last year.

Despite Monday's downgrade, Microsoft shares were trading mostly flat. The stock, which topped in July, is up roughly 15% year to date."

finance.yahoo.com/news/microsoft-stoc...

nine_inch_nerd 24 september 2024 10:59

Grappig...
Nvidia is goed voor 10,6% van de portefeuille van een gemiddelde Amerikaanse particuliere belegger. Apple ook bijna 10%. Verder veel meer tech en ook index fondsen.
(bron Vanda)

Bijlage:

Lieutenant Price 24 september 2024 17:43

NVIDIA Corporation 119.30 3.04 (+2.61%)

Heb weinig nieuws gezien vandaag, opeens +3% inmiddels.

nine_inch_nerd 24 september 2024 18:26

quote:
Lieutenant Price schreef op 24 september 2024 17:43:
NVIDIA Corporation 119.30 3.04 (+2.61%)

Heb weinig nieuws gezien vandaag, opeens +3% inmiddels.

Ja, alles lift omhoog.
SOX nu dik + 1,5%

Japaho 24 september 2024 18:28

quote:
Lieutenant Price schreef op 24 september 2024 17:43:
NVIDIA Corporation 119.30 3.04 (+2.61%)

Heb weinig nieuws gezien vandaag, opeens +3% inmiddels.

Is en blijft een ijzersterk aandeel. Moet eigenlijk in elke portefeuille zitten, net als Shell, Unilever, ING etc.

Lieutenant Price 24 september 2024 18:55

quote:
Japaho schreef op 24 september 2024 18:28:
[...]

Is en blijft een ijzersterk aandeel. Moet eigenlijk in elke portefeuille zitten, net als Shell, Unilever, ING etc.

Uiteraard! Ik heb geen enkele Nvidia aandeel verkocht, heb ze gewoon nog staan! Ik blijf de komende jaren gewoon long op Nvidia, mooi bedrijf en ze hebben het fantastisch voor elkaar.

Wat betreft de plotselinge stijging vandaag:
"BREAKING: Nvidia stock, $NVDA, soars after CEO Jensen Huang is reportedly “done selling” stock.

The stock is now trading at a 3-week high and back above $120."
x.com/KobeissiLetter/status/183861323...

Jensen lijkt voorlopig klaar te zijn met zijn aandelenverkoopprogramma. Hij heeft in de afgelopen maanden in totaal voor minder dan een procent van zijn totale Nvidia holding verkocht.

NVIDIA Corporation 121.29 +5.03 (+4.33%) As of 12:53 PM EDT. Market Open.

Brouwer 24 september 2024 19:38

quote:
Lieutenant Price schreef op 24 september 2024 18:55:
[...]
Uiteraard! Ik heb geen enkele Nvidia aandeel verkocht, heb ze gewoon nog staan! Ik blijf de komende jaren gewoon long op Nvidia, mooi bedrijf en ze hebben het fantastisch voor elkaar.

Wat betreft de plotselinge stijging vandaag:
"BREAKING: Nvidia stock, $NVDA, soars after CEO Jensen Huang is reportedly “done selling” stock.

The stock is now trading at a 3-week high and back above $120."
x.com/KobeissiLetter/status/183861323...

Jensen lijkt voorlopig klaar te zijn met zijn aandelenverkoopprogramma. Hij heeft in de afgelopen maanden in totaal voor minder dan een procent van zijn totale Nvidia holding verkocht.

NVIDIA Corporation 121.29 +5.03 (+4.33%) As of 12:53 PM EDT. Market Open.

Precies, ook ik heb al mijn aandelen nog; ze moeten mij wegslaan wil ik er afstand van doen.

nine_inch_nerd 24 september 2024 21:58

Hitachi & NVDA Nvidia Unveil AI-Powered Railway Monitoring System -HMAX-

Hopper58 25 september 2024 03:04

Nvidia Stock Investors Just Got Good News From Wall Street: The Artificial Intelligence (AI) Boom Is Thriving
By Trevor Jennewine – Sep 24, 2024 at 4:06AM
Key Points
Capital expenditures related to artificial intelligence infrastructure will accelerate over the next five years, according to JPMorgan analysts.
Many companies have attempted to compete with Nvidia and most of them have come up short, according to Morgan Stanley analysts.
Wall Street expects Nvidia's earnings to increase at 36% annually over the next three years, which makes its current valuation look reasonable.

Concerns about the sustainability of Nvidia's dominance in artificial intelligence chips may be overblown.

Nvidia (NVDA 3.96%) has been one of the hottest artificial intelligence (AI) stocks on the market. Its split-adjusted share price has increased nearly 700% since 2023. But the stock has actually slipped 14% since peaking around $136 per share in June, shortly after the company completed its 10-for-1 stock split.

One reason for the backslide is uncertainty surrounding the sustainability of AI spending. Investors want proof that capital expenditures are boosting revenue growth and productivity. But scant supporting evidence has led to concerns about AI budget cuts.

Another reason for the backslide is the sequential decline in Nvidia's gross margin in the recent quarter, a potential sign of competitive pressure. Several companies are designing custom AI chips, and investors are worried that Nvidia could lose its market dominance.

