Do You Really Understand Huawei's Threat To Nvidia? (Rating Downgrade)

The biggest overhang on Nvidia Corporation's (NASDAQ: NVDA ) near-term performance remains the evolving regulatory deadlock that the U.S. seeks to hold over China. This follows earlier investor angst about AI spending fatigue, which America's largest hyperscalers have dispelled in theAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expres ...