[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-nvidia-is-sold-out-jensen-cant-give-you-chips-for-2028-says-palo-alto-ceo-IT":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":184,"relatedPosts":192,"suggestedPosts":268},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":175,"relatedPosts":181,"seo":182},145716,"Nvidia è Esaurita: Jensen \"Non Può Darvi Chip per il 2028\", Dice il CEO di Palo Alto","2026-10-26T18:16:52","\u003Cp>E il titolo è valutato come se la festa stesse quasi per finire\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">Punti Chiave\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Il CEO di Palo Alto Networks, Nikesh Arora, afferma che NVIDIA non può fornire chip per il 2028, mentre Microsoft, Alphabet e Amazon comunicheranno i loro piani di spesa in conto capitale la prossima settimana.\u003C\u002Fli>\n\n\n\n\u003Cli>La crescita di NVIDIA fino al 2028 sembra limitata dal numero di chip che può produrre, quindi le stime di ricavo di Wall Street appaiono conservative.\u003C\u002Fli>\n\n\n\n\u003Cli>Gli analisti si aspettano che i ricavi aumentino del 68% nell'anno che termina a gennaio 2028. Ciò è in linea con le previsioni del management, che afferma di essere limitato dall'offerta.\u003C\u002Fli>\n\n\n\n\u003Cli>NVIDIA scambia a 17 volte gli utili futuri, il suo multiplo più basso in tre anni.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il critico dell'IA Ed Zitron pensa che \u003Cstrong>NVIDIA (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong> stia vendendo una carenza che si è inventata.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"Non c'è scarsità se non quella creata da Jensen Huang,\" ha detto Zitron, CEO dell'agenzia di pubbliche relazioni EZPR, a \u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Ftechnology\u002Farticle\u002Fai-bear-slams-nvidias-gpu-pitch-theres-not-scarcity-other-than-that-which-is-created-by-jensen-huang-171507476.html\">Yahoo Finance's The 8:30\u003C\u002Fa> venerdì. L'ha definita \"channel stuffing\": spingere i clienti ad acquistare ora, prima che i chip finiscano.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Poi un grande acquirente di potenza di calcolo per l'IA ha descritto come appare realmente il mercato.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Nel \u003Ca href=\"https:\u002F\u002Fallinchamathjason.libsyn.com\u002Fai-cyber-panic-ken-griffins-bubble-warning-the-fall-of-france\">podcast All-In di questa settimana\u003C\u002Fa>, il CEO di \u003Cstrong>Palo Alto Networks (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=25460099&tid=208663871\">PANW\u003C\u002Fa>)\u003C\u002Fstrong> Nikesh Arora ha detto che costruire i propri data center per l'IA sarebbe \"una specie di minaccia vuota\". Parte del motivo:\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"se parli con Jensen, non può darti chip per il 2028.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il channel stuffing di solito appare un po' diverso.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">E arriva pochi giorni prima che \u003Cstrong>Microsoft (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21835&tid=2630413\">MSFT\u003C\u002Fa>)\u003C\u002Fstrong>, \u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong> e \u003Cstrong>Amazon (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=18749&tid=2588568\">AMZN\u003C\u002Fa>)\u003C\u002Fstrong> comunichino la spesa in conto capitale che si trasforma in ricavi per NVIDIA. (Il management ha detto a febbraio che i cinque maggiori provider cloud costituiscono poco più della metà delle sue vendite ai data center.)\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR monitora 62 analisti su Nvidia. Quanti dicono \"Compra\"?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Vedi la ripartizione completa dei rating Compra, Mantieni e Vendi su Nvidia, insieme alle stime di ricavi e utili di Wall Street, tutto in un unico posto. Più di 500.000 investitori usano TIKR per ricercare azioni come questa. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Vedi i Rating degli Analisti su Nvidia\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-sold-out-from-top-to-bottom\" class=\"wp-block-heading\">Esaurito da cima a fondo\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palo Alto non è l'unica in attesa. Jim Keller, CEO di Tenstorrent che vende chip AI rivali, ha detto alla giornalista di Bloomberg Liana Baker che se vuoi acquistare prodotti NVIDIA per 10 milioni di dollari, \"forse non riceverai nemmeno una chiamata\", come lei ha raccontato nel \u003Ca href=\"https:\u002F\u002Fomny.fm\u002Fshows\u002Fbloomberg-tech\u002Fnscale-s-30b-ipo-ambition-meets-investor-pushback\">podcast Bloomberg Tech\u003C\u002Fa>.