"The demand for Blackwell is insane." - $NVDA CEO Jensen Huang on CNBC just now
JPMorgan said today that Nvidia expects several billion of Blackwell revenue in Q4 Source: Stocktwits
Qualcomm wants to buy Intel. Would that be enough to overtake Nvidia?
Source: FastCompany
2 years ago, Intel had a bigger data center business than Nvidia.
$NVDA $INTC Source: FinChat @finchat_io
IS NVIDIA'S CEO OFF-LOADING HIS SHARES?
The dump took place on September 10th and 11th.Since the start of July, Jensen Huang has sold over 4 million shares worth ~$500 million. Huang still holds ~3.50% of the chipmaker's stock. Source: Global Markets Investor, zerohedge
Why Nvidia is a different story than Cisco in 2 charts...
Source: JPAM
All it took was 5 words... Nvidia's Huang says "demand for chips is great", sparking huge rally in $NVDA and the S&P...
NVIDIA CLOSED THE DAY UP 8%. NVDIA ADDED $220 BILLION DOLLARS TODAY FOR CONTEXT INTEL IS WORTH JUST $80 BILLION NOW THAT MEANS NVIDIA ADDED ALMOST 3 INTELS JUST TODAY 🤯 Source: www.zerohedge.com, GURGAVIN
Beware of some posts on X...
E.g there is a debate today about what Nancy Pelosi did on her Nvdia calls before the DOJ subponea.
Nvidia's market cap fell $279 billion today, the largest single-day decline for any company in history.
That's bigger than the market cap of 474 companies in the S&P 500. $NVDA Source: Charlie Bilello
