Nvidia's shares fell over 4% following a mixed fourth-quarter earnings report led by CEO Jensen Huang. The drop stems from uncertainties regarding potential tariffs and export controls suggested by President Trump. CFO Colleen Kress highlighted the lack of clarity on U.S. government policies, which has investors anxious. While Nvidia reported a 78% revenue surge to $39.33 billion, growth is beginning to slow. Projections for $43 billion in the next quarter exceeded expectations but caused concern among analysts about margins amid increased production of AI chips.
"Tariffs, at this point, it's a little bit of an unknown. It's an unknown until we understand further what the US government's plan is..."
"While earnings and revenue came in above expectations, skeptics pointed to a slight downtick in margins as Nvidia ramps up production of its new Blackwell AI chips."
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