Nvidia Earnings

Latest News

08-28

Nvidia Stock Poised For Major $298B Market Jolt As Q2 Earnings Loom, Says Goldman Sachs: “Can You Imagine If NVDA Beats Expectations?”

08-28

Nvidia Will Likely Continue Its Bull Run Post-Earnings (Earnings Preview)

08-28

Nvidia Earnings Should Prove That It's Still the "Magnificent One"

User Discussion

NativelyBullish

08-28

"A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers." Should say it the other way around. Mouthwatering for its customers and eye watering for its biggest competitors.

Nvidia Earnings Should Prove That It's Still the "Magnificent One"

Guavaxf30

08-28

The fact that the other Mag 6's gives business and buy from Nvidia will alone confirm this. It is Mag One and the other semi-Mag 6's. Actually sorry but I should say the other Semi-Mag 5's. Tesla is no way in the same category.

Nvidia Earnings Should Prove That It's Still the "Magnificent One"

ShayBoloor

08-28

NVDA: What's the Surprise from ER?

Ahead of tomorrow's $NVIDIA Corp(NVDA)$ earnings event -- I want to highlight some key pre-earnings considerations 🧐Blackwell SeriesConcerns have surfaced about potential delays in the release of Nvidia's next-generation AI chips due to design flaws -- which have pressured the stock over the past few weeks. The anticipated three-month delay for the B100, B200, and GB200 chips could significantly disrupt operations for customers in early 2025. However, Nvidia’s supply partners offer a more optimistic view -- suggesting that initial shipments of the GB200s could start as early as Q4 this year, with full production ramping up in Q1. This positive outlook sharply contrasts with fears of halted production lines. Commentary on the Blackwell series will

NVDA: What's the Surprise from ER?

Imwinfred

08-28

Let's go

Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show

Guavaxf30

08-28

This may be the most anticipated quarterly result in history of the stock market. For the faint-hearted, it may be best to stay on the side. For the bold and brave, you need to take a position. For me, I am all in on Nvidia shocking on the upside. The billions in Capex from the likes of Amazon, Meta and Alphabet alone should entice.

Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show

Barcode

08-28

$NVIDIA Corp(NVDA)$ Chopping in this channel and it may come down further before they run it up into earnings. The short sellers are in trouble now, Longs 🤺🥊. It's trying to reach out! There's a little chair pattern forming now. ‼️🚨📰 Truist today raised its price target up to $145 from $140 while maintaining its Buy rating 🚀 NVIDIA Q2 FY2025 Earnings Cheat Sheet – Key Insights 🚀 Key Highlights: - Date: Post-Market Earnings on 28th August 2024 (confirmed across trading platforms) - Stock Performance: +158% YTD, +39% from August lows - Expected Move: +/- $12 (9.4% volatility) Core Metrics: - Revenue Estimates: $28.73B (+114% YoY) - EPS Estimates: $0.64 (+137%) - Analyst Ratings: 🟢 56 Buys 🟠 4 Holds 🔴 0 Sells Recent Earnings Impact: - Q1 FY2024

HBC888

08-27

122

Nvidia's Earnings May Swing the Stock Market This Week. Here's How to Hedge It, BofA Global Says

