NVDA — NVIDIA Corporation - Common Stock
Session close: $210.96. Regular-session share volume: 63,030,288. Change from previous close: -0.59%.
Key developments
Seaport analyst Jay Goldberg warned that power and construction bottlenecks could delay future Nvidia chip demand, while financing dependent customers adds sales and margin risk. His outlook concerns later periods, not a confirmed session impact; SemiAnalysis disputed the construction pessimism. Separately, Amazon promoted Trainium as a cheaper alternative to Nvidia while describing strong unmet AI demand.
Nvidia Analyst Warns 45% of AI Data Center Capacity Planned for 2027 May Not Get Built · Amazon CEO Andy Jassy Says AI Inference Is Still 10 Times Too Expensive, Claims Amazon Chips Offer Answer
Nvidia joined Stellantis, Wayve and the French government in an autonomous-driving initiative using Nvidia software and computing architecture. Investment chief Nancy Tengler also argued that continued earnings expansion could support long-term upside despite slowing growth; this was her thesis, not company guidance.
Stellantis Stock Drops to New 52-Week Low: What's Happening? · Nvidia Growth Could Slow to 20% But Its Stock Can Still Double, Expert Says
Coverage followed the previous session’s selloff, attributed to AI spending concerns and rising oil prices. Reporting also highlighted chip-backed lending that enables Nvidia purchases but exposes the supply chain to financing stress.
The AI Boom Isn't 1999—and Big Tech Could Cushion a Market Crash, This CEO Says · Blackstone's $2.3 Billion CoreWeave Bet Sparked a Trillion-Dollar AI Lending Boom
News sources
Company news Nvidia Growth Could Slow to 20% But Its Stock Can Still Double, Expert Says · Company news Nvidia Analyst Warns 45% of AI Data Center Capacity Planned for 2027 May Not Get Built