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NVIDIA Corporation

NVIDIA Corporation (NVDA)

139.40
0.55
(0.40%)
Closed February 18 4:00PM
140.38
0.98
( 0.70% )
Pre Market: 4:26AM

Calls

StrikeBid PriceAsk PriceLast PriceMidpointChangeChange %VolumeOPEN INTLast Trade
130.000.000.000.000.000.000.00 %00-
131.008.759.008.708.8750.151.75 %2,0589,6842/18/2025
132.007.858.007.807.9250.020.26 %3,76013,6972/18/2025
133.000.000.000.000.000.000.00 %00-
134.000.000.000.000.000.000.00 %00-
135.005.355.405.355.375-0.05-0.93 %27,85191,1752/18/2025
136.000.000.000.000.000.000.00 %00-
137.003.904.003.853.95-0.18-4.47 %10,75122,3692/18/2025
138.000.000.000.000.000.000.00 %00-
139.002.692.702.702.695-0.20-6.90 %38,51623,8562/18/2025
140.000.000.000.000.000.000.00 %00-
141.001.741.751.741.745-0.22-11.22 %95,14373,4332/18/2025
142.000.000.000.000.000.000.00 %00-
143.000.000.000.000.000.000.00 %00-
144.000.000.000.000.000.000.00 %00-
145.000.610.620.610.615-0.18-22.78 %157,29968,0532/18/2025
146.000.000.000.000.000.000.00 %00-
147.000.330.340.330.335-0.15-31.25 %30,82818,2062/18/2025
148.000.000.000.000.000.000.00 %00-
149.000.000.000.000.000.000.00 %00-

Professional-Grade Tools, for Individual Investors.

Puts

StrikeBid PriceAsk PriceLast PriceMidpointChangeChange %VolumeOPEN INTLast Trade
130.000.250.260.250.255-0.33-56.90 %41,45968,4972/18/2025
131.000.310.320.330.315-0.37-52.86 %16,05814,3922/18/2025
132.000.000.000.000.000.000.00 %00-
133.000.000.000.000.000.000.00 %00-
134.000.000.000.000.000.000.00 %00-
135.000.870.890.890.88-0.58-39.46 %68,35536,7672/18/2025
136.001.121.131.141.125-0.64-35.96 %22,74411,1512/18/2025
137.001.411.431.451.42-0.67-31.60 %28,94613,6872/18/2025
138.001.771.781.761.775-0.75-29.88 %58,26513,2822/18/2025
139.000.000.000.000.000.000.00 %00-
140.002.682.702.712.69-0.79-22.57 %119,06033,3982/18/2025
141.000.000.000.000.000.000.00 %00-
142.003.853.903.923.875-0.63-13.85 %31,54810,8522/18/2025
143.000.000.000.000.000.000.00 %00-
144.005.255.355.445.30-0.51-8.57 %6,0513,2252/18/2025
145.006.006.256.156.125-0.68-9.96 %15,38628,9392/18/2025
146.000.000.000.000.000.000.00 %00-
147.007.608.108.007.85-0.60-6.98 %1,7222,4382/18/2025
148.000.000.000.000.000.000.00 %00-
149.009.459.959.859.70-0.43-4.18 %1,2801,9022/18/2025

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NVDA Discussion

View Posts
JJ8 JJ8 6 hours ago
Right. Something similar of what Tom Lee comes across doing in tv interviews and YouTube.

Covered the likely outcome giving his reasons.

When in an advisory position, it seems spending less time on research but more on forecasts is the way to go. Make a lot of them covering whatever may be the outcome. Whenever a forecast turns out right, double the volume of promotional mail quoting your past forecast. Good for business.
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Jetmek_03052 Jetmek_03052 6 hours ago
Nvidia Stock Has Almost Recovered From DeepSeek Rout. There's More Good News. -- Barrons.com

February 18, 2025

04:43 PM ETPublished February 18, 2025 04:43 PM Eastern TimeDow Jones Newswires
Callum Keown, Adam Clark, and Tae Kim


Nvidia stock moved within touching distance of recouping all its losses from the DeepSeek market rout on Tuesday

The company's shares rose 0.4% to $139.40, closing in on the $142 level where it was trading before the Chinese start-up's apparently low-cost artificial-intelligence model roiled tech stocks last month.

