NVIDIA's Record Revenue Fails to Lift NVDA Amid Rising Yields

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Source: Benzinga
NVIDIA's Record Revenue Fails to Lift NVDA Amid Rising Yields
Photo: Benzinga
TL;DR Summary

NVIDIA posted a record $81.6 billion in Q1 revenue and an expanded $80 billion buyback along with a dividend hike, but NVDA has advanced only modestly this year as higher yields and concerns about AI-chip cycles weigh on valuations; bulls argue Nvidia’s data-center growth remains strong and its moat endures, while markets price in broader multiple compression rather than a earnings miss.

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