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ASML 2024

29.986 Posts
Pagina: «« 1 ... 956 957 958 959 960 ... 1500 »» | Laatste | Omlaag ↓
  1. forum rang 4 Windmee 25 september 2024 16:17

    • Windmee

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    He opvallend, chippers doen op het moment wel erg goed, hoe kan dat nou? heb ik wat gemist?
  4. forum rang 6 Inion 25 september 2024 16:23

    • Inion

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    quote:

    voda schreef op 25 september 2024 16:22:

    Dit willen wij vaker zien!
    Ja.
  14. Verit 25 september 2024 16:58

    • Verit

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    quote:

    FBOD schreef op 25 september 2024 16:57:

    Nemen we de 730 hobbel vandaag?
    Zit er zeker in. Misschien nog een drop richting 17.30 en dan nog wat erbij in de USA?
  15. forum rang 8 Hopper58 25 september 2024 17:01

    • Hopper58

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    Nvidia investors just got a $1 trillion reason to be even more bullish
    Nvidia’s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year
    By
    Emily Bary

    Published: Sept. 25, 2024 at 10:44?a.m. ET

    Worried about Nvidia Corp.’s ability to sustain growth over the next few years? Perhaps there’s a new reason investors shouldn’t panic.

    Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.

    “This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,” Klein wrote.

    The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn’t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is “zero clarity around growth rates for [2026] on capex spend,” according to Klein.

    The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand “will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.”

    “If data center demand for current-generation GPUs doubled by 2026 — a reasonable assumption given current trajectory — suppliers of key components would need to increase their output by 30% or more in some cases,” the report continued.

    Klein also was encouraged by last week’s power-purchase agreement inked by Microsoft Corp. and Constellation Energy Corp.

    Asked Klein: “Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn’t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!”

    www.marketwatch.com/story/nvidia-inve...
  16. forum rang 6 Inion 25 september 2024 17:04

    • Inion

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    Typisch een geval van veel teveel denken door sommigen. AI is DE trend de komende jaren. Zoniet decades.
  18. Verit 25 september 2024 17:19

    • Verit

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    quote:

    Ruud132 schreef op 25 september 2024 17:13:

    Feest is weer voorbij, daling zet weer in.
    We naderen 17.30 u. :-)
  19. forum rang 10 voda 25 september 2024 17:20

    • voda

      Lid sinds: 02 dec 2005

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    quote:

    Verit schreef op 25 september 2024 17:19:

    [...]

    We naderen 17.30 u. :-)
    + 5 minuten. :-)
  21. forum rang 8 zjeeraar 25 september 2024 17:28

    • zjeeraar

      Lid sinds: 19 nov 2019

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    quote:

    swiss dutch schreef op 25 september 2024 16:31:

    Even afwachten, zakt weer vanaf 739 als een baksteen naar beneden.
    Maak je niet druk...ASML is uniek in zijn soort (!!).
29.986 Posts
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