Nvidia's AI chip demand to face limited impact from potential production delay, analysts say
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SMCI earnings call will be under microscope for Nvidia read through
August 6, 2024 1:07 PM EDTThe earnings call for Super Micro Computer (NASDAQ: SMCI) today is garnering interest as market analysts and investors seek insights into NVIDIA (NASDAQ: NVDA) performance and the overall state of AI investments.
According to a note from Lynx Equity Strategies, this call is especially critical given recent expectations set by SMCI management for strong growth in the September and December quarters, driven by the ramp-up of... More
New Street Research Upgrades NVIDIA (NVDA) to Buy
August 6, 2024 9:07 AM EDT(Updated - August 6, 2024 9:12 AM EDT)
New Street Research analyst Pierre Ferragu upgraded NVIDIA (NASDAQ: NVDA) from Neutral to Buy with a price target of $120.00.
The analyst comments "Since the peak of June, Nvidias stock has pulled back by 26%, underperforming most... More
Rosenblatt Defending NVIDIA (NVDA)
August 6, 2024 6:59 AM EDTRosenblatt analyst Hans Mosesmann reiterated a Buy rating and $200.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVDA shares are under pressure due to continued rumors of a several-month delay in Blackwell B200 GPUs due to an undisclosed silicon flaw.... More