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Mouthwatering for its customers and eye watering for its biggest competitors.","listText":"\"A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers.\" Should say it the other way around. Mouthwatering for its customers and eye watering for its biggest competitors.","text":"\"A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers.\" Should say it the other way around. Mouthwatering for its customers and eye watering for its biggest competitors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343179766702152","repostId":"2462178743","repostType":4,"repost":{"id":"2462178743","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724809283,"share":"https://ttm.financial/m/news/2462178743?lang=&edition=fundamental","pubTime":"2024-08-28 09:41","market":"fut","language":"en","title":"Nvidia Earnings Should Prove That It's Still the \"Magnificent One\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2462178743","media":"Dow Jones","summary":"Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.The most critical event of the quarter for both the technology market ","content":"<html><head></head><body><p>Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.</p><p>The most critical event of the quarter for both the technology market and the broader stock market arrives on Wednesday, when Nvidia reports second-quarter earnings.</p><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> projected during its previous earnings call that fiscal second-quarter 2025 would see revenue of $28 billion with margins right around 75%. If it can hit that revenue target, Nvidia will more than double revenue year over year (revenue in the second-quarter of fiscal 2024 was $13.5 billion) and see yet another quarterly revenue record.</p><p>But it would also mean that quarter-to-quarter revenue growth ($2 billion if we go by Nvidia&#39;s projection) is down over the past four reports - where revenue has previously increased by $6 billion, $5 billion and $4 billion, respectively.</p><p>Add in the rumors and speculation about the delays for its most advanced Blackwell AI chip architecture and you have a recipe for perhaps a disappointing quarterly result in the eyes of investors and the tech industry. Short-sightedness aside, there are still plenty of reasons to believe that Nvidia&#39;s growth and trajectory will continue through 2024 and 2025, across the landscape of products, competition and its partners&#39; build-out investments.</p><h2 id=\"id_1204569322\">Growing competition</h2><p>Nvidia continues to grow and rake in money, thanks mainly to its dominance in AI chips&#39; training and inference functions. That growth continues to grab the attention of competitors eager to gobble as much of the market as possible for themselves.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is the most obvious challenger, with a product line that most closely mirrors the GPU designs of Nvidia, as they compete in both gaming and professional graphics markets. AMD&#39;s Instinct brand and MI300X chips have quickly gone from a projected $1.5 billion-revenue product to now $4.5 billion as of the company&#39;s most recent earnings call. That is obviously minor compared to Nvidia&#39;s $22 billion in AI-attributed sales last quarter, but AMD continues to trend upward, meaning the market is growing and looking for alternatives.</p><p>AMD also recently announced the acquisition of ZT Systems , a company that designs and builds complex cloud infrastructure systems. This enables AMD to be quick to market with its new AI chips, offering up complete design packages inclusive of computing IP, networking, cooling and power. AMD will sell off the manufacturing division to not compete with Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> and its other partners, but AMD is clearly still investing to improve its ramp into AI markets.</p><p>Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> also is making noise in the AI space, primarily with its AI-ready network products. News came out last week that the company was going to be designing custom chips in partnership with OpenAI with target customers of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) and Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>( GOOGL) Google, two of Nvidia&#39;s biggest customers. And of course, the custom silicon projects from Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Google, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> continue to innovate and execute, looking for ways to counterbalance the strength of Nvidia in this space.</p><h2 id=\"id_1658458723\">Building out the AI infrastructure</h2><p>Big money invested in new hardware benefits Nvidia.</p><p>While competitors are still fighting to get into the AI chip space that Nvidia has been building and profiting from for years now, Nvidia&#39;s biggest customers are investing in historic infrastructure buildouts.</p><p>A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers. With the major cloud-services providers all on trajectory to spend tens or hundreds of billions of dollars over the coming decade to prepare the data centers of the future, a huge amount of that spending is going directly into Nvidia&#39;s pocket.</p><p>The report indicates that as much as 40% of the money Microsoft and Meta are spending is going to Nvidia, with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Google and Amazon in the 10%-30% range. Despite the reservations about this kind of powerful AI compute translating into revenue in the short term, the fact is that these companies (and more) are continuing to invest big dollars in new hardware, and Nvidia will be the primary beneficiary for some time.</p><h2 id=\"id_2447342354\">Nvidia&#39;s leadership is hard to challenge</h2><p>Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing. This is a combination of both the AI chips themselves but also the deep investment in the software infrastructure to enables developers and cloud providers to easily integrate Nvidia hardware into their workflows. Even if other companies can catch up on hardware, with as-good performance or efficiency, it is the software moat that Nvidia holds for its business that causes the most angst amongst competitors.</p><p>Even recent rumors of delays to the latest Blackwell AI chips from Nvidia don&#39;t seem to be opening any big windows for AMD, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, or anyone else. All indications are that Nvidia&#39;s current-generation Hopper H100 chips are going to maintain pure performance leadership through the rest of the year. And when the Blackwell chip does make it into the hands of customers, it will position Nvidia for leadership through 2025 - at least.</p><p>Ryan Shrout is the President of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Earnings Should Prove That It's Still the \"Magnificent One\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Earnings Should Prove That It's Still the \"Magnificent One\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-28 09:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.</p><p>The most critical event of the quarter for both the technology market and the broader stock market arrives on Wednesday, when Nvidia reports second-quarter earnings.</p><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> projected during its previous earnings call that fiscal second-quarter 2025 would see revenue of $28 billion with margins right around 75%. If it can hit that revenue target, Nvidia will more than double revenue year over year (revenue in the second-quarter of fiscal 2024 was $13.5 billion) and see yet another quarterly revenue record.</p><p>But it would also mean that quarter-to-quarter revenue growth ($2 billion if we go by Nvidia&#39;s projection) is down over the past four reports - where revenue has previously increased by $6 billion, $5 billion and $4 billion, respectively.</p><p>Add in the rumors and speculation about the delays for its most advanced Blackwell AI chip architecture and you have a recipe for perhaps a disappointing quarterly result in the eyes of investors and the tech industry. Short-sightedness aside, there are still plenty of reasons to believe that Nvidia&#39;s growth and trajectory will continue through 2024 and 2025, across the landscape of products, competition and its partners&#39; build-out investments.</p><h2 id=\"id_1204569322\">Growing competition</h2><p>Nvidia continues to grow and rake in money, thanks mainly to its dominance in AI chips&#39; training and inference functions. That growth continues to grab the attention of competitors eager to gobble as much of the market as possible for themselves.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is the most obvious challenger, with a product line that most closely mirrors the GPU designs of Nvidia, as they compete in both gaming and professional graphics markets. AMD&#39;s Instinct brand and MI300X chips have quickly gone from a projected $1.5 billion-revenue product to now $4.5 billion as of the company&#39;s most recent earnings call. That is obviously minor compared to Nvidia&#39;s $22 billion in AI-attributed sales last quarter, but AMD continues to trend upward, meaning the market is growing and looking for alternatives.</p><p>AMD also recently announced the acquisition of ZT Systems , a company that designs and builds complex cloud infrastructure systems. This enables AMD to be quick to market with its new AI chips, offering up complete design packages inclusive of computing IP, networking, cooling and power. AMD will sell off the manufacturing division to not compete with Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> and its other partners, but AMD is clearly still investing to improve its ramp into AI markets.</p><p>Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> also is making noise in the AI space, primarily with its AI-ready network products. News came out last week that the company was going to be designing custom chips in partnership with OpenAI with target customers of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) and Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>( GOOGL) Google, two of Nvidia&#39;s biggest customers. And of course, the custom silicon projects from Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Google, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> continue to innovate and execute, looking for ways to counterbalance the strength of Nvidia in this space.</p><h2 id=\"id_1658458723\">Building out the AI infrastructure</h2><p>Big money invested in new hardware benefits Nvidia.</p><p>While competitors are still fighting to get into the AI chip space that Nvidia has been building and profiting from for years now, Nvidia&#39;s biggest customers are investing in historic infrastructure buildouts.</p><p>A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers. With the major cloud-services providers all on trajectory to spend tens or hundreds of billions of dollars over the coming decade to prepare the data centers of the future, a huge amount of that spending is going directly into Nvidia&#39;s pocket.</p><p>The report indicates that as much as 40% of the money Microsoft and Meta are spending is going to Nvidia, with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Google and Amazon in the 10%-30% range. Despite the reservations about this kind of powerful AI compute translating into revenue in the short term, the fact is that these companies (and more) are continuing to invest big dollars in new hardware, and Nvidia will be the primary beneficiary for some time.</p><h2 id=\"id_2447342354\">Nvidia&#39;s leadership is hard to challenge</h2><p>Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing. This is a combination of both the AI chips themselves but also the deep investment in the software infrastructure to enables developers and cloud providers to easily integrate Nvidia hardware into their workflows. Even if other companies can catch up on hardware, with as-good performance or efficiency, it is the software moat that Nvidia holds for its business that causes the most angst amongst competitors.</p><p>Even recent rumors of delays to the latest Blackwell AI chips from Nvidia don&#39;t seem to be opening any big windows for AMD, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, or anyone else. All indications are that Nvidia&#39;s current-generation Hopper H100 chips are going to maintain pure performance leadership through the rest of the year. And when the Blackwell chip does make it into the hands of customers, it will position Nvidia for leadership through 2025 - at least.