However, Wall Street has good news for Nvidia shareholders on both fronts. Here are the important details.

JPMorgan says investments in AI infrastructure are building momentum
Jonathan Linden and Joe Seydl at JPMorgan believe capital expenditures related to artificial intelligence (AI) infrastructure are still building momentum. They estimate spending from five hyperscale cloud companies -- Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle -- will increase at 24% annually over the next five years, up from 15% annually over the last five.

Additionally, Linden and Seydl expect AI to have a measurable impact on productivity by the end of the decade. That may sound like the distant future, but they explained that the interval between technological innovation and productivity gains is actually shrinking. "Think of it this way: It took 15 years for the personal computer to increase the economy's productivity. AI could do it in seven."

The International Data Corp. forecasts artificial intelligence will add $4.9 trillion to the global economy in 2030, up from $1.2 trillion this year. In that scenario, AI would account for 3.5% of global GDP when the decade ends. The implications of that estimate are enormous: Investments in AI are not only worthwhile, but also critical for businesses that hope to keep up with their competitors.

Naysayers will undoubtedly write AI off as an overhyped technology in the coming years, just as some people did with the internet in the 1990s. And AI stocks may suffer a massive drawdown at some point, just as internet stocks did in the early 2000s. But the naysayers will ultimately be proven wrong, and Nvidia's share price could climb much higher in the future. Indeed, Beth Kindig at the I/O Fund believes Nvidia could be a $10 trillion company by 2030.

Morgan Stanley says Nvidia's competitors consistently come up short
Nvidia builds the most covered graphics processing units (GPUs) in the computing industry. The company accounted for 98% of data center GPU shipments last year, and those processors are the gold standard in accelerating AI workloads. Nvidia's market share in AI chips exceeds 80%, and Forrester Research recently wrote, "Without Nvidia GPUs, modern AI wouldn't be possible."

The tidal wave of demand for AI infrastructure has naturally drawn more competitors to the market. That includes chipmakers like Intel and Advanced Micro Devices, as well as big tech companies like Alphabet, Amazon, and Apple. All of them have designed alternative GPUs or custom AI accelerators. But CEO Jensen Huang is confident that Nvidia chips offer the "lowest total cost of ownership," meaning chips with cheaper price points may actually cost more once associated expenses are included.

Even so, Nvidia will almost certainly lose some market share as custom AI accelerators become increasingly popular in the years ahead. But losing some market share is not the same as losing its market leadership. Nvidia's superior hardware, coupled with its robust ecosystem of supporting software for developers, give the company a deep competitive moat that rivals find it difficult to overcome.

Analysts at Morgan Stanley said as much in a recent note. "We have seen many threats to Nvidia come and go since 2018 -- something like a dozen start-ups, several efforts from merchant competitors such as Intel and AMD, and several custom designs. Most of those have come up short. Competing with Nvidia, a company that spends $10 billion per year in R&D, is a difficult feat."

Wall Street expects Nvidia's earnings to grow rapidly
Wall Street is very bullish on Nvidia. Of the 64 analysts following the company, 94% rate the stock a buy and the remaining 6% rate the stock a hold. Not a single analyst recommends selling the stock right now. And Nvidia has a median price target of $150 per share, which implies 29% upside from its current share price of $116, according to CNN Business.

Going forward, Wall Street analysts expect Nvidia's earnings to increase at 36% annually over the next three years. That consensus estimate makes the current valuation of 54 times earnings look quite reasonable. Those figures give a PEG ratio of 1.5, a substantial discount to the three-year average of 3.1. That's good news for prospective investors.

www.fool.com/investing/2024/09/24/nvi...

nine_inch_nerd 25 september 2024 15:33

TSMC is expanding CoWoS advanced semiconductor packaging capacity faster than expected, media report, with 2 new CoWoS plants, AP7 and AP8, seen launching in the 2nd half of 2025, boosting CoWoS capacity to 80,000 units per month by end-2025. Demand for CoWoS remains strong from a range of clients, including Nvidia, AMD, Broadcom, others.

Protecting the country, the divine mountain is powerful, and the advanced production capacity is ahead.
www.ctee.com.tw/news/20240925700178-4...
Indien onleesbaar (Taiwanesisch), op het translateknopje klikken.

Lieutenant Price 25 september 2024 15:59

NVIDIA Corporation 123.88 +3.00 (+2.49%) As of 9:57 AM EDT. Market Open.

Gaat weer lekker vandaag tot nu toe. Jensen's aankondiging over de voltooiing van zijn aandelenverkoopprogramma wordt heel goed ontvangen. Mooie ketchupfles effect?

Kleine speler 25 september 2024 16:18

Via technische analyse is de koers op de dag chart nu uitgebroken en al bevestigd, de volgende weerstand is op 130. Hierna kan een pullback komen tot om en nabij de, 120,115. Ook is er een dubbele bodem gemaakt op 5 augustus en 10 september, dit geeft ongeveer 80% van de tijd aan dat de koers de up trend gaat volgen.

Veel succes allen!

