Nvidia Stock WEAKNESS Ahead?

Step-by-Step Tutorial: Analyzing AMD and Nvidia Stock News

1. AMD Stock News Analysis:

• AMD stock saw a rise of over 1% before the market closed, with a peak increase of nearly 3%.
• Reports suggested that Microsoft might offer AMD as an alternative to Nvidia for its Cloud customers.
• Microsoft announced its clouding service using AMD on November 15, 2023.
• Microsoft and AMD partnership will be further discussed at an event starting on May 21.

2. Microsoft Event Highlights:

• Microsoft's event will focus on AI development opportunities.
• AMD will have three sessions at the event discussing their CPU solutions and AI accelerators.
• The event may shed light on future collaborations between AMD and Microsoft.

3. Nvidia Stock News Analysis:

• Analysts predict Nvidia to deliver strong Q1 results exceeding the consensus estimate of $24.6 billion.
• Factors contributing to volatility in Nvidia include anticipation for the Blackwell product and margin fluctuations.
• Bank of America and Oppenheimer foresee Nvidia outperforming expectations due to high demand for AI accelerators.

4. Upcoming Earnings and Market Expectations for Nvidia:

• Various analysts have differing revenue projections for Nvidia, with City projecting $24 billion for the current quarter.
• Expectations for future quarters vary, with some analysts predicting Revenue of $27.5 billion in the next quarter.
• Investors should monitor AI demand, gross margins, power constraints, and the Chinese market for potential impacts on Nvidia's performance.

5. Conclusion and Investor Insights:

• Investors should stay informed about upcoming events and announcements from both AMD and Nvidia.
• Consider the potential impact of new product releases, partnerships, and market trends on stock prices.
• Keep track of analyst predictions and market expectations to make informed investment decisions.

By following these steps and staying updated on the latest developments in the tech and semiconductor industry, investors can make informed decisions regarding their investments in AMD and Nvidia stocks.