"Shares of Nvidia Corp. ( NASDAQ: NVDA) have retreated 6.4% in the past week on concerns about an AI bubble ahead of the chipmaker's third-quarter report. The company also announced a new collaboration with Microsoft Corp. ( NASDAQ: MSFT) and Anthropic, as well as another with Jeff Bezos's Project Prometheus. Nvidia's stock is 33.9% higher than six months ago, easily outperforming the S&P 500 and Nasdaq in that time."
"Note that before the latest retreat, gains for the chipmaker had helped wipe away the steep drop the stock suffered early in 2025, after it reported it would take a $5.5 billion charge tied to H20 chip export restrictions to China. While some analysts have raised price targets, others caution about ongoing headwinds due to uncertainty surrounding future U.S.-China trade relations and the potential for stricter regulations."
Nvidia's shares fell 6.4% in the past week amid concerns about an AI bubble ahead of its third-quarter report scheduled for November 19. The company announced collaborations with Microsoft, Anthropic and Jeff Bezos's Project Prometheus while shares remain 33.9% higher than six months prior. A $5.5 billion charge tied to H20 chip export restrictions to China and a potential $9 billion revenue impact underscore U.S.-China trade risks. New U.S. tariffs, China's retaliatory measures, and competition from Huawei's Ascend chips threaten supply chains and margins. Analysts cite strong data-center demand but warn guidance and regulatory uncertainty create ongoing headwinds.
Read at 24/7 Wall St.
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