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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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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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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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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.
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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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Nvidia earnings beat Wall Street's sky-high expectations, but the stock is falling because 'there were no H20 sales to China-based…
“Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary,” CEO Jensen Huang said.
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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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Chip giant Nvidia’s sales rise 56% in boost for AI boom
US chipmaker reports revenue of $46.74bn for second quarter, defying fears that AI may be overhyped.
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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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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.