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Nvidia's Stock Racks up New Records. Why Bulls Say the Party Can Keep Going

There's the potential for more beat-and-raise quarters, plus opportunity in sovereign AI, analysts say.Add some more records to the books for Nvidia Corp.Nvidia's stock finished Friday's session at a record all-time closing high of $942.89. That made for its first new record finish since March 7.While some thought Nvidia's stock might come under pressure after the company's annual GTC event, which took place earlier this week, the momentum has continued.See also: Nvidia's stock gets its 'Taylor Swift' moment, and the bulls are cheering. "They are making their own weather and as long as they keep beating and raising , [Nvidia] is likely to remain the most owned and favored bet for investors in tech and [semiconductors]" for the rest of the year, Mizuho desk-based analyst Jordan Klein wrote in a Friday note to clients.Opinion: Nvidia shows it's still on track for AI dominance. In Arcuri's view, Nvidia "sits on the cusp of an entirely new wave of demand from global enterprises and soverei

Nvidia's Stock Racks up New Records. Why Bulls Say the Party Can Keep Going

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Why Bulls Say the Party Can Keep Going","url":"https://stock-news.laohu8.com/highlight/detail?id=2421754158","media":"Dow Jones","summary":"There's the potential for more beat-and-raise quarters, plus opportunity in sovereign AI, analysts say.Add some more records to the books for Nvidia Corp.Nvidia's stock finished Friday's session at a record all-time closing high of $942.89. That made for its first new record finish since March 7.While some thought Nvidia's stock might come under pressure after the company's annual GTC event, which took place earlier this week, the momentum has continued.See also: Nvidia's stock gets its 'Taylor Swift' moment, and the bulls are cheering. \"They are making their own weather and as long as they keep beating and raising , [Nvidia] is likely to remain the most owned and favored bet for investors in tech and [semiconductors]\" for the rest of the year, Mizuho desk-based analyst Jordan Klein wrote in a Friday note to clients.Opinion: Nvidia shows it's still on track for AI dominance. In Arcuri's view, Nvidia \"sits on the cusp of an entirely new wave of demand from global enterprises and soverei","content":"<html><head></head><body><p>There&#39;s the potential for more beat-and-raise quarters, plus opportunity in sovereign AI, analysts say.</p><p>Add some more records to the books for Nvidia Corp.</p><p>Its stock <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> rose 3.1% in Friday&#39;s session, bringing its weekly gains to 7.4%. In the process, the shares achieved their longest weekly winning streak on record, according to Dow Jones Market Data - as they advanced for the 11th week in a row.</p><p>Nvidia&#39;s stock finished Friday&#39;s session at a record all-time closing high of $942.89. That made for its first new record finish since March 7.</p><p>While some thought Nvidia&#39;s stock might come under pressure after the company&#39;s annual GTC event, which took place earlier this week, the momentum has continued.</p><p>&#34;They are making their own weather and as long as they keep beating and raising (question will be not &#39;if,&#39; but by &#39;how much&#39;), [Nvidia] is likely to remain the most owned and favored bet for investors in tech and [semiconductors]&#34; for the rest of the year, Mizuho desk-based analyst Jordan Klein wrote in a Friday note to clients.</p><p>Investors are asking him now what the stock&#39;s next major catalyst is. In his view, &#34;it is more a waiting game for B100 shipping and how well H200 sales will be&#34; ahead of the company&#39;s rollout of its Blackwell chip architecture, which it previewed at GTC.</p><p>UBS analyst Timothy Arcuri was upbeat as well, hiking his price target to $1,100 from $800 in a Thursday report. That note was titled: &#34;The Only Chip Company That Can Create Its Own Mkt.&#34;</p><p>In Arcuri&#39;s view, Nvidia &#34;sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns.&#34; The company sees opportunity as nations build out sovereign AI, and Arcuri estimates that some of those countries could each end up as big as one large U.S. cloud customer.</p><p>He also weighed in on Nvidia&#39;s pricing commentary for its new chip lineup, as some have worried that the company was pricing the chips too low for the value they offer customers. Such concerns &#34;are misguided,&#34; from his perspective.</p><p>&#34;Blackwell has a generally greater emphasis on systems versus GPUs and margins will differ&#34; depending on mix, he noted.</p><p>&#34;Given the complexity of these systems, margins will naturally be lower in the early stages of Blackwell but this was also the case for Hopper,&#34; the company&#39;s current architecture. For that reason, &#34;across the entire life cycle of Blackwell, we expect a very similar margin profile to Hopper,&#34; Arcuri continued.</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 Stock Racks up New Records. 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Why Bulls Say the Party Can Keep Going\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\">2024-03-23 07:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>There&#39;s the potential for more beat-and-raise quarters, plus opportunity in sovereign AI, analysts say.