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At an internal meeting of NVIDIA, Jensen Huang admitted: It's too difficult, "doing well is an AI bubble," "if it's slightly below expectations, the whole world will collapse."

Jensen Huang rarely admits that NVIDIA is currently facing a dilemma: outstanding performance will be accused of fueling the AI bubble, while poor performance will be seen as evidence of the bubble's burst

Wallstreetcn·
US
NVDA
-3.15%
Wallstreetcn·
US
NVDA
-3.15%

Nvidia’s Comically Small Dividend Matters More Than You Think

Across the S&P 500, cash payments to shareholders were this derided only once before. It didn’t end gently for investors.

MSN·
US
NVDA
-3.15%
US
NVDL
-6.32%
HK
07788
-15.77%
MSN·
US
NVDA
-3.15%
US
NVDL
-6.32%
HK
07788
-15.77%

Cathie Wood’s ARK Innovation ETF bought 93,374 shares of Nvidia on Thursday

Cathie Wood's ARK Innovation ETF purchased 93,374 Nvidia shares after the company's strong earnings report. This marks ARK's return to Nvidia since August. Despite Nvidia's positive revenue outlook, its stock fell 3.2% due to broader market pressures. ARK's portfolio includes various tech companies, and the ETF is down over 20% from its October peak.

Cryptopolitan·
US
NVDA
-3.15%
US
ARKK
-3.55%
US
NVDL
-6.32%
Cryptopolitan·
US
NVDA
-3.15%
US
ARKK
-3.55%
US
NVDL
-6.32%

Why did U.S. stocks experience a massive drop overnight? Goldman Sachs provides nine reasons

Goldman Sachs analysis pointed out that this is not due to a single factor, but a storm triggered by nine major "causes," including the "good news fully priced in" for NVIDIA, concerns over private credit, the collapse of cryptocurrencies, and key technical pressures such as systematic selling by CTA funds and market liquidity depletion. Against the backdrop of extremely fragile market sentiment, investors are preparing for the largest-ever November options expiration

Wallstreetcn·
US
GS
-1.56%
US
NVDA
-3.15%
Wallstreetcn·
US
GS
-1.56%
US
NVDA
-3.15%

European Shares Seen Lower As AI Bubble Fears Linger

European stocks are expected to open lower due to AI valuation concerns and interest-rate worries. The U.S. jobs report is delayed due to a government shutdown, affecting market sentiment. Asian markets fell, led by tech stocks. Morgan Stanley revised its interest rate forecast. Gold declined, oil prices fell, and U.S. stocks ended lower amid weak jobs data. European stocks rose slightly on Thursday, aided by Nvidia's earnings.

rttnews·
US
NVDA
-3.15%
rttnews·
US
NVDA
-3.15%