NewsNewsDetails
Seaport Warning: NVIDIA Faces $250 Billion in Balance Sheet Pressure
Coinpedia
2h ago
Ai Focus
Seaport Research Partners's Jay Goldberg maintains a 'sell' rating for NVIDIA, with a target price of $180, which is about 15% lower than NVIDIA's closing price of $212 on Thursday. He believes that NVIDIA will still record record sales in the short term, but faces increasing competition, and points out that its substantial financing arrangements are a response to this pressure.
Helpful
No.Help

Jay Goldberg maintains a “sell” rating on NVIDIA, with a target price of $180, which is about 15% lower than the closing price of $212 on Thursday, according to a report by Barron.

On Thursday, NVIDIA's stock price fell by 4.4% due to renewed concerns about market spending on artificial intelligence; subsequently, the stock rose by 1.3% in pre-market trading on Friday.

Goldberg indicates that NVIDIA should continue to record record-breaking sales in the short term, but it faces increasing competition. He believes that the company's heavy use of financing transactions is a response to this pressure.

Seaport indicates that the planned capacity for data centers next year is about 55 gigawatts, but limitations in labor force, turbines, and the power grid may limit the actual construction scale to around 30 gigawatts.

Goldberg also pointed out that NVIDIA has supply chain commitments amounting to approximately $250 billion, as well as a financing plan of $500 billion, which could ultimately grow to $1 trillion in scale.

Tip
$0
Like
0
Save
0
Views 29
CoinMeta reminds readers to view blockchain rationally, stay aware of risks, and beware of virtual token issuance and speculation. All content on this site represents market information or related viewpoints only and does not constitute any form of investment advice. If you find sensitive content, please click“Report”，and we will handle it promptly。
Submit
Comment 0
Hot
Latest
No comments yet. Be the first!
Related
CLARITY With the legislation stalled, can Congress pass encryption tax rules first?
After the Senate failed to advance the CLARITY bill in September, a group of Republican senators proposed the ADAPT bill on October 22, aiming to establish tax arrangements for stablecoin payments that meet certain criteria, network fees of $10 and below, and rules regarding wash trading. The House tax bill has already been passed by its committee, but both still need to go through their respective legislative processes, and the progress of tax legislation does not mean that the market structure framework has been implemented.
crypto.news
·2026-10-23 21:36:20
6
The University of Texas Athletic Department and McCombs School of Business launch Bevo Lab, focusing on sports, AI and data analysis
The University of Texas Athletic Department and McCombs School of Business announce the launch of Bevo Lab, in collaboration with Dell Technologies, Google Cloud, and SHI International, to create a platform focused on sports intelligence, data analysis, research, and talent development. This laboratory will focus on the integration of sports data, prediction AI models, and student practical training.
PR Newswire
·2026-10-23 21:26:03
15
Market Review
This week, the US dollar has been generally weak, with gold declining and crude oil strengthening. The US stock market has re-priced around the capital return rate of AI. News regarding companies such as Meta, SpaceX, Tesla, NVIDIA, and Anthropic has become focal points in the market. At the same time, political risks in France, the situation between Russia and Ukraine and in the Middle East, fluctuations in the South Korean stock market, and global cybersecurity vulnerabilities have also drawn attention.
金十数据
·2026-10-23 21:25:57
14
This Week's Bull Stocks in the US Market | Akafi Up More than 16% This Week, EPS Exceeds Expectations and Raises Full-Year Profit Margin Guidance; Zscaler Rises Nearly 15%, PHP Vulnerabilities Drive Up Demand for Cybersecurity; Thomson Reuters Up More than 13%, Launches Tax and Audit AI Solutions with Justifiable Basis
This week, the Dow Jones index rose by 1.66% cumulatively, the S&P 500 index remainedほぼ unchanged, and the Nasdaq Composite Index fell slightly. Ecolab strengthened due to EPS exceeding expectations, AI driving productivity improvements, and upward revisions to annual profit margin guidance; Zscaler was boosted by increased demand for cybersecurity triggered by a vulnerability in PHP and support for NVIDIA OpenShell architecture news; Thomson Reuters rose due to the launch of a new generation of tax, auditing, and accounting AI solutions.
The Block
·2026-10-23 21:15:58
17
Infosys calls differentiated AI strategy to drive a 29% month-on-month increase in AI revenue
Infosys Announces Second Quarter Results for Fiscal Year 2026 as of September 30: Revenue of $5.145 Billion, Up 1.5% Year-on-Year and 1.2% Quarter-on-Quarter at Fixed Exchange Rates; Operating Margin at 21.0%. The company stated that the total contract value of large orders reached $5.2 billion, of which 62% was new business. At the same time, it lowered its revenue growth guidance for fiscal year 2027 to 1% to 2%, while maintaining its profit margin guidance between 20% and 22%.
PR Newswire
·2026-10-23 21:15:56
17
View More
Latest from Author
Refresh
arrow
Mercedes-Benz and NVIDIA Expand Strategic Partnership on Next-Generation Automated Driving
Mercedes-Benz and NVIDIA Expand Strategic Partnership on Next-Generation Automated Driving
2h ago   28peopleViews
NVIDIA Announces Isaac Robotics Platform Updates and New Product Launches
NVIDIA Announces Isaac Robotics Platform Updates and New Product Launches
2h ago   22peopleViews
NVIDIA and Supply Chain Partners Cooperate on Capacity Expansion for AI Infrastructure
NVIDIA and Supply Chain Partners Cooperate on Capacity Expansion for AI Infrastructure
2h ago   26peopleViews
Recommended