Nvidia stock tumbled 17% on Jan. 27, reducing the AI chip maker's market capitalization by close to $600 billion, the biggest one-day loss ever by a U.S. company.

But just three weeks later, it has almost fully recovered. Investors who bought the dip can afford a smile as they look toward the company's earnings next week.

There's more good news. The South Korean government announced plans to acquire 10,000 graphics-processing units as it looks to build a national AI computing center. That includes Nvidia's H100 and H200 GPUs, South Korea's Yonhap News Agency reported Monday.

Hargreaves Lansdown analyst Matt Britzman said it is another sign that "Nvidia's demand extends well beyond the giant U.S. tech companies."

He added: "We've now seen several countries express an appetite for building their own computing clusters, with the enormous U.S. Stargate project grabbing the most headlines. This is supportive to the Nvidia investment case, and presents a relatively new and scalable demand avenue for its market leading chips."

One concern for Nvidia has been whether rental prices for its existing chips will hold up as companies and startups compete to buy its newest Blackwell hardware. UBS analyzed the latest data from the largest cloud-computing providers and found pricing is stable for renting Nvidia's Hopper H100 chips, suggesting there is still a lack of capacity for GPU computing.

"Buoyant cloud GPU pricing affirms strong demand environment," wrote UBS analyst Timothy Arcuri in a research note Monday. "Looking ahead, given the demand backdrop we would not be surprised if pricing for Hopper instances remains resilient."

Arcuri has a Buy rating on Nvidia stock with a $185 target price.

Write to Callum Keown at callum.keown@dowjones.com and Adam Clark at adam.clark@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
👍️0
JJ8 JJ8 7 hours ago
I feel like you do, as well.

Yet I think it's good to be hearing what are they saying.

Cheers & GLTY & GLTA
👍️0
ShawnP123 ShawnP123 8 hours ago
There's only one analyst on Motleyfool I consider to have good information on stocks. He at times, shows a lot of information and explains some of the comments in the Q's. His name is Parkev Tatevosian. You may want to listen to some of his commentaries and make up your own mind. I never believe in Jim Cramer sometimes I use him as a reference because no one believes him or what he says anyhow.. He's more of an entertainer.
👍️0
ShawnP123 ShawnP123 8 hours ago
Thanks, I kind of expected that.
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cadillacdave cadillacdave 8 hours ago
Motley Fool doesn't necessarily report the news, they try to shape the news. Hence the faulty or misleading information.
👍️ 3
Jetmek_03052 Jetmek_03052 9 hours ago
I’ve got some serious misgivings about Motley Fool articles. They push their own picks.

And I’ve already said that I think the price of NVDA will go up after the 4th Q is published. That being said, investors do have sky high expectations and they have punished NVDA for not blowing predicted numbers out of the water.

I think it will do well. We have just 8 more days to see what actually takes place.
👍️ 1
4retire 4retire 10 hours ago
Just love these experts who predict mayhem, says he wouldn’t want to be a NVDA shareholder on 2/26 and towards the end of his diatribe, professes he could be totally wrong. In other words, create FUD then ease yourself out the back door. Motley Fool is a total waste of pixels.
👍 1
4retire 4retire 11 hours ago
What a bullshit article. NVDA trades at 32 times not 40 times forward earnings. Another FUD article by someone who probably loaded up after the DeepFake BS.
👍️0
IanFromSI IanFromSI 11 hours ago
Here’s a three paragraph taste from that article and Barrons.

“Sell-side ratings are mostly useless,” wrote Trivariate Research founder, and former Morgan Stanley chief U.S. equity strategist Adam Parker in a Friday report. Sell-side refers to analyst firms on Wall Street that “sell” research to the buy-side—mainly large institutions that manage trillions of dollars.

That’s quite a statement from Parker. To justify it, he looked at stock returns for the past 25 years and found that the best returns were concentrated in the least-loved stocks. Still, that doesn’t mean investors should pile into the least-loved stocks and wait, he added. It just means that buying up the best-loved stocks on Wall Street isn’t a great idea.

