On prépare la semaine sur les marchés : Technique et Mindset ✊

On prépare la semaine sur les marchés : Techn...

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Nvidia : le narratif qui bat les chiffres, et le signal que le crédit envoie

Nvidia publie un trimestre record. CA à 96,2 Mds, guidance à 108 Mds pour le T3, largement au-dessus du consensus. Et pourtant le titre plonge à l'annonce.Ce soir-là, ce n'est pas la donnée financière qui a sauvé l'action. C'est Jensen Huang, en direct sur le call, qui balaie les ...  Show more

NVIDIA : Focus du jour (la soirée qui peut tout faire basculer)

Ce mercredi soir, Nvidia publie ses résultats dans un climat sous tension maximale. Les options anticipent un mouvement de 280 milliards de dollars, sur une valeur qui pèse à elle seule 7,8% du S&P 500. On décortique ce qui est vraiment attendu, la guidance Blackwell, les 725 mil ...  Show more

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