Nvidia Rebounds on AI Capex Hopes, Stocks Edge Higher
TL;DR Summary
Nvidia stock shows life, rising about 2% in early trading as Meta and Microsoft signal ongoing AI-related capital expenditure. Meta's spending forecast was raised to $130–$145 billion while Microsoft kept 2026 capex steady, and Nvidia’s forward P/E sits around 17.5x—the lowest since 2015—helping the chipmaker rebound after July weakness and buoying peers like AMD and Intel.
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