One reason investors can’t overreact to any one signal or research observation is that things change—a lot. There are regulatory changes that upend Wall Street, such as Reg FD, or regulation fair disclosure, implemented in the aftermath of the dot.com bubble that stopped companies from selectively disclosing information to analysts and large shareholders. There are also hosts of investors looking for an edge who will arbitrage gains from any new informational signal.
👍️0
JJ8 JJ8 11 hours ago
Prediction: Nvidia Stock Is Going to Drop After Feb. 26
Timothy Green, The Motley Fool
Tue, February 18, 2025 at 5:15 AM PST

Tech giants are dumping mountains of cash into artificial intelligence (AI) data centers. Microsoft plans to spend $80 billion this year to expand its AI capacity. Amazon is boosting its total capital spending, spread across its retail and cloud businesses, to $100 billion to accelerate its AI efforts. And Meta Platforms will pour $65 billion into its data centers to fuel its AI ambitions.

On the surface, this all sounds great for Nvidia(NASDAQ: NVDA) stock. The company dominates the market for powerful AI accelerators, and second place AMD has already put forth a disappointing forecast for its own AI chips sales this year. Nvidia is going to scoop up the lion's share of the spending that goes toward AI accelerators.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »

Trees don't grow to the sky
Forecasts for AI accelerator sales paint a rosy picture for Nvidia. AMD, for example, once predicted that AI accelerators would generate $500 billion in industrywide revenue in 2028.

However, investors need to ask an important follow-up question: How can that spending possibly be justified?

If companies are going to spend half-a-trillion dollars a year on AI accelerators, not to mention many billions more on other data center gear, those investments will need to pay off in the form of new sources of revenue or cost savings.

Is that realistic? What will generate that new revenue?

Nvidia's valuation is built on optimism -- namely, optimism that its revenue and profit can continue to grow at blistering rates for years. The stock currently trades for more than 40 times expected earnings for fiscal 2025.

This is a company that's already worth more than $3 trillion and generated $20 billion in adjusted net income last quarter. The market for AI accelerators must continue to grow rapidly for Nvidia's stock price to make any sense.

It's not that investors are discounting the possibility that demand for AI accelerators flatlines -- it's that investors are discounting the possibility that demand collapses. What will happen to Nvidia stock if, after Microsoft, Amazon, and Meta hurl hundreds of billions of dollars into AI data centers, those companies fail to generate a reasonable return on investment?

The AI investment boom feels like a massive case of FOMO (fear of missing out). Tech giants are terrified of being left behind, so they're throwing caution to the wind.

There's genuinely an enormous amount of demand for AI computing capacity right now, but how much of that is experimentation? In other words, how much of that is companies trying out AI to see if it makes financial sense? When some of those experiments don't pan out, what will happen to demand?

Then there's DeepSeek, the Chinese company that trained an AI model that can compete with the best AI models U.S. companies have to offer for a fraction of the price. If training top-tier AI models no longer requires megaclusters of AI accelerators, what will happen to demand?

This might be peak Nvidia
I'm calling it: Peak Nvidia is almost here, and it's close to the point where the stories and predictions keeping the AI boom afloat start to fall apart. It's not that AI isn't an impressive and useful technology. Like the internet, it's revolutionary.

But also like the internet 25 years ago, it's creating expectations that appear untethered from reality. The internet changed the world but also ruined plenty of investors along the way.

I could be very wrong about this. It's certainly possible that the hundreds of billions of dollars being spent on AI infrastructure will make financial sense in the end and demand for AI accelerators will continue to grow far into the future. Maybe Nvidia will put out a stellar forecast that drives the stock to new highs. Anything is possible.

Still, I don't think I'd want to be an Nvidia shareholder on Feb. 26 when the company reports its latest results. Expectations are sky high, and any hint of trouble could send the stock plunging.

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On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late.
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ShawnP123 ShawnP123 13 hours ago
Does anyone have access to Barron's. This looks like an interesting article relating to analysts but I'm not about to pay for a subscription. I'd like to know the main context.
https://finance.yahoo.com/m/92fcbbef-e9f2-3988-97d3-9999a35a5a38/wall-street-analyst-ratings.html
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ShawnP123 ShawnP123 13 hours ago
I don't put faith in any daily charts. There is one glaring fact regarding Nvidia. It has been able to hold above 140 for more than 10 trading days in a row since June of 2024 even with very good results. I believe it hasn't even held above 140 for 4 tradings days in a row. So in reality, this has become a trading stock. Until it can hold, I see no way this stock could ever achieve some of the analysts SP projections. If I'm wrong, show me the data.
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Oleblue Oleblue 15 hours ago
Looking at the 10 day hourly chart, we see the price and OBV moving up nicely.

