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Rap Sheet

Author:

Jam ok

Subject:

Earnings

Date:

02/08/18 at 3:29 PM CST

 

 

READ: 4

RPLY: 0

0

0

RECS:0

Sentiment:

Neutral

ATVI/NVDA

ATVI - beat by one estimate of 1 cent? But the stock's flying, it's all good. Shares up 3.5%

NVDA - eps $1.78 vx $1.17 expectation (some other calculation has expectations at $1.32 - still blowout by either measure)- rev up (by 34%), gross margins up, guidance up for Q1 - but need more color). Pretty blowout quarter on everything.  Data center business expected to grow 105%.  AH it's recouped more than the 4+% it lost today. For once, I made a timely buy towards the low of the day. CC needs to show data center and AI are large growth opportunities/expectations to solidfy price gains.

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