Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
GOOGL
|
Nvidia (NVDA) Tumbles After Guidance Scrutiny as Goldman Sachs Warns on AI Capex | Invezz | Login to see the signal | |
Goldman Sachs sounds alarm on AI bubble risk: why analysts are worriedSummaryGoldman Sachs warns AI investment euphoria may be peaking as hyperscaler capex could slow, pressuring valuations; Nvidia fell after guidance scrutiny and broader AI-linked shares risk downside without near-term earnings evidence. |
||||
MSFT
|
Nvidia (NVDA) Tumbles After Guidance Scrutiny as Goldman Sachs Warns on AI Capex | Invezz | Login to see the signal | |
Goldman Sachs sounds alarm on AI bubble risk: why analysts are worriedSummaryGoldman Sachs warns AI investment euphoria may be peaking as hyperscaler capex could slow, pressuring valuations; Nvidia fell after guidance scrutiny and broader AI-linked shares risk downside without near-term earnings evidence. |
||||
NVDA
|
Nvidia (NVDA) Tumbles After Guidance Scrutiny as Goldman Sachs Warns on AI Capex | Invezz | Login to see the signal | |
Goldman Sachs sounds alarm on AI bubble risk: why analysts are worriedSummaryGoldman Sachs warns AI investment euphoria may be peaking as hyperscaler capex could slow, pressuring valuations; Nvidia fell after guidance scrutiny and broader AI-linked shares risk downside without near-term earnings evidence. |
||||
AMZN
|
Nvidia (NVDA) Tumbles After Guidance Scrutiny as Goldman Sachs Warns on AI Capex | Invezz | Login to see the signal | |
Goldman Sachs sounds alarm on AI bubble risk: why analysts are worriedSummaryGoldman Sachs warns AI investment euphoria may be peaking as hyperscaler capex could slow, pressuring valuations; Nvidia fell after guidance scrutiny and broader AI-linked shares risk downside without near-term earnings evidence. |
||||
META
|
Nvidia (NVDA) Tumbles After Guidance Scrutiny as Goldman Sachs Warns on AI Capex | Invezz | Login to see the signal | |
Goldman Sachs sounds alarm on AI bubble risk: why analysts are worriedSummaryGoldman Sachs warns AI investment euphoria may be peaking as hyperscaler capex could slow, pressuring valuations; Nvidia fell after guidance scrutiny and broader AI-linked shares risk downside without near-term earnings evidence. |
||||
|
NVDA
|
Nvidia (NVDA) Slips on Tepid Sales Forecast; Alibaba AI Chip Sparks Volatility | Reuters | Login to see the signal | |
US stocks weekly: Pump the brakesSummaryNvidia slips after issuing tepid sales guidance; CEO reiterated long-term AI spending but shares fell amid reports Alibaba developed an AI chip, stoking sector volatility and cautious investor sentiment. |
||||
|
NVDA
|
Nvidia (NVDA) Soars on Strong Q3 Revenue Guidance as CEO Defends AI Spending | Reuters | Login to see the signal | |
Chipmaker Marvell's weak data center forecast prompts AI investors to dump its stockSummaryMarvell cut Q3 revenue forecast, missing estimates, while Nvidia delivered stronger-than-expected guidance and bullish CEO comments about expanding AI-chip demand. |
||||
EURUSD
|
Nvidia (NVDA) Slips After Mixed Revenue Forecast as Dollar Falls on Fed-Cut Bets, EURUSD Rises | Reuters | Login to see the signal | |
US stock indexes rise but Nvidia shares dip; dollar weakensSummaryDollar weakened as traders priced in Fed rate cuts, boosting the euro to $1.1685. Nvidia beat revenue forecasts but shares slipped on China concerns; positive US growth and AI investment lifted semiconductors and risk assets. |
||||
|
EURUSD
|
Nvidia (NVDA) Slips on China Uncertainty Despite Strong Revenue Forecast | Reuters | Login to see the signal | |
US stock indexes mostly edge higher but Nvidia shares slip; dollar weakensSummaryStocks rose as the dollar fell on growing Fed easing bets; Nvidia slipped ~1% on China uncertainty despite strong guidance, while the euro climbed to $1.1671 ahead of Fed-linked data and possible September cuts. |
||||
|
NVDA
|
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%. |
||||
|
NVDA
|
Nvidia (NVDA) Tumbles on Softer Q3 Guide and China Export Uncertainty | GuruFocus | Login to see the signal | |
Nvidia's $4 Trillion Streak Faces a Test: China Risks, Slowing Growth, and a $3 Trillion AI BetSummaryNvidia forecasted softer fiscal Q3 revenue (~$54B) after strong Q2 growth, citing no H20 AI chip sales to China and export-license uncertainty. Management touted massive long-term AI opportunity and authorized $60B buybacks despite near-term China-related risks. |
||||
|
NVDA
|
Nvidia (NVDA) Tumbles After Excluding China H20 Sales from Guidance Amid Trade Tensions | Reuters | Login to see the signal | |
Reactions to Nvidia's mixed outlook, China uncertaintySummaryNvidia excluded H20 China shipments from current-quarter guidance amid US-China trade tensions, denting near-term revenue visibility and trimming shares despite a strong $54B forward revenue forecast and buyback plans; analysts flag China restrictions and possible data-center demand softness. |
||||
|
NVDA
|
Nvidia (NVDA) Tumbles After Q3 Revenue Guide Excludes H20 China Shipments | Reuters | Login to see the signal | |
AI leader Nvidia falls after Q2 resultsSummaryNvidia forecasted Q3 revenue of $54.0B, above estimates, but excluded any H20 AI chip shipments to China; shares fell 3.1% after-hours. Options implied a ~6% move and analysts remain largely bullish with a median $200 price target. |
||||