NVIDIA and AST SpaceMobile have been highlighted as Zacks Bull and Bear of the Day
View original at finance.yahoo.comNVIDIA and AST SpaceMobile have been highlighted as Zacks Bull and Bear of the Day For Immediate Release Chicago, IL – March 2, 2026 – Zacks Equity Research shares NVIDIA NVDA as the Bull of the Day and AST SpaceMobile ASTS as the Bear of the Day…
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Q1 FY2027 guidance of $78 billion topline does not presume any sales to China
80% confidenceI am raising my revenue estimate for NVIDIA this year to $375 billion
80% confidenceI am confident in their cash flow growth because of agentic AI
80% confidenceVera Rubin systems will be shipping in the second half
80% confidenceHyperscaler capex is now seen at $700 billion this year and will sustain for years to hit $3-4 trillion opportunity by 2030
80% confidenceNVIDIA's networking revenue acceleration to +263% is a strong signal for future data center demand
80% confidenceWhat Jensen has planned with Groq and new architectures for memory and storage will likely blow our minds and decimate the competition
80% confidenceHyperscalers/CSPs are 50% of revenue, the other 50% is very diverse and growing including model makers, enterprises, super-computing science research at universities, and sovereign nation-states
80% confidenceSix months from now the analyst sales forecast for NVIDIA would be over $325 billion
80% confidenceInference equals revenues. Agents are generating so many tokens, when coding agents generate thousands to hundreds of thousands of tokens running for minutes to hours
80% confidenceEnterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth
80% confidenceNVIDIA emerges as the superior buy compared to Broadcom, thanks to its dominant data center leadership, lower debt and attractive valuation
80% confidenceTokens per watt translates directly to the revenues of the CSPs. Every CSP understands CapEx translates to compute, compute with the right architecture translates to maximizing revenues
80% confidenceWithout CUDA, we wouldn't know what to do with inference. NVLink 72 has enabled us to deliver generationally 50 times more performance per watt, 35 times performance per dollar
80% confidenceOur single greatest lever is generational leaps in performance
80% confidence