Lynx Equity on NVIDIA (NASDAQ: NVDA): 'Loss of China business to be offset by the new Texas facility'The analyst comments ...

(Premium-only article. Please sign in or upgrade to SI Premium to view.)

Analyst Comments Hot Comments

JPM: 'revenue impact to Nvidia is $15-$16B on a total of $180B in datacenter revenues this year, or about 8-10% of the datacenter revenue'April 16, 2025 4:24 PM JPM: 'We believe Micron has limited/small exposure to the H20 and H20e SKUs'April 16, 2025 4:23 PM Stifel Reiterates Buy Rating on NVIDIA (NVDA), PT $180April 16, 2025 11:49 AM Futures slip, Nvidia falls on new U.S. chip restrictions - what's moving marketsApril 16, 2025 6:58 AM Cantor Fitzgerald Reiterates Overweight Rating on NVIDIA (NVDA)April 16, 2025 6:43 AM Mizuho Reiterates Outperform Rating on NVIDIA (NVDA)April 16, 2025 6:41 AM NVIDIA (NVDA) call put ratio 1.3 calls to 1 into disclosure of $5.5B H20 product chargeApril 16, 2025 5:12 AM Stocks expected to have increasing option volume NVDA AVGO AMD QCOM DELL SMCI MU UAL April 16, 2025 5:09 AM William Blair Reiterates Outperform Rating on NVIDIA (NVDA)April 16, 2025 5:07 AM Aletheia Capital Downgrades NVIDIA (NVDA) to HoldApril 16, 2025 5:01 AM NVIDIA (NVDA) PT Lowered to $150 at Raymond JamesApril 16, 2025 4:56 AM DA Davidson Reiterates Neutral Rating on NVIDIA (NVDA)April 16, 2025 4:53 AM Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA)April 16, 2025 4:51 AM Futures slip, U.S. chip restrictions, earnings ahead - what's moving marketsApril 16, 2025 3:53 AM NVIDIA braces for $5.5 billion Q1 charge amid US chip export curbsApril 15, 2025 5:57 PM Form 8-K NVIDIA CORP For: Apr 09April 15, 2025 5:23 PM Active options: NVDA TSLA PLTR AMZN MSTR META INTC F BABA April 15, 2025 9:52 AM NVIDIA (NVDA) Blackwell GeForce RTX Arrives for Every Gamer, Starting at $299April 15, 2025 9:01 AM NVIDIA Blackwell GeForce RTX Arrives for Every Gamer, Starting at $299April 15, 2025 9:00 AM Trump: Necessary permits will be expedited and quickly delivered to NVIDIAApril 15, 2025 7:38 AM US Starts Chips, Pharma Probe Ahead Of Pledged Trump Tariffs - BloombergApril 14, 2025 4:20 PM Active options: NVDA AAPL TSLA PLTR AMZN META INTC BABA AMD F MSTR April 14, 2025 3:26 PM Equity positions near record lows as investors balance growth fears and policy hopApril 14, 2025 12:44 PM Active options: NVDA AAPL TSLA PLTR AMZN AMD INTC META GME GOOGL April 14, 2025 10:14 AM Nvidia to build AI supercomputers entirely in U.S. for the first timeApril 14, 2025 9:37 AM NVIDIA (NVDA) to Manufacture American-Made AI Supercomputers in U.S. for First TimeApril 14, 2025 9:10 AM Nvidia to produce AI servers worth up to $500 billion in US over four yearsApril 14, 2025 9:09 AM Active options: NVDA TSLA AAPL MSTR AMD AMZN INTC BABA April 14, 2025 6:17 AM NVIDIA (NVDA) call put ratio 1.7 calls to 1 into share price up before the bellApril 14, 2025 5:59 AM Taking a deeper look at humanoid robotsApril 14, 2025 4:01 AM What is the future of Nvidia's products for the China market?April 14, 2025 4:01 AM