MVG Ks

Hopper58 25 september 2024 17:00

Nvidia investors just got a $1 trillion reason to be even more bullish
Nvidia’s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year
By
Emily Bary

Published: Sept. 25, 2024 at 10:44?a.m. ET

Worried about Nvidia Corp.’s ability to sustain growth over the next few years? Perhaps there’s a new reason investors shouldn’t panic.

Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.

“This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,” Klein wrote.

The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn’t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is “zero clarity around growth rates for [2026] on capex spend,” according to Klein.

The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand “will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.”

“If data center demand for current-generation GPUs doubled by 2026 — a reasonable assumption given current trajectory — suppliers of key components would need to increase their output by 30% or more in some cases,” the report continued.

Klein also was encouraged by last week’s power-purchase agreement inked by Microsoft Corp. and Constellation Energy Corp.

Asked Klein: “Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn’t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!”

www.marketwatch.com/story/nvidia-inve...

Lieutenant Price 25 september 2024 22:12

Nvidia stock edges up as industry report predicts 'unprecedented levels' of investment in AI data centers

"Nvidia stock (NVDA) rose more than 2% on Wednesday after an industry report projected "unprecedented" levels of investments in artificial intelligence, a bullish sign for the AI chipmaker.

Consulting firm Bain's annual technology report published on Wednesday projects that companies will need to make "unprecedented levels of investment" in technology infrastructure to stay on top of the artificial intelligence boom.

“If large data centers currently cost between $1 billion and $4 billion, costs for data centers five years from now could be between $10 billion and $25 billion,” the report said.

The firm's research also states data center operators and hardware suppliers will enjoy a short-term windfall as companies and governments splurge on computing capacity.

"Nvidia, for example, projected $10 billion in revenue from governments’ sovereign AI investments in 2024, up from zero last year," the report said.

Over the past few months, Wall Street has been searching for clues about how long massive infrastructure spending will last and what the return on investments for AI chip buyers will look like.

On Wednesday, Nvidia stock extended prior session gains after CEO Jansen Huang appeared to have finished selling shares for the time being.

Over the past few months, Huang cashed in on roughly $713 million worth of shares as part of a plan to sell 6 million shares by March 2025 — a goal he reached earlier than expected.

Despite his stock sale, Huang continues to hold his position as the company's biggest shareholder.

Nvidia shares are up roughly 20% since Sept. 6. The stock has gained more than 150% year to date."

finance.yahoo.com/news/nvidia-stock-e...

NVIDIA Corporation 123.51 +2.64 (+2.18%) At close: 4:00 PM EDT
NVIDIA Corporation 124.54 +1.03 (+0.83%) After hours: 4:11 PM EDT

Lieutenant Price 25 september 2024 22:21

En nog meer goed nieuws vanuit de VS:

Micron forecasts upbeat quarterly revenue on memory chips demand

"(Reuters) -Micron Technology forecast first-quarter revenue above market estimates on Wednesday, betting on strong demand for its high bandwidth memory (HBM) chips used by the AI industry.

The company's shares rose 10% in after-hours trading.

Micron is one of the only three providers of HBM chips along with South Korea's SK Hynix and Samsung, which has allowed the U.S. firm to cash in on demand for semiconductors that help power generative AI technology.

The AI boom has also helped Micron cushion the hit from a memory chip inventory glut in PC and smartphone markets.

The company's results typically set the tone for the chip sector as it reports ahead of peers and serves a broad client base spanning the PC, data center and smartphone industries.

Micron said in June its HBM chips were sold out for the 2024 and 2025 calendar years. The chips are used in the AI processors designed by Wall Street darling Nvidia.

Micron said it expects revenue of $8.70 billion, plus or minus $200 million, for the first quarter, compared with estimates of $8.28 billion, according to LSEG data."

finance.yahoo.com/news/micron-forecas...

Micron Technology, Inc. (MU) 106.29 +10.52 (+10.98%) After hours: 4:15 PM EDT

Hopper58 25 september 2024 23:58

Uit de presentatie van Micron Technology (8). Deze HBM's worden gebruikt in Data Centers:

We expect the HBM TAM to grow from approximately $4 billion in
calendar 2023 to over $25 billion in calendar 2025.
• As a percent of overall industry DRAM bits, we expect HBM to grow from
1.5% in calendar 2023 to around 6% in calendar 2025.

Brouwer 26 september 2024 08:51

Loont het nog wel om micron te kopen (hoogst was het 145 euro (Verwachting in de giro van analisten is 144,40); er is tot dat punt nog 45% marge vanaf 99?

JK Dutch 26 september 2024 10:38

quote:
Brouwer schreef op 26 september 2024 08:51:
Loont het nog wel om micron te kopen (hoogst was het 145 euro (Verwachting in de giro van analisten is 144,40); er is tot dat punt nog 45% marge vanaf 99?

Benieuwd welke koersdoelverhogingen er wellicht gaan komen op dit nieuws.
Denk dat er wel eens veel meer in het vat kan zitten

Brouwer 26 september 2024 11:14

Zat te wachten tot onder de 99 euro, maar ze doen niet aan euro knallers ;-).

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