Investors Eye Nvidia’s Performance Amid Chip Lineup Uncertainty

  • Nvidia’s Hopper chip supply constraints to be a key focus for investors
  • Rosenblatt Securities analyst Hans Mosesmann expects another beat-and-raise performance from Nvidia
  • Hopper not directly intended to need liquid cooling, according to Mosesmann
  • Potential Blackwell delay could have limited impact on Nvidia in a constrained environment
  • Citi Research analyst Atif Malik anticipates new 52-week high for Nvidia stock

As Nvidia Corp. prepares to release its latest quarterly results, investors are keeping a close eye on the company’s Hopper chip family and potential delays in the upcoming Blackwell lineup. Rosenblatt Securities analyst Hans Mosesmann expects another strong performance from Nvidia but highlights supply constraints for Hopper platforms as the ‘wildcard’. Despite concerns about a possible two-month delay in Blackwell shipments, he believes it would have limited impact on the company’s growth. Meanwhile, Citi Research analyst Atif Malik anticipates a new 52-week high for Nvidia stock.

Factuality Level: 8
Factuality Justification: The article provides relevant information about Nvidia’s latest quarterly results and investors’ concerns regarding its chip lineup, including insights from analysts Hans Mosesmann and Atif Malik. It discusses the potential impact of a Blackwell delay on the company and highlights the positive outlook for Nvidia’s networking business. The article is mostly focused on facts and objective information without any significant digressions or personal opinions presented as fact.
Noise Level: 4
Noise Justification: The article provides some relevant information about Nvidia’s chip lineup and investors’ concerns but focuses more on analyst opinions and predictions rather than providing actionable insights or new knowledge for readers.
Public Companies: Nvidia Corp. (NVDA), Super Micro Computer Inc. (SMCI)
Key People: Hans Mosesmann (Analyst at Rosenblatt Securities), Atif Malik (Analyst at Citi Research)

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Financial Relevance: Yes
Financial Markets Impacted: Nvidia’s stock price and investor sentiment
Financial Rating Justification: The article discusses Nvidia Corp.’s latest quarterly results, its chip family Hopper, potential delays in Blackwell shipments, and the impact on the company’s financial prospects. It also mentions analysts’ opinions on Nvidia’s stock price and networking business, which are all relevant to financial topics and can affect financial markets and the company itself.
Presence Of Extreme Event: No
Nature Of Extreme Event: No
Impact Rating Of The Extreme Event: No
Extreme Rating Justification: There is no extreme event mentioned in the article.
Move Size: No market move size mentioned.
Sector: Technology
Direction: Up
Magnitude: Small
Affected Instruments: Stocks

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