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Nvidia earnings beat Wall Street's sky-high expectations, but the stock is falling because 'there were no H20 sales to China-based customers'
“Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary,” CEO Jensen Huang said.
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fortune.com
AI mania or AI bubble? Nvidia’s earnings—and its China exposure—will decide how Wall Street answers that question
Nvidia’s earnings are now a cultural event, with watch parties, bubble fears, and billions on the line—even a small miss could send markets reeling.
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cnbc.com
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.
