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NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 200,000 shares at 180.036USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...

Pierre FerraguÊ
  • Pierre FerraguÊ

Reconciling TSMC guide with total AI Infra. Spending in 2030, on a sin...

TSMC raised its AI revenue growth outlook last week to mid-to-high 50% CAGR from 2024 to 2029. Click on the link for a reconciliation with our forecast for total AI Infrastructure Spending.

Anish Jog ... (+7)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

Moody's Ratings upgrades NVIDIA's senior unsecured rating to Aa1; outl...

Moody's Ratings (Moody's) upgraded NVIDIA Corporation's (NVIDIA) senior unsecured rating to Aa1 from Aa2, affirmed its Prime-1 short term commercial paper rating, and maintained the positive ratings outlook. The rating action reflects NVIDIA's dominant market position in the artificial intelligenc...

Michael Piccolo
  • Michael Piccolo

Daily Recap: RAPT/GSK, WBD/NFLX, MX, NSC/UNP, LEG/SGI, LULU, HON, SSP/...

Warner Bros. Discovery (NASDAQ: WBD - $28.58) and Netflix Inc. (NASDAQ: NFLX - $88.00)Summary of Proxy FIling Merger Background: The background section begins with WBD's December 2024 announcement to implement a new corporate structure with two operating divisions (Global Linear Networks and Stream

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | MU, INTC

This report is congruent with our recent checks and conversations, and as we continue to focus on CQ1, where continued seemingly insatiable demand is reportedly driving DRAM contract higher by 50% to 60% with NAND px expected to rise by similar levels. Economic Daily News, Liberty Times

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | Hynix, Quanta, TSMC

However, we see this segment as point to watch given some potential price increases rather become linked to availability with passive components at points having been linked to broader production constraints (and with suppliers having benefited during those periods). Commercial TimesQuanta: Triple

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