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NVIDIA maintains a Buy rating from UBS with a $185 price target, despite concerns over its DeepSeek technology. Analysts project Blackwell revenue to reach $9 billion in January, while the data center segment is expected to contribute about $38 billion to overall revenue of $42 billion. Meanwhile, DeepSeek's recent changes, including a new registration process limited to mainland China mobile numbers, follow a service outage linked to its growing popularity.
UBS has reiterated its Buy rating for NVIDIA, maintaining a price target of $185, despite concerns over supply chain issues and competition from AI startup DeepSeek. Analysts expect strong financial results for NVIDIA, forecasting fourth-quarter revenue of about $42 billion, driven largely by the data center segment. Improvements in hardware supply and production rates are anticipated, with Blackwell chipset sales projected to reach $9 billion in January.
Amphenol Corporation has received a buy rating from UBS. The company specializes in designing, manufacturing, and marketing connectors, interconnect systems, and cabling products, with net sales distributed across the United States (35.1%), China (23%), and other regions (41.9%).
Amphenol Corporation focuses on designing, manufacturing, and marketing connectors, interconnection systems, and cabling products. Its sales are distributed geographically, with 35.1% from the United States, 23% from China, and 41.9% from other regions. UBS maintains a positive outlook on the company.
Amphenol Corporation, a leader in connectors, interconnect systems, and cabling products, has received a Buy rating from UBS. The company's net sales are distributed geographically, with 35.1% from the United States, 23% from China, and 41.9% from other regions.
Amphenol Corporation, rated as a Buy by UBS, specializes in designing, manufacturing, and marketing connectors, interconnection systems, and wiring products. The company's net sales are distributed geographically, with 35.1% from the United States, 23% from China, and 41.9% from other regions.
Amphenol reported quarterly revenue of $4.04 billion, exceeding expectations of $3.81 billion, with a year-over-year increase of 26.3%. The company announced a quarterly dividend of $0.165 per share, payable on January 8th, and insiders sold significant shares recently, totaling over $128 million. Analysts maintain a "Moderate Buy" rating, with price targets ranging from $63 to $82.
Nvidia's CEO Jensen Huang announced that the company will exceed its previous estimates for Blackwell chip sales, driven by strong demand from major clients like Microsoft and OpenAI. Despite facing supply constraints, Nvidia expects to ship more Blackwell chips each quarter, with revenue projections rising significantly. The company anticipates that Blackwell sales will eventually surpass those of its previous generation Hopper chips, marking a pivotal moment in the AI revolution.
Cramer highlighted Amphenol as a "terrific stock," while expressing skepticism about Freeport-McMoRan and its copper stocks, stating he doesn"t want to own them. He also questioned the profitability of TransMedics, and while he likes Devon Energy, he believes Coterra is superior.
Amphenol Corp. is set to issue investment-grade bonds to finance its acquisition of CommScope Holding Co.'s outdoor wireless networks and distributed antenna systems. The bond offering will consist of three parts, with the 30-year bond potentially yielding about 1.25 percentage points above comparable Treasuries.
Amphenol Corporation
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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