「Blackwell's production is moving 'full speed ahead.' This quarter, we plan to ship more Blackwell units than previously estimated.
$NVIDIA (NVDA.US)$Jensun Huan, CEO of Jensen, will address the concerns about delays caused by the overheating issues at Blackwell in the earnings call on November 20.Dismissing concerns of delays due to the overheating issue at Blackwell.However, the stock price fell by 2.1% in after-hours trading.after hours trading fell by 2.1%Indeed. The mostThe decline rate is limitedcan also be said.
The followingstrength and weakness factorsare believed to have influenced the stock price.
Weak factors:3Q results significantly exceeded expectations, but the focus is on:4Q revenue guidanceFinancial estimates remained slightly higher than expected. With Blackwell's shipment beginning, some investors were expecting a significant upward revision in guidance.
Strong factors:Regarding concerns about Blackwell delays,Regarding this, CEO Jensen Huang indicated that everything is progressing as scheduled without any delays.Dismissed the concerns.and suppressed the downside of the stock price. However,it did not reach strong guidance, so as a result, the stock price declined slightly.ため、結果として株価は小幅ながら下落した。
Earnings Highlights
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In the 2024 US presidential election, the victory of former President Donald Trump, the Republican candidate, is certain. Trump returns to the White House after four years. Following Trump's victory, there has been a rapid increase in "Trump trades." The uncertainty surrounding the US presidential election has been dispelled, and the three major US indices have all risen significantly, reaching record highs.
On the 6th, it reached 5973.10 points. According to the data, this was the best performance on a voting day (election day) in history. On the 7th, the S&P 500 index rose for the third consecutive day in the US stock market. This marked the 49th time this year that the closing price reached a new high. $S&P 500 Index (.SPX.US)$After 6 US presidential elections since 2000, in the period up to the end of November, the S&P 500 index rose 3 times and fell 3 times, as pointed out by Henry Allen, a macro strategist at Deutsche Bank. Looking at past data, US stocks have demonstrated robust growth during all presidential terms except for recording negative returns during George W. Bush's tenure. Additionally, looking at each year,
Looking at past data, US stocks have demonstrated robust growth during all presidential terms except for recording negative returns during George W. Bush's tenure. Additionally, looking at each year,
After 6 US presidential elections since 2000, in the period up to the end of November, the S&P 500 index rose 3 times and fell 3 times, as pointed out by Henry Allen, a macro strategist at Deutsche Bank. Looking at past data, US stocks have demonstrated robust growth during all presidential terms except for recording negative returns during George W. Bush's tenure. Additionally, looking at each year,The first year of a president's term is progressing favorably...

$Meta Platforms (META.US)$ will hold an earnings call for the third quarter of 2024 on Thursday, October 31, 2024 at 6:00 AM Japan time. This briefing willwill be delivered in subtitle translation format.If you wish to watch, please click the "Reservation" button."Reservation"button.
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