Nvidia Stock News Tracker - Daily

Nvidia Stock News Tracker - Daily

Podkast av QP-4

Stay ahead of the curve with the "Nvidia Stock News Tracker" podcast, your go-to source for the latest updates and insights on Nvidia's stock performa...

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199 Episoder
episode Nvidia's AI Dominance: High-Risk, High-Reward Play in 2025? artwork
Nvidia's AI Dominance: High-Risk, High-Reward Play in 2025?

Nvidia's stock price as of February 11, 2025, is $133.57. The trading volume is 1,370,566,204, which is slightly below the average volume seen in recent months. Recent news and announcements include the company's consistent history of beating revenue forecasts, with the second quarter outpacing expectations by $3.8 billion. This has led to several major analyst updates and price target changes. Morgan Stanley has given Nvidia a price target of $160, while Wedbush Securities has also adjusted its forecast to $160. Bernstein Research believes the stock could reach $175 due to the strength of Nvidia's Blackwell business, which provides advanced AI processing power and is sold out for the next 12 months. Piper Sandler agrees with Bernstein, giving Nvidia a price target of $175, and UBS has upped its target to $185. Nvidia's dominance in the AI accelerator business is expected to continue, with the overall total addressable market for AI accelerators projected to rise by approximately $70 billion in 2025. The company's partnership with major cloud service providers and server vendors is a key catalyst for its growth. The stock's performance in 2025 is expected to be a high-risk, high-reward play, with bulls seeing the potential for Nvidia to break the $150 mark if AI hype and demand persist. However, bears warn of a correction if growth slows or macroeconomic conditions deteriorate. In terms of recent stock price history, Nvidia's 52-week high is $195.95, which is 68% above the current share price. The 52-week low is $66.25, which is 43.2% below the current share price. The average stock price for the last 52 weeks is $115.14. Overall, Nvidia's stock is expected to continue its bullish trend in 2025, driven by growth in its data center and AI segments, as well as new product launches and expanded AI and autonomous driving partnerships. However, challenges such as increased competition from companies like AMD and Intel, regulatory hurdles, and potential supply chain disruptions could weigh on the stock's performance.

I går - 2 min
episode Nvidia's Dominance in AI Computing, Analyst Targets, and Cautious Outlook artwork
Nvidia's Dominance in AI Computing, Analyst Targets, and Cautious Outlook

Nvidia's stock price as of February 7, 2025, is $129.84, which is below its all-time high of $149.43 reached on January 6, 2025. The recent trading volume has been moderate compared to its average. Recent news highlights Nvidia's strong performance in the data center segment, with revenue more than doubling in the third quarter of 2024 to over $30 billion. The company's dominance in the GPU market, particularly in AI computing, has led analysts to predict continued growth. Major analyst updates include Morgan Stanley and Wedbush Securities setting a price target of $160 for Nvidia's stock in 2025, based on a 42x multiple of the company's forward earnings. Bernstein Research and Piper Sandler have set higher targets at $175, citing the company's strong position in AI accelerators. UBS has raised its target to $185, expecting higher revenue targets after the company's fourth-quarter results. However, DA Davidson remains cautious, maintaining a Neutral rating and a $135 target, citing concerns over supply-side disruptions, particularly limits on sales to China and Blackwell quality issues. Despite these concerns, the firm notes that these disruptions could prolong the cycle, keeping demand strong in the short term. Nvidia's CEO, Jensen Huang, has highlighted the significant investment in data center infrastructure, with $1 trillion expected to be allocated over the next four years to meet AI computing demands. This bodes well for Nvidia's continued growth in the data center segment. Overall, while there are concerns over long-term sustainability, the current outlook for Nvidia remains positive, driven by its dominance in AI computing and strong demand for its GPUs. The stock's recent performance and analyst updates suggest a potential for further growth in 2025.

10. feb. 2025 - 2 min
episode Nvidia's AI Dominance and Bullish Outlook for 2025 artwork
Nvidia's AI Dominance and Bullish Outlook for 2025

Nvidia's stock price as of February 4, 2025, closed at 118.65 dollars, with a 1.71% increase and a trading volume of 256,550,040 shares. The after-hours price on the same day was 118.75 dollars, showing a 0.08% increase. The recent trading volume is lower compared to the average volume seen in the previous weeks. For instance, on January 27, 2025, the trading volume was significantly higher at 818,830,895 shares, indicating a period of high volatility. Recent news and announcements have been positive for Nvidia. The company's dominance in the AI and data center markets is expected to continue, with analysts projecting strong revenue growth. Nvidia's CEO, Jensen Huang, mentioned that data centers will allocate a trillion dollars over the next four years to upgrade their infrastructure for AI computing, which bodes well for Nvidia's future prospects. Major analyst updates include price target increases from several firms. Morgan Stanley and Wedbush Securities have set a price target of 160 dollars, while Bernstein Research and Piper Sandler have targets of 175 dollars. UBS has an even higher target of 185 dollars, and Bank of America's target is 190 dollars. The average price target from 43 analysts is 166.23 dollars, with the highest target being 220 dollars. Nvidia's strong position in the AI accelerator market and its consistent history of beating revenue forecasts are key factors driving these positive analyst updates. The company's Blackwell GPUs, which provide advanced AI processing power, are in high demand and sold out for the next 12 months, providing a sales cushion of between 5 billion and 8 billion dollars in the fourth quarter. Overall, Nvidia's stock is expected to continue its bullish trend in 2025, albeit with some volatility. The company's fundamentals remain strong, driven by growth in its data center and AI segments, and new product launches and expanded AI and autonomous driving partnerships are expected to further boost its performance.

