Guardian Financial Partners LLC Has $1.16 Million Stake in NVIDIA Corporation $NVDA - MarketBeat

NVIDIA's recent quarterly earnings report revealed a revenue of $96.2 billion, up 106% year-over-year and exceeding analyst expectations. Data center revenue surged 117% to $89 billion, while adjusted... Read original →

NVIDIA’s robust quarterly results underscore the relentless surge in demand for AI compute power, with data center revenue soaring and Blackwell chips driving strong order visibility. This fuels upstream supply chain dynamics, especially in advanced memory and packaging sectors. Geopolitical risks persist, as U.S. export controls tighten and reliance on Taiwan/ China and Hong Kong, China supply chains intensifies, creating cost and security vulnerabilities. Institutional investors remain bullish, yet profit-taking amid record highs suggests caution. In the next 12–24 months, if macroeconomic headwinds or AI demand deceleration emerge, NVIDIA may face declining growth momentum and heightened stock volatility.