Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

In today's video, I discuss Nvidia (NVDA -3.83%) and its revenue recognition. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of April 25, 2025. The video was published on April 27, 2025. ...

美股科技股走低，英伟达跌4%，特斯拉跌3%，亚马逊跌1.6%，苹果跌0.6%。 ...

美股科技股走低，英伟达(NVDA.O)跌4%，特斯拉(TSLA.O)跌3%，亚马逊(AMZN.O)跌1.6%，苹果 (AAPL.O)跌0.6%。 ...

美股盘初，纳指涨0.05%，标普500指数涨0.12%，道指涨0.21%。特斯拉涨1.1%，IBM Corp涨0.65%， 公司计划未来五年内在美国投资1500亿美元；英伟达跌0.85%。纳斯达克中国金龙指数跌0.26%。 ...

⑥ 【伯恩斯坦上调波音股票评级，目标价上调至218美元】当地时间4月28日，伯恩斯坦分析师Douglas Harned将波音股票评级上调至"跑赢大盘"，并将目标价从之前的181美元上调至218美元。分析师预计波 音今年的收入将增长26%。截至发稿，波音上涨0.84%。 ⑦ 【耐克因关闭NFT业务而被起诉】近日，据外媒报道，耐克主题非同质化代币（NFT）的购买者起 诉了耐克。他们表示，耐克突然关闭NFT业务，给他们带来了重大损失。耐克于2021年12月收购了NFT 公司RTFKT，并称将利用"尖端创新来推出融合文化和游戏的下一代收藏品"。2024年12月耐克关闭了此 项业务。截至发稿，耐克下跌0.38%。 ⑧ 【空中客车与Spirit AeroSystems签署4.39亿美元资产收购协议】 4月28日，空中客车集团和飞机制造 商Spirit AeroSystems表示，双方已签署最终协议，空中客车将收购Spirit在欧洲和美国的一系列商用飞 机资产。空中客车将接管与其飞机生产相关的美国、法国、摩洛哥和北爱尔兰等地的特定资产。截至发 稿，Spirit AeroSystems上涨3.15%。 每经记者 岳楚鹏 每经 ...

Investment Rating - The report assigns an "Overweight" rating to NVIDIA Corp. with a price target of $160.00, reflecting a strong outlook for the company in the semiconductor industry [5][29]. Core Insights - The demand for inference chips is surging, driven by the growth in AI applications, despite supply constraints limiting immediate availability [2][8]. - The report emphasizes that the current phase is not one of digestion but rather a robust demand environment for AI-related hardware, particularly GPUs [8][26]. - NVIDIA's revenue estimates for CY26 have been raised by 10.7%, with EPS estimates increased by 11.9%, indicating strong growth potential [25][28]. Summary by Sections Market Overview - Investor sentiment has worsened due to macroeconomic and supply chain risks, yet core demand for GPUs has increased significantly amid a shortage of inference chips [2][3]. - The report highlights a notable increase in tokens generated, straining the ecosystem and driving investment in AI workloads [3]. Company Performance - NVIDIA's Data Center business is expected to be a major growth driver over the next five years, fueled by enthusiasm for generative AI [32]. - The company has seen a rapid ramp-up in revenue, with projections indicating over $30 billion in the current quarter, a historic achievement for a single semiconductor product [19][20]. Financial Estimates - For FY26, total revenue is projected at $190 billion, with a significant portion coming from the Data Center segment [27][40]. - The report anticipates gross margins to improve starting in July, supported by a decline in H20 shipments and ongoing growth in AI demand [21][25]. Competitive Landscape - The report notes that NVIDIA's competitive position is strengthened by broader availability of its Blackwell architecture later in 2025, which is expected to enhance system sales [32]. - Despite concerns regarding supply chain issues, the report suggests that improvements are being made, and demand remains strong across various geographies [18][26]. Risk and Reward - The report indicates a favorable risk-reward scenario for NVIDIA, with a premium valuation compared to peers, reflecting confidence in upward revisions to estimates [29][37]. - The consensus rating distribution shows a strong preference for "Overweight" ratings, indicating positive sentiment among analysts [34].

Group 1 - The article discusses the potential for investing in undervalued stocks that are mispriced by the market as of the end of April [1] - It suggests that investors may benefit from joining a platform that provides insights on these investment opportunities [1] Group 2 - There are no specific companies or stocks mentioned in the article, and it emphasizes the importance of conducting personal research before making investment decisions [2][3][4]

Group 1 - Huawei Technologies is preparing to test its latest and most powerful artificial intelligence processor, aiming to compete with high-end products from Nvidia [1] - The advancement of Huawei highlights the resilience of China's semiconductor industry despite U.S. efforts to hinder it, including restrictions on access to Western chip-making equipment [1]