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Keller ha le sue ragioni per dirlo. Ma un'azienda che fa channel stuffing di solito non lascia ordini da 10 milioni di dollari in sospeso.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Dan Ives di Wedbush ha quantificato la situazione su \u003Ca href=\"https:\u002F\u002Fomny.fm\u002Fshows\u002Fbloomberg-surveillance\u002Fbloomberg-surveillance-tv-october-23rd-2026\">Bloomberg Surveillance\u003C\u002Fa>: \"oggi il rapporto domanda-offerta è di 13 a 1.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">E i prezzi stanno salendo. Affittare un H100 costa il 45% in più rispetto a dicembre, secondo \u003Ca href=\"https:\u002F\u002Fx.com\u002Fsocialcapital\u002Fstatus\u002F2114070426137894967\">Social Capital\u003C\u002Fa>, nonostante il chip sia stato messo in vendita nel 2022 e da allora siano uscite due nuove generazioni.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">È il mercato dell'usato del 2021 di nuovo: quando non riesci a trovarne uno nuovo, quelli vecchi aumentano di valore.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-wall-street-s-estimates-look-conservative\" class=\"wp-block-heading\">Le stime di Wall Street appaiono conservative\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Questo cambia il modo di leggere le stime di ricavo degli analisti.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793026163\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029.png?_i=AA\" alt=\"Grafico a barre da TIKR dei ricavi di Nvidia, effettivi e stime di consenso, miliardi di dollari, anni fiscali 2024–2029 (anni a gennaio).\" class=\"wp-post-145716 wp-image-145711\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793026163\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793026163\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026163\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793026163\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793026163\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793026163\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029\u002F2026-10-25_icb567cbef9_NVDA_revenue_estimates_2024-2029.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nvidia (NVDA): ricavi, effettivi e stime di consenso, miliardi di dollari, anni fiscali 2024–2029 (anni a gennaio) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Gli analisti si aspettano che i ricavi salgano da 215,9 miliardi di dollari nell'anno terminato a gennaio 2026 a 692 miliardi di dollari nell'anno che termina a gennaio 2028, con un aumento del 68% rispetto all'anno precedente. Ciò è perfettamente in linea con le previsioni del management di una crescita di circa il 70% per quell'anno. Nella conference call sugli utili di agosto, il management di NVIDIA ha detto che quella cifra è limitata dall'offerta e che le previsioni dei clienti puntano più in alto.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Dopodiché, gli analisti si aspettano che la crescita rallenti a circa il 30% nell'anno che termina a gennaio 2029, che copre quasi tutto il calendario 2028. Se NVIDIA già non può promettere chip per il 2028, quel rallentamento dipende da quanti chip può produrre.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">I margini indicano la stessa direzione.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793026160\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026.png?_i=AA\" alt=\"Grafico a linee da TIKR del margine lordo di Nvidia (%), anni fiscali 2022–2026 (anni a gennaio).\" class=\"wp-post-145716 wp-image-145713\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793026160\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793026160\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026160\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793026160\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793026160\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793026160\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026\u002F2026-10-25_icb567cbef9_NVDA_gross_margin_2022-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nvidia (NVDA): margine lordo (%), anni fiscali 2022–2026 (anni a gennaio) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il margine lordo è sceso al 71,1% nell'anno terminato a gennaio 2026, dal 75,0% dell'anno precedente, in parte a causa di una svalutazione di 4,5 miliardi di dollari sui suoi chip H20 per la Cina. È tornato al 75,0% nel trimestre terminato a luglio 2026. Il management si aspetta un calo al 71%-72% nel trimestre di gennaio 2027 man mano che i costi della memoria salgono. Sta rispondendo con aumenti di prezzo che entreranno in vigore all'inizio del 2027.