</p><p>Ryan Shrout is the President of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462178743","content_text":"Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.The most critical event of the quarter for both the technology market and the broader stock market arrives on Wednesday, when Nvidia reports second-quarter earnings.Nvidia $(NVDA)$ projected during its previous earnings call that fiscal second-quarter 2025 would see revenue of $28 billion with margins right around 75%. If it can hit that revenue target, Nvidia will more than double revenue year over year (revenue in the second-quarter of fiscal 2024 was $13.5 billion) and see yet another quarterly revenue record.But it would also mean that quarter-to-quarter revenue growth ($2 billion if we go by Nvidia's projection) is down over the past four reports - where revenue has previously increased by $6 billion, $5 billion and $4 billion, respectively.Add in the rumors and speculation about the delays for its most advanced Blackwell AI chip architecture and you have a recipe for perhaps a disappointing quarterly result in the eyes of investors and the tech industry. Short-sightedness aside, there are still plenty of reasons to believe that Nvidia's growth and trajectory will continue through 2024 and 2025, across the landscape of products, competition and its partners' build-out investments.Growing competitionNvidia continues to grow and rake in money, thanks mainly to its dominance in AI chips' training and inference functions. That growth continues to grab the attention of competitors eager to gobble as much of the market as possible for themselves.AMD $(AMD)$ is the most obvious challenger, with a product line that most closely mirrors the GPU designs of Nvidia, as they compete in both gaming and professional graphics markets. AMD's Instinct brand and MI300X chips have quickly gone from a projected $1.5 billion-revenue product to now $4.5 billion as of the company's most recent earnings call. That is obviously minor compared to Nvidia's $22 billion in AI-attributed sales last quarter, but AMD continues to trend upward, meaning the market is growing and looking for alternatives.AMD also recently announced the acquisition of ZT Systems , a company that designs and builds complex cloud infrastructure systems. This enables AMD to be quick to market with its new AI chips, offering up complete design packages inclusive of computing IP, networking, cooling and power. AMD will sell off the manufacturing division to not compete with Dell Technologies $(DELL)$ and its other partners, but AMD is clearly still investing to improve its ramp into AI markets.Broadcom $(AVGO)$ also is making noise in the AI space, primarily with its AI-ready network products. News came out last week that the company was going to be designing custom chips in partnership with OpenAI with target customers of Meta Platforms (META) and Alphabet's $(GOOG)$( GOOGL) Google, two of Nvidia's biggest customers. And of course, the custom silicon projects from Amazon.com $(AMZN)$, Google, and Microsoft $(MSFT)$ continue to innovate and execute, looking for ways to counterbalance the strength of Nvidia in this space.Building out the AI infrastructureBig money invested in new hardware benefits Nvidia.While competitors are still fighting to get into the AI chip space that Nvidia has been building and profiting from for years now, Nvidia's biggest customers are investing in historic infrastructure buildouts.A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers. With the major cloud-services providers all on trajectory to spend tens or hundreds of billions of dollars over the coming decade to prepare the data centers of the future, a huge amount of that spending is going directly into Nvidia's pocket.The report indicates that as much as 40% of the money Microsoft and Meta are spending is going to Nvidia, with Tesla $(TSLA)$, Google and Amazon in the 10%-30% range. Despite the reservations about this kind of powerful AI compute translating into revenue in the short term, the fact is that these companies (and more) are continuing to invest big dollars in new hardware, and Nvidia will be the primary beneficiary for some time.Nvidia's leadership is hard to challengeNvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing. This is a combination of both the AI chips themselves but also the deep investment in the software infrastructure to enables developers and cloud providers to easily integrate Nvidia hardware into their workflows. Even if other companies can catch up on hardware, with as-good performance or efficiency, it is the software moat that Nvidia holds for its business that causes the most angst amongst competitors.Even recent rumors of delays to the latest Blackwell AI chips from Nvidia don't seem to be opening any big windows for AMD, Intel $(INTC)$, or anyone else. All indications are that Nvidia's current-generation Hopper H100 chips are going to maintain pure performance leadership through the rest of the year. And when the Blackwell chip does make it into the hands of customers, it will position Nvidia for leadership through 2025 - at least.Ryan Shrout is the President of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343235303612424,"gmtCreate":1724816151058,"gmtModify":1724816155522,"author":{"id":"3576140222331577","authorId":"3576140222331577","authorIdStr":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576140222331577"},"themes":[],"htmlText":"The fact that the other Mag 6's gives business and buy from Nvidia will alone confirm this. It is Mag One and the other semi-Mag 6's.&nbsp; Actually sorry but I should say the other Semi-Mag 5's.&nbsp; Tesla is no way in the same category.","listText":"The fact that the other Mag 6's gives business and buy from Nvidia will alone confirm this. It is Mag One and the other semi-Mag 6's.&nbsp; Actually sorry but I should say the other Semi-Mag 5's.&nbsp; Tesla is no way in the same category.","text":"The fact that the other Mag 6's gives business and buy from Nvidia will alone confirm this. It is Mag One and the other semi-Mag 6's. Actually sorry but I should say the other Semi-Mag 5's. Tesla is no way in the same category.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343235303612424","repostId":"2462178743","repostType":2,"repost":{"id":"2462178743","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724809283,"share":"https://ttm.financial/m/news/2462178743?lang=&edition=fundamental","pubTime":"2024-08-28 09:41","market":"fut","language":"en","title":"Nvidia Earnings Should Prove That It's Still the \"Magnificent One\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2462178743","media":"Dow Jones","summary":"Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.The most critical event of the quarter for both the technology market ","content":"<html><head></head><body><p>Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.</p><p>The most critical event of the quarter for both the technology market and the broader stock market arrives on Wednesday, when Nvidia reports second-quarter earnings.</p><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> projected during its previous earnings call that fiscal second-quarter 2025 would see revenue of $28 billion with margins right around 75%. If it can hit that revenue target, Nvidia will more than double revenue year over year (revenue in the second-quarter of fiscal 2024 was $13.5 billion) and see yet another quarterly revenue record.</p><p>But it would also mean that quarter-to-quarter revenue growth ($2 billion if we go by Nvidia&#39;s projection) is down over the past four reports - where revenue has previously increased by $6 billion, $5 billion and $4 billion, respectively.</p><p>Add in the rumors and speculation about the delays for its most advanced Blackwell AI chip architecture and you have a recipe for perhaps a disappointing quarterly result in the eyes of investors and the tech industry. Short-sightedness aside, there are still plenty of reasons to believe that Nvidia&#39;s growth and trajectory will continue through 2024 and 2025, across the landscape of products, competition and its partners&#39; build-out investments.</p><h2 id=\"id_1204569322\">Growing competition</h2><p>Nvidia continues to grow and rake in money, thanks mainly to its dominance in AI chips&#39; training and inference functions. That growth continues to grab the attention of competitors eager to gobble as much of the market as possible for themselves.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is the most obvious challenger, with a product line that most closely mirrors the GPU designs of Nvidia, as they compete in both gaming and professional graphics markets. AMD&#39;s Instinct brand and MI300X chips have quickly gone from a projected $1.5 billion-revenue product to now $4.5 billion as of the company&#39;s most recent earnings call. That is obviously minor compared to Nvidia&#39;s $22 billion in AI-attributed sales last quarter, but AMD continues to trend upward, meaning the market is growing and looking for alternatives.</p><p>AMD also recently announced the acquisition of ZT Systems , a company that designs and builds complex cloud infrastructure systems. This enables AMD to be quick to market with its new AI chips, offering up complete design packages inclusive of computing IP, networking, cooling and power. AMD will sell off the manufacturing division to not compete with Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> and its other partners, but AMD is clearly still investing to improve its ramp into AI markets.</p><p>Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> also is making noise in the AI space, primarily with its AI-ready network products. News came out last week that the company was going to be designing custom chips in partnership with OpenAI with target customers of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) and Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>( GOOGL) Google, two of Nvidia&#39;s biggest customers. And of course, the custom silicon projects from Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Google, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> continue to innovate and execute, looking for ways to counterbalance the strength of Nvidia in this space.</p><h2 id=\"id_1658458723\">Building out the AI infrastructure</h2><p>Big money invested in new hardware benefits Nvidia.</p><p>While competitors are still fighting to get into the AI chip space that Nvidia has been building and profiting from for years now, Nvidia&#39;s biggest customers are investing in historic infrastructure buildouts.</p><p>A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers. With the major cloud-services providers all on trajectory to spend tens or hundreds of billions of dollars over the coming decade to prepare the data centers of the future, a huge amount of that spending is going directly into Nvidia&#39;s pocket.</p><p>The report indicates that as much as 40% of the money Microsoft and Meta are spending is going to Nvidia, with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Google and Amazon in the 10%-30% range. Despite the reservations about this kind of powerful AI compute translating into revenue in the short term, the fact is that these companies (and more) are continuing to invest big dollars in new hardware, and Nvidia will be the primary beneficiary for some time.</p><h2 id=\"id_2447342354\">Nvidia&#39;s leadership is hard to challenge</h2><p>Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing. This is a combination of both the AI chips themselves but also the deep investment in the software infrastructure to enables developers and cloud providers to easily integrate Nvidia hardware into their workflows. Even if other companies can catch up on hardware, with as-good performance or efficiency, it is the software moat that Nvidia holds for its business that causes the most angst amongst competitors.</p><p>Even recent rumors of delays to the latest Blackwell AI chips from Nvidia don&#39;t seem to be opening any big windows for AMD, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, or anyone else. All indications are that Nvidia&#39;s current-generation Hopper H100 chips are going to maintain pure performance leadership through the rest of the year. And when the Blackwell chip does make it into the hands of customers, it will position Nvidia for leadership through 2025 - at least.