Invidia .. the last obstacle before the surge of the profits of the most important technology companies

The strong and sudden profit season for major technology companies reaches its end today, Wednesday, when “Nvidia Corp”, the giant of artificial intelligence chips, announces its results and gives its estimates to significantly expected growth prospects, which can determine the market path in the second half of the year. Investors were tense when technology companies began to announce their business results, with questions about whether the mutation of artificial intelligence exceeded the boundaries and whether companies were able to meet the important predictions specified for them. A month later, most of this concern was distributed with the S&P 500 index at the highest level ever against the background of the strong profits of companies. Also read: The strong artificial intelligence season is not complete without ‘invidia’, and at the end of the profit marathon, ‘invitation’ announces its performance, amid expectation that it will come according to expectations, and may have a glimpse into the future of shares. Since the announcement of its results and financial expectations for the fourth quarter of last year, the shares of the company have been on a rocket journey, as it has risen by 212% over the past 12 months and added about $ 1.5 trillion market value. With the current market value of $ 2.3 trillion, the weight of “invitation” in the “SD 500” index is more than 5%, compared to 2.2% a year ago. “This is the leading company, and if the demand remains strong (invitation), it means that demand in all sectors will be strong,” says Jay Woods, the international main strategy expert of ‘Freedom Capital Markets’. He added: “Not only will it determine the features of the following phase with regard to the shares of businesses that are beneficial to artificial intelligence in the field of semiconductors, but it can also affect the market.” The Seven -Technology Bone Shares, the index that follows the shares of the seven largest technology companies in the United States (the seven large), reached a record level, after the profits of companies such as “Microsoft” and “Alphabet” – the mother enterprise of “Google” – and “Amazon” that the demand for artificial intelligence services helps improve the growth of revenue. ‘Alphabet’ has risen by 14% since sales of the first quarter exceeded estimates, and the profits began to spread last month. Apple, whose shares have fallen by 14% since the beginning of 2024, is close to recovering fundamentally during the remaining period of the year after announcing its strong results. Read more: Does the ‘seven big’ shares in 2024 still lead market profits? “The market has gained a lot for what you want during the profit season, and the performance of Invidia is an extra positive factor. After ‘Invidia’ has achieved profits during four consecutive seasons and the estimates of ‘Wall Street’, investors expected to repeat the performance. And then rose by 16%. It can always take place an excessive response to the fluctuations in the market in the short term, but the financial conditions of the companies have not changed. The report was issued, “According to Stewart Kaiser, director of the stock trading strategy in” City Group “. At that point, the argument became less interested in whether ‘Invidia’ would exceed expectations or not, with a more focus on the amount needed for the share price to rise. According to David Miller, the senior director investment portfolio in Catalyst Funds is expected to achieve $ 13.2 billion to $ 13.2 billion, representing an increase of 544% and 243% respectively, compared to the same period last year. However, “Blackweel” effect on sales, the launch of a new Blackwell chip later this year, raised the concern of some investors about the possibility of former consumer purchases that are previously available until the new slide is available. Analysts wrote to the clients in a memo on Monday: “In the current period, our expectations still refer to strong and continuous growth, despite the shift to the black whale disc.” In addition to black whale, there are also the usual sessions of the semiconductor sector, where sales can be pursued in stagnation, while customers consume the shares available in chips. Kim Forest, an institution and large investment officials in ‘Bokeh Capital Partners’, said:’ The day will come when we see a significant decline in the share price. I don’t know if this will happen in the current or next term or next year or after ten years. But what I know about sales is likely to accelerate production, then delay the rate during a certain period. “