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

Ja TR ist abgestürzt

Sag ich doch schon lange, dass es niemanden mehr interessiert was Jensen erzählt.

Omg trade Republik down 🥹 bei euch auch?

Morgen zu 100% keine Zinssenkung schade das ich meinen Short aufgelöst habe. Egal kaufe morgen noch einen 🤭

Why Nvidia’s stock is shrugging off a $1 trillion revenue forecast There are questions about how much upside is really implied by Nvidia’s new outlook. In the meantime, investors may be looking for clearer growth opportunities elsewhere. By Britney Nguyen Last Updated: March 17, 2026 at 6:31 p.m. ET First Published: March 17, 2026 at 12:02 p.m. ET 'Last fall, CEO Jensen Huang said at the company’s Washington, D.C. iteration of GTC that it had visibility into more than $500 billion in revenue from the Blackwell and upcoming Rubin platforms through the end of 2026. That outlook powered Nvidia to a $5 trillion market capitalization. Now, Nvidia is worth less than $4.5 trillion, and Huang’s new disclosure of at least $1 trillion in Blackwell and Rubin revenue visibility through 2027 isn’t helping the stock. Nvidia shares have been little changed since Huang made his remarks at the flagship GTC keynote on Monday afternoon.' The implication that Nvidia will see at least $500 billion in revenue next year from these offerings is “impressive in absolute terms,” Seaport Research analyst Jay Goldberg said, but cautioned that, when looking at the Wall Street consensus, there’s “not much upside.” Admittedly, comparing the forecast to consensus expectations isn’t so clear-cut. The FactSet consensus calls for $443 billion in data-center revenue in calendar 2027, but not all of that may correspond to Blackwell and Rubin, in which case Nvidia’s outlook would be better than it looks. Bernstein analyst Stacy Rasgon said that with the $1 trillion forecast only counting Blackwell and Rubin, overall data-center revenue will top that figure. Plus, Nvidia’s guidance “is a current snapshot only,” he said in a Tuesday note. With seven quarters to go until the end of 2027, revenue trends could get even better — something Huang also anticipated during his keynote.' 'TD Cowen analyst Joshua Buchalter shared similar thoughts, noting that the company’s market capitalization has grown to the point that Nvidia trades differently than other stocks. “The reality is there are trading and fund-flow dynamics at play with a >$4T company that we, and investors, are not used to,” he said in a Monday note. Investors are looking for chip plays that have the potential to double, Buchalter said, and in Nvidia’s case, that would require the company’s market capitalization to hit $9 trillion, which is roughly equal to the combined GDPs of Germany and India.' 'He added that Taiwan Semiconductor Manufacturing’s role as the supplier of a majority of AI chips “naturally protects the industry from itself,” since the chip manufacturer, which is “historically conservative,” has good visibility into demand and therefore would be able to control issues of double or over-ordering by Nvidia or its other customers.'

US-Präsident Trump stellt ein baldiges Ende des Krieges in Aussicht. Die USA seien zwar noch nicht bereit, ihren Militäreinsatz im Iran zu beenden, sagt er vor Journalisten. Der Abzug werde jedoch „in sehr naher Zukunft“ erfolgen.