Nvidia, Super Micro Computer, Uber: Trendticker

00:00 Speaker A

Now time for some of today's trend kickers. We observe Nvidia, Super Micro Computer and Uber. First let's speak in the video. CEO Jensen Huang says that the market for AI chips in China could reach 50 billion US dollars here in the next few years. This week, Huang spoke at the conference of Milken Institutes about why it is important not to limit the flow of AI chips like China. It would help bring tax money back to the USA and create jobs. Nvidia shares here during today's session. They see them by about 1/10 percent, i.e. some fractional profits here. His exact words were ultimately China, well, the Chinese market in a few years is probably about $ 50 billion. The market that we left behind is extremely gigantic and compared it to Boeing. Um, Boeing, I think I recently checked your market evaluation somewhere about $ 140 billion. But you get the picture.

01:48 Speaker B

Yes. Yes, no, definitely. And it is interesting to see Nvidia directly above the flat line, especially in view of the fact that we are so far a day a day. It is curious to recognize why it is not a boost, especially outside of AMD's income, which indicates this. Yes. Well, it was a bit of a wild journey for AMD that we will talk about, but they indicate that the requested strength would be a positive catalyst for Nvidia when they said that AMD naturally warns of tariff problems. Of course, this is also a problem for Nvidia. And they could see that the price campaign takes place here. These shares for 113 US dollars are currently. Next, the Super micro computer lowers the prospects for economic uncertainty and none other than tariffs that are delayed on customer orders. The server manufacturer reports the results of the third quarter in the third quarter, which apply under the expectations of the analysts, but we have preliminary results that the company published last week. Super Micro also gives disappointing guidelines for the ongoing fourth quarter. You can drop these shares by 6%, which is really interesting due to what I just said. They gave the audience a preview of the show. You said last week. It will be difficult, boys. And yet it was not necessarily evaluated, at least up to the degree of weakness, which they signaled here when this overall overview was performed.

03:57 Speaker A

Yes. And a kind of mixed reception of what we see, at least in some of the analysts that cover this name. Uh, you have a certain initiation of Needham's reporting. They recorded their cover again. Elsewhere on the street, you have reduced Rosenblatt's price target and your price target was essentially adapted to 50 US dollars. So that's only $ 55. So it is still Net Bullish on it, just a kind of conversion and, as you know, sensitive with exactly what was presented and how the rest of the street also perceives part of the cut on this overall year outlook.

04:58 Speaker B

Absolutely.

05:00 Speaker A

Let's talk about driving here too. Uber misses sales expectations in the first quarter and the gross boosting booking in the first quarter when the growth of the rescue share slows down. Sales still increased by 14% over the course of the year and the shares were particularly involved. They have dropped by about 2.9%. Before the market here while waiting for the trade to start. Of course, the CEO Dara Kosrowshahi offers a little more context and color about how it looks at it. This quarter is supported by the consistent growth and strength of your core business. Uh, they continue to build into the future. He also reminds five new autonomous vehicle announcements only last week. Um, as well as $ 2 billion quarterly free cash flow with several levers in their control to achieve industry-leading cash flow growth. That comes from the CFO.

06:15 Speaker B

Yes, it is interesting that the growth of the expected sales growth here seems to be the sticking point here, as Uber had a loss in her quarterly report a year ago a year ago. Your net income around 1.78 billion US dollars or 83 cents per share for the first quarter here. This is after a net loss of 654 million US dollars in the previous year. So certainly see this recovery. You can see that the price campaign on your screen takes place here over the past year. It is interesting for me that we are constantly talking about whether we are in an economic slowdown phase and have not seen any major signs of this in Uber's report, and also with regard to the analyst comment about how to see a strong demand from consumers for this name. You can scan the QR code to track the best and worst stocks with Yahoo Finances Trending -Tickers.