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
(Premium-only article. Please sign in or upgrade to SI Premium to view.)
Categories
Next Articles
NVIDIA (NVDA) call put ratio 1.1 calls to 1 put on 4.4M contracts as share price down 10%April 16, 2025 2:53 PM
NVIDIA (NVDA) Trades 100 Handle, Down 10pctApril 16, 2025 2:51 PM
Congressional Panel: Report Finds Deepseek Used US AI Models - BloombergApril 16, 2025 2:42 PM
Active options: NVDA TSLA AAPL PLTR AMZN AMD META MSTR INTC HOOD April 16, 2025 2:39 PM
Stifel Reiterates Buy Rating on NVIDIA (NVDA), PT $180April 16, 2025 11:49 AM
TD Cowen Bullish on NVIDIA (NVDA) Despite Near-Term HeadwindsApril 16, 2025 11:11 AM
Active options: NVDA TSLA AAPL AMD PLTR AMZN BABA April 16, 2025 9:59 AM
UBS Reiterates Buy Rating on NVIDIA (NVDA)April 16, 2025 9:49 AM
NVIDIA (NVDA) PT Lowered to $160 at BofA SecuritiesApril 16, 2025 9:32 AM
BofA highlights 6 chip stocks for upcoming Q1 earnings seasonApril 16, 2025 9:00 AM
NVIDIA (NVDA) PT Lowered to $150 at Piper Sandler Following 8-K ReportApril 16, 2025 8:18 AM
Lynx Equity on NVIDIA (NVDA): 'We would be buyers on weakness of NVDA and MU', 'we expect the stock to get off the mat and find buyers'April 16, 2025 7:52 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