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Aumentare i prezzi mentre i costi salgono è ciò che fa un venditore che ha una lista d'attesa.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-watch-who-s-paying\" class=\"wp-block-heading\">Osserva chi paga\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Gli ordini sono validi solo quanto i soldi che li sostengono. Cinque clienti diretti detenevano il 70% dei crediti di NVIDIA alla fine di luglio. E il management si aspetta che i laboratori di IA che sostiene con il proprio bilancio costituiscanno circa un quarto del business del prossimo anno. Se i finanziatori voltano le spalle ai neocloud, alcuni di quegli ordini per il 2028 potrebbero trasformarsi in cancellazioni.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-priced-like-the-boom-is-ending\" class=\"wp-block-heading\">Valutata come se il boom stesse finendo\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Eppure l'azione è valutata come se questo fosse il picco.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793026158\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y.png?_i=AA\" alt=\"Grafico a linee da TIKR del P\u002FE forward (NTM) di Nvidia, ultimi 3 anni.\" class=\"wp-post-145716 wp-image-145715\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793026158\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793026158\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026158\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793026158\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793026158\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793026158\u002Fimages\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y\u002F2026-10-25_icb567cbef9_NVDA_ntm_pe_3y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nvidia (NVDA): P\u002FE forward (NTM), ultimi 3 anni (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">A 17 volte gli utili futuri, NVIDIA scambia al suo multiplo più basso in tre anni, contro una media di 30x e un picco di 47x nel giugno 2024.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La mia opinione: se i clienti non riescono a ottenere chip con due anni di anticipo, le stime degli analisti sembrano un punto di partenza. E 17x è un prezzo economico per un'azienda che ha così tanta domanda in lista d'attesa.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Naturalmente, tutto ciò dipende dal fatto che la spesa continui. I piani di capex di Microsoft, Alphabet e Amazon la prossima settimana sono il primo controllo, e il prossimo sarà il rapporto di NVIDIA stesso il 17 novembre.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-nvidia-stock-actually-worth\" class=\"wp-block-heading\">Quindi quanto vale realmente l'azione NVIDIA?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR ti permette di prevedere il prezzo futuro di qualsiasi azione in meno di un minuto. Basta inserire alcune ipotesi nel modello di valutazione di TIKR e vedere quanto potrebbe valere NVIDIA. Parti dalle stime di consenso di Wall Street, o modifica gli input per riflettere la tua visione del business. È gratuito.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Valuta NVIDIA gratuitamente\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Si prega di notare che gli articoli su TIKR non intendono costituire consulenza di investimento o finanziaria da parte di TIKR o del nostro team di contenuti, né sono raccomandazioni per acquistare o vendere azioni. Creiamo i nostri contenuti sulla base dei dati di investimento di TIKR Terminal e delle stime degli analisti. La nostra analisi potrebbe non includere notizie recenti sulle aziende o aggiornamenti importanti. TIKR non ha posizioni in nessuna delle azioni menzionate. Grazie per la lettura e buoni investimenti!\u003C\u002Fem>\u003C\u002Fp>",1009,"it","\u002Fblog\u002Fnvidia-is-sold-out-jensen-cant-give-you-chips-for-2028-says-palo-alto-ceo","nvidia-is-sold-out-jensen-cant-give-you-chips-for-2028-says-palo-alto-ceo","images\u002Foverjoyed-woman-computer-chip\u002Foverjoyed-woman-computer-chip","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792760821\u002Fimages\u002Foverjoyed-woman-computer-chip\u002Foverjoyed-woman-computer-chip.png?