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

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First quarter results are expected to include up to approximately $5.5 billion of charges associated with H20 products for inventory, purchase commitments, and related reserves," the filing added. Raymond James analyst Srini Pajjuri lowered his price target on Nvidia stock by $20, taking it to $150 per share following the group's SEC filing last night, but noted that robust AI spending and the ongoing ramp of its Blackwell chips should offset the hit to sales and first quarter margins. Wedbush analyst Dan Ives, meanwhile, held his 'outperform' rating and $175 price target for Nvidia in place following last night's update, said markets are likely to focus on the "strategic blow" from the effective China blockade by the Trump administration. Nvidia is a key strategic asset for the US and the Trump Administration during this very tense period with China ... and the White House is going to make sure its chips do not help Beijing in the AI Revolution," Ives said.

Portfolio -10% läuft

Wenn's läuft sammelst Pluspunkte bei mir

AMD könnte man gleich nochmal riskieren rein zu gehen