Redburn Atlantic Initiates Coverage of Nvidia with "Buy" Rating, Citing Strong AI Demand

Nvidia Set to Beat Q4 Earnings, But China and Chip Transition Pose Risks

Nvidia (NASDAQ:NVDA) is expected to modestly beat earnings expectations when it reports fiscal Q4 results on February 26, according to Bank of America (BofA). However, analysts caution that the company’s first-quarter outlook could face challenges. BofA analysts point to three key concerns: the transition to Blackwell chips, a decline in Hopper chip demand, and ongoing…

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