</p><p>Ryan Shrout is the President of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Earnings Should Prove That It's Still the \"Magnificent One\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Earnings Should Prove That It's Still the \"Magnificent One\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-28 09:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.</p><p>The most critical event of the quarter for both the technology market and the broader stock market arrives on Wednesday, when Nvidia reports second-quarter earnings.</p><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> projected during its previous earnings call that fiscal second-quarter 2025 would see revenue of $28 billion with margins right around 75%. If it can hit that revenue target, Nvidia will more than double revenue year over year (revenue in the second-quarter of fiscal 2024 was $13.5 billion) and see yet another quarterly revenue record.</p><p>But it would also mean that quarter-to-quarter revenue growth ($2 billion if we go by Nvidia&#39;s projection) is down over the past four reports - where revenue has previously increased by $6 billion, $5 billion and $4 billion, respectively.</p><p>Add in the rumors and speculation about the delays for its most advanced Blackwell AI chip architecture and you have a recipe for perhaps a disappointing quarterly result in the eyes of investors and the tech industry. Short-sightedness aside, there are still plenty of reasons to believe that Nvidia&#39;s growth and trajectory will continue through 2024 and 2025, across the landscape of products, competition and its partners&#39; build-out investments.</p><h2 id=\"id_1204569322\">Growing competition</h2><p>Nvidia continues to grow and rake in money, thanks mainly to its dominance in AI chips&#39; training and inference functions. That growth continues to grab the attention of competitors eager to gobble as much of the market as possible for themselves.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is the most obvious challenger, with a product line that most closely mirrors the GPU designs of Nvidia, as they compete in both gaming and professional graphics markets. AMD&#39;s Instinct brand and MI300X chips have quickly gone from a projected $1.5 billion-revenue product to now $4.5 billion as of the company&#39;s most recent earnings call. That is obviously minor compared to Nvidia&#39;s $22 billion in AI-attributed sales last quarter, but AMD continues to trend upward, meaning the market is growing and looking for alternatives.</p><p>AMD also recently announced the acquisition of ZT Systems , a company that designs and builds complex cloud infrastructure systems. This enables AMD to be quick to market with its new AI chips, offering up complete design packages inclusive of computing IP, networking, cooling and power. AMD will sell off the manufacturing division to not compete with Dell Technologies <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> and its other partners, but AMD is clearly still investing to improve its ramp into AI markets.</p><p>Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> also is making noise in the AI space, primarily with its AI-ready network products. News came out last week that the company was going to be designing custom chips in partnership with OpenAI with target customers of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) and Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>( GOOGL) Google, two of Nvidia&#39;s biggest customers. And of course, the custom silicon projects from Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Google, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> continue to innovate and execute, looking for ways to counterbalance the strength of Nvidia in this space.</p><h2 id=\"id_1658458723\">Building out the AI infrastructure</h2><p>Big money invested in new hardware benefits Nvidia.</p><p>While competitors are still fighting to get into the AI chip space that Nvidia has been building and profiting from for years now, Nvidia&#39;s biggest customers are investing in historic infrastructure buildouts.</p><p>A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers. With the major cloud-services providers all on trajectory to spend tens or hundreds of billions of dollars over the coming decade to prepare the data centers of the future, a huge amount of that spending is going directly into Nvidia&#39;s pocket.</p><p>The report indicates that as much as 40% of the money Microsoft and Meta are spending is going to Nvidia, with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Google and Amazon in the 10%-30% range. Despite the reservations about this kind of powerful AI compute translating into revenue in the short term, the fact is that these companies (and more) are continuing to invest big dollars in new hardware, and Nvidia will be the primary beneficiary for some time.</p><h2 id=\"id_2447342354\">Nvidia&#39;s leadership is hard to challenge</h2><p>Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing. This is a combination of both the AI chips themselves but also the deep investment in the software infrastructure to enables developers and cloud providers to easily integrate Nvidia hardware into their workflows. Even if other companies can catch up on hardware, with as-good performance or efficiency, it is the software moat that Nvidia holds for its business that causes the most angst amongst competitors.</p><p>Even recent rumors of delays to the latest Blackwell AI chips from Nvidia don&#39;t seem to be opening any big windows for AMD, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a>, or anyone else. All indications are that Nvidia&#39;s current-generation Hopper H100 chips are going to maintain pure performance leadership through the rest of the year. And when the Blackwell chip does make it into the hands of customers, it will position Nvidia for leadership through 2025 - at least.</p><p>Ryan Shrout is the President of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462178743","content_text":"Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.The most critical event of the quarter for both the technology market and the broader stock market arrives on Wednesday, when Nvidia reports second-quarter earnings.Nvidia $(NVDA)$ projected during its previous earnings call that fiscal second-quarter 2025 would see revenue of $28 billion with margins right around 75%. If it can hit that revenue target, Nvidia will more than double revenue year over year (revenue in the second-quarter of fiscal 2024 was $13.5 billion) and see yet another quarterly revenue record.But it would also mean that quarter-to-quarter revenue growth ($2 billion if we go by Nvidia's projection) is down over the past four reports - where revenue has previously increased by $6 billion, $5 billion and $4 billion, respectively.Add in the rumors and speculation about the delays for its most advanced Blackwell AI chip architecture and you have a recipe for perhaps a disappointing quarterly result in the eyes of investors and the tech industry. Short-sightedness aside, there are still plenty of reasons to believe that Nvidia's growth and trajectory will continue through 2024 and 2025, across the landscape of products, competition and its partners' build-out investments.Growing competitionNvidia continues to grow and rake in money, thanks mainly to its dominance in AI chips' training and inference functions. That growth continues to grab the attention of competitors eager to gobble as much of the market as possible for themselves.AMD $(AMD)$ is the most obvious challenger, with a product line that most closely mirrors the GPU designs of Nvidia, as they compete in both gaming and professional graphics markets. AMD's Instinct brand and MI300X chips have quickly gone from a projected $1.5 billion-revenue product to now $4.5 billion as of the company's most recent earnings call. That is obviously minor compared to Nvidia's $22 billion in AI-attributed sales last quarter, but AMD continues to trend upward, meaning the market is growing and looking for alternatives.AMD also recently announced the acquisition of ZT Systems , a company that designs and builds complex cloud infrastructure systems. This enables AMD to be quick to market with its new AI chips, offering up complete design packages inclusive of computing IP, networking, cooling and power. AMD will sell off the manufacturing division to not compete with Dell Technologies $(DELL)$ and its other partners, but AMD is clearly still investing to improve its ramp into AI markets.Broadcom $(AVGO)$ also is making noise in the AI space, primarily with its AI-ready network products. News came out last week that the company was going to be designing custom chips in partnership with OpenAI with target customers of Meta Platforms (META) and Alphabet's $(GOOG)$( GOOGL) Google, two of Nvidia's biggest customers. And of course, the custom silicon projects from Amazon.com $(AMZN)$, Google, and Microsoft $(MSFT)$ continue to innovate and execute, looking for ways to counterbalance the strength of Nvidia in this space.Building out the AI infrastructureBig money invested in new hardware benefits Nvidia.While competitors are still fighting to get into the AI chip space that Nvidia has been building and profiting from for years now, Nvidia's biggest customers are investing in historic infrastructure buildouts.A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers. With the major cloud-services providers all on trajectory to spend tens or hundreds of billions of dollars over the coming decade to prepare the data centers of the future, a huge amount of that spending is going directly into Nvidia's pocket.The report indicates that as much as 40% of the money Microsoft and Meta are spending is going to Nvidia, with Tesla $(TSLA)$, Google and Amazon in the 10%-30% range. Despite the reservations about this kind of powerful AI compute translating into revenue in the short term, the fact is that these companies (and more) are continuing to invest big dollars in new hardware, and Nvidia will be the primary beneficiary for some time.Nvidia's leadership is hard to challengeNvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing. This is a combination of both the AI chips themselves but also the deep investment in the software infrastructure to enables developers and cloud providers to easily integrate Nvidia hardware into their workflows. Even if other companies can catch up on hardware, with as-good performance or efficiency, it is the software moat that Nvidia holds for its business that causes the most angst amongst competitors.Even recent rumors of delays to the latest Blackwell AI chips from Nvidia don't seem to be opening any big windows for AMD, Intel $(INTC)$, or anyone else. All indications are that Nvidia's current-generation Hopper H100 chips are going to maintain pure performance leadership through the rest of the year. And when the Blackwell chip does make it into the hands of customers, it will position Nvidia for leadership through 2025 - at least.Ryan Shrout is the President of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343204151767416,"gmtCreate":1724811555274,"gmtModify":1724814235652,"author":{"id":"10000000000010929","authorId":"10000000000010929","authorIdStr":"10000000000010929","name":"ShayBoloor","avatar":"https://community-static.tradeup.com/news/827c3f97d3890eff0091b72bce53d46d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010929"},"themes":[],"title":"NVDA: What's the Surprise from ER?","htmlText":"Ahead of tomorrow's <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> earnings event -- I want to highlight some key pre-earnings considerations 🧐Blackwell SeriesConcerns have surfaced about potential delays in the release of Nvidia's next-generation AI chips due to design flaws -- which have pressured the stock over the past few weeks. The anticipated three-month delay for the B100, B200, and GB200 chips could significantly disrupt operations for customers in early 2025. However, Nvidia’s supply partners offer a more optimistic view -- suggesting that initial shipments of the GB200s could start as early as Q4 this year, with full production ramping up in Q1. This positive outlook sharply contrasts with fears of halted production lines. Commentary on the Blackwell series will","listText":"Ahead of tomorrow's <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> earnings event -- I want to