Nvidia Corp's (NASDAQ:NVDA) jittery investors await an update on its Blackwell chip rollout ahead of the Goldman Sachs Group Inc (NYSE:GS) conference in San Francisco, where Nvidia chief Jensen Huang will speak with Goldman chief speak with David Solomon, Bloomberg reports.
The stock took a 15% hit since it released its quarterly print and disclosed Blackwell chip's launch remains impaired by engineering snags.
CEO Jensen Huang's assurances also failed to contain the meltdown. However, Nvidia expects "several billion dollars" of revenue from Blackwell in its fiscal fourth quarter.
Bloomberg reports that Zacks Investment Management client portfolio manager Brian Mulberry and Bank of America analysts flagged the delay as a potent concern in the absence of other positive catalysts for the stock. Mulberry expects Blackwell's timely execution to contain the stock volatility.
Mai Capital Management portfolio manager Chris Grisanti, in a CNBC interview, snubbed the selloff backed by the ambitious artificial intelligence ambitions of cash-rich Big Tech giants like Microsoft Corp (NASDAQ:MSFT) and Amazon.Com Inc (NASDAQ:AMZN) Amazon Web Services.
Meanwhile, Nvidia's key supplier, Taiwan Semiconductor Manufacturing Co (NYSE:TSM), recorded 33% topline growth in August 2024, signaling optimism over the smartphone market recovery and continued demand for Nvidia's artificial intelligence chips.
Despite the selloff, Nvidia stock is up over 137% in the last 12 months. Investors can gain exposure to the stock through iShares Russell 1000 Growth ETF (NYSE:IWF) and iShares S&P 500 Growth ETF (NYSE:IVW).
Price Action: NVDA stock is down 0.37% at $106.08 at the last check on Tuesday.
彭博社报道，在旧金山高盛集团公司（纽约证券交易所代码：GS）会议之前，英伟达公司（纳斯达克股票代码：NVDA）紧张不安的投资者正在等待其Blackwell芯片推出的最新情况，英伟达首席执行官黄仁勋将在会上与高盛首席执行官大卫·所罗门交谈。
自发布季度报告以来，该股上涨了15％，并透露Blackwell芯片的推出仍受到工程障碍的阻碍。
首席执行官黄仁勋的保证也未能遏制崩溃。但是，英伟达预计，布莱克韦尔在第四财季的收入将达到 “数十亿美元”。
彭博社报道说，扎克斯投资管理公司的客户投资组合经理布莱恩·马尔伯里和美国银行分析师表示，由于该股缺乏其他积极催化剂，延迟是一个令人担忧的问题。Mulberry预计，布莱克韦尔的及时执行将遏制股票的波动。
Mai Capital Management投资组合经理克里斯·格里桑蒂在接受CNBC采访时冷落了微软公司（纳斯达克股票代码：MSFT）和亚马逊公司（纳斯达克股票代码：AMZN）亚马逊网络服务等现金充裕的大型科技巨头雄心勃勃的人工智能雄心壮志。
同时，英伟达的主要供应商台积电（纽约证券交易所代码：TSM）在2024年8月实现了33％的收入增长，这表明人们对智能手机市场复苏和对英伟达人工智能芯片的持续需求持乐观态度。
尽管遭到抛售，但英伟达的股票在过去12个月中仍上涨了137％以上。投资者可以通过iShares Russell 1000增长ETF（纽约证券交易所代码：IWF）和iShares标准普尔500指数成长型ETF（纽约证券交易所代码：IVW）获得股票敞口。
价格走势：在周二的最后一次支票中，NVDA股价下跌0.37％，至106.08美元。
