Nancy Tengler, CIO & CEO at Laffer Tengler Investments, talks about her expectations for Nvidia's upcoming earnings report, and why she expects AI will remain a big part of company spend for some time.
Nvidia's much-awaited results - seen as a barometer of AI chip demand - on Wednesday could prove to be an inflection point for artificial intelligence stocks as technology companies tighten data center spending.
Huawei's in-house AI chip, the Ascend 910C will reportedly see an increase in production numbers this year. The NVIDIA Hopper H100 rival is projecting a
Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some incremental export controls in the wake of DeepSeek,
China said on Wednesday that Taiwan was seeking to give away the island's semiconductor industry to the United States as a "souvenir" and leverage it to seek political support from Washington. U.S. media have said Taiwan Semiconductor Manufacturing Co,
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to read why NVDA stock is a Strong Buy.