Nvidia stock can ride out a Democrat data-center crackdown, analysts argue
Nvidia stock can ride out a Democrat data-center crackdown, analysts argue
Nvidia stock can ride out a Democrat data-center crackdown, analysts argue
Key points
اہم نکات
मुख्य बातें
- Nvidia shares slipped as Democrat election wins raised the prospect of tougher scrutiny of AI data-center building, but analysts say the chip maker can still ride it out.
- UBS argued that greater congressional oversight will not necessarily derail the AI investment cycle, since state and local rules matter more for where and when data centers are built.
- Strong results from AMD, whose data-center chip sales nearly doubled, and Super Micro underlined that hardware demand remains intact, even as Nvidia's stock is down about 13 percent over the past month.
- Nvidia shares slipped as Democrat election wins raised the prospect of tougher scrutiny of AI data-center building, but analysts say the chip maker can still ride it out.
- UBS argued that greater congressional oversight will not necessarily derail the AI investment cycle, since state and local rules matter more for where and when data centers are built.
- Strong results from AMD, whose data-center chip sales nearly doubled, and Super Micro underlined that hardware demand remains intact, even as Nvidia's stock is down about 13 percent over the past month.
- Nvidia shares slipped as Democrat election wins raised the prospect of tougher scrutiny of AI data-center building, but analysts say the chip maker can still ride it out.
- UBS argued that greater congressional oversight will not necessarily derail the AI investment cycle, since state and local rules matter more for where and when data centers are built.
- Strong results from AMD, whose data-center chip sales nearly doubled, and Super Micro underlined that hardware demand remains intact, even as Nvidia's stock is down about 13 percent over the past month.
Nvidia shares slipped as Democrat election wins raised the prospect of tougher scrutiny of AI data-center building, but analysts say the chip maker can still ride it out. UBS argued that greater congressional oversight will not necessarily derail the AI investment cycle, since state and local rules matter more for where and when data centers are built. Strong results from AMD, whose data-center chip sales nearly doubled, and Super Micro underlined that hardware demand remains intact, even as Nvidia's stock is down about 13 percent over the past month.
Nvidia shares slipped as Democrat election wins raised the prospect of tougher scrutiny of AI data-center building, but analysts say the chip maker can still ride it out. UBS argued that greater congressional oversight will not necessarily derail the AI investment cycle, since state and local rules matter more for where and when data centers are built. Strong results from AMD, whose data-center chip sales nearly doubled, and Super Micro underlined that hardware demand remains intact, even as Nvidia's stock is down about 13 percent over the past month.
Nvidia shares slipped as Democrat election wins raised the prospect of tougher scrutiny of AI data-center building, but analysts say the chip maker can still ride it out. UBS argued that greater congressional oversight will not necessarily derail the AI investment cycle, since state and local rules matter more for where and when data centers are built. Strong results from AMD, whose data-center chip sales nearly doubled, and Super Micro underlined that hardware demand remains intact, even as Nvidia's stock is down about 13 percent over the past month.
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