$NVIDIA (NVDA.US)$ Hopper Pushouts and PMIC Constraints, Likely to Limit NT Upside - KeyBanc
We expect NVDA to report strong F3Q results, which will solidly beat, driven by  strong  demand  for  Hopper,  and  guide  F4Q  modestly  above  consensus expectations.  We  believe  NT  upside  is  likely  to  be  negatively  impacted  by: 1)  push outs  of  H20  in  China  given  increased  pressure  to  utilize  domestic AI  solutions  and  some  loss  of  share  to  AMD's  MI308;  2)  pushouts  o...

⭐️⭐️⭐️ Ratings Alert ⭐️⭐️⭐️
$Li Auto (LI.US)$ | Citi analyst Jeff Chung maintains LI Auto with a hold rating, and maintains the target price at $29.6.
$XPeng (XPEV.US)$ | Citi analyst Jeff Chung maintains Xpeng with a hold rating, and maintains the target price at $14.6.
$Robinhood (HOOD.US)$ | Barclays analyst Benjamin Budish maintains Robinhood with a hold rating, and adjusts the target price from $23 to $26.
$Meta Platforms (META.US)$ | Stifel analyst Mark Kelley maintains Meta Pl...

1. We might see a negative reaction from investors following earnings because $Meta Platforms (META.US)$ , $Microsoft (MSFT.US)$ , $Amazon (AMZN.US)$ & $Alphabet-A (GOOGL.US)$ will all have to increase their CapEx quite significantly again. The reason is the release of OpenAI's o1 in mid-Q3 and what it means for Inference compute. All LLM building companies will have to front-load a lot of CapEx that was before planned to b...

1. His client's Q3 spend on both $Meta Platforms (META.US)$ and $Alphabet-A (GOOGL.US)$ is bigger than expected. The reason is that both companies are getting better at AI.
2. For $META specific, he mentions $META's mid-quarter rollout of the functionality for advertisers to integrate their CRM systems and their analytics systems to the $META ad platform 24/7 (as an always-on API feed) as the »biggest upgrade $META has had to ...

We see $Advanced Micro Devices (AMD.US)$ delivering to 3Q24 expectations and 4Q24 outlook with a bias for slight upside on EPYC CPU and MI300/325 share gaining ramps offset by slight embedded growth and double-digit declines in consoles. We believe the shares are set to outperform the group after several quarters of Street skepticism that MI300 could possibly gain any relevant market share and mixed quarter results (consoles and embedded/Xilinx). Our ...

The semiconductor sector is on fire! 🔥 $Taiwan Semiconductor (TSM.US)$ and $NVIDIA (NVDA.US)$ have just hit new highs! 🚀 TSMC soared nearly 10%, closing at an all-time record high of $205 per share,with a total market cap of 1.07 trillion. 🤑This is historic, folks! TSMC has become the first Asian tech company and the first non-U.S. tech company ever to surpass a $1 trillion market cap. 🎉💥
I've got a tiny piece of TSMC in my portfolio! 😉 But seriously, the rally in TSMC ...

With all these banks, the question is: Do we see a trough in net interest income in the second half or in early 2025? And do we start to see growth again in net interest income next year? That's a critical question because if you do start to see net interest income growing, which is the biggest revenue component of banks, you start to get an outlook that allows banks to post positive operating leverage and improving EPS momentum and ROTC momentum.
In the case of $Bank of America (BAC.US)$ , especial...

$NVIDIA (NVDA.US)$ Morgan Stanley - CEO meetings highlight both the magnitude and length of the accelerated computing runway
- Every indication from management is that we are still early in a long term AI investment cycle
- Newest element is the much more complex inference coming from "long thinking", inference interactions requiring substantially more computation
- Blackwell systems NVL36/72 remains the best solution for those challenges, providing systems level differentiation vs. merchan...

$UBS Group (UBS.US)$
Here are 10 companies positioned to benefit from this anticipated rise in investment  🧐
1. $ASML Holding (ASML.US)$ is the exclusive provider of EUV lithography technology, which is critical for fabricating chips below the 7 nm process node. This technology enables the creation of smaller, more energy-efficient chip...