highlight some key pre-earnings considerations 🧐Blackwell SeriesConcerns have surfaced about potential delays in the release of Nvidia's next-generation AI chips due to design flaws -- which have pressured the stock over the past few weeks. The anticipated three-month delay for the B100, B200, and GB200 chips could significantly disrupt operations for customers in early 2025. However, Nvidia’s supply partners offer a more optimistic view -- suggesting that initial shipments of the GB200s could start as early as Q4 this year, with full production ramping up in Q1. This positive outlook sharply contrasts with fears of halted production lines. Commentary on the Blackwell series will","text":"Ahead of tomorrow's $NVIDIA Corp(NVDA)$ earnings event -- I want to highlight some key pre-earnings considerations 🧐Blackwell SeriesConcerns have surfaced about potential delays in the release of Nvidia's next-generation AI chips due to design flaws -- which have pressured the stock over the past few weeks. The anticipated three-month delay for the B100, B200, and GB200 chips could significantly disrupt operations for customers in early 2025. However, Nvidia’s supply partners offer a more optimistic view -- suggesting that initial shipments of the GB200s could start as early as Q4 this year, with full production ramping up in Q1. This positive outlook sharply contrasts with fears of halted production lines. Commentary on the Blackwell series will","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":39,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/343204151767416","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343206732202224,"gmtCreate":1724809158407,"gmtModify":1724809161984,"author":{"id":"3575870434417241","authorId":"3575870434417241","authorIdStr":"3575870434417241","name":"Imwinfred","avatar":"https://community-static.tradeup.com/news/7ac0cbeaabdae92eeaca1e8c7feafadb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575870434417241"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343206732202224","repostId":"2462243113","repostType":2,"repost":{"id":"2462243113","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1724803180,"share":"https://ttm.financial/m/news/2462243113?lang=&edition=fundamental","pubTime":"2024-08-28 07:59","market":"us","language":"en","title":"Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show","url":"https://stock-news.laohu8.com/highlight/detail?id=2462243113","media":"Reuters","summary":"NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia's upcoming earnings report to spark a more than $300 billion swing in the shares of the world's most dominan","content":"<html><head></head><body><p>NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia&#39;s upcoming earnings report to spark a more than $300 billion swing in the shares of the world&#39;s most dominant artificial intelligence chipmaker.</p><p>Options pricing shows that traders anticipate a move of around 9.8% in the company’s shares on Thursday, a day after it reports earnings, data from analytics firm ORATS showed. That&#39;s larger than the expected move ahead of any Nvidia report over the last three years and well above the stock&#39;s average post-earnings move of 8.1% over that same period, according to ORATS.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/107675b5904ecb1c868349468ac85194\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1748\" tg-height=\"1132\"/><span>Reuters Graphics</span></p><p>Given Nvidia&#39;s market capitalization of about $3.11 trillion, a 9.8% swing in the shares would translate to about $305 billion, likely the largest expected earnings move for any company in history, analysts said.</p><p>Such a move would dwarf the market capitalization of 95% of S&amp;P 500 constituents, including Netflix and Merck, according to LSEG data.</p><p>The results from Nvidia, whose chips are widely seen as the gold standard in artificial intelligence, also have big implications for the broader market. The stock is up some 150% year-to-date, accounting for around a quarter of the S&amp;P 500’s 18% year-to-date gain.</p><p>&#34;It alone has been a huge contributor to the overall profitability of the S&amp;P 500,&#34; said Steve Sosnick, chief strategist at Interactive Brokers. &#34;It&#39;s the Atlas holding up the market.&#34;</p><p>Options pricing suggests traders are more concerned about missing out on a large upside move from Nvidia than getting hurt by a large drop.</p><p>Traders are assigning a 7% chance the stock rises more than 20% by Friday, while only a giving a 4% probability to a more than 20% sell-off, according to a Susquehanna Financial analysis of options data.</p><p>&#34;(Ahead of earnings) people typically want to buy hedges, they want to buy insurance, but in Nvidia&#39;s case, a lot of that insurance is FOMO insurance,&#34; Sosnick said, referring to the popular acronym for &#34;fear of missing out.&#34;</p><p>&#34;They don&#39;t want to miss a rally.&#34;</p><p>Part of the reason options traders are pricing this large a move for Nvidia has to do with how volatile the company&#39;s shares have been in the past.</p><p>Nvidia&#39;s average 30-day historical volatility this year - a measure of how much the stock has gyrated over a rolling 30-day period - is about twice the average of the same measure for all other companies with market caps higher than $1 trillion, according to a Reuters analysis of Trade Alert data.</p><p>&#34;The options are just reflecting how the stock is actually moving,&#34; said Christopher Jacobson, a strategist at Susquehanna Financial Group, which makes markets in the securities of Nvidia.</p><p>&#34;(It&#39;s) is just a function of continued uncertainty/optimism with regards to AI and the ultimate size of the opportunity coupled with NVDA having become such a widely followed stock among institutional and retail,&#34; he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2dcd1dbe47500adf5dca30a5419bece4\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"914\"/><span>Reuters Graphics</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-08-28 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia&#39;s upcoming earnings report to spark a more than $300 billion swing in the shares of the world&#39;s most dominant artificial intelligence chipmaker.</p><p>Options pricing shows that traders anticipate a move of around 9.8% in the company’s shares on Thursday, a day after it reports earnings, data from analytics firm ORATS showed. That&#39;s larger than the expected move ahead of any Nvidia report over the last three years and well above the stock&#39;s average post-earnings move of 8.1% over that same period, according to ORATS.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/107675b5904ecb1c868349468ac85194\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1748\" tg-height=\"1132\"/><span>Reuters Graphics</span></p><p>Given Nvidia&#39;s market capitalization of about $3.11 trillion, a 9.8% swing in the shares would translate to about $305 billion, likely the largest expected earnings move for any company in history, analysts said.</p><p>Such a move would dwarf the market capitalization of 95% of S&amp;P 500 constituents, including Netflix and Merck, according to LSEG data.</p><p>The results from Nvidia, whose chips are widely seen as the gold standard in artificial intelligence, also have big implications for the broader market. The stock is up some 150% year-to-date, accounting for around a quarter of the S&amp;P 500’s 18% year-to-date gain.</p><p>&#34;It alone has been a huge contributor to the overall profitability of the S&amp;P 500,&#34; said Steve Sosnick, chief strategist at Interactive Brokers. &#34;It&#39;s the Atlas holding up the market.&#34;</p><p>Options pricing suggests traders are more concerned about missing out on a large upside move from Nvidia than getting hurt by a large drop.</p><p>Traders are assigning a 7% chance the stock rises more than 20% by Friday, while only a giving a 4% probability to a more than 20% sell-off, according to a Susquehanna Financial analysis of options data.</p><p>&#34;(Ahead of earnings) people typically want to buy hedges, they want to buy insurance, but in Nvidia&#39;s case, a lot of that insurance is FOMO insurance,&#34; Sosnick said, referring to the popular acronym for &#34;fear of missing out.&#34;</p><p>&#34;They don&#39;t want to miss a rally.&#34;</p><p>Part of the reason options traders are pricing this large a move for Nvidia has to do with how volatile the company&#39;s shares have been in the past.</p><p>Nvidia&#39;s average 30-day historical volatility this year - a measure of how much the stock has gyrated over a rolling 30-day period - is about twice the average of the same measure for all other companies with market caps higher than $1 trillion, according to a Reuters analysis of Trade Alert data.</p><p>&#34;The options are just reflecting how the stock is actually moving,&#34; said Christopher Jacobson, a strategist at Susquehanna Financial Group, which makes markets in the securities of Nvidia.</p><p>&#34;(It&#39;s) is just a function of continued uncertainty/optimism with regards to AI and the ultimate size of the opportunity coupled with NVDA having become such a widely followed stock among institutional and retail,&#34; he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2dcd1dbe47500adf5dca30a5419bece4\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"914\"/><span>Reuters Graphics</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4543":"AI","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","NVDA":"英伟达","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4549":"软银资本持仓","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462243113","content_text":"NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia's upcoming earnings report to spark a more than $300 billion swing in the shares of the world's most dominant artificial intelligence chipmaker.Options pricing shows that traders anticipate a move of around 9.8% in the company’s shares on Thursday, a day after it reports earnings, data from analytics firm ORATS showed. That's larger than the expected move ahead of any Nvidia report over the last three years and well above the stock's average post-earnings move of 8.1% over that same period, according to ORATS.Reuters GraphicsGiven Nvidia's market capitalization of about $3.11 trillion, a 9.8% swing in the shares would translate to about $305 billion, likely the largest expected earnings move for any company in history, analysts said.Such a move would dwarf the market capitalization of 95% of S&P 500 constituents, including Netflix and Merck, according to LSEG data.The results from Nvidia, whose chips are widely seen as the gold standard in artificial intelligence, also have big implications for the broader market. The stock is up some 150% year-to-date, accounting for around a quarter of the S&P 500’s 18% year-to-date gain.\"It alone has been a huge contributor to the overall profitability of the S&P 500,\" said Steve Sosnick, chief strategist at Interactive Brokers. \"It's the Atlas holding up the market.\"Options pricing suggests traders are more concerned about missing out on a large upside move from Nvidia than getting hurt by a large drop.Traders are assigning a 7% chance the stock rises more than 20% by Friday, while only a giving a 4% probability to a more than 20% sell-off, according to a Susquehanna Financial analysis of options data.\"(Ahead of earnings) people typically want to buy hedges, they want to buy insurance, but in Nvidia's case, a lot of that insurance is FOMO insurance,\" Sosnick said, referring to the popular acronym for \"fear of missing out.\"\"They don't want to miss a rally.\"Part of the reason options traders are pricing this large a move for Nvidia has to do with how volatile the company's shares have been in the past.Nvidia's average 30-day historical volatility this year - a measure of how much the stock has gyrated over a rolling 30-day period - is about twice the average of the same measure for all other companies with market caps higher than $1 trillion, according to a Reuters analysis of Trade Alert data.\"The options are just reflecting how the stock is actually moving,\" said Christopher Jacobson, a strategist at Susquehanna Financial Group, which makes markets in the securities of Nvidia.