07. feb. 2025 - 2 min
episode Nvidia's AI Boost: Soaring Stock amid Alphabet's Infrastructure Investments artwork
Nvidia's AI Boost: Soaring Stock amid Alphabet's Infrastructure Investments

Nvidia's stock price has seen a significant boost following Alphabet's announcement to increase spending on artificial intelligence infrastructure. On Wednesday, Nvidia shares rose 5.21% to close at $123.43. This surge is attributed to Alphabet's plan to allocate up to $75 billion for capital expenditures in 2025, with a major focus on enhancing AI infrastructure, particularly servers and data centers, to meet the growing demand for AI technologies. The recent news has also positively impacted other chip manufacturers and partners of Nvidia, such as Broadcom, Arm Holdings, and TSMC, which saw higher share values. This development comes after major technology firms Meta Platforms and Microsoft announced substantial expenditure plans for AI infrastructure, further underscoring the growing demand for AI technologies. Analysts project Nvidia's stock to continue its bullish trend in 2025, with a potential price range of $106 to $140. The company's fundamentals are expected to remain strong, driven by growth in its data center and AI segments. New product launches and expanded AI and autonomous driving partnerships are also anticipated to contribute to Nvidia's growth. Looking ahead to 2026, Nvidia's growth story is expected to remain intact, with the stock potentially reaching between $100 and $153. Revenue growth is projected to remain in double digits, fueled by increasing adoption of AI across industries and rising demand for high-performance computing. The current consensus one-year price target for Nvidia is $179.81, representing a nearly 51.63% potential upside over the next 12 months. By the end of 2025, forecasts project shares of Nvidia to be trading for $137.50 based on a projected EPS of $2.75 and a price-to-earnings ratio of 50. In terms of trading volume, Nvidia's recent trading activity has been higher than average, reflecting increased investor interest following the positive news. The stock's recent price movements suggest a strong upward trend, with technical analysis indicating potential resistance levels around $128.34 to $129.00 and support levels around $104.95. Overall, Nvidia's stock is poised for continued growth, driven by the increasing demand for AI technologies and the company's strong fundamentals. With a consensus buy rating and a high potential upside, Nvidia remains a high-risk, high-reward investment opportunity.

06. feb. 2025 - 2 min
episode Nvidia's AI Dominance: Powering the Future of Data Centers and Beyond artwork
Nvidia's AI Dominance: Powering the Future of Data Centers and Beyond

Nvidia's stock price as of January 31, 2025, is 120.07 dollars. The company's stock has experienced significant volatility, with the 52-week high at 195.95 dollars and the 52-week low at 61.65 dollars[1]. Recent news highlights Nvidia's strong position in the AI and data center markets. Analysts expect the company to benefit from the continued growth of data-intensive AI products, with data centers allocating a trillion dollars over the next four years to upgrade their infrastructure[5]. Major analyst updates include Morgan Stanley and Wedbush Securities setting a price target of 160 dollars for Nvidia in 2025, based on the company's consistent history of beating revenue forecasts. Bernstein Research and Piper Sandler have set a higher target of 175 dollars, citing Nvidia's dominance in the AI accelerator business and the strength of its Blackwell GPUs[5]. UBS has also increased its price target to 185 dollars, anticipating higher revenue targets after the company's fourth-quarter results are announced[5]. Bank of America has set the highest target at 190 dollars, reflecting Nvidia's leading position in the GPU market and its potential to capture a significant share of the growing AI accelerator market[5]. In terms of trading volume, Nvidia's stock has seen significant activity, driven by its strong performance in the AI and data center sectors. The company's recent announcements, including the success of its Blackwell GPUs and its partnerships with major tech companies, have contributed to its bullish trend[2][5]. Overall, Nvidia's stock is expected to continue its upward trajectory in 2025, driven by its strong fundamentals and the growing demand for AI and data center solutions. However, investors should be aware of potential challenges, including increased competition and regulatory hurdles, which could impact the company's stock performance[2][5].

04. feb. 2025 - 2 min
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