{"id":118738,"date":"2024-10-26T22:53:55","date_gmt":"2024-10-26T15:53:55","guid":{"rendered":"https:\/\/hotvideos24.online\/?p=118738"},"modified":"2024-10-26T22:53:55","modified_gmt":"2024-10-26T15:53:55","slug":"what-to-expect-from-the-markets-ai-darling","status":"publish","type":"post","link":"https:\/\/hotvideos24.online\/?p=118738","title":{"rendered":"What to expect from the market&#8217;s AI darling"},"content":{"rendered":"<p> <script async src=\"https:\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-3711241968723425\"\r\n     crossorigin=\"anonymous\"><\/script>\r\n<ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-format=\"fluid\"\r\n     data-ad-layout-key=\"-fb+5w+4e-db+86\"\r\n     data-ad-client=\"ca-pub-3711241968723425\"\r\n     data-ad-slot=\"7910942971\"><\/ins>\r\n<script>\r\n     (adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><br \/>\n<\/p>\n<div>\n<p>Nvidia (<a data-i13n=\"cpos:1;pos:1\" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\/\" data-ylk=\"slk:NVDA;cpos:1;pos:1;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">NVDA<\/a>) is set to report third quarter earnings for the fiscal 2025 on Wednesday, November 20. Goldman Sachs managing director Toshiya Hari joins<a data-i13n=\"cpos:2;pos:1\" href=\"https:\/\/www.yahoo.com\/author\/seana-smith\/\" data-ylk=\"slk:Seana Smith;cpos:2;pos:1;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> Seana Smith<\/a> and<a data-i13n=\"cpos:3;pos:1\" href=\"https:\/\/www.yahoo.com\/author\/madison-mills\/\" data-ylk=\"slk:Madison Mills;cpos:3;pos:1;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> Madison Mills<\/a> on Catalysts to discuss what to expect from the <a data-i13n=\"cpos:4;pos:1\" href=\"https:\/\/finance.yahoo.com\/video\/nvidia-gets-price-target-lift-145901785.html\" data-ylk=\"slk:key artificial intelligence (AI) player;cpos:4;pos:1;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\">key artificial intelligence (AI) player<\/a>.<\/p>\n<p>The analyst highlights two things that he\u2019s keeping in mind heading into the earnings results: the demand environment around Nvidia\u2019s products and Nvidia\u2019s strength beyond AI training in inferencing that support the chipmaker&#8217;s growth is strong and sustainable.<\/p>\n<p>\u201cFirst, in terms of the demand profile out there, the environment continues to be very robust. If there is a problem, it&#8217;s a supply problem, not a demand problem.\u201d Hari notes that while hyperscalers like Alphabet (<a data-i13n=\"cpos:5;pos:1\" href=\"https:\/\/finance.yahoo.com\/quote\/GOOG\" data-ylk=\"slk:GOOG;cpos:5;pos:1;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GOOG<\/a>,<a data-i13n=\"cpos:6;pos:1\" href=\"https:\/\/finance.yahoo.com\/quote\/GOOGL\" data-ylk=\"slk:GOOGL;cpos:6;pos:1;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> GOOGL<\/a>), Microsoft (<a data-i13n=\"cpos:7;pos:1\" href=\"https:\/\/finance.yahoo.com\/quote\/MSFT\" data-ylk=\"slk:MSFT;cpos:7;pos:1;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">MSFT<\/a>), and Amazon (<a data-i13n=\"cpos:8;pos:1\" href=\"https:\/\/finance.yahoo.com\/quote\/AMZN\" data-ylk=\"slk:AMZN;cpos:8;pos:1;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">AMZN<\/a>) have been Nvidia\u2019s biggest AI customers as they build out AI infrastructure, \u201cthe customer profile is broadening beyond the hyperscalers into enterprises and also sovereign states. So there is demand across the board there.\u201d<\/p>\n<p>\u201cSecondly, I think there&#8217;s been this perception historically that Nvidia is very strong in training, yet their competitive position could potentially dilute as we transition to inference\u2026 [However] Nvidia&#8217;s growth opportunity set and potentially expand the competitive moat that they have.