Record-high share price: NVDA hit a new all-time high as U.S. stock markets rallied and Wall Street analysts forecast continued upside
Nvidia is pushing towards the first ever $4 Trillion market cap.
Today it surpassed MSFT as the largest company in the world closing up over 4% on the session.
Micron earnings are adding extra fuel to the fire for semi conductors.
Short term picture for semis - they're very extended and need some consolidation.
Micron earnings: Revenue: $8.05 billion, up ~38% YoY, beating the ~$7.89 billion consensus
Data‑center revenue: Tripled YoY, powered by surging demand for high‑bandwidth memory (HBM)
HBM sales: Exceeded $1 billion, growing over 50% sequentially
Strong margin and revenue beat; robust cash flow (~$857 million free cash flow) with a solid balance sheet ($9.6 billion in liquidity)
Nvidia is pushing towards the first ever $4 Trillion market cap.
Today it surpassed MSFT as the largest company in the world closing up over 4% on the session.
Micron earnings are adding extra fuel to the fire for semi conductors.
Short term picture for semis - they're very extended and need some consolidation.
Micron earnings: Revenue: $8.05 billion, up ~38% YoY, beating the ~$7.89 billion consensus
Data‑center revenue: Tripled YoY, powered by surging demand for high‑bandwidth memory (HBM)
HBM sales: Exceeded $1 billion, growing over 50% sequentially
Strong margin and revenue beat; robust cash flow (~$857 million free cash flow) with a solid balance sheet ($9.6 billion in liquidity)
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.