👍️ 2
4retire 4retire 18 hours ago
TAKE
Nvidia Stock Has Almost Recovered From DeepSeek Rout. There’s More Good News.
Investors who bought the dip can afford a smug smile as they look toward the company’s earnings next week.
Follow Barron's in Apple News
N?vidia stock rose early Tuesday as it moved within touching distance of recouping all its losses from the DeepSeek market rout.
The shares rose 0.8% to $139.97 ahead of the open, closing in on the $142 level at which it was trading before the Chinese start-up’s apparently low-cost artificial-intelligence model roiled tech stocks last month.
Nvidia stock tumbled 17% on Jan. 27 as the AI chip maker’s market capitalization fell by close to $600 billion, the biggest one-day loss ever by a U.S. company.
But just three weeks later it’s almost fully recovered, and investors who bought the dip can afford a smile as they look toward the company’s earnings next week.
There’s more good news. The South Korean government announced plans to acquire 10,000 graphics-processing units (GPUs) as it looks to build a national AI computing center. That includes Nvidia’s H100 and H200 GPUs, South Korea’s Yonhap News Agency reported Monday.
Hargreaves Lansdown analyst Matt Britzman said it’s another sign that “Nvidia’s demand extends well beyond the giant U.S. tech companies.”
He added: “We’ve now seen several countries express an appetite for building their own computing clusters, with the massive U.S. Stargate project grabbing the most headlines. This is supportive to the Nvidia investment case, and presents a relatively new and scalable demand avenue for its market leading chips.”
One concern for Nvidia has been whether prices for its existing chips will hold up as companies and governments compete to buy its newest Blackwell hardware. The latest data from UBS suggest pricing is stable for Nvidia’s H100 chips and even its older A100 processors.
“Pricing for most GPU instances has remained steady (and in most cases is tending, if anything, higher)—a bullish read-through that supply remains the growth limiter for Nvidia, rather than demand,” wrote UBS analyst Timothy Arcuri in a research note.
Arcuri has a Buy rating on Nvidia stock with a $185 target price.
👍 2
Dallas-Cowboys Dallas-Cowboys 19 hours ago
Thanks 
👍️0
fwb fwb 19 hours ago
When PLTR includes Grok 3 into their PLTR'S AIP software:
(Elon and Alex know each other)
AIP will do the DATA ANALYST, and Grok 3 could write the reports for the analyst
👍️0
Dallas-Cowboys Dallas-Cowboys 19 hours ago
Understand been there 
👍️0
eastunder eastunder 19 hours ago
DeepSeek Did Nvidia a Favor

https://www.msn.com/en-us/money/topstocks/deepseek-did-nvidia-a-favor/ar-AA1zcm4B?ocid=BingNewsSerp

DeepSeek hasn’t sunk Nvidia’s prospects for a big year. But more-grounded hopes should still prove advantageous to the artificial-intelligence giant as it navigates a tricky road ahead.

The panic sparked by the Chinese AI startup’s revelations last month cost Nvidia nearly $750 billion in market cap in a little over a week’s time. The stock has recovered some since, but is still down about 6% as of Friday’s close compared with the Nasdaq’s flat performance over the same period.

DeepSeek’s claims to have produced an advanced AI model at a relatively low computing cost raised the prospect that demand could wither for Nvidia’s expensive systems that have been considered must-haves for any company looking to build up generative AI capabilities.

The recent spate of earnings reports from Nvidia’s largest customers strongly suggest otherwise. Amazon, Meta Platforms and Google-parent Alphabet all projected sharp increases in capital spending for this year—on top of a surge last year. All three also touted their relationships with Nvidia in their earnings calls.

Amazon Chief Executive Andy Jassy said the “deep partnership” between the two will last “for as long as we can see into the future.” Amazon expects capital spending to top $100 billion in 2025, with most of it going to AI infrastructure.

That bodes well for Nvidia’s own quarterly report on Feb. 26. The data-center segment that includes most of the company’s AI chips and services is expected to show revenue more than doubling to $113 billion for the fiscal year ended January.

But there is also growing worry that a transition to Nvidia’s new Blackwell chip family could cause a short-term hiccup in growth. Data-center revenue in the fiscal fourth quarter is expected to have risen by only $2.6 billion from the period ended October, according to estimates from FactSet.

