Nvidia, Super Micro Computer, Sony: Trendticker

00:00 Speaker A

First extended chip share climbing, Nvidia his rally after announcing a contract for the sale of chips to Saudi Arabia. Super Micro computer is higher after entering a partnership with Data Vault, a data center operator based in Saudi Arabia. You take a look at the stocks of these two tickers here. Uh, they move a higher in front. Super micro jump, jump like Destiny's child, would currently say by about 20%. And of course this wave of shops still adds a question to the table of the Testament chips in Saudi Arabia? Will you find your way to other countries? This was one of the greater risks that was concerned, especially in view of the type of international chip puss as a national security threat. Apart from that, you think about some of the possibilities that Nvidia is looking for in other countries if she continues to give you a roadblock to sell it to the Asian-Pacific region, especially in China, and where you may also be able to flow into your business. Saudi Arabia is of course the du Jour for all these business this week.

02:14 Speaker B

Right. Yes. Security, security, I think is the topic from all these conversations in the Middle East, right? With all the following money and the following the large offers. And we continue to talk about the comment of the Bank of America this morning and give this an opportunity for several billion dollars for these chip companies. Um and Bank of America talk about sovereign AI. This is a kind of keyword name for these around countries that invest in their own type of state AI and data center. And BVA says this that the sovereign AI complements Commercial Cloud investments with the focus on training and conclusions from LLMS in local culture, language and needs. And Jensen Huang, CEO of Nvidia, has spoken a lot about sovereign AI in the past and worked with these countries on this stuff.

04:22 Speaker A

Absolutely.

04:24 Speaker B

Yes. Next, the warning of Sony before a profit of 680 million US dollars this year was for profits due to President Trump's tariffs. The company also announced a share buyback of $ 1.7 billion and announced details of its financial unit here in part. Um, the company's forecast is not necessarily not necessarily the investors here. Um, but the company pushes this repurchase and also has a forecast for the sales of PlayStation 5s, um, or hopes to sell, 15 million at the end of March 2026, but that is a decline in 18 and a half million units that sold it in the last financial year.

05:45 Speaker A

What is interesting. I mean, they also increase in several important regions here in some international markets, Australia, New Zealand, Europe. UH and still quotes a challenging economic environment, including high inflation, fluctuating exchange rates. The PS5 prices are still on the rise here in these strategic markets. One of the other things that I somehow noticed here to look at half a percent decline in the previous year against the previous year last year in this last publication for Sony in the previous year. And then we talked about some of the other categories about how difficult it is, or at least the President's attention, how difficult the media and especially in some box office and cash register production, how difficult this environment is here with this larger department for Sony. Um, we take a look at some sales within UH ​​images, which are at least in sales at 1.493. And I think that you are all in a massive investment phase for some of these film pictures in a massive investment phase, and we will be interesting, which Sony continues to say at this front.