Patrick Moorhead – Charm

Why this analyst is ‘confident’ in US–China trade deal for Nvidia

Cs news3 months ago01 mins

Nvidia (NVDA) CEO Jensen Huang reportedly met with Chinese officials in Beijing after the chipmaker disclosed a $5.5 billion loss due to new US chip trade restrictions on exports to China, which sent the stock tumbling on Wednesday. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead joins Morning Brief with Madison Mills…

Nvidia handily beat Q3 estimates, but ‘investors want more’: Analyst

Cs news8 months ago8 months ago02 mins

Nvidia (NVDA) handily topped earnings estimates for the third quarter with revenue up 94% year-over-year, but the stock dipped over the chip giant’s fourth quarter forecasts. Moor Insights & Strategy Founder, CEO, and Chief Analyst Patrick Moorhead reacts to Wednesday’s results and the subsequent stock response. “It was a win,” Moorheadays s. “But the challenge…