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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. |
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