DiscoverGold
2時間前
$NVDA While a symmetrical triangle is a neutral pattern, when it occurs in a strong uptrend like this, its bullish until proven guilty
By: TrendSpider | October 5, 2024
• While a symmetrical triangle is a neutral pattern, when it occurs in a strong uptrend like this, its bullish until proven guilty.
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Dallas-Cowboys
4時間前
Nvidia talks Enterprise AI and then Industrial AI , these guys reach everywhere.
NVIDIA Collaboration
Hitachi Rail’s strategic collaboration with NVIDIA means HMAX digital services will now be accelerated by the NVIDIA IGX™ industrial-grade, edge AI platform, delivering robust edge AI computing on trains and assets across the railway ecosystem.
Acceleration of solution development via
NVIDIA’s AI frameworks
NVIDIA and Hitachi Digital’s software engineering experts
This combined expertise, along with that of Hitachi Digital’s AI COE and software engineering, is set to empower our customer base across 51 countries globally through faster, more powerful AI capabilities from edge to cloud.
NVIDIA + Hitachi Rail catenary and pantograph monitoring use case:
By using the?industrial-grade?NVIDIA IGX platform with?NVIDIA Holoscan for real-time sensor processing, the massive volumes of video data from train fitted Pantograph Cameras (pan cams) can be processed and managed at the edge (on the trains or infrastructure) in real?-time, with only relevant information sent back to the operational control centres.
Prior to the deployment of these AI enhancements, Pan Cam systems could take up to ten days to process all the data that the train collected in a single day.
With the new solution, the AI systems can?process the information in real-time, providing valued, timely insights about overhead line conditions.
Oleblue
14時間前
A delightful angelic little boy was waiting for his mother outside the ladies room of the gas station.
As he stood there, he was approached by a man who asked,
"Sonny, can you tell me where the Post Office is?"
The little boy replied, "Sure! Just go straight down this street two blocks and turn to your right. It's on the left."
The man thanked the boy kindly, complimented him on how bright he was and said, "I'm the new pastor in town. If you and your mommy come to church on Sunday,
I'll show you how to get to Heaven."
The little boy replied with a chuckle; "You're shitting me, right?
You can't even find the Post Office."
Dallas-Cowboys
1日前
Good for Nvidia
Data center finance leases
Buried within the footnote of its quarterly and annual reports, Microsoft lists the number of finance leases, mostly for data centers, that have yet to commence. The details include the amount of money it has contracted out for leases that it has not yet begun to use.
At the end of June, these finance leases that have yet to begin stood at a staggering $108.4 billion. To put that in context, Microsoft had total finance lease liabilities of $27.1 billion at the end of its fiscal 2024 (which ended in June), and its finance leases yet to be commenced at the end of fiscal year 2023 were $34.4 billion. So the amount of finance leases it has contracted out that have yet to begin has more than tripled in the past year.
These leases are expected to begin between fiscal years 2025 and 2030. They will have terms ranging from one year to 20 years.
So what does all this mean? Well, finance leases are typically long-term agreements by which the owner of an asset gives control of it to another party in exchange for payments. Usually at the end of the lease, the lessee (the party making payments) has the option to buy the asset for a nominal amount.
Microsoft has made it clear that these leases are for data centers, which means it has contracts in place to spend a whole lot of money on data centers in the coming years. Now some of this could be through partnerships with Oracle and CoreWeave, but this still leaves a lot of new data center space set to be added.
tw0122
2日前
The United States Justice Department and the Securities and Exchange Commission told the Supreme Court that an Nvidia investor class-action lawsuit alleging the tech company misrepresented its sales to crypto miners should be greenlit.
Nvidia and the investor group have been in a legal battle since 2018, which has now reached the top US court.
In an Oct. 2 amicus brief, US Solicitor General Elizabeth Prelogar and SEC senior lawyer Theodore Weiman argued that the suit had “sufficient details” to survive a district court dismissal, adding that the Supreme Court should greenlight its revival by an appeals court.
The two agencies said they have a “strong interest” in the case because it concerns laws designed to limit frivolous securities-related lawsuits.
“Meritorious private actions are an essential supplement to criminal prosecutions and civil enforcement actions” by the DOJ and SEC, the brief added.
Highlighted excerpt of the DOJ and SEC brief outlining their interest in backing the Nvidia investors. Source: The Supreme Court of the United States
The investor group tried to sue Nvidia in 2018, alleging it hid over $1 billion in GPU sales made to crypto miners. It claimed the chipmaker’s CEO, Jensen Huang, downplayed Nvidia’s sales to the industry.
The group alleged Nvidia’s sales were propped up by miners, which they argue was apparent when the firm’s sales collapsed alongside the crypto market in 2018.
The case was dismissed, but the group appealed the decision, which led to the Ninth Circuit appeals court reviving it last August. Nvidia then petitioned the Supreme Court to reverse it.
Nvidia claimed the suit relied on an expert opinion that fabricated information about its business and income, but the DOJ and SEC have rebutted, saying it “is not what occurred here.”
The agencies also acknowledged the investors’ rebuttal of Nvidia’s claims, which was said to have evidence relating to accounts from ex-Nvidia executives and a Bank of Canada report claiming the firm understated its crypto revenue by $1.35 billion.
Nvidia declined to comment on the DOJ and SEC brief.
In a separate amicus brief filed the same day, 12 former SEC officials backed the investors, saying “private enforcement of the federal securities laws is vital to the integrity of US capital markets.”
They attacked Nvidia’s arguments, which they claimed would create rules “requiring plaintiffs to possess internal company documents and databases before discovery and to preclude the use of experts at the pleading stage.”
They added: “Neither is supported by the law or good policy.”
Six additional amicus briefs supporting the investor group were filed on Oct. 2. They were from quantitative experts, legal professors, institutional investors, the American Association for Justice and the Anti-Fraud Coalition.
DiscoverGold
3日前
Options Traders Continue to Target Nvidia (NVDA) Stock
By: Schaeffer's Investment Research | October 3, 2024
• NVDA saw the most options activity out of all equities in the last two weeks
• The stock is up over 150% since the start of 2024
Chipmaker Nvidia Corp (NASDAQ:NVDA) is a staple on Senior Quantitative Analyst Rocky White's list of stocks that attracted the most options volume over the last two weeks. Once again, the semiconductor giant took the top spot on White's list.
Nvidia stock saw 33,749,250 calls and 20,076,334 puts traded in the last 10 sessions. The weekly 9/27 125-strike call was the most active contract by far over this timeframe, followed by the 120-strike call in the same series.
Nvidia stock was last seen 2.8% higher to trade at $122.13, getting a boost after CEO Jensen Huan called demand for its Blackwell chips "insane." The security hit a June 20, all-time high of $140.76, with its 160-day moving average keeping the pullback from that peak in check. NVDA is also looking to reconquer its 80-day trendline, which has acted as both support and resistance in the last few months. For 2024, shares boast a 154% lead.
The stock's 10-day call/put volume ratio of 1.90 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) ranks higher than 96% of readings from the past 12 months. What's more, its 50-day call/put volume ratio of 1.56 at the ISE, CBOE, and PHLX sits in the 85th percentile of annual readings as well, indicating a big call bias.
Traders looking to join in on the action can do so for a bargain. This is per Nvidia stock's Schaeffer's Volatility Index (SVI) of 47% that sits higher than just 12% of readings from the last 12 months. This suggests options players are pricing in lower-than-expected volatility right now.
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