cadillacdave
35 minutos hace
Its too bad that posts are censored for what is deemed as political talk, despite not pushing a political viewpoint or ideology.
Politics, elections, wars, tariffs, oil prices, interest rates, debt and many other factors have an effect on the markets and should be permissible to speak about those connections and how they may impact a stock or the markets in general.
DiscoverGold
3 horas hace
Nvidia plunges over 8% post earnings on profit-taking, margin worries
By: Investing.com | February 27, 2025
Nvidia shares tumbled Thursday despite reporting fourth-quarter results that topped estimates and delivering better-than-expected revenue guidance for the current quarter, stoking optimism on demand outlook for the chipmaker’s next-generation AI Blackwell chips.
Nvidia (NASDAQ:NVDA) stock closed down 8.5% to $120.15, its most significant one-day drop since the DeepSeek fallout in late January. The downside action is being attributed to profit-taking after massive multi-year gains and worries about the near-term margin drop on the Blackwell ramp.
For the three months ended Jan. 26, the company announced fourth-quarter adjusted earnings per share of $0.89, up from $0.81 in the same period a year earlier, on revenue of $39.3 billion, up 78% from a year ago. Analysts polled by Investing.com anticipated per-share income of $0.84 and revenue of $38.16 billion.
Nvidia’s data center unit, which makes up the bulk of revenue, posted revenue of $35.6 billion, up 16% from the prior quarter, beating estimates for $34.1 billion.
The company forecast fiscal 2026 first-quarter revenue of $43 billion, plus or minus 2%, above projections of $42.05 billion. Gross margin for the period is seen at 70.6%, lower than the 75% margins witnessed in the fiscal year 2025.
"We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter," Nvidia said.
The better-than-expected guidance stoked optimism about demand for the company’s next-gen AI Blackwell chips and also alleviate concerns somewhat about rising competition for enterprise spending from Chinese AI firms including Deepseek.
The emergence of DeepSeek’s low-cost artificial intelligence model had weighed on Nvidia recently amid investor worries about a sharp decline in AI spending, because "the new models cost far less to train and use than those made by Western counterparts," analysts at Truist Securities said in a note ahead of the earnings report.
On the conference call, CEO Jensen Huang reiterated that post-training for AI is driving demand. He noted that post-training requires more computing power because reasoning models need more resources.
Huang added that next-generation AI models would be even more thoughtful, and post-training could require hundreds, thousands, or perhaps millions more computing power.
Blackwell was designed for post-training and the company is more enthusiastic about the Blackwell ramp, Huang said.
Commenting on whether gross margins will bottom in the first quarter, CFO Colette Kress said gross margins will be in the low-70s during the Blackwell ramp due to Nvidia’s commitment to building out manufacturing. Once it fully ramps, gross margins can improve to the mid-70s later this year, Kress said.
Discussing the future of AI, Jensen highlighted that the world has only recently tapped consumer AI. The next wave is coming: agentic AI, physical AI, and sovereign AI.
Most analysts were optimistic about the stock following results, however, there was one outlier. Summit Insights analyst Kinngai Chan downgraded NVIDIA from Buy to Hold. "While we think the datacenter capex growth for the training market will continue to benefit NVDA, we believe the lower computing power requirement for inference while not evident today, will undoubtably have a negative impact to NVDA’s financial performance in the medium to longer-term," the analyst said. "We believe NVDA’s outperformance and growth could decelerate into 2HFY26 as supply of NVDA’s GPUs catches up to industry demand."
Elsewhere, BofA Securities analyst Vivek Arya raised the price target on NVIDIA to $200 from $190 while maintaining a Buy rating. The stock is a top pick at the bank due to its AI dominance, "leading the AI market towards compute-intensive inference, agentic applications, and physical AI/robotics." Further, they see the valuation as "compelling" at 29x this year’s EPS and 22x next year’s.
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IanFromSI
6 horas hace
… worked for a pretty large corporation and took care of a fleet of their business jets. When an aircraft became disabled, and part replacement cost a lot of money. And they were told "Hey, this is going to cost a LOT of money to repair"!
