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Nvidia (NVDA) Rebounds After Earnings as AI Demand Offsets China Uncertainty | GuruFocus | Login to see the signal | |
NVDA: Nvidia Keeps AI Growth Story Alive as Broadcom LoomsSummaryNvidia steadied after post-earnings volatility as management left its outlook intact. Strong AI/data-center demand and multi-quarter cloud orders underpin the long-term case, while China sales and excluded H20 shipments remain an uncertainty. |
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