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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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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.
