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NVDA NVIDIA Corporat...

NVIDIA Sets Conference Call for Third-Quarter Financial Results

NVIDIA Sets Conference Call for Third-Quarter Financial Results CFO Commentary to Be Provided in Writing Ahead of Call SANTA CLARA, Calif., Oct. 30, 2024 (GLOBE NEWSWIRE) -- NVIDIA will host a conference call on Wednesday, November 20, at 2 p.m. PT (5 p.m. ET) to discuss its financial results for the third quarter of fiscal year 2025, which ended October 27, 2024. The call will be webcast live (in listen-only mode) on . The company’s prepared remarks will be followed by a question-and-answer session, which will be limited to questions from financial analysts and institutional inv...

10h / 27m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

VMW VMware Inc. Cl...
WDC Western Digital... ... (+19)

End Demand Remains Tepid

VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

15h / 44m 15h / 44m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

NVDA NVIDIA Corporat...
GOOGL Alphabet Inc. C... ... (+4)

Google 3Q24: GCP accelerates; open-ended capex guide; expectations are...

Google reported 3Q24 yesterday.

NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.

16h / 56m 16h / 56m 1 EN

Antoine Chkaiban

Antoine Chkaiban

AMD Advanced Micro ...

AMD 3Q24 – Thesis playing out, Buy the weakness.

AMD ADVANCED MICRO DEVICES INC.

17h / 20m 17h / 20m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

NVDA NVIDIA Corporat...
2330 TSMC ... (+5)

Hyperscalers report this week – read across for Nvidia and AI Infrastr...

Capex expectations for hyperscalers run vastly behind expectations for Nvidia. Investors are anticipating very positive comments and continued revisions this week.

NVDA NVIDIA CORPORATION
2330 TSMC
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.

17h / 28m 17h / 28m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+20)

Daily Views on Tech Headlines

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

23h / 21m 23h / 21m 1 EN

Wedbush Research

Wedbush Research

TPX TEMPUR SEALY IN...
WSM Williams-Sonoma... ... (+45)

Wedbush Morning Call - Oct 30 2024 7:13AM

TPX TEMPUR SEALY INTERNATIONAL INC
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MCD MCDONALD'S CORPORATION
INTC INTEL CORPORATION
HMST HOMESTREET INC.
GOOGL ALPHABET INC. CLASS A
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
EWBC EAST WEST BANCORP INC.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
SKY SKYLINE CHAMPION CORPORATION
BJRI BJ'S RESTAURANTS INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RH RESTORATION HARDWARE INC.
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
FUBO INC.
FNMA FUBOTV
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
INC.
GLOBALFOUNDRIES INC

23h / 55m 23h / 55m 1 EN

Antoine Legault ... (+2)

Antoine Legault
Matthew Bryson

WDC Western Digital...
SIMON Silicon Motion ... ... (+16)

AI Growth for the Bulls; Lower Margins for the Bears

WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC

10/30/24 October 30, 2024 1 EN

PRESS RELEASE

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AMD Advanced Micro ...

AMD Reports Third Quarter 2024 Financial Results

AMD Reports Third Quarter 2024 Financial Results SANTA CLARA, Calif., Oct. 29, 2024 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced revenue for the third quarter of 2024 of $6.8 billion, gross margin of 50%, operating income of $724 million, net income of $771 million and diluted earnings per share of $0.47. On a non-GAAP(*) basis, gross margin was 54%, operating income was $1.7 billion, net income was $1.5 billion and diluted earnings per share was $0.92. “We delivered strong third quarter financial results with record revenue led by higher sales of EPYC and Instinct data center ...

October 29, 2024 1 EN

Daniel Ives ... (+6)

Daniel Ives
John Katsingris
Michael Gerbino
Sam Brandeis
Scott Devitt
Steven Wahrhaftig

MSFT Microsoft Corpo...