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TS Lombard analysts compare Nvidia's AI-driven rally to Cisco's dot-com era surge, noting that while the AI investment boom is genuine, Nvidia's current valuation risks pricing in growth that may be …
Nvidia enters earnings week with sky-high expectations as the world's most valuable company. Investors scrutinize data center revenue and guidance amid slowing cloud spending trends from Microsoft an…
AI-related stocks have surged dramatically since March, with NVDA up 35% and semiconductor ETF SOXX up 61%, raising concerns about bubble valuations and excessive investor enthusiasm for AI infrastru…
Norway’s sovereign wealth fund warns of deep tech market correction and wider geopolitical risks that could severely impact equities, including Nvidia, amid inflation shock and supply-chain disruptio…
Nvidia faces downside risk due to potential cuts in AI infrastructure spending by major tech firms, threatening growth and high valuation supported by AI data center investments.
GMO's fund favors Microsoft as a defensive AI investment despite short-term AI market pullback risks. Microsoft’s diversified revenue and conservative spending mitigate long-term impact, though near-…
SoftBank's stock rebounds after sharp losses amid AI sector volatility. Market fears of an AI bubble and shifts toward Google's cheaper chips pose risks to Nvidia's dominance and valuation.
Morgan Stanley raises price target on Micron (MU) due to DRAM supply tightness and rising prices, while Nvidia (NVDA) remains the AI hardware leader with high valuation and risk of volatility.
DWS CEO warns AI stocks like Nvidia face a potential bubble fueled by retail investors, risking a sharp correction despite strong AI-driven growth prospects.
Zacks highlights debate over NVIDIA ahead of fiscal Q2: lofty AI-driven valuation risks versus strong GPU demand and data center tailwinds, while Alphabet, Meta, Amazon and Microsoft boost capex fore…