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Nvidia Earnings Beat, Blackwell Demand High, Forward Looking Meets Estimates
NVIDIA's Earnings Reports exceeded expectations but were disappointing? What exactly does Wall Street want to hear?
① NVIDIA's quarterly results exceeded Wall Street's expectations, but this did not alleviate concerns on Wall Street, leading to a slight downturn in U.S. stock trading; ② NVIDIA expects sales in the first fiscal quarter of 2025 to reach 43 billion dollars, surpassing the average analyst expectations, but some consider it quite conservative; ③ Analysts pointed out that it is becoming increasingly difficult for NVIDIA to impress the market with its performance, and the likelihood of significantly exceeding growth expectations is also decreasing.
NVIDIA Earnings Conference full transcript: DeepSeek is an outstanding innovation, and the computation demands brought by inference are immense.
During the earnings reports conference call, NVIDIA CEO Jensen Huang stated that AI is evolving from perception and generative AI to reasoning AI, and DeepSeek-R1 has ignited global enthusiasm, with the company excited about the potential demand brought by AI reasoning.
Jensen Huang Admits First Nvidia Blackwell Chips Faced Hiccups, Praises Team For Amazing Recovery — Blackwell Ultra On Track For Second Half Of 2025
Survey: The S&P 500 Index is expected to rise by another 9% before the end of the year, but variables related to Trump may increase volatility.
According to a Reuters survey, Stocks strategists believe that the S&P 500 Index will rise by about 9% by the end of this year, but due to a series of tariffs, layoffs, and policy changes announced by USA President Trump, market volatility may increase. The median predictions from 54 Stocks strategists, Analysts, brokers, and portfolio managers collected by the Institutions from February 13 to 25 indicate that the year-end target for the S&P 500 Index is 6,500 points, unchanged from the November survey results, and 9% higher than Tuesday's closing price of 5,955.25 points. The index has risen 1.3% so far in 2025.
Raising 4 billion, with a valuation exceeding 35 billion, "NVIDIA's son" AI cloud provider Coreweave applies for IPO within a week.
NVIDIA's preference for CoreWeave has reached a level of ‘like one's own’—after receiving investment from NVIDIA, CoreWeave has become NVIDIA's direct cloud computing power supplier, and even Microsoft has to order cloud computing power from them. Analysts believe that CoreWeave's success helps NVIDIA diversify its operational risks and effectively balance potential competitors in the chip industry, Amazon and Google.
