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F2Q Review: Modernization of Data Center Compute Stack Continues

NVDA F2Q results and F3Q guidance beat expectations, driven by continued strength in datacenter compute platforms and networking for accelerated compute and AI clusters. Management
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Raising estimates despite FX headwinds

Following strong all round Q2 results announced earlier in August, we raiseour FY24 estimates by 4% at the net revenue level and 7-9% at the EBIT,
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Invidious-Global Daily

Headlines today are of disappointing earnings at NVIDIA. Yet somehow world markets --and the world economy aside from one firm, in one sector, in one country-- managed to survive, and we
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Power demand is inflecting: 1-1.5% up since the start of the year

Earlier this year (here), we noted that Europe could soon experience an inflection inpower demand (datacenters, electrification). We now point out something that the
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THE UNITED STATES ECONOMIC MONITOR

We look for little change in in initial jobless claims today, and a run of lower numbers this fall…
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THE EUROZONE ECONOMIC MONITOR

Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...
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Clarity on Blackwell and Strong Data Center Demand Met with Margin Re-Set; FY2Q EPS Recap

While we expect Nvidia’s FY4Q (January) implied gross marginoutlook in the low-70% range coupled with the company’s growing
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Nomura Quant Insights

Volatility likely to stay high even with the Jackson Hole conference over nowUS Fed Chair Jerome Powell's comments at the Jackson Hole symposium drew attention
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Capital Market Outlook

Macro Strategy—Taking Stock of the Four Horsemen of U.S. Public Sector Finances:The Four Horsemen of U.S. public sector financing are Demographics, Defense,
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S&P 500 Dividend WeeklyFor the Week Ended 27-Aug-2024

Breakdown of 2024 Estimated $PX Dividends: Out of 75.0 points ofdividends expected for FY24 by consensus estimates, ~66% (49.8ip) havealready gone ex (realized) to date, another 9% (6,7ip) have been announced butnot yet gone ex-dividend, and
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