Nvidia Stock Investors Just Got AMAZING News From This Analysts -- NVDA Stock

Summary

In this episode, host Oaro discusses Nvidia's stock performance, highlighting a 2% rise and bullish sentiment due to increased demand for AI solutions. UBS raises Nvidia's price target to $150, anticipating robust demand for Blackwell systems. Foxconn's June revenue surges due to AI server demand. Intel and AMD also see stock gains, with analysts predicting they will benefit from AI's second wave. AMD is shifting focus to software and APIs, emulating Nvidia's successful approach, which is a positive move for the company.

Takeaways

• 😀 Nvidia's stock had a strong day, closing nearly 2% up at $128, reflecting a bullish sentiment in the semiconductor market.
• 📈 UBS increased their price target for Nvidia to $150, from $120, maintaining a 'buy' rating, indicating strong confidence in Nvidia's future growth.
• 🚀 Analysts predict that Nvidia's earnings per share could rise to $4.95 by the end of 2025, driven by the high demand for AI solutions.
• 💡 The demand for Nvidia's Blackwell rack scale systems is robust, with UBS projecting 69,000 NVL systems to be shipped in 2025, up from a previous estimate of 52,000.
• 💻 Microsoft is expected to account for the majority of the NVL 72 orders, highlighting a significant partnership and market opportunity for Nvidia.
• 📊 Foxconn reported a significant increase in June revenue, up 16% year-over-year, attributed to the AI server boom, showing the growing market for AI hardware.
• 📈 Intel and AMD stocks also saw an uptick, with Intel up 6% and AMD up 4%, suggesting a general optimism in the AI and semiconductor sectors.
• 🛠️ Intel's growth opportunity lies in its manufacturing push, which is a long-term bullish factor, despite being considered AI laggards currently.
• 🔧 AMD's strategy shift towards emphasizing software and API development, in line with Nvidia's successful approach, is a positive move for the company's future.
• 🔄 The PC market is experiencing inventory corrections, which is a positive sign for companies like Intel and AMD, but may not drive extreme stock performance.
• 📝 AMD's focus on software development and working closely with developers to meet their needs is a strategic move that could enhance their product offerings and market position.

Q & A

What is the main topic of the video?

The main topic of the video is a discussion of Nvidia and two other semiconductor stocks, Intel and AMD, focusing on their performance and prospects in the AI and high-performance computing market.

Who is the presenter of the video?

The presenter of the video is Oaro, who specializes in semiconductor news related to AI and high-performance computing.

What is the current stock price of Nvidia mentioned in the video?

The video mentions that Nvidia's stock price is at $128 after hours.

What is the new price target set by UBS for Nvidia?

UBS has adjusted the price target for Nvidia to $150 from the previous $120.

What is the expected earnings per share for Nvidia by the end of 2025 according to UBS?

UBS expects the earnings per share for Nvidia to jump up to $4.95 by the end of the calendar year 2025.

What product is driving the bullish sentiment for Nvidia according to the video?

The bullish sentiment for Nvidia is driven by the demand for Blackwell rack scale systems and the Blackwell Grace super chip, which will power the NVL 72 and NVL 36 systems.

What is the projected number of NVL systems shipping in 2025 according to UBS?

UBS is projecting the equivalent of roughly 69,000 NVL systems to be shipping in the calendar year of 2025.

Which company is expected to account for the majority of the NVL 72 orders?

Microsoft is expected to account for the majority of the NVL 72 orders.

What was Foxconn's revenue for the month of June, and what was the main reason for the increase?

Foxconn's revenue for June was roughly $15.14 billion, which was a 16% increase compared to the same time last year. The main reason for the increase was the strong demand for AI servers.

What is AMD's new approach to technology development as mentioned in the video?

AMD is shifting its focus from hardware development to emphasizing more on software, APIs, and the AI experience market, aiming to work closely with developers to understand their needs and design technology accordingly.

What is the significance of AMD's shift towards a software-centric approach?

The shift towards a software-centric approach is significant for AMD as it allows the company to better align its technology with the needs of developers and the market, potentially leading to higher demand and better product integration.

What is the current sentiment towards Intel and AMD in the video?

The video suggests that despite being considered AI laggards, Intel and AMD are expected to benefit from the second wave of AI, particularly with their chips being used in devices like Microsoft's and in the PC market.

What is the presenter's view on the importance of the PC market for Intel and AMD?

The presenter believes that while the PC market can provide a nice tailwind for Intel and AMD, it is not necessarily a strong reason to be bullish on these companies, as the AI server and PC markets are just another iteration of the consumer space.