2025 will be a "story of valuations" for Nvidia (NVDA), according to Adam Coons. He believes more pressure on the stock through earnings and uncertain relations with China leaves Nvidia's future shrouded.
Nvidia (NASDAQ: NVDA) has been one of the most remarkable stock market performers in 2024 and has, in many ways, become emblematic of the ongoing artificial intelligence (AI) boom.
It “could be time for a breather” in Nvidia (NVDA) shares says Logan Gilland. The stock hit a new all-time high last Friday.
One analyst made Nvidia's stock his new top large-cap chip pick, while another likened Nvidia's position to Apple's in the early days of the iPhone.
The artificial intelligence (AI) boom has ignited certain computer and technology sector stocks that are direct benefactors of AI deployment. It's no secret that AI chipmaker NVIDIA Co. NASDAQ: NVDA is a top benefactor of AI demand as its GPUs are the essential component of AI servers.
Nvidia's Q2 FY2025 results were strong, but Q3 may not exceed forecasts significantly, leading to a potential stock price decline. It's hard to deny that there has been significant business growth in recent years, which explains Nvidia's stock price performance - this is evident in the company's EPS momentum. Despite robust demand for AI and data center products, supply chain issues and geopolitical tensions pose risks to Nvidia's short-term performance.
24/7 Wall St. Insights If the S&P 500 resets to its “normal” level, the index will fall 25%.
24/7 Wall St. Insights Expectations for Nvidia Corp.
Nvidia (NASDAQ: NVDA) has been on a tear lately, reaching an all-time high of $149.45 last week and currently holding steady around $147.63—a hefty 6.38% gain over the past five days.
Nvidia's earnings report comes on Nov. 20 and the key question is around sales of its Blackwell chips.
Nvidia has built an artificial intelligence empire
Our theme of Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, graphics units, memory, and networking equipment, has returned over 44% year-to-date. This compares to the S&P 500 which remains up by about 25% over the same period.