hardware valuation

1 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Nvidia's $3 Trillion Paradox: Why AI Dominance Hasn't Lifted Stock in Six Months

Nvidia's exceptional 73% revenue growth and $1 trillion revenue forecast haven't lifted stalled shares over six months as investors worry about margin compression from custom AI chips by major tech companies.
NVDAMETAMUAMZNGOOG+2AI infrastructure spendingmargin compression