Dan Ives Expects 'Drop The Mic Performance' Tomorrow From Nvidia: Here's Why

Benzinga11-21 21:00

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) is poised to dominate as major tech players Meta ...

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We believe $2 billion beat/$2 billion guide higher. Despite recent overheating issues with Nvidia’s new Blackwell AI chips, the company’s value is expected to surge, driven by the potential of the next-generation AI chip. Earlier i","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","SQQQ":"纳指三倍做空ETF","NVD3.UK":"LS 3X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4553":"喜马拉雅资本持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","QLD":"纳指两倍做多ETF",".IXIC":"NASDAQ Composite","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4587":"ChatGPT概念","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","BK4528":"SaaS概念","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDD":"Direxion Daily NVDA Bear 1X Shares","TQQQ":"纳指三倍做多ETF","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","META":"Meta Platforms, Inc.","3NVD.UK":"LS 3X NVIDIA","GOOG":"谷歌","NVDS":"Tradr 1.5X Short NVDA Daily ETF","GOOGL":"谷歌A","NVDU":"Direxion Daily NVDA Bull 2X Shares","2NVD.UK":"2X NVIDIA ETP","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","QID":"纳指两倍做空ETF","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","NVDA":"英伟达","PSQ":"纳指反向ETF","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","MSFT":"微软","NVDS.UK":"LS -1X NVIDIA","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC"},"translate_title":"丹·艾夫斯(Dan Ives)预计英伟达明天将“放弃麦克风性能”：原因如下","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"META":1,"MSFT":1,"GOOGL":1,"NVDA":1,".IXIC":0.9,"GOOG":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":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.\nJensen Huang-led Nvidia Corporation (NASDAQ:NVDA) is poised to dominate as major tech players Meta Platforms, Inc. (NASDAQ:META), Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, and Microsoft Corporation (NASDAQ:MSFT) ramp up their capital expenditures on artificial intelligence.\nDon't Miss:\n\nCommercial real estate has historically outperformed the stock market, and this platform allows individuals to invest in commercial real estate with as little as $5,000 offering a 12% target yield with a bonus 1% return boost today!\nOver the last five years, the price of gold has increased by approximately 83% — Investors like Bill O’Reilly and Rudy Giuliani are using this platform to create customized gold IRAs to help shield their savings from inflation and economic turbulence. \n\nWhat Happened: On Tuesday, Wedbush analyst Dan Ives took to X, formerly Twitter, and predicted a strong performance from Nvidia, calling it the “only game in town with $1 trillion of AI Cap-Ex on the way.”\n“We believe $2 billion beat/$2 billion guide higher,” Ives concluded.\n\nWe expect a drop the mic performance from Nvidia tomorrow night as Godfather of AI Jensen & Co. are the only game in town with $1 trillion of AI Cap-Ex on the way with Nvidia's GPUs the new oil and gold in this world. We believe $2 billion beat/$2 billion guide higher🔥🏆🐂🍿\n— Dan Ives (@DivesTech) November 19, 2024\n\nMark Zuckerberg’s Meta, which reported its third-quarter financial results last month, exceeded its capex spending forecasts, driven largely by AI investments. The company raised the lower end of its 2024 capex guidance by $1 billion to $38 billion, with a significant increase anticipated in 2025.\nGoogle’s parent company is also set to match its capex spending in the fourth quarter, bringing its total 2024 capex to $51.4 billion, a 59% increase year-over-year. The company also anticipates a rise in apex in 2025, albeit at a slower rate.\nSimilarly, Microsoft reported a capex of $20 billion for the first quarter, nearly double the $11.2 billion from the same period last year. The company’s CFO Amy Hood expects a sequential increase in capital expenditure due to the projected demand for cloud and AI services.\nSee Also: Warren Buffett once said, \"If you don't find a way to make money while you sleep, you will work until you die.\" These high-yield real estate notes that pay 7.5% – 9% make earning passive income easier than ever.\nWhy It Matters: Analysts have predicted a “beat-n-raise” performance in Nvidia’s third-quarter earnings, with an expected revenue of $33.12 billion, a significant increase from last year’s $18.12 billion. The tech giant will report earnings on Wednesday, Nov. 20.\nDespite recent overheating issues with Nvidia’s new Blackwell AI chips, the company’s value is expected to surge, driven by the potential of the next-generation AI chip. Earlier in September, Analyst Beth Kindig of I/O Fund projected a $10 trillion valuation for Nvidia.\nWondering if your investments can get you to a $5,000,000 nest egg? Speak to a financial advisor today. SmartAsset’s free tool matches you up with up to three vetted financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you.\nA 9% Return In Just 3 Months\nEquityMultiple's ‘Alpine Note — Basecamp Series' is turning heads and opening wallets. This short-term note investment offers investors a 9% rate of return (APY) with just a 3 month term and $5K minimum. The Basecamp rate is at a significant spread to t-bills. This healthy rate of return won't last long. With the Fed poised to cut interest rates in the near future, now could be the time to lock in a favorable rate of return with a flexible, relatively liquid investment option. \nWhat's more, Alpine Note — Basecamp can be rolled into another Alpine Note for compounding returns, or into another of EquityMultiple's rigorously vetted real estate investments, which also carry a minimum investment of just $5K. Basecamp is exclusively open to new investors on the EquityMultiple platform.\nLooking for fractional real estate investment opportunities? The Benzinga Real Estate Screener features the latest offerings.\nThis article Dan Ives Expects 'Drop The Mic Performance' Tomorrow From Nvidia: Here's Why originally appeared on Benzinga.com","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":"4.29.2","shortVersion":"4.29.2","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/2485966694"}