Despite strong results and the accelerating 2026 AI data-center buildout—of which Nvidia remains the primary beneficiary—the stock has been stuck in the mud for months.
Source: https://www.barrons.com/articles/nvidia-software-stocks-hair…
US stock futures edged higher ahead of a busy week for policy decisions and corporate earnings, with investors tracking several notable companies before and after Monday’s session. The Federal Reserve’s rate decision and fresh inflation data later in the week add to a backdrop of volatile energy markets and heightened geopolitical risk.
Nebius expects its annualized run rate revenue to be between $7 billion and $9 billion this year. Planned heavy spending by hyperscalers bodes will for Nvidia’s continued success.
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