Nvidia's supply snags hurting deliveries but mask booming demand
Portfolio Pulse from
Nvidia's recent revenue forecast has disappointed Wall Street, leading to concerns about the potential decline of the AI boom. However, Nvidia executives, analysts, and investors remain confident in the continued strong demand for Nvidia's products, despite current supply chain issues affecting deliveries.
November 21, 2024 | 2:30 am
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NEUTRAL IMPACT
Nvidia's revenue forecast has disappointed Wall Street, but the company and analysts maintain confidence in strong demand for its AI products. Supply chain issues are currently affecting deliveries.
Despite a disappointing revenue forecast, Nvidia's strong demand for AI products suggests a neutral short-term impact on stock prices. Supply chain issues are a concern, but confidence from executives and analysts mitigates negative sentiment.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100