The dust settles on Nvidia: Morning Brief
Published On Mar 2, 2025, 6:00 AM
Nvidia's recent earnings report showed a strong year-over-year revenue increase of 78%, though margins are expected to be lower as new AI chips ramp up production. Despite concerns that demand from major customers may slow, Nvidia's leadership remains confident about maintaining strong growth. The company's guidance suggests a return to healthier margins in the latter half of the year. Overall, the sell-off may have been an overreaction to short-term guidance, presenting a potential buying opportunity for investors.
Stock Forecasts
NVDA
Positive
Nvidia's fundamentals remain strong, and the anticipated demand for AI chips will likely support continued growth. Investor overreactions could lead to favorable entry points into the stock.
Related News
China's DeepSeek claims theoretical cost-profit ratio of 545% per day
Mar 1, 2025, 7:40 AM
Chinese AI startup DeepSeek on Saturday disclosed some cost and revenue data related to its hit V3 and R1 models, claiming a theoretical cost-profit ratio of up to 545% per day, though it cautioned that actual revenue would be significantly lower. This marks the first time the Hangzhou-based company has revealed any information about its profit margins from less computationally intensive "inference" tasks, the stage after training that involves trained AI models making predictions or performing tasks, such as through chatbots. The revelation could further rattle AI stocks outside China that plunged in January after web and app chatbots powered by its R1 and V3 models surged in popularity worldwide.
Stock market today: Dow, S&P 500, Nasdaq rally to cap volatile week, losing month
Feb 28, 2025, 5:48 PM
Investors are waiting for the release of the Federal Reserve's preferred inflation gauge as they eye Trump’s latest trade threats.
Nvidia's auto business doubled last quarter. Here's why CEO Jensen Huang believes it's just the beginning.
Feb 28, 2025, 6:00 AM
While Nvidia’s juggernaut Blackwell chip business gets all the headlines, flying under the radar is Nvidia's auto business, which is growing too.