That would be a sharp deceleration from the $4.5 billion in data-center sales added in the previous quarter—and the lowest sequential gain for that segment since AI demand started booming in early 2023.

Nvidia CEO Jensen Huang said on the company’s last earnings call in November that Blackwell production “is in full steam.” But many analysts don’t expect those Blackwell shipments to hit high volume until the second half of the new fiscal year, which could mean a disappointing forecast from Nvidia for its April-ending quarter. Mark Lipacis of Evercore ISI said an “air pocket” in shipments is the biggest risk to his positive outlook on Nvidia’s stock heading into the report.

Nvidia’s clipped valuation could thus be a blessing in disguise, if it helps ground expectations a bit ahead of what could be a mixed report. The stock is now trading a little under 32 times projected earnings for this year, compared with a forward earnings multiple of nearly 40 times six months ago.

Nvidia is also now cheaper by that measure than most of its megacap tech peers despite superior growth projections, with revenue projected to rise 53% this year compared with 12.2% average growth expected for Apple, Microsoft and the other tech giants fetching market caps of more than $1 trillion each, according to FactSet data.

And most of those companies are still planning to shovel many billions more Nvidia’s way. DeepSeek won’t be making Nvidia come up short just yet.
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rolvram rolvram 20 hours ago
It won't let me copy paste
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rolvram rolvram 20 hours ago
Grok 3 is officially the Best AI chatbot in the world!

This is HUGE News.

But here's where it gets interesting.

@xai was able to do this by betting that "scaling laws" would hold.

What does that mean?

It means that if you have a bigger unified AI supercomputer to train with, you can create a smarter base AI system.

This fact is TERRIFYING for every other company and nation in the world working on frontier AI models because @xai already has the world's biggest unified training cluster, and it's growing much faster than anyone can keep up with.

It only took 4 months for xAI to build a working, unified training cluster of over 100k @nvidia H100s.

The previous largest was ~30k H100s, so they more than tripled the world's best.

But xAI didn't stop there.

Within 3 months after completion of the first 100k cluster, they were able double it to 200k (or an equivalent amount of higher performance GPUs).

This lead in training cluster size looks unassailable.

@elonmusk's unparalleled execution makes him one of Jensen Huang's favorite customers, which means xAI will get first priority when NVIDIA starts shipping their next generation of bigger, better, and faster GPUs.

And that's not all.

xAI is also MUCH FASTER at getting new GPUs added to their cluster once they've been received than any other company.

Between their existing lead, their ability to acquire next generation GPUs before competitors, and their lightning fast speed in putting those new GPUs to work in training, how is anyone supposed to compete with xAI?
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Dallas-Cowboys Dallas-Cowboys 21 hours ago
It takes subscription to view if you can copy and paste 
👍️0
rolvram rolvram 21 hours ago
DeepSeek Did Nvidia a Favor
Nvidia has big year ahead, but selloff might set better stage for chip product transition
WSJ Feb. 17, 2025 5:30 am ET

DeepSeek hasn’t sunk Nvidia’s NVDA 2.63%increase; green up pointing triangle prospects for a big year. But more-grounded hopes should still prove advantageous to the artificial-intelligence giant as it navigates a tricky road ahead.

https://www.wsj.com/finance/stocks/deepseek-did-nvidia-a-favor-508c7e27?siteid=yhoof2
👍️0
ShawnP123 ShawnP123 1 day ago
One interesting comment in Tom's Hardware regarding a Blackwell chip for data centers.
Apparently, demand for data center GB200 chips fell short of Nvidia's projections.
Source:
https://www.yahoo.com/finance/news/rtx-5090-supplies-stupidly-high-141530297.html
👍️0
4retire 4retire 1 day ago
I’ve been studying the quantum computing stocks. Have to admit that every time I think I’m gaining knowledge, I read something that humbles me greatly. I know NVDA’s CUDA-Q software is being utilized by many of them.

Jensen makes the best GPUs in the world, I wonder if he’s working with QPUs? It appears to me that advanced computing morphing to quantum computing will have to interact, feed off of each other for it to evolve. Just trying to see where NVDA will fit into this future. Will they develop their own plan to control Qbits or purchase the company that settles on the right formula/protocol to make quantum computing marketable?

