Here’s what Wall Street is saying about Jensen Huang’s performance

Did NVIDIA (NVDA) do enough to restore the bull’s narration on the shares of the chips maker at the annual developer event? Wall Street weighs that.

First, consider the optics: CEO Jensen Huang wore a black leather motorcycle jacket at the GTC event on Tuesday, not the glossy leather crocodile that he retreated to obtain a major word at the Consumer Electronics Show earlier this year.

There were a lot of details about strong artificial intelligence chips like Blackwell Ultra and Vera Rubin, whose role in transferring civilization to another level of productivity.

Of course, Huang dropped a wide range of numbers about the potential of artificial intelligence. None of them had predicted that NVIDIA’s infrastructure revenue will reach $ 1 trillion by 2028.

But when everything was said and done, it seemed that the street was expecting everything and is now looking for a really fresh stimulus to start one of its favorite stores.

“I think what was really more than nuts and nails than the keyword [from Huang] “It was really more details about what we knew was already in business,” said Kodi Ekry, an analyst at Yahoo (video above).

NVIDIA fell by 3.4 % at the end of on Tuesday. The shares flourished slightly in pre -market trading to $ 116 per day Wednesday.

A year away, the arrow, which was 14 % hot, has decreased by the street asking for the pace of the future growth of NVIDIA.

“He gave Gansen the goods and gave Grand AI’s vision to Nvidia, and this is what investors want in the long run. In the short term, merchants wanted something more beloved, and like CES, that was unrealistic.” “We have classified this [an] A+ KEYNOTE – Ai Steel Point. “

Read more: How do you earn Nvidia money?

Here is what Wall Street says on a wider scale about what Huang revealed at the latest GTC event in NVIDIA. Most analysts have left their prices and classifications on stocks unchanged.

NVIDIA and Bull – Eric Jackson from Emj Capital – will appear in a new episode of PodCast Podcast in Yahoo Finance today. This will be broadcast at 8:30 am Each time.

• classification: He buys

• Price purpose: 180 dollars

“GTC keywords appeared on updates on the next generation of Blackwell Ultra, Rubin and Rubin Ultra. The keyword also appeared launching the Dynamo-Nvda program, designed to improve logic models in databases, which was described as a year operating system. NVDA announced Prak and DGX DGX station, which provides capabilities AI and performance at the forefront of the institution’s infrastructure, NVDA has announced the keys of photos/co-peetated optics quantum-X and bottled/packed optics switches on the photograph The Foundation’s infrastructure, NVDA has announced the DGX spark and the DGX station, providing AI capabilities and performance in the desktop shape.