Pretty much everything," he told Yahoo Finance on Tuesday. Even smaller companies in the enterprise software business that have only tangential relevance to the AI gold rush-like a ServiceNow, SAP, or Adobe-stand to sink or swim, in his view from Nvidia's report: "It will take the entire tech market with it, up or down.
The options market is predicting its earnings could trigger a 10% swing in the value of Nvidia shares alone, the most in three years, according to data from analytics firm ORATS cited by Reuters.
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