Just musing but it appears quantum may be coming sooner than originally thought. Annealed quantum is gaining business currently (D-Wave). Gate quantum is apparently still very elusive. NVDA will soon host a quantum symposium. One must ask, why now?
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doc2016 doc2016 2 days ago
the idea of a virtual pbx keeping track and a registry of quantum entangled and their states would seem to yield information about how best to maintain quantum coherence and uptime/qos? all of that could be put toward the yield of logical qubits from physical qubits being optimized? including the settings/programming of such and their photonic management? for instance what is the optimal sampling of the qubits, timing, energy wavelengths, magnetic fields, temperature, qubit types, silicon dioxide insulation use, etc.

intel previously announce a photonics research place in ? texas. now broadcom and others are said to be interested in the intel photonics r and d division.

such a communications capabilities would make cuda-q better going forward?
👍️0
Dallas-Cowboys Dallas-Cowboys 2 days ago
Many scenarios are definitely out there not sure the answer. I do think TSMC will have to be involved somehow due to their expertise. Trump won't let them buy Fab portion outright which is good. If nothing is done we will be reading Intel files for bankruptcy protection.
👍️ 1
4retire 4retire 2 days ago
It makes a lot of sense for a company that doesn’t manufacture or market its OWN chips to take over Intel’s manufacturing. What competitor (NVDA, AMD, QCOM, AVGO) would expose their trade (architectural) secrets to have a competitor manufacture their chips? I always thought the huge money that Biden was giving Intel was an error in judgement.
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4retire 4retire 2 days ago
They are certainly in a downward spiral. The foundry business commitment, HUGE losses in trying to implement it, three or four management changes later and you get the result that has driven your price to these depressed levels
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Dallas-Cowboys Dallas-Cowboys 2 days ago
I think it is really a shame what has happened to such an iconic company Intel. What a marketing genius "Intel Inside"
👍️0
DiscoverGold DiscoverGold 2 days ago
$NVDA - After the bullish engulfing candle last week it kept rallying and closed the week above the 20 week MA...
By: CyclesFan | February 16, 2025

• $NVDA - After the bullish engulfing candle last week it kept rallying and closed the week above the 20 week MA, which confirms that it made an intermediate term low last week. The big question is will it rally to a new all time high after its next earnings on February 26?



Read Full Story »»»

DiscoverGold
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4retire 4retire 2 days ago
Broadcom, TSMC eye possible Intel deals to split storied chipmaker, WSJ reports
PUBLISHED SUN, FEB 16 20257:03 AM EST
Reuters
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The logo of Intel is seen during Computex 2024 in Taipei on June 4, 2024. (Photo by I-Hwa CHENG / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)
The logo of Intel is seen during Computex 2024 in Taipei, Taiwan, June 4, 2024.
I-hwa Cheng | Afp | Getty Images
Intel’s
rivals Taiwan Semiconductor Manufacturing Co.
and Broadcom
are each eyeing potential deals that would break the U.S. chipmaking icon in two, the Wall Street Journal reported on Saturday, citing people familiar with the matter.

Broadcom has been closely examining Intel’s chip design and marketing business, the Journal reported, adding that the company had discussed a potential bid with its advisers but would likely only proceed if it found a partner for Intel’s manufacturing business.


TSMC, the world’s biggest contract chipmaker, has separately studied controlling some or all of Intel’s chip plants, potentially as part of an investor consortium or other structure, the report said.

Broadcom and TSMC are not working together, and all of the talks so far are preliminary and largely informal, the Journal added.

Intel’s interim executive chairman, Frank Yeary, has been leading the discussions with possible suitors and Trump administration officials, who are concerned about the fate of a company seen as critical to national security, the report said.

Yeary has been telling individuals close to him that he is most focused on maximizing value for Intel shareholders, the report added.

Intel, Broadcom, TSMC and the White House did not immediately respond to Reuters’ requests for comment.

A White House official told Reuters on Friday that President Donald Trump’s administration might not support Intel’s U.S. chip factories being operated by a foreign entity after Bloomberg reported that TSMC was considering taking a controlling stake in Intel’s factories at Trump’s request.

The White House official said the Trump administration supported foreign companies investing and building in the U.S. but was “unlikely” to support a foreign firm operating Intel’s factories.

Bloomberg reported that Trump’s team raised the idea of a deal between the two firms in recent meetings with officials from TSMC, who were receptive, citing a person familiar with the matter.

