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

(18:19 GMT) Nvidia Price Target Raised to $250.00/Share From $235.00 by Morgan Stanley

Nvidia Stock Climbs as AI Deal With HPE Expands Across Europe HPE, Nvidia Forge AI Lab in Grenoble -- Transforming Data into Enterprise Value Nauman khan 12/02/2025 06:48 Shares of Nvidia (NVDA, Financial) edged about 1.5% higher on Monday morning after the company announced an expansion of their AI partnership. The two firms will open an AI factory lab in Grenoble, France, designed to let customers test and refine AI workloads using HPE servers, networking, and Nvidia accelerated computing in a controlled, sovereign environment. HPE also plans a Private AI Lab in London with Carbon3.ai and is expanding its HPE Unleash AI partner program, which now includes CrowdStrike (CRWD), to accelerate enterprise AI adoption in the U.K. Executives said the labs will allow clients to validate performance, compliance, and data sovereignty before full-scale deployments, helping companies navigate regulatory hurdles and speed AI implementation. The labs are part of HPE's broader effort to provide turnkey AI factory stacks that simplify deployment across hybrid cloud and on-premises environments. Analysts say the move could give enterprises a faster, safer path to scale AI operations globally while showcasing HPE and Nvidia's combined infrastructure capabilities.

Es ballert nach unten

'Vahid Karaahmetovic Mon, December 1, 2025 at 1:57 PM GMT+1 2 min read Investing.com -- Morgan Stanley raised its price targets on Nvidia and Broadcom after a series of meetings in Asia and the U.S. pointed to broad-based strength in AI demand and tighter supply conditions across the semiconductor ecosystem. The bank sees both companies as well-positioned to ramp meaningfully next year as customers struggle to secure enough AI hardware to meet accelerating workloads. Analysts led by Joseph Moore said they “continue to see Nvidia maintaining dominant market share,” arguing that perceived competitive threats appear “overstated” and that customers’ biggest concern over the next year is securing sufficient supply, particularly of the upcoming Vera Rubin platform. Nvidia’s data center revenues remain supply-constrained through 2026, and Morgan Stanley now sees the company on track to approach the revenue levels outlined by management earlier this year. The bank raised its target price to $250 from $235.'

“We still are below the "$500 bn in 5 quarters" voiced by the CEO at the GTC event, but clearly the situation is strong,” Moore said in a Monday note.

Auf zum ATH

Heute Nacht 181

After Hour Ü180 USD sehr gut

Wenn die China heute nachts weiter macht dann startet wir inschala morgen mit 183$

Gerne nochmal das ein oder andere Prozent über die Nacht mitnehmen

Zieht affengeil an. Shorts gucken dumm aus der Wäsche.

Am Tageshoch geschlossen sehr gut

Inshalla nächstes jahr $280

Wartet bis zum Schluss. Kann noch ab 💩 oder über 180$ hüpfen. Letzteres oder seitlich schließen wäre ganz angenehm. Wichtig ist das wir im US Markt über die 180$ kommen bzw. bleiben

Ja, ich dachte sogar es sackt ab