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

Nvidia’s Bargain Price Already Reflects Lost Market Share, Says Goldman By Adam Clark Updated July 06, 2026, 10:01 am EDT / Original July 06, 2026, 8:32 am EDT Another semiconductor rally, another ho-hum day for Nvidia. The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.5% to $195.86 in early trading. That was lagging behind the wider chip sector with the iShares Semiconductor ETF rising 4.3%. The company’s major issue continues to be that major customers such as Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors. Meanwhile, more spending is going on central processing units from the likes of Advanced Micro Devices and Intel to run AI workloads. Nvidia shareholders have to wait to see whether next-generation Vera Rubin hardware—set for mass shipments in the second half of the year—establishes such a performance gap that the company becomes the clear winner in AI hardware again. However, there is some comfort in how cheap Nvidia now appears. Goldman Sachs analyst James Schneider notes that Nvidia trades at a price-to-earnings multiple of less than 14 times his forecast for its earnings in 2027. “Going into next year, even assuming that ASICs [custom AI chips] take a good amount of market share and other competitors and the CPU companies gain a little bit of ground…we have them doing $635 billion in revenue or 55% growth,” said Schneider in a podcast. Nvidia has addressed the issue of a shift from training to AI inference—the process of running AI models—with the introduction of its stand-alone Vera CPUs, which it has estimated could bring in $20 billion in revenue this year and has a total potential market of $200 billion. “There is a narrative element around things like market share gains and ASICs and there is a reality in that but at the rate Nvidia is growing, the valuation is quite compelling,” Schneider said. Schneider has a Buy rating and $285 target price on the stock.

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Langsam glaub ich echt hier passiert nicht mehr viel AMD schon wieder 7% plus

Hoch da jetzt

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Bewegt sich wie Stein

Wird umgeschichtet zu AMD….

Ki Abverkauf 😅🤣😂🤡

Nvidia nervt nur noch

Geht runter wie erwartet

Nein das ist spartaaaaaa.

Hast von Mami heute wieder extra Bildschirmzeit bekommen👌?

Warum sollte es auch steigen

Hier läuft nix mehr, ab 15.30 Abverkauf