\"(It's) is just a function of continued uncertainty/optimism with regards to AI and the ultimate size of the opportunity coupled with NVDA having become such a widely followed stock among institutional and retail,\" he said.Reuters Graphics","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343184943349984,"gmtCreate":1724803750017,"gmtModify":1724803756068,"author":{"id":"3576140222331577","authorId":"3576140222331577","authorIdStr":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576140222331577"},"themes":[],"htmlText":"This may be the&nbsp;most anticipated quarterly result in history of the&nbsp;stock market. For the faint-hearted, it may be best to stay on the side. For the bold and brave, you need to take a position. For me, I am all in on Nvidia shocking on the upside. The billions in Capex from the likes of Amazon, Meta and Alphabet alone should entice.","listText":"This may be the&nbsp;most anticipated quarterly result in history of the&nbsp;stock market. For the faint-hearted, it may be best to stay on the side. For the bold and brave, you need to take a position. For me, I am all in on Nvidia shocking on the upside. The billions in Capex from the likes of Amazon, Meta and Alphabet alone should entice.","text":"This may be the most anticipated quarterly result in history of the stock market. For the faint-hearted, it may be best to stay on the side. For the bold and brave, you need to take a position. For me, I am all in on Nvidia shocking on the upside. The billions in Capex from the likes of Amazon, Meta and Alphabet alone should entice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/343184943349984","repostId":"2462243113","repostType":2,"repost":{"id":"2462243113","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1724803180,"share":"https://ttm.financial/m/news/2462243113?lang=&edition=fundamental","pubTime":"2024-08-28 07:59","market":"us","language":"en","title":"Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show","url":"https://stock-news.laohu8.com/highlight/detail?id=2462243113","media":"Reuters","summary":"NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia's upcoming earnings report to spark a more than $300 billion swing in the shares of the world's most dominan","content":"<html><head></head><body><p>NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia&#39;s upcoming earnings report to spark a more than $300 billion swing in the shares of the world&#39;s most dominant artificial intelligence chipmaker.</p><p>Options pricing shows that traders anticipate a move of around 9.8% in the company’s shares on Thursday, a day after it reports earnings, data from analytics firm ORATS showed. That&#39;s larger than the expected move ahead of any Nvidia report over the last three years and well above the stock&#39;s average post-earnings move of 8.1% over that same period, according to ORATS.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/107675b5904ecb1c868349468ac85194\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1748\" tg-height=\"1132\"/><span>Reuters Graphics</span></p><p>Given Nvidia&#39;s market capitalization of about $3.11 trillion, a 9.8% swing in the shares would translate to about $305 billion, likely the largest expected earnings move for any company in history, analysts said.</p><p>Such a move would dwarf the market capitalization of 95% of S&amp;P 500 constituents, including Netflix and Merck, according to LSEG data.</p><p>The results from Nvidia, whose chips are widely seen as the gold standard in artificial intelligence, also have big implications for the broader market. The stock is up some 150% year-to-date, accounting for around a quarter of the S&amp;P 500’s 18% year-to-date gain.</p><p>&#34;It alone has been a huge contributor to the overall profitability of the S&amp;P 500,&#34; said Steve Sosnick, chief strategist at Interactive Brokers. &#34;It&#39;s the Atlas holding up the market.&#34;</p><p>Options pricing suggests traders are more concerned about missing out on a large upside move from Nvidia than getting hurt by a large drop.</p><p>Traders are assigning a 7% chance the stock rises more than 20% by Friday, while only a giving a 4% probability to a more than 20% sell-off, according to a Susquehanna Financial analysis of options data.</p><p>&#34;(Ahead of earnings) people typically want to buy hedges, they want to buy insurance, but in Nvidia&#39;s case, a lot of that insurance is FOMO insurance,&#34; Sosnick said, referring to the popular acronym for &#34;fear of missing out.&#34;</p><p>&#34;They don&#39;t want to miss a rally.&#34;</p><p>Part of the reason options traders are pricing this large a move for Nvidia has to do with how volatile the company&#39;s shares have been in the past.</p><p>Nvidia&#39;s average 30-day historical volatility this year - a measure of how much the stock has gyrated over a rolling 30-day period - is about twice the average of the same measure for all other companies with market caps higher than $1 trillion, according to a Reuters analysis of Trade Alert data.</p><p>&#34;The options are just reflecting how the stock is actually moving,&#34; said Christopher Jacobson, a strategist at Susquehanna Financial Group, which makes markets in the securities of Nvidia.</p><p>&#34;(It&#39;s) is just a function of continued uncertainty/optimism with regards to AI and the ultimate size of the opportunity coupled with NVDA having become such a widely followed stock among institutional and retail,&#34; he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2dcd1dbe47500adf5dca30a5419bece4\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"914\"/><span>Reuters Graphics</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-08-28 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia&#39;s upcoming earnings report to spark a more than $300 billion swing in the shares of the world&#39;s most dominant artificial intelligence chipmaker.</p><p>Options pricing shows that traders anticipate a move of around 9.8% in the company’s shares on Thursday, a day after it reports earnings, data from analytics firm ORATS showed. That&#39;s larger than the expected move ahead of any Nvidia report over the last three years and well above the stock&#39;s average post-earnings move of 8.1% over that same period, according to ORATS.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/107675b5904ecb1c868349468ac85194\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1748\" tg-height=\"1132\"/><span>Reuters Graphics</span></p><p>Given Nvidia&#39;s market capitalization of about $3.11 trillion, a 9.8% swing in the shares would translate to about $305 billion, likely the largest expected earnings move for any company in history, analysts said.</p><p>Such a move would dwarf the market capitalization of 95% of S&amp;P 500 constituents, including Netflix and Merck, according to LSEG data.</p><p>The results from Nvidia, whose chips are widely seen as the gold standard in artificial intelligence, also have big implications for the broader market. The stock is up some 150% year-to-date, accounting for around a quarter of the S&amp;P 500’s 18% year-to-date gain.</p><p>&#34;It alone has been a huge contributor to the overall profitability of the S&amp;P 500,&#34; said Steve Sosnick, chief strategist at Interactive Brokers. &#34;It&#39;s the Atlas holding up the market.&#34;</p><p>Options pricing suggests traders are more concerned about missing out on a large upside move from Nvidia than getting hurt by a large drop.</p><p>Traders are assigning a 7% chance the stock rises more than 20% by Friday, while only a giving a 4% probability to a more than 20% sell-off, according to a Susquehanna Financial analysis of options data.</p><p>&#34;(Ahead of earnings) people typically want to buy hedges, they want to buy insurance, but in Nvidia&#39;s case, a lot of that insurance is FOMO insurance,&#34; Sosnick said, referring to the popular acronym for &#34;fear of missing out.&#34;</p><p>&#34;They don&#39;t want to miss a rally.&#34;</p><p>Part of the reason options traders are pricing this large a move for Nvidia has to do with how volatile the company&#39;s shares have been in the past.</p><p>Nvidia&#39;s average 30-day historical volatility this year - a measure of how much the stock has gyrated over a rolling 30-day period - is about twice the average of the same measure for all other companies with market caps higher than $1 trillion, according to a Reuters analysis of Trade Alert data.</p><p>&#34;The options are just reflecting how the stock is actually moving,&#34; said Christopher Jacobson, a strategist at Susquehanna Financial Group, which makes markets in the securities of Nvidia.</p><p>&#34;(It&#39;s) is just a function of continued uncertainty/optimism with regards to AI and the ultimate size of the opportunity coupled with NVDA having become such a widely followed stock among institutional and retail,&#34; he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2dcd1dbe47500adf5dca30a5419bece4\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"914\"/><span>Reuters Graphics</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4543":"AI","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","NVDA":"英伟达","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4549":"软银资本持仓","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462243113","content_text":"NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia's upcoming earnings report to spark a more than $300 billion swing in the shares of the world's most dominant artificial intelligence chipmaker.Options pricing shows that traders anticipate a move of around 9.8% in the company’s shares on Thursday, a day after it reports earnings, data from analytics firm ORATS showed. That's larger than the expected move ahead of any Nvidia report over the last three years and well above the stock's average post-earnings move of 8.1% over that same period, according to ORATS.Reuters GraphicsGiven Nvidia's market capitalization of about $3.11 trillion, a 9.8% swing in the shares would translate to about $305 billion, likely the largest expected earnings move for any company in history, analysts said.Such a move would dwarf the market capitalization of 95% of S&P 500 constituents, including Netflix and Merck, according to LSEG data.The results from Nvidia, whose chips are widely seen as the gold standard in artificial intelligence, also have big implications for the broader market. The stock is up some 150% year-to-date, accounting for around a quarter of the S&P 500’s 18% year-to-date gain.\"It alone has been a huge contributor to the overall profitability of the S&P 500,\" said Steve Sosnick, chief strategist at Interactive Brokers. \"It's the Atlas holding up the market.\"Options pricing suggests traders are more concerned about missing out on a large upside move from Nvidia than getting hurt by a large drop.Traders are assigning a 7% chance the stock rises more than 20% by Friday, while only a giving a 4% probability to a more than 20% sell-off, according to a Susquehanna Financial analysis of options data.\"(Ahead of earnings) people typically want to buy hedges, they want to buy insurance, but in Nvidia's case, a lot of that insurance is FOMO insurance,\" Sosnick said, referring to the popular acronym for \"fear of missing out.\"\"They don't want to miss a rally.\"Part of the reason options traders are pricing this large a move for Nvidia has to do with how volatile the company's shares have been in the past.Nvidia's average 30-day historical volatility this year - a measure of how much the stock has gyrated over a rolling 30-day period - is about twice the average of the same measure for all other companies with market caps higher than $1 trillion, according to a Reuters analysis of Trade Alert data.\"The options are just reflecting how the stock is actually moving,\" said Christopher Jacobson, a strategist at Susquehanna Financial Group, which makes markets in the securities of Nvidia.\"(It's) is just a function of continued uncertainty/optimism with regards to AI and the ultimate size of the opportunity coupled with NVDA having become such a widely followed stock among institutional and retail,\" he said.Reuters Graphics","news_type":1},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576140222331577","authorId":"3576140222331577","authorIdStr":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":9,"crmLevelSwitch":1,"idStr":"3576140222331577"},"content":"Q2 results all ticked the right boxes and dividend payment and share buy back program would normally add positive vibes. But post announcement , share priced tanked 7%. All attributed to lower than hoped Q3 forecast. This is very weird. It is still going to be ramping up. It has the Blackwell chips joker yet to be played.","text":"Q2 results all ticked the right boxes and dividend payment and share buy back program would normally add positive vibes. But post announcement , share priced tanked 7%. All attributed to lower than hoped Q3 forecast. This is very weird. It is still going to be ramping up. It has the Blackwell chips joker yet to be played.","html":"Q2 results all ticked the right boxes and dividend payment and share buy back program would normally add positive vibes. But post announcement , share priced tanked 7%. All attributed to lower than hoped Q3 forecast. This is very weird. It is still going to be ramping up. It has the Blackwell chips joker yet to be played."