BUZZ-Street View: Nvidia to get a lift from rising Blackwell orders amid DeepSeek worries
Nvidia's NVDA.O strong growth forecast for the first quarter on Wednesday signaled that booming demand for its artificial intelligence chips was intact, and the company said orders for its new Blackwell semiconductors were "amazing"
The AI bellwether's shares were down 0.6% at $130.45 in premarket trading
BLACKWELL RAMP TO LEAD THE WAY
TD Cowen ("buy," PT: $175) expects visibility of Blackwell demand to temper concerns around its supply, as well as concerns after the "DeepSeek Moment" as Nvidia continues to make "the extraordinary seem ordinary"
J.P.Morgan ("overweight," PT: $170) says Nvidia remains on track to ramp its next-gen Blackwell Ultra platform in 2H and overall continues to be in a tight supply environment over the next several quarters
Jefferies ("buy," PT: $185) says supply chain to continue to improve and sees no signs of demand issues
D.A.Davidson ("neutral," PT: $135) sees shipments to China to remain at the same level with the company noting heightened competition in the region
Related Articles
National Debt Bomb Ignited? Musk Warns U.S. Will Be 1000% Bankrupt Without AI
TradingKey - Tesla (TSLA) CEO Elon Musk recently issued another warning regarding the rapidly ballooning U.S. national debt. He stated clearly that without artificial intelligence and robotics, the United States will inevitably head toward fiscal bankruptcy.
Tesla Stock Outlook: Competing With Rivian, Robotaxi Potential, and 2026 Prospects
There is much conversation about the prospect of investing in Tesla (TSLA) as we move closer to 2026. The volatility of its share price in 2025 is leading many investors to consider if they should purchase shares of Tesla given the alternatives available in terms of electric vehicles (Rivian, etc.).
A Crash After a Surge: Why Silver Lost 40% in a Week?
TradingKey - Spot silver (XAGUSD) prices continue to decline. Silver plunged 20% on Thursday, breaking below $71 per ounce, with the sell-off intensifying on Friday as prices fell further below $64. Compared to the all-time high set on January 29, silver prices have retraced more than 40%, wiping out nearly all gains accumulated over the previous month.
Is Bitcoin’s Four-Year Cycle Dead in 2026?
Is the Bitcoin 4-year cycle dead? After 2025 broke historical records with a red post-halving year, institutional analysts explore if the Bitcoin price has decoupled from the halving countdown. Analyze the impact of spot ETFs, global liquidity, and the roadmap to the 2028 halving in this 2026 market
