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NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion
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Kommentare 293.778
Hopper58,
11. Mär 7:17 Uhr
0
Oracle Q3 Earnings:
'If you look at what GROQ does, or Cerebras, or Positron—all of these different types of companies are saying, well, not only how do we reduce the cost of inferencing, but also how can we significantly reduce the latency of it? And I think, if you look forward to GTC from NVIDIA next week, you will see an announcement from them. But across the board, I think the way that, as an industry, we are going to consolidate and reduce latency has to first start with a different architecture for that inferencing. And, thankfully, the data center location is actually a very **** part of that.'
Hopper58,
11. Mär 7:33 Uhr
0
Nvidia GTC Is Coming. What It Means for the Stock.
By
Adam Clark
Updated March 10, 2026, 3:19 pm EDT / Original March 10, 2026, 6:00 am EDT
NVIDIA stock rose Tuesday as worries faded over lasting disruption to the chip maker’s supply chain. Wall Street analysts are looking ahead to its coming developers’ event as a further boost.
Nvidia shares were up 1.1% at $184.69 in afternoon trading. The wider market rose slightly as investors assessed President Donald Trump’s comments on a potential swift end to the war in Iran.
If relative normality returns to energy and shipping markets then attention is likely to turn to Nvidia’s GTC developer event, being held from March 16-19. Nvidia is expected to show multiple hardware innovations, potentially including a new chip for inference, the process of generating results from artificial-intelligence models.
“It is hard to see Nvidia being able to provide thesis-altering commentary that creates a breakout for the stock but we do see the company providing some more confidence around system scalability, networking leadership, and AI capex durability,” UBS analyst Timothy Arcuri wrote in a research note on Monday.
In particular, Arcuri expects Nvidia to provide more details on the future of its networking business, with the company now being the largest chip-networking player by revenue and having forecast its year-end sales run-rate to exceed the cumulative revenue of other players combined.
The big debate in the space is how quickly the market will shift toward adopting co-packaged optics—integrating optical engines directly alongside chips—to tackle the challenges of high-speed data transfer. Nvidia recently agreed to invest $2 billion in each of Coherent and Lumentum, which are leading optical technology manufacturers, while also committing to multibillion-dollar purchase commitments with the two companies.
Arcuri reiterated a Buy rating and $245 price target on Nvidia stock.
Graduate,
10. Mär 21:21 Uhr
1
Die Zahlen von Oracle scheinen gut angekommen zu sein. Über fünf Prozent im Plus.
Graduate,
10. Mär 21:15 Uhr
1
Iran begins laying mines in Strait of Hormuz, sources say https://edition.cnn.com/2026/03/10/politics/iran-begins-laying-mines-in-strait-of-hormuz
Trading989,
10. Mär 20:52 Uhr
0
Hier geht die Reise gerade los 📈📈📈📈📈
🚀🚀🚀🚀🚀🚀
https://www.boersennews.de/community/diskussion/hims-und-hers-health-registered-a/52347/?comment=true
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