I was under the impression that there is a very rigourous certification and recertification process with generally well known costs for several years into the future. Even a Piper Cub owned by a private individual and used exclusively for pleasure flying must comply with most of the following procedures.
In North America, commercial airplanes must undergo continuous airworthiness certification to remain operational. The certification process includes several key requirements:
1. Initial Type Certification
Before an aircraft model can be used commercially, it must receive a Type Certificate from aviation authorities like the Federal Aviation Administration (FAA) in the U.S. or Transport Canada (TC). This ensures the aircraft meets all safety and performance standards.
2. Airworthiness Certification
Each individual aircraft must receive an Airworthiness Certificate, confirming that it complies with its type design and is in condition for safe operation.
3. Ongoing Inspections and Maintenance
After certification, commercial aircraft must undergo regular inspections and maintenance to remain airworthy:
• Daily Inspections: Conducted before and after flights.
• A-Check (Every 400–600 flight hours or about every 1–2 months): Light maintenance, including system checks and fluid servicing.
• B-Check (Every 3–6 months): More detailed inspections of aircraft systems and components.
• C-Check (Every 18–24 months): Comprehensive inspection requiring several days in a maintenance hangar.
• D-Check (Every 6–12 years): The most extensive inspection, involving complete disassembly and thorough examination.
4. Recertification and Modifications
If an aircraft undergoes major modifications (e.g., new avionics or engines), it may require Supplemental Type Certification (STC).
5. Airline Compliance with Regulatory Audits
Airlines must maintain compliance with FAA, Transport Canada, and other regulatory audits. If an aircraft fails to meet standards, it can be grounded until it is recertified.
Jetmek_03052
7 horas hace
Possibly you misinterpreted:
Clearly, removing all macroeconomic posts, is not gonna help any of the investors here, regardless of their political outlook.
I never said that it would, and - as you have intimated - it was NOT the reason for the post removal.
MANY posts here have been about tariffs and their effect on NVDA. NONE of them were removed.
Tariffs are nothing new. The cost of tariffs is usually passed on to the consumer.
I worked for a pretty large corporation and took care of a fleet of their business jets. When an aircraft became disabled, and part replacement cost a lot of money? And they were told "Hey, this is going to cost a LOT of money to repair"! Their answer was invariably - "I DON'T CARE WHAT it costs! Just get me my airplane!"
People who need product from NVDA to do business and make money will probably feel the same.
And besides, let's see if these tariffs actually do go into effect and IF they do, how LONG these tariffs last.
IanFromSI
7 horas hace
Jet,
Macro economics affect stock prices. Recessionary, macro, economic changes tend to cause stocks to lose value.
From a macro economic perspective, tariffs are likely to lead to recessions. The longer they last, the larger they are and the broader they are applied, directly affects the extent of the recession.
This morning, there were several posts complaining about Nvidia’s stock price going down even though from almost every perspective the earnings report was quite positive. No one had commented on today’s news that new or increased tariffs would be applied on March 4 to China, Mexico, and Canada. You removed my post because you believed it was too political. Surely, I wasn’t the only one to point out that increased tariffs are not going to help stock prices.
Clearly, removing all macroeconomic posts, is not gonna help any of the investors here, regardless of their political outlook. Hopefully that was not your intent. And I refrained from using anybody’s name as an adjective to describe the origin of the tariffs in this post.
Best,
Ian
DiscoverGold
7 horas hace
Nvidia (NVDA) Stock Pivots Lower Despite Upbeat Results
By: Schaeffer's Investment Research | February 27, 2025
• Micron Technology and Intel are also responding to the report
• Options volume is running at double the intraday average volume
The shares of Nvidia Corp (NASDAQ:NVDA) are down 4% to trade at $126.09 at last check, erasing their premarket lead. The chipmaker earlier reported better-than-expected earnings and revenue for the fourth quarter, and provided a strong current-quarter outlook despite growing competition.
