Nvidia’s exuberant valuation is a tomorrow problem
Crude measures do not capture what happens in the more distant future, which matters greatly to the company’s worth
Crude measures do not capture what happens in the more distant future, which matters greatly to the company’s worth

While the chipmaker is the big winner from the booming technology, it is singularly exposed to changing expectations

If Monday’s deal seems performative, perhaps that’s the point

Chip designer claws back market losses from Donald Trump’s trade war and DeepSeek breakthrough

US tech group’s quarterly sales outstrip expectations, reassuring investors and boosting shares worldwide

Chipmaker has surged by more than 30% this year, helping propel the broader market to new highs

It’s the poster child for AI, but surely its shares are too expensive now