This is a departure from today’s morning submission, which you can apply To receive in a arrived mail every morning together with:
For the last few years Nvidia is (Nvda) Three -month results are rounded up on calendars as perhaps an event in the profit season.
Coming in modern weeks after his “magnificent seven” peers opened their books, Nvidia has the last word about AI trade until next quarter. Even without this drama, it was the most important stock in the S&P 500, which mitigated the trade Ai more than any other.
And, of course, the AI store was a dominant trend from the introduction of Chatgpt, pow the leading index as many models in the big language.
But the report next week can reach a little differently. The chip filling giant comes out with its numbers after closing next Wednesday, February 26. But no longer feels like Gyre ‘Round that turns the market.
This is partly because the long -awaited market expansion is finally happening. Our Jared Blikra broke up numbers, and Nvidia contributed about 5% this year to S&P 500 profits, compared to 20% for 2024.
Indeed, S&P 500 winners have changed as a whole this year.
The best associates at the gathering were the target (Target) (13.3% of close Wednesday), Nvidia, Walmart (WMT) (4.8%), JPMORGAN (Jpm) (4.6%), Amazon (AMZN) (4.1%), Palantir (Plrr) (4%) and Eli Lilly (Lylly) (3.9%).
It is a sharp contrast with 2024, when the magnificent seven itself consisted of 55% of the S&P 500 gain.
While the reference index was closed this week on a new record maximum, Nvidia shares were still traded more than 5% below the record high closure from January 6th.
Then there slows down the path of NVIDIA growth. The first quarter of the AAAA company shocked the 2023 market. The revenues continued to climb and the company continued to beat the estimates, and so far the top sales growth of 265% in the fiscal fourth quarter of 2024.
The estimated increase this time is 73%-in any normal extent of the company, let alone one of Nvidia’s size, but a sharp slow down from the day 2023 and 2024, and even when Nvidia’s numbers Wow investors, the price of stock does not always follow that due to the forecast or comment on the supply that fights to go to demand. However, you better not have enough offer than there is not enough demand.
Last quarter of Nvidia shares rose only 0.5% the day after reporting. In the period before that, the stock fell 6.3%. In both cases, the S&P 500 has been slightly changed.
