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Nvidia (NVDA) Tumbles as Analyst Flags Data-Center Slowdown and China Export Risk | GuruFocus | Login to see the signal | |
Nvidia Faces $100 Price Target From Lone Bear at SeaportSummaryA bearish analyst warns Nvidia's growth may be cracking after Q2: Data Center sales slowed, compute revenue dipped, and China export risks plus power and supply constraints could limit future gains despite broad Wall Street optimism. |
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Nvidia (NVDA) Tumbles on Data-Center Revenue Miss and Tepid Q3 Guide | Stock Story | Login to see the signal | |
Nvidia (NVDA) Stock Trades Down, Here Is WhySummaryNvidia shares fell after Q2 results beat estimates but showed slowing momentum: a slight data-center revenue miss, rising inventory, and Q3 guidance only in line with consensus, disappointing investors and weighing on the semiconductor sector. |
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Nvidia (NVDA) Tumbles as Guidance Excludes China H20 Shipments amid Trade Tensions | ReutersRefinitiv | Login to see the signal | |
Reactions to Nvidia's mixed outlook, China uncertaintySummaryNvidia excluded H20 shipments to China from guidance amid US-China trade tensions, denting investor sentiment and sparking concerns about data-center demand despite strong overall results and CEO reassurance; shares fell about 2%. |
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Nvidia (NVDA) Tumbles After Hours Despite Strong Q3 Revenue Guide on Slowing Data-Center Growth | ReutersRefinitiv | Login to see the signal | |
Nvidia Q3 revenue forecasts suggest AI trade has more to runSummaryNvidia forecasted Q3 revenue of $54B, beating estimates as strong AI chip demand persists, though data-center growth slowed and China-related headwinds raised medium-term questions, prompting an after-hours pullback. |