저자: JimCramer · 외국인
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S&P Dow Jones가 엔비디아를 다우지수에 편입하고 인텔을 제외한다는 발표를 다룬다. 크레이머는 다우가 가격가중지수라 의미가 작다고 하면서도 엔비디아 주가가 발표 전 금요일 수준으로 되돌아갈 것이며 인텔 매수가 낫다고 주장한다. 다른 출연자는 엔비디아 매출·이익 성장을 근거로 주가 상승 여력을 언급하지만 예측은 명확하지 않다. 영상 대부분은 엔비디아 실적 기대감과 편입 효과를 다룬다.
다듬은 글
es I mean thank D Jones uh this came out I was doing my show uh I have a show and every time I see ristic an and time it's a price ilc yel and I are tight got drink anyway e but back then talk about incist isn't were dr know of in the ever evolving landscape of Technology one company is making headlines that could change the stock market game Nvidia this Tech Giant known for its Superior Graphics processing units or gpus has been capturing attention with its incredible Financial Feats and Promises of groundbreaking Innovations with Whispers of insane demand for its AI chips and bold predictions from industry leaders Nvidia has positioned itself as a beacon of potential growth for investors As It prepares to announce its latest earnings all eyes are on how this Powerhouse will shape the future of technology and Investments welcome back everyone to invest ocy we are back most Mega cap names lower Following last week's earnings reports with the exception of Nvidia which has not reported yet those Shares are rising on news the company will join the Dow this week here to share his view on the mag 7 is the dean evaluation himself aswat deot of NYU Stern School of Business welcome back it's nice to see you again thank you Scott as a shareholder uh and an observer uh and both are valuable to us you've had a chance now to digest these what's your takeaway I think that that these compan compan have become really good at playing the earnings game I me you look at them they can they can look they look at the expectations they comeing 2 to 3% above at this point you're wondering why even bother with the expectations they're going to Beat It by 2 or 3% I think the real story though is deeper in the earnings reports and I think you see it play out with com you know for instance with Microsoft the recognition that ai's products and services the potential is there but the promise is not being delivered in terms of monetization so I I look across the companies no blowouts in either direction but I think in uh in many ways what you need to be looking for is a change narrative and it's not coming right now it's pretty much the same narrative that's been running them all year long the emergence of artificial intelligence has sparked a new era in technology and Nvidia has become a shining example of how to ride this wave of opportunity over the past few years nvidia's gpus have proven indispensable in AI development dramatically boosting the company's financial success remarkably nvidia's Revenue increased to a record $30 billion last quarter an outstanding feat considering it surpassed the level the company once achieved annually only a few years ago with these achievements nvidia's stock price has surged by 2600% in 5 yeaf we talk about the influence of a Burkshire selling then influencing how the stock trades as it relates to Apple what does this mean for how the stock trades as it relates to nid I think it keeps his momentum it's the relevance it's it's taking Intel out replacing with Nvidia and basically saying hey this is a company that's going to be there for a long time now you're not going to get that positive Tailwind that if it came into an S&P because they not that many people that buy the Dow index but the relevance of this to show that hey these products are going to be here for a while is really good for the stock in a world obsessed with speed and efficiency nvidia's gpus have become a vital component for AI innovators even Tech juggernauts like Microsoft and meta platforms rely heavily on nvidia's technology underlining its critical role in driving AI advancements jokes about Investors needing an extra cup of coffee to keep up with nvidia's rapid growth abound after all it seems like their stock just had too much caffeine Wall Street analysts remain bullish on nvidia's future with many updating their models in anticipation of nvidia's earnings announcement not to be outdone analysts have gone so far as to call holding Nvidia stock a once in a-lifetime Opportunity reminiscent of early investments in companies like apple Ben RIS of melus research Echoes this sentiment maintaining a buy rating with a Target price hike urging investors against selling Nvidia unsurprisingly nvidia's market performance has left its competitors scrambling to catch up despite potential headwinds such as supply chain hiccups or partner difficulties demand for nvidia's latest Blackwell architecture has been unprecedented this insane demand as dubbed by Nvidia CEO Jensen hang reinforces the company's foundational role in the AI Revolu asked you earlier about Berkshire selling apples so let me flip it and ask you about in Nvidia now and the inclusion in the Dow and how you're thinking about that based on what you've seen through the years yeah I mean obviously on some level um the the inclusion of Intel previously and not having a play on Nvidia which is 7% of the S&P 500 probably just made the Dow feel a little bit unrepresentative of the economy right now now you could definitely make the case that it's just grabbing onto a high momentum play way after the fact after its greatest Gams um I was just looking at the Nvidia versus Apple uh equation in terms of you know market cap neck and neck right now well Nvidia has uh about a third of the revenue in the coming year and about half the net income so you could obviously say it's a more expensive stock but it's growing so much more quickly so in the short term first of all there's no brand new reason to buy a stock because it's in the Dow history says that's not at all a reason to buy there's not a lot of money index to the Dow it's much more about uh you know the way that it's validating its its current role uh in the new tech economy which we sort of knew already so again I don't think it's a sell the news maybe it's a buy because of the capitulation on Intel but at this point it seems much more about uh the Dow trying to stay relevant as Nvidia prepares to unveil its much anticipated earnings report investors and enthusiasts alike are eager to see if the company will once again beat expectations with Nvidia continuing to capture the spotlight in AI Innovation it's easy to see why it has become a darling of the stock market forecasts indicate growth on the horizon and analysts remain optimistic about nvidia's potential to further climb in stock value the predicted 82% Revenue growth signifies strong investor confidence and a promising future if you haven't already considered adding Nvidia to your portfolio now might be the time to reflect on its meteoric rise and sustain success what are your thoughts on nvidia's position in the market do you foresee continued growth or is this a peak moment the conversation around Nvidia is vibrant and engaging offering insights into both technological advancements and Market opportunitie
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