_i=AA",{"altText":164,"imageCredit":165},"Nvidia Is Sold Out: Jensen “Can’t Give You Chips for 2028,” Says Palo Alto CEO","Prostock-Studio from Getty Images and Petrovich9 from Getty Images Signature via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Roxanna Maglangit","roxtikr","author","",[],{"name":167,"slug":168,"role":173,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":174},"editor",[],[176],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},"Investimenti generali","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":164,"metaDesc":183,"opengraphDescription":183,"twitterTitle":164,"twitterDescription":183},"And the stock’s priced like the party’s almost over",{"title":185,"description":186,"twitterTitle":185,"twitterDescription":186,"author":167,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":188,"twitterData1":189,"ogTitle":185,"ogDescription":186,"ogUrl":159,"ogImage":162,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"Nvidia Is Sold Out: Jensen “Can’t Give You Chips for 2028,” Says Palo Alto CEO","And the stock’s priced like the party’s almost over","TIKR.com","Tempo di lettura stimato","7 minutes",1200,630,[193,208,223,238,253],{"id":180,"title":194,"date":195,"excerpt":196,"wordCount":197,"uri":198,"slug":199,"cloudinaryAssetId":200,"featuredImageOriginalUrl":201,"featuredImageMetadata":202,"author":203,"categories":205,"relatedPosts":207},"L'inferenza sarà \"un mercato da 10 trilioni di dollari\" entro 10 anni, e Nvidia possiede l'hardware","2026-10-26 18:12:37","E il mercato sta valutando NVIDIA come se nulla di tutto ciò accadesse",1067,"\u002Fblog\u002Finference-will-be-a-10-trillion-market-within-10-years-and-nvidia-owns-the-hardware","inference-will-be-a-10-trillion-market-within-10-years-and-nvidia-owns-the-hardware","images\u002Fsmiling-man-in-a-tie-ai-network\u002Fsmiling-man-in-a-tie-ai-network","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793037995\u002Fimages\u002Fsmiling-man-in-a-tie-ai-network\u002Fsmiling-man-in-a-tie-ai-network.png?_i=AA",{"altText":194},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":204},[],[206],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":209,"date":210,"excerpt":211,"wordCount":212,"uri":213,"slug":214,"cloudinaryAssetId":215,"featuredImageOriginalUrl":216,"featuredImageMetadata":217,"author":218,"categories":220,"relatedPosts":222},"Google Cloud Ha \"una Possibilità Concreta\" di Sorpassare Microsoft, e Nessuno la Sta Prezzando","2026-10-26 18:08:09","Il problema? Una fattura di spesa da 200 miliardi di dollari.",975,"\u002Fblog\u002Fgoogle-cloud-has-a-meaningful-shot-at-lapping-microsoft-and-nobody-is-pricing-it","google-cloud-has-a-meaningful-shot-at-lapping-microsoft-and-nobody-is-pricing-it","images\u002FMSFT-stock-Dean-Drobot-and-oselote-via-Canva\u002FMSFT-stock-Dean-Drobot-and-oselote-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699143\u002Fimages\u002FMSFT-stock-Dean-Drobot-and-oselote-via-Canva\u002FMSFT-stock-Dean-Drobot-and-oselote-via-Canva.png?_i=AA",{"altText":209},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":219},[],[221],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":224,"date":225,"excerpt":226,"wordCount":227,"uri":228,"slug":229,"cloudinaryAssetId":230,"featuredImageOriginalUrl":231,"featuredImageMetadata":232,"author":233,"categories":235,"relatedPosts":237},"Musk Prevede \"Molti Centri Dati Incompleti\" nei Data Center Parzialmente Costruiti. CoreWeave Si Assume il Rischio","2026-10-26 18:02:10","I chip fermi in un magazzino costano comunque interessi",1062,"\u002Fblog\u002Fmusk-expects-a-lot-of-stranded-compute-in-half-built-data-centers-coreweave-carries-the-risk","musk-expects-a-lot-of-stranded-compute-in-half-built-data-centers-coreweave-carries-the-risk","images\u002Fglum-man-at-his-desk-data-center-servers\u002Fglum-man-at-his-desk-data-center-servers","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026476\u002Fimages\u002Fglum-man-at-his-desk-data-center-servers\u002Fglum-man-at-his-desk-data-center-servers.png?_i=AA",{"altText":224},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":234},[],[236],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":239,"date":240,"excerpt":241,"wordCount":242,"uri":243,"slug":244,"cloudinaryAssetId":245,"featuredImageOriginalUrl":246,"featuredImageMetadata":247,"author":248,"categories":250,"relatedPosts":252},"Previsione: gli utili \"raddoppieranno\" in Amazon, Alphabet e Meta nei prossimi cinque anni","2026-10-26 17:58:35","Uno dei tre deve lavorare più duramente degli altri per arrivarci.",937,"\u002Fblog\u002Fprediction-earnings-will-double-at-amazon-alphabet-and-meta-in-five-years","prediction-earnings-will-double-at-amazon-alphabet-and-meta-in-five-years","images\u002Fskeptical-woman-rising-green-arrow\u002Fskeptical-woman-rising-green-arrow","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026753\u002Fimages\u002Fskeptical-woman-rising-green-arrow\u002Fskeptical-woman-rising-green-arrow.png?