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

https://finanzmarktwelt.de/nvidia-so-guenstig-wie-vor-dem-ki-boom-so-dreht-die-ki-rally-394485/

Auf die Amis ist verlass. Und wieder höher als gestern

Meinst du die kommt wieder

30k in Canaan...im Dezember x5 🚀🚀🚀😅🤣😂

30k in Canaan...im Dezember x5 🚀🚀🚀😅🤣😂

Wo denn ?

..wieder rot -.-

China to allow top AI companies buy some Nvidia H200 chips, The Information says TheFly Jul 08, 2026, 05:00 PM China plans to allow some of the country’s biggest AI companies to buy a small number of Nvidia’s (NVDA) H200 chips, The Information’s Qianer Liu reports, citing two people with direct knowledge of the matter. The chip purchase approvals would offset a shortage caused by soaring demand for AI chips, the author notes. U.S. President Donald Trump gave Nvidia permission in December to ship H200 chips to approved Chinese customers, but Beijing had not yet given local companies permission to buy the chips, out of Protection for domestic chipmakers.

Nvidia Lands Crunch Perplexity Deal But the Stock Is Falling By Adam Clark July 08, 2026, 4:57 am EDT Nvidia has been working hard has been working hard to persuade Wall Street that its stand-alone central-processing unit can be another major revenue generator. That looks to be a step closer after confirmation that artificial-intelligence startup Perplexity will use Nvidia’s Vera CPUs. Perplexity executives said they would use Nvidia’s CPUs and that they carry out AI agent—or autonomous software—coding tasks around 1.5 times faster than traditional ​CPUs, in an interview with Reuters. However, they didn’t disclose how many chips they intend to buy. Nvidia has previously invested in Perplexity, which was reported to be valued at around $20 billion in a fundraising round last September. Nvidia has estimated that stand-alone sales of Vera CPUs could bring in $20 billion in revenue this year, with a total potential market of $200 billion. The market is still waiting to see how the take up of Nvidia’s CPUs against those of rivals Intel and Advanced Micro Devices. The stocks of Intel and AMD have outperformed Nvidia in recent months.

Nvidia (NVDA) Maintains Buy Rating with $350 Target Amid Investor Concerns GuruFocus News 07/08/2026 15:59 On July 08, 2026, Bank of America reaffirmed its Buy rating for Nvidia, setting a price target of $350. Analyst Vivek Arya highlighted concerns regarding gross margin pressures, competition, and cash utilization. However, he argues that the current valuation may underestimate Nvidia's potential, suggesting a 30-35% discount on future earnings estimates is unwarranted. Arya anticipates that Nvidia will maintain strong gross margins and continue to dominate AI capital expenditure, projecting that the company will capture 65% to 70% of this spending over time. What's Behind the News? The reaffirmation of the Buy rating for Nvidia by Bank of America comes at a time when the company is facing scrutiny over its gross margins and competitive landscape. Analyst Vivek Arya's insights reflect a cautious optimism, suggesting that despite the pressures, Nvidia's valuation may not fully reflect its growth potential, particularly in the booming AI sector. The anticipated dominance in AI capital expenditure could position Nvidia favorably as it continues to innovate and expand its market share.

Keine Power unter 174 Euro 🤣🤣

Trump ist immer so lustig 🤣

Trump: Öl-Preis steigt nur kurz. Auf die Frage eines Reporters, ob er mit einem Anstieg des Ölpreises nach den jüngsten Entwicklungen rechne, antwortete Trump: „Immer wenn wir den Iran treffen, geht der Preis ein bisschen hoch.“ Dabei gehe es jedoch lediglich um einen geringen Anstieg von „zwei Dollar“.

NVIDIA dementiert Verzögerungen beim „Kyber“-Chip Ad-hoc/Meldung: NVIDIA musste offiziell Berichten (u. a. von SemiAnalysis) entgegentreten, wonach sich die neue Kyber NVL144 AI-Plattform bis 2028 verzögern würde. CEO-Statement / Reaktion: Das Unternehmen stellte klar, dass die Entwicklung voll im Zeitplan liegt. Das Dementi stützte den Kurs leicht um über 1 %. Analysten-Rückenwind: Goldman Sachs nannte die aktuelle Bewertung von NVIDIA (KGV von 21,7 bezogen auf die erwarteten Gewinne) nach dem jüngsten Rücksetzer im Juli „compelling“ (äußerst attraktiv)