</p><p>Add some more records to the books for Nvidia Corp.</p><p>Its stock <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> rose 3.1% in Friday&#39;s session, bringing its weekly gains to 7.4%. In the process, the shares achieved their longest weekly winning streak on record, according to Dow Jones Market Data - as they advanced for the 11th week in a row.</p><p>Nvidia&#39;s stock finished Friday&#39;s session at a record all-time closing high of $942.89. That made for its first new record finish since March 7.</p><p>While some thought Nvidia&#39;s stock might come under pressure after the company&#39;s annual GTC event, which took place earlier this week, the momentum has continued.</p><p>&#34;They are making their own weather and as long as they keep beating and raising (question will be not &#39;if,&#39; but by &#39;how much&#39;), [Nvidia] is likely to remain the most owned and favored bet for investors in tech and [semiconductors]&#34; for the rest of the year, Mizuho desk-based analyst Jordan Klein wrote in a Friday note to clients.</p><p>Investors are asking him now what the stock&#39;s next major catalyst is. In his view, &#34;it is more a waiting game for B100 shipping and how well H200 sales will be&#34; ahead of the company&#39;s rollout of its Blackwell chip architecture, which it previewed at GTC.</p><p>UBS analyst Timothy Arcuri was upbeat as well, hiking his price target to $1,100 from $800 in a Thursday report. That note was titled: &#34;The Only Chip Company That Can Create Its Own Mkt.&#34;</p><p>In Arcuri&#39;s view, Nvidia &#34;sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns.&#34; The company sees opportunity as nations build out sovereign AI, and Arcuri estimates that some of those countries could each end up as big as one large U.S. cloud customer.</p><p>He also weighed in on Nvidia&#39;s pricing commentary for its new chip lineup, as some have worried that the company was pricing the chips too low for the value they offer customers. Such concerns &#34;are misguided,&#34; from his perspective.</p><p>&#34;Blackwell has a generally greater emphasis on systems versus GPUs and margins will differ&#34; depending on mix, he noted.</p><p>&#34;Given the complexity of these systems, margins will naturally be lower in the early stages of Blackwell but this was also the case for Hopper,&#34; the company&#39;s current architecture. For that reason, &#34;across the entire life cycle of Blackwell, we expect a very similar margin profile to Hopper,&#34; Arcuri continued.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0080751232.USD":"富达环球多元动力基金A","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4527":"明星科技股","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4543":"AI","NVDA":"英伟达","BK4550":"红杉资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4549":"软银资本持仓","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2421754158","content_text":"There's the potential for more beat-and-raise quarters, plus opportunity in sovereign AI, analysts say.Add some more records to the books for Nvidia Corp.Its stock $(NVDA)$ rose 3.1% in Friday's session, bringing its weekly gains to 7.4%. In the process, the shares achieved their longest weekly winning streak on record, according to Dow Jones Market Data - as they advanced for the 11th week in a row.Nvidia's stock finished Friday's session at a record all-time closing high of $942.89. That made for its first new record finish since March 7.While some thought Nvidia's stock might come under pressure after the company's annual GTC event, which took place earlier this week, the momentum has continued.\"They are making their own weather and as long as they keep beating and raising (question will be not 'if,' but by 'how much'), [Nvidia] is likely to remain the most owned and favored bet for investors in tech and [semiconductors]\" for the rest of the year, Mizuho desk-based analyst Jordan Klein wrote in a Friday note to clients.Investors are asking him now what the stock's next major catalyst is. In his view, \"it is more a waiting game for B100 shipping and how well H200 sales will be\" ahead of the company's rollout of its Blackwell chip architecture, which it previewed at GTC.UBS analyst Timothy Arcuri was upbeat as well, hiking his price target to $1,100 from $800 in a Thursday report. That note was titled: \"The Only Chip Company That Can Create Its Own Mkt.\"In Arcuri's view, Nvidia \"sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns.\" The company sees opportunity as nations build out sovereign AI, and Arcuri estimates that some of those countries could each end up as big as one large U.S. cloud customer.He also weighed in on Nvidia's pricing commentary for its new chip lineup, as some have worried that the company was pricing the chips too low for the value they offer customers. Such concerns \"are misguided,\" from his perspective.\"Blackwell has a generally greater emphasis on systems versus GPUs and margins will differ\" depending on mix, he noted.\"Given the complexity of these systems, margins will naturally be lower in the early stages of Blackwell but this was also the case for Hopper,\" the company's current architecture. For that reason, \"across the entire life cycle of Blackwell, we expect a very similar margin profile to Hopper,\" Arcuri continued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}