nvidia's latest financial report will be released next week. Can it revive the momentum of AI hardware?
According to the analysts' comprehensive expectations, nvidia is expected to achieve revenue of 33.08 billion dollars in Q3, an increase of 83% year-on-year. Since this week, several institutions' analysts have raised the target price for nvidia. Recently, investors' attention has shifted to the AI software sector, with many related stocks in the U.S. significantly rising.
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Druckenmiller made significant adjustments in the third quarter: opened positions in Bank of America and Broadcom, continued to increase holdings in the top position Natera.
Natera's position significantly increased by 80.61% compared to the previous quarter. Druckenmiller also established new positions in Broadcom, banks, and pharmaceutical stocks, while completely liquidating News Corp and telecom company Liberty Global, and reducing shareholding in microsoft.
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It is reported that the usa Federal Trade Commission plans to investigate anti-competitive behavior in microsoft's cloud computing business; the Biden administration promotes the localization of semiconductors, and taiwan semiconductor receives $6.6 billion in funding from the CHIPS Act; is it truly attractive with a guaranteed 4.5% return? The total assets of mmf in the usa have surpassed $7 trillion for the first time.
Top private equity funds in China expose the 'US stock report': the proportion of Chinese concept stocks continues to rise, with PDD Holdings and Apple being the focus of differences in components.
In the third quarter of this year, most Chinese private equity firms, such as Hillhouse, Gao Yi, and Jinglin, remained focused on Chinese concept stocks. However, Hillhouse and Jinglin chose to reduce their shareholding in pdd holdings, while Gao Yi opted to continue increasing its stake in pdd holdings.
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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.
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.
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.