Nvidia's Stock Faces a Crucial Test: Can AI's Golden Child Keep Delivering?

GuruFocus.com11-19 01:13

Nvidia (NASDAQ:NVDA) is gearing up to drop its Q3 earnings on Wednesday, and the stakes couldn't be higher. After a jaw-dropping 200% rally this year, the AI chip king is expected to deliver explosive...

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After a jaw-dropping 200% rally this year, the AI chip king is expected to deliver explosive...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidias-stock-faces-crucial-test-171326916.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2552382132.HKD","symbol_name":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","start_time":0,"source_url":"https://finance.yahoo.com/news/nvidias-stock-faces-crucial-test-171326916.html","article_id":"2484156606","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/vptL__Pm02mbRU.QshB6sw--~B/aD01MDA7dz01MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/1d2d87e97a312e3fab25f80ddff4d8b1"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2484156606","pubTimestamp":1731950006,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Nvidia  is gearing up to drop its Q3 earnings on Wednesday, and the stakes couldn't be higher. After a jaw-dropping 200% rally this year, the AI chip king is expected to deliver explosive growth, with analysts predicting $0.74 earnings per share  on revenue of $33.2 billionnearly double what it posted in the same period in 2022. A big chunk of that growth is riding on Nvidia's Data Center segment, forecasted to bring in $29 billion. But here's the kicker: all eyes will be on Q4 guidance. Wall Street wants to see revenue forecasts hit $37 billion or more. Anything less, and Nvidia's stock could wobble.But the road's not all smooth. Reports of overheating in Nvidia's next-gen Blackwell AI chips are back in the spotlight, raising questions about potential production hiccups. Nvidia's downplaying it as normal engineering iterations, but these whispers could shake investor confidence. Add to that some broader market jitterslike disappointing results from Applied Materials and suddenly, Nvid","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","NVDA":"英伟达","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF","BK4532":"文艺复兴科技持仓","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","MSFT":"微软","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","AMAT":"应用材料","3NVD.UK":"LS 3X NVIDIA","PSQ":"纳指反向ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0171293334.USD":"贝莱德英国基金A2","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","TQQQ":"纳指三倍做多ETF","2NVD.UK":"2X NVIDIA ETP","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","SNVD.UK":"LS -1X NVIDIA","BK4538":"云计算","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","NVD2.UK":"2X NVIDIA ETP","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","META":"Meta Platforms, Inc.","NVDS.UK":"LS -1X NVIDIA","QID":"纳指两倍做空ETF","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDU":"Direxion Daily NVDA Bull 2X Shares",".IXIC":"NASDAQ Composite","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF"},"translate_title":"英伟达股票面临关键考验：人工智能金童能否继续交付？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMAT":1,"META":1,"MSFT":1,"NVDA":1,".IXIC":0.9,"NVDS":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SNVD.UK":0.6,"SQQQ":0.6,"TQQQ":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"Nvidia (NASDAQ:NVDA) is gearing up to drop its Q3 earnings on Wednesday, and the stakes couldn't be higher. After a jaw-dropping 200% rally this year, the AI chip king is expected to deliver explosive growth, with analysts predicting $0.74 earnings per share (up from $0.37 last year) on revenue of $33.2 billionnearly double what it posted in the same period in 2022. A big chunk of that growth is riding on Nvidia's Data Center segment, forecasted to bring in $29 billion. But here's the kicker: all eyes will be on Q4 guidance. Wall Street wants to see revenue forecasts hit $37 billion or more. Anything less, and Nvidia's stock could wobble.\n\nWarning! GuruFocus has detected 5 Warning Signs with NVDA.\n\nBut the road's not all smooth. Reports of overheating in Nvidia's next-gen Blackwell AI chips are back in the spotlight, raising questions about potential production hiccups. Nvidia's downplaying it as normal engineering iterations, but these whispers could shake investor confidence. Add to that some broader market jitterslike disappointing results from Applied Materials (NASDAQ:AMAT)and suddenly, Nvidia's path forward doesn't seem so bulletproof. Even with insane demand for its AI chips, as CEO Jensen Huang puts it, Big Tech's spending could slow, and that's a risk nobody's ignoring.\nStill, Nvidia isn't backing down. Heavyweights like Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), and xAI are lining up for Blackwell systems, and these chips could rake in billions in Q4 alone. But let's be realNvidia's stock is priced to perfection, and perfection's a tough act to follow. Whether the earnings report cements its dominance or sends investors scrambling, one thing's clear: volatility is coming. Strap in.This article first appeared on \nGuruFocus.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2484156606"}