NVIDIA Watch posted an update
More than three-quarters of FTSE 350 companies have outperformed Nvidia shares so far this year, according to a City AM analysis. The paper says Nvidia is down more than 7%, while the FTSE 100 has risen 9.3% on an equal-weight basis.
Why it mattersThat is a striking reversal for a company at the centre of the AI-chip boom, but it is a comparison of share performance, not a measure of Nvidia’s business or the strength of AI demand. City AM also points to investor concerns about AI valuations and funding. The market numbers make a useful temperature check, not a verdict on what comes next.
Discuss: Should investors judge Nvidia against the wider market, or against the growth expectations that drove its rise?
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