The Bad PlaceTimes of India | America's biggest defense technology company Palantir may have sent a ‘stock warning’ to Nvidia: Will lose billions as ...
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Nvidia, led by Jensen Huang, is set to announce its fiscal first‑quarter results on May 20, with analysts expecting revenue and profit above Wall Street forecasts as demand for its AI‑focused GPUs and CUDA software stays strong. However, recent market reactions to fellow AI‑heavyweights such as Palantir—whose 85% revenue jump to $1.63 billion and raised 2026 sales outlook still triggered an 8% share decline—highlight investor worries that lofty valuations may not be justified even after solid earnings, and suggest Nvidia could lose billions if its stock follows a similar pullback. While Nvidia continues to dominate the AI chip market, experts caution that tech booms often end in corrections when expectations become excessive, noting that returns on costly AI hardware investments may take years to materialise. Adding to the pressure, an emerging wave of competition from large tech firms developing their own, cheaper AI chips could ease the current GPU shortage, diminish Nvidia’s pricing power, and squeeze profit margins.
America's biggest defense technology company Palantir may have sent a ‘stock warning’ to Nvidia: Will lose billions as ... - The Times of India
Tech News News: Jensen Huang-led Nvidia is set to report its fiscal first-quarter earnings on May 20, and investors are expecting another quarter of strong growth dri.