Intel was among the largest beneficiaries of the U.S. push to onshore critical chip manufacturing led by former President Joe Biden’s administration.

In November, the U.S. Commerce Department said it was finalizing a $7.86 billion government subsidy for Intel.

The company is one of a few chipmakers that design and manufacture semiconductors.

TSMC boasts a market valuation about eight times larger than that of Intel. The Taiwanese company’s customers include AI chip leader Nvidia
and AMD
, which is Intel’s fierce rival in PC and server markets.

Former Intel CEO Pat Gelsinger, who was ousted last year, set sky-high expectations for Intel’s manufacturing and AI capabilities among major clients but fell short, leading to the chipmaker losing or canceling contracts, Reuters reported previously.

Intel’s shares lost about 60% of their value last year as the company’s capital-intensive bid to bolster manufacturing — a strategy championed by Gelsinger — strained its cash flow and ultimately led to it cutting about 15% of its workforce.
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Dallas-Cowboys Dallas-Cowboys 3 days ago
Good info 
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doc2016 doc2016 3 days ago
geminia 2.0 says, "While specific details about the internal architecture of the NVIDIA mini supercomputer, Project DIGITS, haven't been fully disclosed, it's highly probable that it utilizes stacked die technology. Here's why:

High Performance in a Small Form Factor: Project DIGITS is designed to be a compact, personal AI supercomputer delivering petaflop-level performance. Achieving this level of computing power in such a small device necessitates the use of advanced packaging technologies like stacked dies to maximize chip density and minimize power consumption.  

GB10 Grace Blackwell Superchip: The supercomputer is powered by the GB10 Grace Blackwell Superchip, which integrates a Blackwell GPU and a Grace CPU. Both of these components are likely built using stacked die technology to enhance their individual performance and enable efficient communication between them.  

Industry Trend: The semiconductor industry is increasingly relying on stacked die technology to create more powerful and efficient chips. This trend is driven by the need to continue Moore's Law and deliver ever-increasing performance. NVIDIA is at the forefront of this trend, and it's logical to assume they would employ this technology in their latest supercomputer.  

Memory and Interconnect: High-bandwidth memory (HBM) is often used in conjunction with stacked die technology to provide the necessary memory bandwidth for high-performance computing. Additionally, advanced interconnect technologies are required to enable efficient communication between the stacked dies and other components on the chip.  

While we don't have explicit confirmation, the combination of high performance, small form factor, and the use of the GB10 Grace Blackwell Superchip strongly suggests that Project DIGITS leverages stacked die technology."
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Dallas-Cowboys Dallas-Cowboys 3 days ago
After finding that article with MediaTek it has intrigued me with their relationship, and starting to put things together. I use to think MediaTek was a consumer electronics company but they are far from that and based out of Taiwan. Qualcomm exclusively rights with CPU license with ARM expired end of 2024. Nvidia and MediaTek team up with new CPU and Blackwell chip for DIGITS at CES. MediaTek is known for low power SOC and a leader and major competitor to Qualcomm in the mobile phone market. A year or so back Nvidia hired a woman executive (can't remember name) to lead and start ASIC division at Nvidia. With GTC and Computex coming up Nvidia will have a high end CPU/GPU PC solution along with Mobile solution. Of course just my 2 cents here is an article from MediaTek's side.

https://finance.yahoo.com/news/nvidia-partnership-puts-mediatek-stock-005800715.html

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Jetmek_03052 Jetmek_03052 3 days ago
Great! Thanks for posting!
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Dallas-Cowboys Dallas-Cowboys 3 days ago
An article on Nvidia and MediaTek collaboration (rumor)

https://wccftech.com/nvidia-x-mediatek-are-now-rumored-to-develop-an-ai-smartphone-chip/amp/

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north40000 north40000 3 days ago
NVDA's attempt to acquire ARM was nixed by DOJ/FTC.     A  day or two ago, CNBC-TV reported that NVDA dumped its investment in SOUN, and bought shares of other of its partners HIMS and NBLS. I added to positions of both in our portfolio with cash received from mergers involving our ~ 52k shares of CDMO (and fewer shares of RVNC) that completed in the past couple of weeks. CDMO had been #4 in market value in our portfolio, behind JNJ, NVDA, and  VCEL.
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Dallas-Cowboys Dallas-Cowboys 4 days ago
I have to agree about the upcoming quarter, at first I was hesitant after Super Micros quarter saying their sales for B200 were good but waiting allotment of chips for the GB200 NVL72. Then HP comes out shipping the NVL72 systems this quarter so they already received the chips as in 7 total chips for these systems. Along with thousands of other chips of course. It makes me wonder if Super Micro went to the back of the line with all their previous problems until they get their shit together. We know Nvidia sells their gear through Fox Conn and others along with their OEMs. Dell is in running to provide XAI 5 billion worth of systems. It will be interesting 
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IanFromSI IanFromSI 4 days ago
Nothing intended.

