NVIDIA

NVDA

Market cap $4.31T

Despite posting blowout quarterly results as usual, Nvidia stock is now down over 6% since its Q4 report on Wednesday amid AI sustainability concerns.

The S&P 500 (^GSPC 0.43%) fell 0.43% to 6,878.88 today, on course to finish February down 1.43% -- its worst performance in 11 months. The Nasdaq Composite (^IXIC 0.92%) slid 0.92% to 22,668.21 and the Dow Jones Industrial Average (^DJI 1.05%) dropped 1.05% to 48,977.92 as inflation data and AI jitters punished tech and growth stocks.

Wall Street analysts regularly tell investors which stocks present the most promising opportunities for patient investors.

For years, legendary investor Louis Navellier has called NVIDIA's earnings report the “grand finale” of earnings season.

Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss the rough week for shares of Nvidia, the recent funding round from OpenAI and much more.

Bloomberg's Caroline Hyde discusses OpenAI's $110 billion fundraise at a $730 billion valuation with key backing from Amazon. Plus, the feud between Anthropic and the Pentagon over AI use by the military continues.

NVIDIA and Broadcom both posted blockbuster AI-fueled quarters, but differences in growth, debt and valuation set one apart as the smarter buy.

Nvidia (NVDA) delivered strong earnings and guidance, but high expectations triggered a 'sell the news' reaction and ongoing valuation concerns. AI infrastructure demand remains robust, yet NVDA faces supply challenges and heightened market sensitivity to any potential shortfall.

Nvidia shares are set to post the sharpest decline since November as Meta and OpenAI turn to alternatives for their artificial intelligence infrastructure. Earlier this week, Nvidia said revenue growth in the April quarter should accelerate to 77%, but analysts see growth slowing after the current fiscal year.

OpenAI on Friday (Feb. 27) confirmed it has raised $110 billion in new funding from Amazon, Nvidia and SoftBank, in one of the largest private capital raises in technology history, as the company moves to secure the compute and infrastructure needed to scale advanced AI systems globally.