What Nvidia's Stock Says About the State of AI

Nvidia beats Wall Street expectations yet sees its stock drop—what does this say about the state of AI? Explore the mixed signals from Nvidia’s latest earnings call, the ongoing debate about AI investment, and the broader implications for the AI sector. The discussion covers how Wall Street’s shifting focus, rate cuts, and market sentiment are influencing AI stock performance. Get an in-depth analysis of what this means for Nvidia, the AI industry, and future tech investments.

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[mrrolandlawrence]

there is no "concern" from the markets. just the love of pumping out stories to make people feel unsure or a way to unload positions. a retrace after a year long bull run on NVIDIA is actually healthy. the power of 5090 is incredible and is going to be an AI beast. most open source tooling is built on CUDA. the next sales will be up too, but depends if we enter a recession before then... that could well lower the P/E ratio.

why do newspapers have bankers for opinion? its like asking a poker player to turn over their cards so you can see their position.

[sadface]

It's probably healthy that it's trasitions from a growth stock to a value stock.

[David-lcw]

The big tech companies are racing to achieve AGI first. The company that achieves AGI first could end up owning the world.

[GNARGNARHEAD]

yeah, consumer spending is up, that is likely to trigger the Fed to keep working on inflation, thus not as much cheap money for Wall St.. so they are going to kick up a fuss with all of their media outlets (all of them)...

[jonathanlaue]

It’s not what the stock says. It’s what the earnings say. Nvidia continues to report phenomenal demand and growth. Traders look at stock price, investors look at financials. Those who sold out of Nvidia know nothing and deserve to lose money.