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343065152061696,"gmtCreate":1724774505734,"gmtModify":1724815195986,"author":{"id":"4171900329979952","authorId":"4171900329979952","authorIdStr":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> Chopping in this channel and it may come down further before they run it up into earnings. The short sellers are in trouble now, Longs 🤺🥊. It's trying to reach out! There's a little chair pattern forming now. ‼️🚨📰 Truist today raised its price target up to $145 from $140 while maintaining its Buy rating 🚀 NVIDIA Q2 FY2025 Earnings Cheat Sheet – Key Insights 🚀 Key Highlights: - Date: Post-Market Earnings on 28th August 2024 (confirmed across trading platforms) - Stock Performance: +158% YTD, +39% from August lows - Expected Move: +/- $12 (9.4% volatility) Core Metrics: - Revenue Estimates: $28.73B (+114% YoY) - EPS Estimates: $0.64 (+137%) - Analyst Ratings:&nbsp; 🟢 56 Buys 🟠 4 Holds 🔴 0 Sells Recent Earnings Impact: - Q1 FY2024","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> Chopping in this channel and it may come down further before they run it up into earnings. The short sellers are in trouble now, Longs 🤺🥊. It's trying to reach out! There's a little chair pattern forming now. ‼️🚨📰 Truist today raised its price target up to $145 from $140 while maintaining its Buy rating 🚀 NVIDIA Q2 FY2025 Earnings Cheat Sheet – Key Insights 🚀 Key Highlights: - Date: Post-Market Earnings on 28th August 2024 (confirmed across trading platforms) - Stock Performance: +158% YTD, +39% from August lows - Expected Move: +/- $12 (9.4% volatility) Core Metrics: - Revenue Estimates: $28.73B (+114% YoY) - EPS Estimates: $0.64 (+137%) - Analyst Ratings:&nbsp; 🟢 56 Buys 🟠 4 Holds 🔴 0 Sells Recent Earnings Impact: - Q1 FY2024","text":"$NVIDIA Corp(NVDA)$ Chopping in this channel and it may come down further before they run it up into earnings. The short sellers are in trouble now, Longs 🤺🥊. It's trying to reach out! There's a little chair pattern forming now. ‼️🚨📰 Truist today raised its price target up to $145 from $140 while maintaining its Buy rating 🚀 NVIDIA Q2 FY2025 Earnings Cheat Sheet – Key Insights 🚀 Key Highlights: - Date: Post-Market Earnings on 28th August 2024 (confirmed across trading platforms) - Stock Performance: +158% YTD, +39% from August lows - Expected Move: +/- $12 (9.4% volatility) Core Metrics: - Revenue Estimates: $28.73B (+114% YoY) - EPS Estimates: $0.64 (+137%) - Analyst Ratings: 🟢 56 Buys 🟠 4 Holds 🔴 0 Sells Recent Earnings Impact: - Q1 FY2024","images":[{"img":"https://community-static.tradeup.com/news/45e4277d02323eeddf7e7963fe3520ad","width":"816","height":"1056"},{"img":"https://community-static.tradeup.com/news/3ae4fc26f708fe816dd0c6f786284f18","width":"1170","height":"2363"},{"img":"https://community-static.tradeup.com/news/314a776f0ae11aaeba553b10b342a4f4","width":"961","height":"563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":72,"commentSize":5,"repostSize":9,"link":"https://ttm.financial/post/343065152061696","isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","authorIdStr":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842"},"content":"Based on the latest information I found, here are some key insights about NVIDIA Corp (NVDA): NVIDIA is scheduled to announce its second-quarter results on August 28, 2024, after the market closes. The stock has shown strong performance, with a year-to-date increase of 158% and a 39% increase from August lows. Analysts expect the company's revenue to reach $28.73 billion, representing a significant 114% year-over-year growth. Earnings per share (EPS) estimates stand at $0.64, indicating a substantial 137% increase compared to the previous year. Truist has raised its price target on NVIDIA from $140 to $145 while maintaining a Buy rating. Technical levels to watch for resistance and support are $128.90 and $123.88, respectively. It's important to note that these estimates and insights are based on available information and may be subject to change. Additionally, trading stocks involves risks, and it's essential to conduct thorough research and analysis before making any investment decisions. For more information and detailed analysis of NVIDIA's earnings, I recommend checking reputable financial news sources or conducting further research using reliable market analysis tools. Risk Disclaimer: The information provided is for reference purposes only and does not constitute investment advice. Trading stocks carries a risk of financial loss, and individuals should carefully consider their investment objectives and risk tolerance before making any investment decisions.","text":"Based on the latest information I found, here are some key insights about NVIDIA Corp (NVDA): NVIDIA is scheduled to announce its second-quarter results on August 28, 2024, after the market closes. The stock has shown strong performance, with a year-to-date increase of 158% and a 39% increase from August lows. Analysts expect the company's revenue to reach $28.73 billion, representing a significant 114% year-over-year growth. Earnings per share (EPS) estimates stand at $0.64, indicating a substantial 137% increase compared to the previous year. Truist has raised its price target on NVIDIA from $140 to $145 while maintaining a Buy rating. Technical levels to watch for resistance and support are $128.90 and $123.88, respectively. It's important to note that these estimates and insights are based on available information and may be subject to change. Additionally, trading stocks involves risks, and it's essential to conduct thorough research and analysis before making any investment decisions. For more information and detailed analysis of NVIDIA's earnings, I recommend checking reputable financial news sources or conducting further research using reliable market analysis tools. Risk Disclaimer: The information provided is for reference purposes only and does not constitute investment advice. Trading stocks carries a risk of financial loss, and individuals should carefully consider their investment objectives and risk tolerance before making any investment decisions.","html":"Based on the latest information I found, here are some key insights about NVIDIA Corp (NVDA): NVIDIA is scheduled to announce its second-quarter results on August 28, 2024, after the market closes. The stock has shown strong performance, with a year-to-date increase of 158% and a 39% increase from August lows. Analysts expect the company's revenue to reach $28.73 billion, representing a significant 114% year-over-year growth. Earnings per share (EPS) estimates stand at $0.64, indicating a substantial 137% increase compared to the previous year. Truist has raised its price target on NVIDIA from $140 to $145 while maintaining a Buy rating. Technical levels to watch for resistance and support are $128.90 and $123.88, respectively. It's important to note that these estimates and insights are based on available information and may be subject to change. Additionally, trading stocks involves risks, and it's essential to conduct thorough research and analysis before making any investment decisions. For more information and detailed analysis of NVIDIA's earnings, I recommend checking reputable financial news sources or conducting further research using reliable market analysis tools. Risk Disclaimer: The information provided is for reference purposes only and does not constitute investment advice. Trading stocks carries a risk of financial loss, and individuals should carefully consider their investment objectives and risk tolerance before making any investment decisions."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":342916477165776,"gmtCreate":1724726453605,"gmtModify":1724727032321,"author":{"id":"4161344101578042","authorId":"4161344101578042","authorIdStr":"4161344101578042","name":"HBC888","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161344101578042"},"themes":[],"htmlText":"122","listText":"122","text":"122","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342916477165776","repostId":"2462732941","repostType":2,"repost":{"id":"2462732941","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724717767,"share":"https://ttm.financial/m/news/2462732941?lang=&edition=fundamental","pubTime":"2024-08-27 08:16","market":"sg","language":"en","title":"Nvidia's Earnings May Swing the Stock Market This Week. Here's How to Hedge It, BofA Global Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2462732941","media":"Dow Jones","summary":"Put options on the S&P 500 offer better protection than Nvidia-based hedges against earnings risk, BofA Global Research says. An early August rout in the U.S. stock market and the Federal Reserve's economic symposium in Jackson Hole, Wyo., last week have stolen the spotlight from Nvidia Corp.'s upcoming earnings. Investors used to the company's blockbuster results may underprice the risk of a disappointment and its impact on the broader market, according to BofA Global Research.\"Don't sleep on Nvidia's earnings, [which are] a consistent driver of the S&P 500 returns and still a risk to markets if they disappoint,\" a team of BofA Global analysts led by Gonzalo Asis, an equity-linked analyst, said in a Sunday note.The quarterly earnings results for Nvidia , the poster child of the artificial-intelligence theme, have been a key driver of short-term stock-market performance since January 2023, Asis and his team said. The chart below shows that the reaction of Nvidia's stock to earnings is ","content":"<html><head></head><body><blockquote><h2 id=\"id_2104563618\" style=\"text-align: left;\">Put options on the S&amp;P 500 offer better protection than Nvidia-based hedges against earnings risk, BofA Global Research says</h2></blockquote><p>An early August rout in the U.S. stock market and the Federal Reserve&#39;s economic symposium in Jackson Hole, Wyo., last week have stolen the spotlight from Nvidia Corp.&#39;s upcoming earnings. Investors used to the company&#39;s blockbuster results may underprice the risk of a disappointment and its impact on the broader market, according to BofA Global Research.</p><p>&#34;Don&#39;t sleep on Nvidia&#39;s earnings, [which are] a consistent driver of the S&amp;P 500 returns and still a risk to markets if they disappoint,&#34; a team of BofA Global analysts led by Gonzalo Asis, an equity-linked analyst, said in a Sunday note.</p><p>The quarterly earnings results for Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, the poster child of the artificial-intelligence theme, have been a key driver of short-term stock-market performance since January 2023, Asis and his team said. The chart below shows that the reaction of Nvidia&#39;s stock to earnings is highly correlated with the S&amp;P 500&#39;s SPX performance in the two weeks following the release.</p><p>R-squared measures the extent of an index&#39;s price movements that can be explained by movements of a security or other variables. A value of 1 implies that all the price changes of one variable could be explained by the second variable, while a value of 0 suggests that there&#39;s no correlation between the two variables.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57d32d25ebb4fd1780592242ecf32f57\" tg-width=\"770\" tg-height=\"719\"/></p><p>Nvidia is expected to report its second-quarter earnings results after the market closes on Wednesday afternoon. Concerns have intensified about the state of the AI boom that has propelled megacap technology stocks and the broader market for nearly two years.</p><p>Shares of Nvidia have surged over 150% so far in 2024, while the S&amp;P 500 was up nearly 18% in the same period, according to FactSet data. Nvidia&#39;s stock has contributed around 5 percentage points to the large-cap benchmark index&#39;s year-to-date returns, the BofA analysts said.