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Nvidia's supply snags hurting deliveries but mask booming demand [Yahoo! Finance Canada]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Nvidia forecast its slowest revenue growth in seven quarters on Wednesday, pushing its stock down 2.5% after hours, and said supply chain constraints would lead to demand for its chips exceeding supply for several quarters in fiscal 2026. Making these chips is hard, and a flaw that was found in one of its chips over the summer is not helping. Nvidia's new flagship chip, named Blackwell, is actually made up of multiple chips that have to be glued together in a complex process the chip industry calls advanced packaging. While TSMC is racing to expand capacity, packaging remains a bottleneck for Nvidia and other chip companies. "Blackwell adds more advanced packaging from TSMC than prior chips, which adds a wrinkle," said Ben Bajarin, CEO and principal analyst at research firm Creative Strategies. He expects Nvidia will have more demand than it can supply for all of 2025. Missteps by Nvidia have exacerbated the issues. The design flaw in Blackwell forced Nvidia to undertake wh
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- NVIDIA Co. (NASDAQ: NVDA) had its price target raised by analysts at DA Davidson from $90.00 to $135.00. They now have a "neutral" rating on the stock.[MarketBeat]
- NVIDIA Co. (NASDAQ: NVDA) had its "accumulate" rating re-affirmed by analysts at Phillip Securities. They now have a $160.00 price target on the stock, up previously from $155.00.[MarketBeat]
- Phil Panaro Is Bullish, Highlights Key Drivers for Nvidia's (NVDA) Path to $800 [Yahoo! Finance][Yahoo! Finance]
- US Stocks Dip as Traders Turn Elsewhere for Value: Markets Wrap [BNN Bloomberg (Canada)][BNN Bloomberg]
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