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

Nvidia Reassures Investors on AI Roadmap The chipmaker says demand remains strong as new AI products stay on schedule. Faizan Farooque 07/13/2026 14:34 Nvidia, the leading designer of graphics processors and AI computing chips, sought to reassure investors that its long-term growth plans remain firmly on track as questions continue to surround AI spending, product launches and competition. Following discussions with Nvidia's investor relations team, Citi reiterated its Buy rating on the company, calling it its top large-cap data center semiconductor stock. The bank pointed to Nvidia's strong access to high-bandwidth DRAM memory, a critical component for AI systems. The company said development of its next-generation Rubin Ultra platform remains on schedule and confirmed there have been no changes to its NVLink architecture. Nvidia also said adoption of its networking technology continues to grow, while future platforms will give customers greater flexibility through both optical and copper interconnect options. Management said AI demand remains healthy across hyperscale cloud providers, startups, governments and enterprise customers. It expects sovereign AI projects and on-premise deployments to make up a larger share of future growth as AI adoption expands. Nvidia also reaffirmed its target of returning 50% of annual free cash flow to shareholders, maintained its gross margin outlook in the mid-70% range and said its recent $25 billion debt offering provides additional financial flexibility. Investors will now be watching Nvidia's next earnings report for updates on customer spending, AI infrastructure demand and progress on its upcoming product launches.

Morgan Stanley Upgrades NVIDIA (NVDA) with a $288 Target Price GuruFocus News 07/13/2026 15:21 On July 13, 2026, Morgan Stanley has maintained an "Overweight" rating on NVIDIA, setting a target price of $288. Based on the closing price of $202.78 on July 9, this target suggests a potential upside of approximately 42%. The valuation aligns closely with the overall market and is lower than that of peers in the computing chip sector, including AMD, Broadcom, and Intel. What's Behind the News? The recent "Overweight" rating by Morgan Stanley for NVIDIA reflects the growing confidence in the company's ability to capitalize on the booming demand for graphics processing units (GPUs) and artificial intelligence (AI) applications. With a target price of $288, analysts believe that NVIDIA is well-positioned to outperform its peers in the semiconductor industry, which includes companies like AMD, Broadcom, and Intel. This rating is significant as it highlights the potential for substantial growth in a sector that is rapidly evolving due to technological advancements.

Super, jetzt muss nur noch der Kurs folgen. So kann es nicht weitergehen.

Im Moment gibt der Kurs nicht mehr her. Für mich reichts nur zum Hundeplantschbecken von Aldi € 19,90.

President Donald Trump on Monday said the U.S. will impose fees in the Strait of Hormuz “at the rate of 20% on all cargo shipped,” after declaring America’s role as the “guardian” of the major oil-shipping route. 🤡🍊🇺🇸

dollar?

Heute 200

Die kommen mit fallenden Kursen schon wieder zurück 😉

Octavia hat auch kein Bock mehr

Ne. Alle im Freibad.😎

Keiner im Forum ?

8

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So ist es danke Gleichfalls Prost.😎

Natürlich wird der Markt immer wieder mal korrigieren. Auch stärker, 20 bis 30 % sind durchaus mal möglich. Schaut man sich aber die Indices ü 20 bis 30 Jahre an, gibt es nur eine Richtung. Das Hauptproblem bei den meisten hier, ist die Tatsache, dass jeder innerhalb kurzer Zeit Reich werden möchte. Das ist zwar verständlich, wird aber in den allermeisten Fällen nicht klappen 😉 so, ich schmeiße jetzt den Grill u mache mir ein kühles Bier auf. Schönes Wochenende 👋