Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesStocksEarnInstitutionAI & More
Nvidia (NVDA.US) earnings are coming: Can the "AI computing power bull market narrative" defeat the "AI bubble"?

Nvidia (NVDA.US) earnings are coming: Can the "AI computing power bull market narrative" defeat the "AI bubble"?

老虎证券老虎证券2026/02/25 09:49
Show original
Global investors focusing on AI computing power infrastructure and the broader AI infrastructure boom are seeking evidence that the world's largest market cap chip giant's profits are closely tied to the massive AI capital expenditure budgets—ranging from $650 billions to $700 billions—of the four major U.S. tech giants (hyperscalers), and that these profits are expected to grow strongly in tandem with this major trend.
0
0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!

You may also like

"Big Short" Burry increases short positions on Nasdaq 100 and semiconductors, says Nvidia (NVDA.US) influence may enter a "new paradigm"

"The Big Short" Michael Burry has increased his bearish bets on the Nasdaq 100 Index and semiconductor stocks.

智通财经•2026/11/13 07:48
"Big Short" Burry increases short positions on Nasdaq 100 and semiconductors, says Nvidia (NVDA.US) influence may enter a "new paradigm"

Duan Yongping: Currently will not sell Nvidia, and in the future Jensen Huang may return as a “shadow CEO”

Duan Yongping has made it clear that he will not sell Nvidia and sold a large number of put options on the day the news was released. Nvidia may invite Jensen Huang to serve as an advisor, taking on a “shadow CEO” role to retain his influence, but he would no longer have signing authority. Whether this scenario materializes will likely only become clear after the hearing concludes.

华尔街见闻•2026/11/13 07:48
Duan Yongping: Currently will not sell Nvidia, and in the future Jensen Huang may return as a “shadow CEO”