A preview in one image | Strongly bullish on the performance before earnings! nvidia's earnings are coming next week, and Blackwell may become a catalyst for the stock price. Will it lead the US stock market to continue its frenzy?
According to Bloomberg consensus estimates, as nvidia's most critical business - datacenter is expected to achieve revenue of 29.083 billion USD, a year-on-year increase of 100.38%. This indicates that the share of this business in the company's revenue is expected to continue to expand to 88.06%, compared to 87.5% in the last quarter.
How much longer can nvidia be bullish?
Next week, nvidia will release its third-quarter financial report. Despite the stock price of nvidia has increased by over 140% since the beginning of the year, it has become a well-deserved leader in this round of technology bull market. For the upcoming third-quarter report, investment institutions are still generally bullish. However, many institutions have doubts about whether its performance can support such a high valuation. Several institutions have raised nvidia's target price for the third quarter of the fiscal year 2025, as of the end of October. The company has disclosed on its official website that the report will be released on November 20th, local time, which is early morning on the 21st peking time. Regarding the third quarter, nvidia financial report for the second quarter released on August 28th,
Blackrock made a crazy purchase of Apple (AAPL.US) in Q3, continuing to favor the "Seven Sisters" of the US stock market!
According to the Securities and Exchange Commission (SEC) disclosure, the world's largest asset management company BlackRock submitted the third-quarter holdings report (Form 13F) as of September 30, 2024.
Nvidia clearly explains their understanding and layout of AI here.
Huang Renxun believes that in the future, AI will develop in two directions: the scalability and multimodality of capabilities, as well as the application of the "Cambrian Explosion." Future AI agents and robotics technology will be the two most popular forms of artificial intelligence in the future. Nvidia's future layout focuses on AI technology and ecosystem cooperation, enhancing CPUs through accelerated computing and GPU, providing rich software and library support for AI development, and promoting the new industrial revolution through enterprise cooperation, enabling every company to produce its own AI.
nvidia (NVDA.US) disclosed its investment landscape: holds over 60 million dollars in Applied Digital (APLD.US), with the largest share still being Arm (ARM.US).
nvidia (NVDA.US) holds approximately 7.72 million shares in digital infrastructure solutions developer Applied Digital (APLD.US), valued at approximately 63.66 million dollars.
Morgan Stanley's Q3 holdings in U.S. stocks have been released: Microsoft firmly holds the top position among major holdings, while popular ai chip stocks like AMD have seen shareholding reductions.
According to the disclosure of the Securities and Exchange Commission (SEC) in the USA, Wall Street financial giant JPMorgan has submitted the Form 13F of US stock holdings for the third quarter ending on September 30, 2024.
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Goldman Sachs significantly reduced its shareholding in Nvidia (NVDA.US) and Microsoft (MSFT.US), holding bitcoin ETFs worth over 0.7 billion US dollars.
Goldman Sachs' total position value in the third quarter was $620 billion, compared to $590 billion in the previous quarter.
Morgan Stanley's Q3 holdings: apple (AAPL.US) becomes the top heavy stock, shareholding in nvidia (NVDA.US) and amazon (AMZN.US) reduced.
According to the usa Securities and Exchange Commission (SEC) disclosure, morgan stanley submitted the third quarter hold positions report (form 13f) as of September 30, 2024.
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Bullish on the AI leader! Applied Digital soared over 4% in pre-market trading, nvidia announced it holds about 3% of the shares.
Applied Digital's pre-market surge exceeded 4%, with filings showing that nvidia holds about 3% of the company's shares. The company focuses on the design and operation of datacenters, aiming to support high-performance computing and ai applications, with first-quarter revenue increasing by 67% year-on-year.
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The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.