The Ledger
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Shapiro: Mercedes-Benz and BMW use NVIDIA digital twins to simulate factories before construction
“Companies like Mercedes-Benz, like BMW are working with our teams
to develop this factory as a digital twin first, so it's a full simulation of the entire factory, all the robots, the workers, the assembly lines, the trucks pulling up, the, you know, logistic…”
Kantrowitz: Nvidia has beaten internal revenue guidance midpoints by 13% average
“Since NVIDIA's sales began exploding in the fiscal quarter that ended in April, Revenue has exceeded the midpoint of the company's own forecast by an average of 13%.”
Kantrowitz: Erasing Nvidia's 2024 gains would drop S&P 500 by 4.5%
“If NVIDIA were to lose the gains it has made this year overnight, the S&P
500 would have to come down approximately 4.5%.”
Batnick: Only 14 S&P 500 companies exceed Nvidia's $430B three-day loss
“There's 14, there's 14 companies in the S&P 500 that are bigger than the market cap that was raised in three days. That's it. Only 14 companies are more than four to thirty billion dollars. That's as big as MasterCard and it did it in three days.”