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11-12 23:29
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Nvidia Stock Rising. How a "Transitional Quarter" Could Be a Problem
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How a \"Transitional Quarter\" Could Be a Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2482085248","media":"Dow Jones","summary":"Nvidia stock was heading higher Tuesday as it tried to snap a two-day losing streak.The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the F","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> stock was heading higher Tuesday as it tried to snap a two-day losing streak.</p><p>Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6660e464b0a256d71a78b71a2455f297\" tg-width=\"422\" tg-height=\"397\"/></p><p>The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.</p><p>Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.</p><p>"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half]," Moore wrote in a research note.</p><p>The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.</p><p>While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> was down 1% and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> fell 5% in morning trading.</p><p></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 Stock Rising. How a \"Transitional Quarter\" Could Be a Problem</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 Stock Rising. How a \"Transitional Quarter\" Could Be a Problem\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\">2024-11-12 23:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> stock was heading higher Tuesday as it tried to snap a two-day losing streak.</p><p>Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6660e464b0a256d71a78b71a2455f297\" tg-width=\"422\" tg-height=\"397\"/></p><p>The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.</p><p>Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.</p><p>"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half]," Moore wrote in a research note.</p><p>The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.</p><p>While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> was down 1% and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> fell 5% in morning trading.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","BK4543":"AI","BK4559":"巴菲特持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4550":"红杉资本持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4141":"半导体产品","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4122":"互联网与直销零售","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDA":"英伟达","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4529":"IDC概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4515":"5G概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482085248","content_text":"NVIDIA Corp stock was heading higher Tuesday as it tried to snap a two-day losing streak.Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.\"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half],\" Moore wrote in a research note.The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.Among other chip makers, Advanced Micro Devices was down 1% and Micron Technology fell 5% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":370266647224472,"gmtCreate":1731425357559,"gmtModify":1731425550346,"author":{"id":"3583225951656031","authorId":"3583225951656031","name":"Push29","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583225951656031","authorIdStr":"3583225951656031"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370266647224472","repostId":"2482085248","repostType":2,"repost":{"id":"2482085248","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":1731424923,"share":"https://ttm.financial/m/news/2482085248?lang=&edition=fundamental","pubTime":"2024-11-12 23:22","market":"us","language":"en","title":"Nvidia Stock Rising. How a \"Transitional Quarter\" Could Be a Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2482085248","media":"Dow Jones","summary":"Nvidia stock was heading higher Tuesday as it tried to snap a two-day losing streak.The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the F","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> stock was heading higher Tuesday as it tried to snap a two-day losing streak.</p><p>Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6660e464b0a256d71a78b71a2455f297\" tg-width=\"422\" tg-height=\"397\"/></p><p>The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.</p><p>Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.</p><p>"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half]," Moore wrote in a research note.</p><p>The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.</p><p>While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> was down 1% and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> fell 5% in morning trading.</p><p></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 Stock Rising. How a \"Transitional Quarter\" Could Be a Problem</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 Stock Rising. How a \"Transitional Quarter\" Could Be a Problem\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\">2024-11-12 23:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> stock was heading higher Tuesday as it tried to snap a two-day losing streak.</p><p>Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6660e464b0a256d71a78b71a2455f297\" tg-width=\"422\" tg-height=\"397\"/></p><p>The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.</p><p>Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.</p><p>"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half]," Moore wrote in a research note.</p><p>The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.</p><p>While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> was down 1% and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> fell 5% in morning trading.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","BK4543":"AI","BK4559":"巴菲特持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4550":"红杉资本持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4141":"半导体产品","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4122":"互联网与直销零售","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","NVDA":"英伟达","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4529":"IDC概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4515":"5G概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482085248","content_text":"NVIDIA Corp stock was heading higher Tuesday as it tried to snap a two-day losing streak.Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.\"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half],\" Moore wrote in a research note.The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.Among other chip makers, Advanced Micro Devices was down 1% and Micron Technology fell 5% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
