Big names exit Nvidia in Q2 as AI giant stumbles ahead of earnings

Full Article
Big names exit Nvidia in Q2 as AI giant stumbles ahead of earnings

Nvidia shares have dipped as major investors reduce their stakes ahead of the company's earnings report. Notable investors like David Tepper and Stanley Druckenmiller have significantly cut their holdings, raising concerns about Nvidia's future performance. Despite this, some funds continue to invest in Nvidia, indicating mixed sentiments in the market.

The upcoming earnings report is crucial, with analysts expecting a substantial profit increase driven by AI demand. However, potential delays in the launch of Nvidia's new Blackwell processors due to design flaws could impact revenue projections. The overall AI market is projected to grow, but skepticism about spending from major tech companies could affect Nvidia's position.

• Major investors are reducing their stakes in Nvidia ahead of earnings.

• Concerns arise over potential delays in Nvidia's new Blackwell processors.

Key AI Terms Mentioned in this Article

AI Demand

Nvidia's performance is closely tied to the growing demand for AI-driven products and services.

Hyperscalers

These companies are expected to significantly invest in AI infrastructure, impacting Nvidia's revenue.

Blackwell Processors

Delays in their delivery could affect Nvidia's anticipated revenue growth.

Companies Mentioned in this Article

Nvidia

Nvidia's stock performance is a key indicator of market sentiment towards AI technologies.

Microsoft

Microsoft's investment in AI is crucial for driving demand for Nvidia's products.

Get Email Alerts for AI News

By creating an email alert, you agree to AIleap's Terms of Service and Privacy Policy. You can pause or unsubscribe from email alerts at any time.

Latest Articles

Alphabet's AI drug discovery platform Isomorphic Labs raises $600M from Thrive
TechCrunch 6month

Isomorphic Labs, the AI drug discovery platform that was spun out of Google's DeepMind in 2021, has raised external capital for the first time. The $600

AI In Education - Up-level Your Teaching With AI By Cloning Yourself
Forbes 6month

How to level up your teaching with AI. Discover how to use clones and GPTs in your classroom—personalized AI teaching is the future.

Trump's Third Term - How AI Can Help To Overthrow The US Government
Forbes 6month

Trump's Third Term? AI already knows how this can be done. A study shows how OpenAI, Grok, DeepSeek & Google outline ways to dismantle U.S. democracy.

Sam Altman Says OpenAI Will Release an 'Open Weight' AI Model This Summer
Wired 6month

Sam Altman today revealed that OpenAI will release an open weight artificial intelligence model in the coming months. "We are excited to release a powerful new open-weight language model with reasoning in the coming months," Altman wrote on X.

Popular Topics