Nvidia (NASDAQ:NVDA) and AI have turned out to be a match made in chip heaven. After all, the insatiable appetite for the Jensen Huang-led

Nvidia shares are trading lower Tuesday following reports that SoftBank Group offloaded its entire stake in the chipmaker.

Betting against the stock of a company like Nvidia -- with powerful financial performance and demand dynamics and a reasonable valuation -- is very risky.

One analyst bucks the trend when it comes to Nvidia stock. Here's why the leading AI chipmaker’s prospects may not be so bright.

This unease is partly driven by the media issuing grim warnings, often based in part on CAPE (Cyclically Adjusted Price-to-Earnings) valuations. Consider the following headlines and their summaries. The AI valuation bubble is now getting silly – The Guardian (Oct 8,

CoreWeave (NASDAQ: CRWV) has been one of 2025's most successful IPOs, with the stock tripling over its launch price when it went public in late March. That's an impressive run, but CoreWeave is also more than 30% off its all-time high, making investors wonder if now is a good time to buy.

Despite a wave of key S&P 500 earnings and a Fed rate cut on deck this week, Nvidia is once again drawing the biggest headlines and driving the biggest market swings. The chip giant made a series of announcements Tuesday including: A $1 billion investment in Nokia, the legacy telecom company

NVIDIA revealed something remarkable in its latest SEC filing: just two unnamed customers account for 39% of the company’s revenue. Customer A (likely Microsoft) accounts for 23% of everything NVIDIA sells. Customer B (probably Amazon) accounts for 16%.

Even though the costs of keeping up with demand have impacted Nvidia's bottom line, its $45 billion in net income in the first half of the year still rose by 43%. Such growth levels make a 59 P/E ratio easier to justify, even for more conservative investors.

Nvidia Corporation and Palantir Technologies Inc. face short-term vulnerability from energy and capex bottlenecks. Click for my updated look at NVDA stock ahead of earnings.

Michael Burry shorts Nvidia and Palantir, stoking AI bubble fears. Scion’s $1.1B puts shake markets. NVDA and PLTR rally over 400%.

As Wall Street watches the market wobble, Nvidia stock and Palantir put focus on rules for when to sell stocks.