Why Nvidia’s bull market rages on: Opening Bid top takeaway

NVIDIA’s (NVDA) and Outlook last night sends ripples in various sectors and individual stocks this morning.

The market wanted a perfect profit day from NVIDIA, but the AI ​​SHIP SHIP chip appeared a little short – not short enough to clarify the NVIDIA Bulls Corps in Wall Street.

“The demand signals remain rocky with Hopper and Blackweell have been sold in all fields,” said Jeffrez analyst, Plain Cortis, said. “Blackwell Ultra RAMP is well ongoing in alleviating the fears of the supply chain issues to move forward.”

The day after Nvidia’s profit is like Super Bowl for us at Yahoo Finance. A lot of analyzes revolve!

There is a ton to discharge it from this NVIDIA report and from the CEO of Jensen Huang in our program last night.

First, for those bears concern about slowing the demand for artificial intelligence, we have not seen it in the report. This is even with the sales of the data center. Here is how Jensen summarized the background of the request:

“We clearly got a record quarter without China, and we directed another quarter of a record without China. [a] Ten times an increase in one year. This is just the tip of the iceberg. “

Next, NVIDIA did not include any sales of the China H20 chip in the current expectations of the current quarter. The street was looking for an estimate of at least two billion dollars. Make a point to dissect China market capabilities.

“[For] Every American technology company, China is important. … it is the second largest computing market in the world. I am pleased that president Trump sees the wisdom of the American leadership at this time as artificial intelligence takes off. It is necessary for America to win the artificial intelligence race. “

Finally, with ink not even in Intel (INTC) to give a 10 % stake to the American government, Jensen reduced more deals like this in this industry.

And it really did not appear [with the president] … It comes to re -making the United States because we need to manufacture here. We need to be able to manufacture critical technology here. “

“It is a great vision, and we must leave it, and Nvidia behind it.”

HP Inc. (Giant HPQ) for a quarter of a computer and printer.