</p><h2 id=\"id_894508888\">What if Nvidia misses earnings?</h2><p>To hedge against disappointing earnings and the potential impact on the broader stock market, Asis and his team said it is &#34;more attractive&#34; to buy put options on the S&amp;P 500 than on Nvidia&#39;s stock itself.</p><p>Put options give investors the right, but not the obligation, to sell a specified amount of an underlying security at a predetermined price within a specified time frame. They can be used to hedge a stock or an index, since put options become more valuable as the price of the underlying security falls.</p><p>Options trading betting on Nvidia&#39;s stock now implies a 10% move after the company posts earnings results on Wednesday, but history shows the stock hasn&#39;t sold off more than 8% on the day of reporting since 2018, Asis and his team said.</p><p>Meanwhile, the sudden surge of Wall Street&#39;s closely watched &#34;fear gauge,&#34; the Cboe Volatility Index VIX, earlier this month highlights the return of fragility for the broader market, but the S&amp;P 500 has &#34;often remained fragile after such large shocks,&#34; the BofA analysts said.</p><p>The VIX has been in a freefall after peaking above 65 on Aug. 5. It has fallen more than 75% since then to remain well below its long-term average of 20 as of Monday afternoon, according to Dow Jones Market Data.</p><p>&#34;The fastest VIX retracement ever offers a chance to load on S&amp;P-based hedges after this recent sharp rally,&#34; the analysts said.</p><p>Besides hedging the aftermath of Nvidia&#39;s earnings, Asis and his team said the put options on the S&amp;P 500 could offer protection from upcoming &#34;macro drivers&#34; such as &#34;another broad market fragility shock,&#34; the August nonfarm-payrolls report and the release of the U.S. manufacturing PMI next week.</p><p>In addition, the S&amp;P 500&#39;s options are cheap relative to Nvidia&#39;s options compared with past earnings seasons (see chart below).</p><p>&#34;S&amp;P options still offer a historically attractive entry point to hedge [Nvidia] earnings,&#34; Asis and his team said on Sunday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45d8d5f306e0d73ffe3c6660a3a75a0a\" tg-width=\"770\" tg-height=\"370\"/></p><p>U.S. stocks were mostly lower on Monday afternoon as investors appeared to be rotating out of the tech sector ahead of Nvidia&#39;s earnings on Wednesday and the personal consumption expenditures price index on Friday.</p><p>The Dow Jones Industrial Average DJIA was edging up after rising to a new intraday record in the morning session, while the S&amp;P 500 was off 0.2% and the Nasdaq Composite COMP was falling 0.8%, according to FactSet data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Earnings May Swing the Stock Market This Week. Here's How to Hedge It, BofA Global Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Earnings May Swing the Stock Market This Week. Here's How to Hedge It, BofA Global Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-27 08:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><h2 id=\"id_2104563618\" style=\"text-align: left;\">Put options on the S&amp;P 500 offer better protection than Nvidia-based hedges against earnings risk, BofA Global Research says</h2></blockquote><p>An early August rout in the U.S. stock market and the Federal Reserve&#39;s economic symposium in Jackson Hole, Wyo., last week have stolen the spotlight from Nvidia Corp.&#39;s upcoming earnings. Investors used to the company&#39;s blockbuster results may underprice the risk of a disappointment and its impact on the broader market, according to BofA Global Research.</p><p>&#34;Don&#39;t sleep on Nvidia&#39;s earnings, [which are] a consistent driver of the S&amp;P 500 returns and still a risk to markets if they disappoint,&#34; a team of BofA Global analysts led by Gonzalo Asis, an equity-linked analyst, said in a Sunday note.</p><p>The quarterly earnings results for Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, the poster child of the artificial-intelligence theme, have been a key driver of short-term stock-market performance since January 2023, Asis and his team said. The chart below shows that the reaction of Nvidia&#39;s stock to earnings is highly correlated with the S&amp;P 500&#39;s SPX performance in the two weeks following the release.</p><p>R-squared measures the extent of an index&#39;s price movements that can be explained by movements of a security or other variables. A value of 1 implies that all the price changes of one variable could be explained by the second variable, while a value of 0 suggests that there&#39;s no correlation between the two variables.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57d32d25ebb4fd1780592242ecf32f57\" tg-width=\"770\" tg-height=\"719\"/></p><p>Nvidia is expected to report its second-quarter earnings results after the market closes on Wednesday afternoon. Concerns have intensified about the state of the AI boom that has propelled megacap technology stocks and the broader market for nearly two years.</p><p>Shares of Nvidia have surged over 150% so far in 2024, while the S&amp;P 500 was up nearly 18% in the same period, according to FactSet data. Nvidia&#39;s stock has contributed around 5 percentage points to the large-cap benchmark index&#39;s year-to-date returns, the BofA analysts said.</p><h2 id=\"id_894508888\">What if Nvidia misses earnings?</h2><p>To hedge against disappointing earnings and the potential impact on the broader stock market, Asis and his team said it is &#34;more attractive&#34; to buy put options on the S&amp;P 500 than on Nvidia&#39;s stock itself.</p><p>Put options give investors the right, but not the obligation, to sell a specified amount of an underlying security at a predetermined price within a specified time frame. They can be used to hedge a stock or an index, since put options become more valuable as the price of the underlying security falls.</p><p>Options trading betting on Nvidia&#39;s stock now implies a 10% move after the company posts earnings results on Wednesday, but history shows the stock hasn&#39;t sold off more than 8% on the day of reporting since 2018, Asis and his team said.</p><p>Meanwhile, the sudden surge of Wall Street&#39;s closely watched &#34;fear gauge,&#34; the Cboe Volatility Index VIX, earlier this month highlights the return of fragility for the broader market, but the S&amp;P 500 has &#34;often remained fragile after such large shocks,&#34; the BofA analysts said.</p><p>The VIX has been in a freefall after peaking above 65 on Aug. 5. It has fallen more than 75% since then to remain well below its long-term average of 20 as of Monday afternoon, according to Dow Jones Market Data.</p><p>&#34;The fastest VIX retracement ever offers a chance to load on S&amp;P-based hedges after this recent sharp rally,&#34; the analysts said.</p><p>Besides hedging the aftermath of Nvidia&#39;s earnings, Asis and his team said the put options on the S&amp;P 500 could offer protection from upcoming &#34;macro drivers&#34; such as &#34;another broad market fragility shock,&#34; the August nonfarm-payrolls report and the release of the U.S. manufacturing PMI next week.</p><p>In addition, the S&amp;P 500&#39;s options are cheap relative to Nvidia&#39;s options compared with past earnings seasons (see chart below).</p><p>&#34;S&amp;P options still offer a historically attractive entry point to hedge [Nvidia] earnings,&#34; Asis and his team said on Sunday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/45d8d5f306e0d73ffe3c6660a3a75a0a\" tg-width=\"770\" tg-height=\"370\"/></p><p>U.S. stocks were mostly lower on Monday afternoon as investors appeared to be rotating out of the tech sector ahead of Nvidia&#39;s earnings on Wednesday and the personal consumption expenditures price index on Friday.</p><p>The Dow Jones Industrial Average DJIA was edging up after rising to a new intraday record in the morning session, while the S&amp;P 500 was off 0.2% and the Nasdaq Composite COMP was falling 0.8%, according to FactSet data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462732941","content_text":"Put options on the S&P 500 offer better protection than Nvidia-based hedges against earnings risk, BofA Global Research saysAn early August rout in the U.S. stock market and the Federal Reserve's economic symposium in Jackson Hole, Wyo., last week have stolen the spotlight from Nvidia Corp.'s upcoming earnings. Investors used to the company's blockbuster results may underprice the risk of a disappointment and its impact on the broader market, according to BofA Global Research.\"Don't sleep on Nvidia's earnings, [which are] a consistent driver of the S&P 500 returns and still a risk to markets if they disappoint,\" a team of BofA Global analysts led by Gonzalo Asis, an equity-linked analyst, said in a Sunday note.The quarterly earnings results for Nvidia $(NVDA)$, the poster child of the artificial-intelligence theme, have been a key driver of short-term stock-market performance since January 2023, Asis and his team said. The chart below shows that the reaction of Nvidia's stock to earnings is highly correlated with the S&P 500's SPX performance in the two weeks following the release.R-squared measures the extent of an index's price movements that can be explained by movements of a security or other variables. A value of 1 implies that all the price changes of one variable could be explained by the second variable, while a value of 0 suggests that there's no correlation between the two variables.Nvidia is expected to report its second-quarter earnings results after the market closes on Wednesday afternoon. Concerns have intensified about the state of the AI boom that has propelled megacap technology stocks and the broader market for nearly two years.Shares of Nvidia have surged over 150% so far in 2024, while the S&P 500 was up nearly 18% in the same period, according to FactSet data. Nvidia's stock has contributed around 5 percentage points to the large-cap benchmark index's year-to-date returns, the BofA analysts said.What if Nvidia misses earnings?To hedge against disappointing earnings and the potential impact on the broader stock market, Asis and his team said it is \"more attractive\" to buy put options on the S&P 500 than on Nvidia's stock itself.Put options give investors the right, but not the obligation, to sell a specified amount of an underlying security at a predetermined price within a specified time frame. They can be used to hedge a stock or an index, since put options become more valuable as the price of the underlying security falls.Options trading betting on Nvidia's stock now implies a 10% move after the company posts earnings results on Wednesday, but history shows the stock hasn't sold off more than 8% on the day of reporting since 2018, Asis and his team said.Meanwhile, the sudden surge of Wall Street's closely watched \"fear gauge,\" the Cboe Volatility Index VIX, earlier this month highlights the return of fragility for the broader market, but the S&P 500 has \"often remained fragile after such large shocks,\" the BofA analysts said.The VIX has been in a freefall after peaking above 65 on Aug. 5. It has fallen more than 75% since then to remain well below its long-term average of 20 as of Monday afternoon, according to Dow Jones Market Data.\"The fastest VIX retracement ever offers a chance to load on S&P-based hedges after this recent sharp rally,\" the analysts said.Besides hedging the aftermath of Nvidia's earnings, Asis and his team said the put options on the S&P 500 could offer protection from upcoming \"macro drivers\" such as \"another broad market fragility shock,\" the August nonfarm-payrolls report and the release of the U.S. manufacturing PMI next week.In addition, the S&P 500's options are cheap relative to Nvidia's options compared with past earnings seasons (see chart below).\"S&P options still offer a historically attractive entry point to hedge [Nvidia] earnings,\" Asis and his team said on Sunday.U.S. stocks were mostly lower on Monday afternoon as investors appeared to be rotating out of the tech sector ahead of Nvidia's earnings on Wednesday and the personal consumption expenditures price index on Friday.The Dow Jones Industrial Average DJIA was edging up after rising to a new intraday record in the morning session, while the S&P 500 was off 0.2% and the Nasdaq Composite COMP was falling 0.8%, according to FactSet data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}