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The Nvidia Earnings Report Could Wreck The Market
Nvidia Corporation is likely to lower its guidance for 2027, as AI capex will likely be lower in 2027 in the aftermath o
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Must Reads Black Friday Sale! Save 20% on any Seeking Alpha service* » FREE TRENDING ARTICLE Nvidia: It's Good That Jensen Resigned Nvidia Corporation remains a Buy following Jensen Huang’s resignation, with the author arguing that the transition may strengthen corporate governance... Read For Free FEATURED Black Friday starts early! Get 20% off any Seeking Alpha subscription Now’s your chance to save 20% across the entire Seeking Alpha platform. Access expert insights, powerful tools, and data-driven research—all at a special price. Claim Offer *Special offer. Price for each product charged immediately for the first year of your annual subscription. Auto-renews as an annual subscription at the then-current annual list price. Plus sales tax/VAT where applicable. WEEKLY QUIZ CHALLENGE Can you answer all 10 questions correctly? Put your market smarts to the test with our weekly investment news quiz. It’s a quick, enjoyable way to test your knowledge and see how you rank against others. Start the Quiz The Nvidia Earnings Report Could Wreck The Market Nvidia Corporation is likely to lower its guidance for 2027, as AI capex will likely be lower in 2027 in the aftermath of the U.S. midterms elections.... Continue Reading The AI Bubble Burst Has Three Phases: We Are At Phase One The AI sector is in a bubble phase, with unsustainable valuations and early signs of stress in semiconductors and leveraged AI companies. I've exited ... Continue Reading Nvidia: Jensen Left, The Backlog Didn't (Rating Downgrade) Nvidia Corporation is downgraded slightly to Buy: leadership risks have risen, but valuation is highly enticing at under 11x consensus FY28 EPS. Huang... Continue Reading IREN: A Liquidity Crisis Is Brewing IREN's CapEx guidance for the remainder of 2027 stands at $15 billion, with $6 billion still to be funded. The funding gap represents a massive ~70% o... Continue Reading Scan to download the Seeking Alpha App! This email was sent to you because you signed up to receive Must Reads. If you do not want to receive Must Reads emails, click here to unsubscribe. *Special offer. Price for each product charged immediately for the first year of your annual subscription. Auto-renews as an annual subscription at the then-current annual list price. Plus sales tax/VAT where applicable. Past performance is no guarantee of future results. Any content and tools on the platform are offered for information purposes only. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Any views or opinions expressed may not reflect those of Seeking Alpha as a whole. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Sent by Seeking Alpha, 244 5th Ave, Suite 2705, New York, NY 10001