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Wall Street convinced Nvidia will rally on earnings, but retail investors are losing enthusiasm
Monthly investment flows into the dominant AI chipmaker peaked at about $140 billion in 2024 but have since trailed off to just $50 billion, Goldman says.
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cnbc.com
Nvidia gets a series of positive endorsements Monday ahead of earnings this week
"We believe near-term AI fundamentals are strong, driven by strong hyperscale capex spending," said one analyst.
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Consider this Nvidia derivative stock ahead of the AI darling's earnings this week, investment chief says
All eyes remain on Nvidia's quarterly results this week.
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4 big questions for Nvidia, the most important stock in the market
The AI trade bellwether is set to report earnings after Wednesday's market close.
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aljazeera.com
Why investors are on tenterhooks for Nvidia’s latest earnings report
The US chip giant is considered a bellwether for both the AI industry and Wall Street.
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Wall Street convinced Nvidia will rally on earnings, but retail investors are losing enthusiasm
Monthly investment flows into the dominant AI chipmaker peaked at about $140 billion in 2024 but have since trailed off to just $50 billion, Goldman says.
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What Nvidia’s earnings mean for the stock market and AI trade
The chipmaker missed expectations for data center business revenue.
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fortune.com
With market on edge over AI bubble, chip stocks shudder as investors send Nvidia down 3% despite 56% growth in data center revenue
Investors had extremely high expectations for Nvidia’s data center division, with forecasts set at $41.3 billion.
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CNBC Daily Open: Are investors missing the Nvidia forest for the AI tree?
The astronomical growth that this company saw in 2023 and 2024 will inevitably slow, but that does not mean that the company is falling on bad times.
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Nvidia’s growth is strong, but investors aren’t celebrating
Nvidia’s latest earnings show the AI boom as room to run, but the market reaction may point to a vibe shift in how investors are viewing the wider sector.
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The AI investment case is intact, says UBS after Nvidia results
Wall Street has had a lackluster response to Nvidia's latest earnings report. Yet the overall strength of the results bodes well for the AI trade.
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Nvidia headed to $200 a share, says Josh Brown
Investors should focus on Nvidia's big boost in A.I. infrastructure spending, and not the "noise" around China, says Ritholtz Wealth Management CEO Josh Brown
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Nvidia is facing its biggest challenge yet: The law of large numbers
Nvidia is a fast-growing and highly profitable enterprise. But that may not be enough to reward investors from here.