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Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts
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Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts
Nvidia shares climbed 1.2% to near $222 after a record close, as investors positioned ahead of May 20 earnings and focused on strong AI hardware demand from hyperscalers. CEO Jensen Huang was excluded from Trump’s China delegation, highlighting ongoing export risks, but the company’s outlook already assumes no China data center revenue. Nvidia guided first-quarter fiscal 2027 revenue to $78 billion, plus or minus 2%. The post Nvidia’s Record Run…
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