NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVD Forum: Aktien Thema: Hauptdiskussion

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Guten Morgen! Warte wir machen Sammelbestellung.

Die Übertragung der Quartalszahlen von Nvidia findet heute, am 19. November 2025, nach US-Börsenschluss statt. Die Veröffentlichung der Zahlen erfolgt typischerweise zwischen 22:20 Uhr und 22:30 Uhr deutscher Zeit (CET). Die folgende Analystenkonferenz (Earnings Call) startet um 23:00 Uhr deutscher Zeit (2:00 PM Pacific Time).

https://www.welt.de/wirtschaft/plus691cd96261088f17ce6b72a9/schicksalsmoment-an-der-boerse-die-wahre-bedeutung-der-nvidia-nacht.html

Nvidia Takes On an Unfamiliar Role-Weighing Down the Stock Market Skepticism about the sustainability and payoff of artificial-intelligence investments has played a major role in the market's bleak mood this month. -- Since Oct. 29, the day Nvidia shares hit their closing high, the AI chip giant's stock has fallen 12%. The Nasdaq composite has dropped 6.4% and the S&P 500 is off 4% for that period. -- Other AI-exposed stocks, such as Super Micro, Dell, Meta and Oracle, have fared even worse. -- An equal-weighted version of the S&P index-which adjusts for the massive market capitalizations of Nvidia and its big tech cohorts-is down only 2% over the same period.

Fast alles Sockenpuppen hier Namen wo man nie was von gelesen hat Ach war was heute ?Stimmt ja Nvidia liefert Zahlen.

Aso schlecht ist die Stimmung gar nicht.

Aso schlecht ist die Stimmung gar nicht.

Es könnte auch passieren das wir einfach zu viel erwarten von den heutigen Tag und passiert nicht viel weil alles schon bekannt ist und eingepreist in den jetzigen Kurs nur so eine Gedanke grade

"gut Feuer zum nachlegen" 😂

😂

Bin wieder mit 5er long im nasdaq seit gestern und hab noch gut Feuer zum nachlegen falls es fällt. :)

Kgv über 50 alles schon drin im kurs

Vielleicht sind ja die Zahlen tatsächlich gut. Aber was ist mit den Aussichten? Wenn es auch nur ein klitzekleines Haar in der Suppe gibt, ist unter der derzeitigen miesen Stimmung nur mit einem Kursverlust zu rechnen.

Nvidia's NVDA.O move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, according to a report published on Wednesday by Counterpoint Research. In the past two months, electronics supply chains around the world have been hit by a shortage of legacy memory chips as manufacturers turned their focus to high-end memory chips suited to semiconductors designed for AI applications. But Counterpoint, a technology-focused market research firm, said there is a new problem on the horizon. Nvidia recently decided to reduce AI server power costs by changing the kind of memory chip it uses to LPDDR, a type of low-power memory chip normally found in phones and tablets, from DDR5, which are typically used in servers. Nvidia is scheduled to release its earnings report later on Wednesday. Because each AI server needs more memory chips than a handset, the change is expected to create sudden demand that the industry is not equipped to handle, according to Counterpoint. Memory suppliers like Samsung Electronics 005930.KS, SK Hynix 000660.KS and Micron MU.O are already facing shortages of older dynamic random-access memory products after reducing production to focus on high-bandwidth memory, which is necessary to make the advanced accelerators that power the global AI boom. Counterpoint said tightness at the low end of the market is at risk of spreading upward as chipmakers weigh whether to divert more factory capacity to LPDDR to meet Nvidia's needs. “The bigger risk on the horizon is with advanced memory, as Nvidia’s recent pivot to LPDDR means they’re a customer on the scale of a major smartphone maker - a seismic shift for the supply chain which can’t easily absorb this scale of demand,” Counterpoint said. The firm said it expected prices for server-memory chips to double by the end of 2026. Higher server-memory prices would raise costs for cloud providers and AI developers, potentially adding pressure to data-centre budgets that are already stretched by record spending on graphics processing units and power upgrades.