When I have a TV on in the background, Siri seems to have a mind of her own.. yesterday I was too lazy to clean up the mess.
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doc2016 doc2016 4 days ago
arm is a partner of nvidia; arm is making some cpu chip and specialty chips for the likes of meta.
cpu is used with asics and gpu.. also nvidia making a new mini supercomputer which likely needs a cpu abile to handle the mini supercomputer virtual machines?
the dell is near 5 billion dollar deal for supercomputer/hpc with nvidia infrastrucure.
that supposed to be for stargate the article said. stargate and softbank, softbank and vmware horizon and msft sql and dell vce vblocks?
so is arm making a cpu capable of doing the networking, dynamic dns, and authentication decisions for the device or portions of the device? is the node of a cpu networked with other cpus to allow distributed resources function like one?
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Jetmek_03052 Jetmek_03052 4 days ago
There's always a chance that even a great 10K won't be well received. NVDA does have a high bar set by investors. They don't want just great numbers; they want unbelievably great numbers. Something tells me they will get them this time.

Time will tell. Not much longer to wait.
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JJ8 JJ8 4 days ago
Anything else in your mind calling "in video"... and not Nvidia in your 3rd paragraph? Lol.
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JJ8 JJ8 4 days ago
I have a concern. Something that is well known in advance in the stock market (by the majority) may end up disappointing.

The psychology of the market defies logical thinkers and thinking.

How about if big money activity in this situation. How will they react/manipulate the majority given this specific widely known situation?

Apparently many institutions sold lots of shares but still retain shares. Isn't this an opportunity for them to counter?

That happens at times, as well.

We shall see.

Happy Weekend & GLTY
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JJ8 JJ8 4 days ago
Chart shows share price remains in the mode of the breakout since yesterday.

MACD for both the Dailies and Weekly are improving based on their Histograms.
It's a positive picture at this time.

Interestingly, the CFA analyst (Parkev Tatevosian) whom I respect, is recommending
a buy before the ER. His analysis can be found on YouTube.
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IanFromSI IanFromSI 4 days ago
On the other hand, you don’t find a whole lot of companies that are looked at as being a threat to Intel or Netflix or Meta or whatever company you want to think about.

Nvidia is clearly the leader and innovation and in improving productivity for real corporations each and every day without requiring any special skills from the owner of the quantum corporation to help them post their question in a fashion that might lead to a dilution.

For the timeframe that we can look at, I strongly suspect that in video will continue to maintain a commanding lead over any of its competitors.

And I’m still not a believer that any quantum corporation will take over Nvidia‘s role in my lifetime or anywhere near that time frame.
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Jetmek_03052 Jetmek_03052 4 days ago
Good day for NVDA. I guess not too many investors are overly concerned about all the NVDA "threats" out there! 😁
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4retire 4retire 5 days ago
I’m so looking forward to 2/26. Glad that Jensen has been quiet leading up to the earnings report. Good times coming for NVDA shareholders in my opinion.
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ShawnP123 ShawnP123 5 days ago
Nvidia has a potential new competitor with excellent credentials As a matter of fact the competitor is one of Nvidia's partners in that it designs chip architectures for Nvidia and will be one of the recipients in the Stargate program if and when it actually materializes.
https://www.yahoo.com/tech/arm-is-reportedly-developing-its-own-in-house-chip-130026316.html
They will also be using TSMC to build their chips.
The market is getting more and more crowded with AI companies.
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Jetmek_03052 Jetmek_03052 5 days ago
Nvidia Stock Investors Just Got Great News From TSMC

https://www.msn.com/en-us/money/topstocks/nvidia-stock-investors-just-got-great-news-from-tsmc/ar-AA1z2wQt?ocid=windirect&cvid=7d13458e734b44e2ac8671559e0b528a&ei=8
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