_i=AA",{"altText":239},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":249},[],[251],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":254,"date":255,"excerpt":256,"wordCount":257,"uri":258,"slug":259,"cloudinaryAssetId":260,"featuredImageOriginalUrl":261,"featuredImageMetadata":262,"author":263,"categories":265,"relatedPosts":267},"Andy Jassy: L'Inferenza AI È Ancora \"10 Volte Troppo Costosa\". I Chip Propri di Amazon Sono la Sua Risposta","2026-10-26 17:55:20","La risposta migliore finora alla fattura del capex di Amazon",1111,"\u002Fblog\u002Fandy-jassy-ai-inference-is-still-10-times-too-expensive-amazons-own-chips-are-his-answer","andy-jassy-ai-inference-is-still-10-times-too-expensive-amazons-own-chips-are-his-answer","images\u002Fpuzzled-man-with-a-tablet-computer-chip\u002Fpuzzled-man-with-a-tablet-computer-chip","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026764\u002Fimages\u002Fpuzzled-man-with-a-tablet-computer-chip\u002Fpuzzled-man-with-a-tablet-computer-chip.png?_i=AA",{"altText":254},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":264},[],[266],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],[269,289,304,318,333,353,368,383,398],{"id":180,"title":270,"date":271,"excerpt":272,"wordCount":273,"uri":274,"slug":275,"cloudinaryAssetId":276,"featuredImageOriginalUrl":277,"featuredImageMetadata":278,"author":279,"categories":283,"relatedPosts":288},"In rialzo del 13% negli ultimi 12 mesi, le azioni di Arista Networks possono offrire rendimenti migliori nel 2026?","2026-10-26 12:57:00","Il titolo di Arista è salito del 10% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di ANET, con un prezzo obiettivo di $275 entro dicembre 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":270},{"name":280,"slug":281,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":282},"Aditya Raghunath","adityatikr",[],[284],{"name":285,"slug":286,"uri":287,"description":170,"postsCount":180},"Valutazione","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":180,"title":290,"date":291,"excerpt":292,"wordCount":293,"uri":294,"slug":295,"cloudinaryAssetId":296,"featuredImageOriginalUrl":297,"featuredImageMetadata":298,"author":299,"categories":301,"relatedPosts":303},"In calo del 48% negli ultimi 12 mesi, le azioni SoFi possono offrire risultati migliori nel 2026?","2026-10-26 12:45:00","Il titolo SoFi è sceso del 51% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di SOFI, con un prezzo obiettivo di $22 entro dicembre 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":290},{"name":280,"slug":281,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":300},[],[302],{"name":285,"slug":286,"uri":287,"description":170,"postsCount":180},[],{"id":180,"title":305,"date":291,"excerpt":306,"wordCount":307,"uri":308,"slug":309,"cloudinaryAssetId":310,"featuredImageOriginalUrl":311,"featuredImageMetadata":312,"author":313,"categories":315,"relatedPosts":317},"Aumentando Solo del 9% negli Ultimi 12 Mesi, le Azioni Palantir Possono Offrire Rendimenti Migliori nel 2026?","Il titolo Palantir è salito solo del 4% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di PLTR, con un obiettivo di $529 entro dicembre 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":305},{"name":280,"slug":281,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":314},[],[316],{"name":285,"slug":286,"uri":287,"description":170,"postsCount":180},[],{"id":180,"title":319,"date":320,"excerpt":321,"wordCount":322,"uri":323,"slug":324,"cloudinaryAssetId":325,"featuredImageOriginalUrl":326,"featuredImageMetadata":327,"author":328,"categories":330,"relatedPosts":332},"Sceso del 56% negli ultimi 12 mesi, il titolo AppLovin può offrire rendimenti migliori nel 2026?","2026-10-26 12:33:00","Il titolo AppLovin è sceso del 60% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di APP, con un prezzo obiettivo di $366 entro dicembre 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":319},{"name":280,"slug":281,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":329},[],[331],{"name":285,"slug":286,"uri":287,"description":170,"postsCount":180},[],{"id":180,"title":334,"date":335,"excerpt":336,"wordCount":337,"uri":338,"slug":339,"cloudinaryAssetId":340,"featuredImageOriginalUrl":341,"featuredImageMetadata":342,"author":343,"categories":347,"relatedPosts":352},"Il