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A preview in one image | Strongly bullish on the performance before earnings! nvidia's earnings are coming next week, and Blackwell may become a catalyst for the stock price. Will it lead the US stock market to continue its frenzy?
According to Bloomberg consensus estimates, as nvidia's most critical business - datacenter is expected to achieve revenue of 29.083 billion USD, a year-on-year increase of 100.38%. This indicates that the share of this business in the company's revenue is expected to continue to expand to 88.06%, compared to 87.5% in the last quarter.
Before nvidia's third quarter report is released this week, bad news has surfaced...
①According to the media reports, nvidia's new generation Blackwell ai chip will be delayed due to overheating issues, which will affect customers such as Google and microsoft in deploying new datacenters. ②Nvidia will release its third quarter report this Wednesday local time, which will also be its first financial report after being included in the Dow.
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Express News | The new nvidia ai chip is reportedly facing server overheating issues.
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Are good days coming? American technology companies are looking forward to Trump 2.0, which will be crucial in reducing regulations.
①With Trump winning the election, many American technology company executives feel excited because Trump's victory means that the United States' fiscal spending is expected to increase, trade regulations will be relaxed, which is crucial for technology enterprises; ②Although Trump's anti-monopoly agenda is still uncertain, people seem to be increasingly optimistic that compared to Biden, he will take a less interventionist approach towards giant monopolies.