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Wall Street expects Nvidia and Meta to lead Magnificent Seven performance. Nvidia sees massive revenue growth driven by sold-out Blackwell demand and high margins. Meanwhile, Meta maintains strong ad…
Nvidia stock dropped nearly 4% amid valuation concerns despite record $81.6B revenue quarter. Cheaper than AMD on forward earnings, but circular financing worries with OpenAI/SoftBank deals and hyper…
QumulusAI purchased 1,632 Nvidia Blackwell B300 GPUs to expand AI cloud infrastructure, supporting $124M in inference agreements. Reflects continued strong demand for Nvidia's high-end AI chips from …