NVIDIA’s Explosive Growth: Why the AI Leader’s Rally Isn’t Over Yet Hosted by Laycee KluinMay 23, 2024 ShareLink copied to clipboard. Play video for NVIDIA’s Explosive Growth: Why the AI Leader’s Rally Isn’t Over YetDetailsGuestsNVIDIA NASDAQ: NVDA produced another beat-and-raise quarter that says one thing: as much hype as there is about the AI industry, the market grossly underestimated the impact and importance of NVIDIA semiconductors. The company’s results are so above the consensus estimate they are mind-boggling without the fact that this is the 5th consecutive quarter for such results. Based on the results, quarterly achievements, and guidance, the next quarter will be just as good. The takeaway is that a revolution in data centers is underway, which centers on NVIDIA and its super-computing chips. The data center industry is growing at a double-digit CAGR and shifting from old chips to new accelerators, providing a dual-tailwind for the business.Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioNVDANVIDIA4.9394 of 5 stars$131.80-1.9%0.03%51.87 Add This Stock to My Watchlist Chris Markoch, GuestMarketBeat Contributor, MarketBeatChris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Laycee Kluin, HostDigital Marketing Strategist, MarketBeatAs MarketBeat's Digital Marketing Strategist, Laycee helps with the marketing side of tasks including developing email campaigns, running the promotion of the MarketBeat products and exploring social media opportunities. She felt called to the Marketing industry because she enjoys collaborating with people and making connections. The University of Sioux Falls alum majored in Media Studies with minors in Communications and Spanish. Laycee brings a background in Financial Services Marketing.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube More From MarketBeatJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | Sponsored15 Stocks Institutional Investors Are Selling NowHedge funds, endowments, and other institutional investors have been selling shares of these 15 stocks in the ...MarketBeatWarning: Prepare to Be Shocked by These PayoutsThere's a strategy out there paying up to 70% on tech stocks like Amazon, Tesla, and Microsoft—stocks that don...Investors Alley | Sponsored7 High-Growth Stocks Under $10 Many risk-tolerant investors love to find high-growth stocks trading under $10. They understand that this is...MarketBeatThe Prophet's Newest PredictionA storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when pu...Stansberry Research | Sponsored7 Defensive Stocks with Strong Growth Opportunities Investors hate uncertainty. And when the markets get volatile (as they frequently do), volatile price action...MarketBeat Listen to MarketBeat Other Platforms May 20, 2025Magnificent 7 Stocks Shift Toward Stability and Selective GrowthAfter a fast rebound from correction territory, the Magnificent 7 stocks are no longer being treated the same by investors. Watch VideoRelated Videos Featured Articles and OffersBroadcom Set to Surge as AI Diffusion Rule EndsMay 15, 2025View Broadcom Set to Surge as AI Diffusion Rule EndsTrump’s treachery From Porter & Company(Ad)View Trump’s treachery If the U.S.-China Trade Reset Holds, These 3 Stocks Could FlyMay 16, 2025View If the U.S.-China Trade Reset Holds, These 3 Stocks Could FlyUnitedHealth Insiders Double Down: Is UNH Stock a Value Play?May 19, 2025View UnitedHealth Insiders Double Down: Is UNH Stock a Value Play?How Does D-Wave Stack Up Against Quantum Competitors?May 20, 2025View How Does D-Wave Stack Up Against Quantum Competitors?Trump’s treachery From Porter & Company(Ad)View Trump’s treachery Search Headlines Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Hosted by Laycee KluinMay 23, 2024 ShareLink copied to clipboard. Play video for NVIDIA’s Explosive Growth: Why the AI Leader’s Rally Isn’t Over YetDetailsGuestsNVIDIA NASDAQ: NVDA produced another beat-and-raise quarter that says one thing: as much hype as there is about the AI industry, the market grossly underestimated the impact and importance of NVIDIA semiconductors. The company’s results are so above the consensus estimate they are mind-boggling without the fact that this is the 5th consecutive quarter for such results. Based on the results, quarterly achievements, and guidance, the next quarter will be just as good. The takeaway is that a revolution in data centers is underway, which centers on NVIDIA and its super-computing chips. The data center industry is growing at a double-digit CAGR and shifting from old chips to new accelerators, providing a dual-tailwind for the business.Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioNVDANVIDIA4.9394 of 5 stars$131.80-1.9%0.03%51.87 Add This Stock to My Watchlist Chris Markoch, GuestMarketBeat Contributor, MarketBeatChris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Laycee Kluin, HostDigital Marketing Strategist, MarketBeatAs MarketBeat's Digital Marketing Strategist, Laycee helps with the marketing side of tasks including developing email campaigns, running the promotion of the MarketBeat products and exploring social media opportunities. She felt called to the Marketing industry because she enjoys collaborating with people and making connections. The University of Sioux Falls alum majored in Media Studies with minors in Communications and Spanish. Laycee brings a background in Financial Services Marketing.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube More From MarketBeatJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | Sponsored15 Stocks Institutional Investors Are Selling NowHedge funds, endowments, and other institutional investors have been selling shares of these 15 stocks in the ...MarketBeatWarning: Prepare to Be Shocked by These PayoutsThere's a strategy out there paying up to 70% on tech stocks like Amazon, Tesla, and Microsoft—stocks that don...Investors Alley | Sponsored7 High-Growth Stocks Under $10 Many risk-tolerant investors love to find high-growth stocks trading under $10. They understand that this is...MarketBeatThe Prophet's Newest PredictionA storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when pu...Stansberry Research | Sponsored7 Defensive Stocks with Strong Growth Opportunities Investors hate uncertainty. And when the markets get volatile (as they frequently do), volatile price action...MarketBeat
