📈 PRICE TARGET RAISED • $NVDA: PT raised to $320 from $280 by JPMorgan • $NVDA: PT raised to $315 from $300 by Mizuho • $NVDA: PT raised to $420 from $400 by Melius • $NVDA: PT raised to $300 from $285 by Goldman Sachs • $NVDA: PT raised to $400 from $315 by Bernstein SocGen Group • $NVDA: PT raised to $315 from $300 by Citi • $NVDA: PT raised to $315 from $282 by Stifel 🔵 COVERAGE • $NVDA: Overweight reiterated by KeyBanc; PT $330
📈 PRICE TARGET RAISED • $NVDA: PT raised to $320 from $280 by JPMorgan • $NVDA: PT raised to $315 from $300 by Mizuho • $NVDA: PT raised to $420 from $400 by Melius • $NVDA: PT raised to $300 from $285 by Goldman Sachs • $NVDA: PT raised to $400 from $315 by Bernstein SocGen Group • $NVDA: PT raised to $315 from $300 by Citi • $NVDA: PT raised to $315 from $282 by Stifel 🔵 COVERAGE • $NVDA: Overweight reiterated by KeyBanc; PT $330
Absolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months. We now have a $5+ trillion company is seeing +106% year-over-year revenue growth. There has never been anything like what we are seeing right now with AI. This is arguably the biggest technological revolution of all time.
Absolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months. We now have a $5+ trillion company is seeing +106% year-over-year revenue growth. There has never been anything like what we are seeing right now with AI. This is arguably the biggest technological revolution of all time.
Now that the PCE is out the way… 1) Nvidia earnings today 2) Kevin Warsh and Jackson Hole on Friday 3) Last trading day of August on Monday Volume and Vol has been very very light lately. Expect that to change in next few days?
Now that the PCE is out the way… 1) Nvidia earnings today 2) Kevin Warsh and Jackson Hole on Friday 3) Last trading day of August on Monday Volume and Vol has been very very light lately. Expect that to change in next few days?
BREAKING: US July PCE inflation, the Fed's preferred inflation metric, hits 3.7%, above expectations of 3.6%. Core PCE inflation was 3.3%, the second highest reading since October 2024. US inflation continues to run at nearly double the Fed's 2.0% target. Own assets or be left behind.
BREAKING: US July PCE inflation, the Fed's preferred inflation metric, hits 3.7%, above expectations of 3.6%. Core PCE inflation was 3.3%, the second highest reading since October 2024. US inflation continues to run at nearly double the Fed's 2.0% target. Own assets or be left behind.