Supercomputers provide yet another tailwind for NVIDIA stock [Toronto Globe and Mail (Ontario, Canada)]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Toronto Globe and Mail
Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow BofA Securities commodity strategist Michael Widmer favours aluminum- and nickel-related miners over copper producers, “While aluminium may face headwinds as China’s electricity market normalises, the country’s smelters will ultimately run into the 45Mt capacity cap, pushing prices higher. Nickel demand from EVs is expected to increase steadily, keeping the Class 1 refined market tight. Meanwhile, copper is most exposed to the unfolding economic slowdown, exacerbated by weakness in China’s property sector; that said, a normalisation of supply chains, some stimulus, and low inventories are still supportive for now, before the market flips into a surplus by 2023E.” Mr. Widmer also sees upside for platinum as auto production recovers and expects weakness in iron ore and lithium due to global surpluses. The bearish view on copper is a bit surprising in light of the metal’s use for decarbonizat
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NVDA
Earnings
- 2/21/24 - Beat
NVDA
Sec Filings
- 4/10/24 - Form 4
- 4/9/24 - Form 4
- 4/3/24 - Form 4
- NVDA's page on the SEC website