The strong report initially boosted semiconductor peer Micron Technology (MU), but it was also last seen trading lower. Meanwhile, Intel (INTC) is still enjoying tailwinds as concerns surrounding artificial intelligence (AI) demand and Chinese competiton from DeepSeek ease.
The options pits are already chiming in, with 882,000 calls and 628,000 puts exchanged so far today, which is double the volume typically seen at this point. Most popular is the weekly 2/28 140-strike call, where new positions are being opened.
Options traders have been much more bullish than usual in the last few weeks. This is per NVDA's 50-day call/put volume ratio of 2.41 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), which stands higher than 86% of annual readings.
NVDA still sports a healthy 66.7% year-over-year lead, but is slipping below its 200-day moving average. The stock is also further distancing itself from a Jan. 7 all-time high of $153.13.
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rolvram
14 horas hace
Nvidia Issues Strong Revenue Outlook Following Fiscal Fourth-Quarter Beat
6:30 AM ET, 02/27/2025 - MT Newswires
06:30 AM EST, 02/27/2025 (MT Newswires) -- Nvidia (NVDA) shares inched higher early Thursday as the tech bellwether reported better-than-expected fiscal fourth-quarter results and provided a revenue outlook above market estimates at the midpoint for the ongoing three-month period.
The chipmaker's adjusted earnings came in at $0.89 a share for the quarter ended Jan. 26, up from $0.52 the year before, it said late Wednesday. The consensus on FactSet was for non-GAAP EPS of $0.85. Revenue jumped 78% year over year to $39.33 billion, topping the Street's view for $38.1 billion. The stock inclined about 1% in the most recent premarket activity.
For the current quarter, the company expects revenue of $43 billion, plus or minus 2%, while the current average analyst estimate on FactSet is for $42.75 billion. Gross margin on a GAAP basis is pegged at 70.6%, plus or minus 50 basis points.
The tech giant's beats have become "smaller" over the last few quarters, moving down from double-digit percentage upside six quarters ago to 3% in the last quarter, Truist Securities said in a Wednesday client note. Revenue growth has also decreased to the 78% gain in the fourth quarter from 264% a few quarters ago, according to the brokerage.
Revenue from the company's data center business soared 93% to $35.58 billion in the fourth quarter, "as the Blackwell ramp commenced and Hopper 200 continued sequential growth," Chief Financial Officer Colette Kress said during an earnings call, according to a FactSet transcript. Hopper is a graphics processing unit architecture, while Blackwell is a generative artificial intelligence system.
Blackwell delivered $11 billion of revenue in the quarter amid robust demand, representing the "fastest" product ramp in the company's history, Kress said on the call. Sales were led by large cloud service providers, representing about 50% of the firm's data center revenue, Kress said in comments posted on Nvidia's website. Within the data center division, compute revenue soared 116% year over year while networking dropped 9%.
Gaming segment revenue fell to $2.54 billion from $2.87 billion in the 2024 quarter due to limited supply for Blackwell and Ada graphics processing units, according to Kress. Sales in the automotive division more than doubled to $570 million, boosted by the company's self-driving platforms, while professional visualization revenue gained 10% on a yearly basis.
"Continuing with its strong demand, we expect a significant ramp of Blackwell in (the first quarter)," Kress told analysts on the call. The company anticipates sequential growth in data center and gaming revenue during the first quarter, according to the CFO.
4retire
20 horas hace
Why I went long on NVDA. Was I smart, no, just lucky:
CNBC’s calculations below include total returns and are based on Nvidia’s Feb. 26 closing share price of $131.28. They don’t factor in potential changes in the company’s share price following its recent earnings report.
If you invested one year ago
Percentage change: 66%
Total as of Feb. 26: $1,660
If you invested five years ago
Percentage change: 1,863%
Total as of Feb. 26: $19,634
If you invested 10 years ago
Percentage change: 23,584%
Total as of Feb. 26: $236,835
If you invested when Nvidia went public in 1999
Percentage change: 525,754%
Total as of Feb. 26: $5,258,542