titolo ExxonMobil ha chiuso a un massimo storico mentre il Brent superava i 116 dollari. Ecco dove potrebbe arrivare il titolo entro il 2030","2026-10-26 07:55:00","ExxonMobil ha chiuso a un record di $183,21 il 23 ottobre mentre il Brent superava i $116, e ora si scambia al di sopra del target medio degli analisti. Il suo CFO afferma che le sinergie con Pioneer sono raddoppiate e Exxon punta a raddoppiare il recupero nel Permiano con meno pozzi, un fattore di costo che l'azienda controlla.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":334},{"name":344,"slug":345,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":346},"Wiltone Asuncion","wiltonetikr",[],[348],{"name":349,"slug":350,"uri":351,"description":170,"postsCount":180},"Recensioni delle azioni","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":180,"title":354,"date":355,"excerpt":356,"wordCount":357,"uri":358,"slug":359,"cloudinaryAssetId":360,"featuredImageOriginalUrl":361,"featuredImageMetadata":362,"author":363,"categories":365,"relatedPosts":367},"Rivian ha toccato un minimo annuale il giorno dopo l'acquisto di una startup di simulazione AI. Ecco cosa mostra il 29 ottobre","2026-10-26 07:50:00","Rivian ha toccato un minimo annuale il giorno dopo l'acquisizione di una startup di simulazione AI, prolungando un calo del 19% iniziato settimane prima. Il rapporto del 29 ottobre ora deve dimostrare che la linea dei costi può sostenere le spese per l'autonomia.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":354},{"name":344,"slug":345,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":364},[],[366],{"name":349,"slug":350,"uri":351,"description":170,"postsCount":180},[],{"id":180,"title":369,"date":370,"excerpt":371,"wordCount":372,"uri":373,"slug":374,"cloudinaryAssetId":375,"featuredImageOriginalUrl":376,"featuredImageMetadata":377,"author":378,"categories":380,"relatedPosts":382},"Il titolo Robinhood è sceso del 15% a ottobre prima del suo rapporto sul terzo trimestre. Ecco dove potrebbe arrivare entro il 2030","2026-10-26 07:45:00","Robinhood è sceso del 6,73% in due sedute, in linea con Coinbase, prima del suo report del 27 ottobre. Due sviluppi del 22 ottobre indicano un'attività crypto che potrebbe non riflettersi nella sua linea di ricavi crypto: contratti sul prezzo del bitcoin e i primi mercati di prestito di Morpho per i suoi token azionari.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":369},{"name":344,"slug":345,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":379},[],[381],{"name":349,"slug":350,"uri":351,"description":170,"postsCount":180},[],{"id":180,"title":384,"date":385,"excerpt":386,"wordCount":387,"uri":388,"slug":389,"cloudinaryAssetId":390,"featuredImageOriginalUrl":391,"featuredImageMetadata":392,"author":393,"categories":395,"relatedPosts":397},"Le Azioni di Walmart Sono Salite del 15% a Ottobre Senza Previsioni di Utili Più Alte. Ecco Dove Potrebbero Andare Entro il 2031","2026-10-26 07:40:00","Walmart è salito del 15,4% dal 30 settembre al 23 ottobre, ma la stima degli analisti per l'EPS dei prossimi 12 mesi è rimasta a 3,00 dollari per azione. Quasi tutto il guadagno è derivato da un multiplo più elevato, in vista di un rapporto del 19 novembre che prevede una crescita dell'EPS compresa tra lo 0% e il 3%.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":384},{"name":344,"slug":345,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":394},[],[396],{"name":349,"slug":350,"uri":351,"description":170,"postsCount":180},[],{"id":180,"title":399,"date":400,"excerpt":401,"wordCount":402,"uri":403,"slug":404,"cloudinaryAssetId":405,"featuredImageOriginalUrl":406,"featuredImageMetadata":407,"author":408,"categories":410,"relatedPosts":412},"Apple ha brevemente superato Nvidia mentre il calo di Nvidia raggiungeva il 12%. Ecco dove potrebbe arrivare il titolo Apple entro il 2030","2026-10-26 07:35:00","Apple ha brevemente superato Nvidia come azienda più preziosa al mondo il 23 ottobre, toccando un record di $351,73. La sua strategia di IA richiede poco capex, ma a 38 volte gli utili, il dato sui margini del 2 novembre sostiene il multiplo.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":399},{"name":344,"slug":345,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":409},[],[411],{"name":349,"slug":350,"uri":351,"description":170,"postsCount":180},[]]