NVDA — NVIDIA Corporation - Common Stock
Session close: $214.13. Regular-session share volume: 98,900,785. Change from previous close: -1.43%.
Key developments
During the session’s broader semiconductor selloff, Bank of America argued Nvidia’s valuation already reflected a severe downturn despite resilient AI demand, citing heavy chip utilization and rising rental prices. In the limited, unverified X sample, posters also challenged the bubble narrative on valuation grounds or favored long-term earnings growth; those opinions do not establish the cause of the session’s decline.
Nvidia, Micron and Broadcom Already Trade Like Cisco Post Dot-Com Burst: Bank of America · Source post by @MikeLongTerm · Source post by @Incite_corp · Source post by @investlust_com
Customer financing remained a reported risk as higher rates pressured AI infrastructure borrowers and CoreWeave faced credit stress. Nvidia’s investment and unused-capacity commitment link it to that ecosystem. Overbuilding concerns were risk assessments, not evidence of a demand collapse.
Nvidia, Micron and Broadcom Already Trade Like Cisco Post Dot-Com Burst: Bank of America · CoreWeave Has ‘Darwin Moment’ As Credit Markets Price In 60% Default Odds · NVDA-Led AI Boom Looks a Lot Like the Railroad Bubble of 1873, Pulitzer-Winning Historian Warns
A recap offered a counterpoint: Huang had said in the previous session that CoreWeave was improving and needed no financial backstop. Separately, technical posters on X framed a support break as a possible downside risk, not a certain outcome.
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News sources
Company news SemiAnalysis Pots On X "SHOCKING: We have confirmed that multiple Neoclouds have been refused access to GTC Berlin due to them adding AMD GPUs, TPUs, and other chips to their cloud offerings. Note that this doesn't apply to hyperscalers, as they have more buying power. But for neoclouds, executives feel NVIDIA has been using high-pressure tactics to keep them NVIDIA-only...." · Company news Nvidia, Micron and Broadcom Already Trade Like Cisco Post Dot-Com Burst: Bank of America · Company news Trump’s $330 Million White House Ballroom Donor List Reveals Nvidia, Apple and Google Among Top Tech Contributors: Report (UPDATED) · Company news NVDA-Led AI Boom Looks a Lot Like the Railroad Bubble of 1873, Pulitzer-Winning Historian Warns · Company news Nvidia GPUs Become Wall Street Collateral As AI Financing Expands