&#8221;<\/p>\n<p>The analyst says that Nvidia&#8217;s ability &#8220;to really innovate across multiple components\u201d at &#8220;a 12- [to] 18-month cadence\u201d has set it apart from others in the AI space and secured its dominant position. \u201cI think it&#8217;s going to be very difficult, very challenging, and expensive for others to compete head-to-head with Nvidia.\u201d<\/p>\n<p>While the market seems bullish on Nvidia in the near future, Hari says \u201cthe big question mark\u201d is the outlook for the 2026 calendar year as investors try to gauge if hyperscalers will continue to spend billions on Nvidia\u2019s chips.<\/p>\n<p>Despite Nvidia <a data-i13n=\"cpos:9;pos:1\" href=\"https:\/\/finance.yahoo.com\/news\/nvidia-stock-soars-to-fresh-record-as-wall-street-stays-bullish-ahead-of-earnings-190404027.html\" data-ylk=\"slk:recently setting a fresh record high;cpos:9;pos:1;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\">recently setting a fresh record high<\/a>, Hari is <a data-i13n=\"cpos:10;pos:1\" href=\"https:\/\/finance.yahoo.com\/video\/nvidia-stock-undervalued-compared-big-214246304.html\" data-ylk=\"slk:among analysts who think the stock has more to run;cpos:10;pos:1;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\">among analysts who think the stock has more to run<\/a>. \u201cWe do expect upside from here\u201d ahead of Nvidia&#8217;s report as hyperscalers announce earnings that could send the stock higher.<\/p>\n<p>To watch more expert insights and analysis on the latest market action, check out more Catalysts<a data-i13n=\"cpos:11;pos:1\" href=\"https:\/\/finance.yahoo.com\/videos\/series\/catalysts\/\" data-ylk=\"slk:here;cpos:11;pos:1;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> here<\/a>.<\/p>\n<p><em>This post was written by Naomi Buchanan.<\/em><\/p>\n<\/div>\n<p><script async src=\"https:\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-3711241968723425\"\r\n     crossorigin=\"anonymous\"><\/script>\r\n<ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-format=\"fluid\"\r\n     data-ad-layout-key=\"-fb+5w+4e-db+86\"\r\n     data-ad-client=\"ca-pub-3711241968723425\"\r\n     data-ad-slot=\"7910942971\"><\/ins>\r\n<script>\r\n     (adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><br \/>\n<br \/><div data-type=\"_mgwidget\" data-widget-id=\"1660802\">\r\n<\/div>\r\n<script>(function(w,q){w[q]=w[q]||[];w[q].push([\"_mgc.load\"])})(window,\"_mgq\");\r\n<\/script>\r\n<br \/>\n<br \/><a href=\"https:\/\/finance.yahoo.com\/video\/nvidia-earnings-expect-markets-ai-140000406.html\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia (NVDA) is set to report third quarter earnings for the fiscal 2025 on Wednesday, November 20. Goldman Sachs managing director Toshiya Hari joins Seana Smith and Madison Mills on &hellip; <a href=\"https:\/\/hotvideos24.online\/?p=118738\" class=\"more-link\">Read More<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-118738","post","type-post","status-publish","format-standard","hentry","category-business","entry"],"_links":{"self":[{"href":"https:\/\/hotvideos24.online\/index.php?rest_route=\/wp\/v2\/posts\/118738","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hotvideos24.online\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hotvideos24.online\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hotvideos24.online\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/hotvideos24.online\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=118738"}],"version-history":[{"count":0,"href":"https:\/\/hotvideos24.online\/index.php?rest_route=\/wp\/v2\/posts\/118738\/revisions"}],"wp:attachment":[{"href":"https:\/\/hotvideos24.online\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=118738"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hotvideos24.online\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=118738"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hotvideos24.online\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=118738"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}