Nvidia Earnings: AI Valuation Vs. Long-Term Driver On Watch, Fund Chief Says; Is Nvidia A Buy Now?

Group 1 - Nvidia shares experienced a significant increase amid optimism regarding the resolution of the government shutdown [2] - CEO Jensen Huang highlighted strong demand for Nvidia's chips, indicating robust market conditions [2] - Nvidia recently achieved a historic milestone as the first company to reach a market capitalization of $5 trillion, although it slightly dipped below that level [2] Group 2 - The stock market showed positive movement with the Dow rising on hopes of a government shutdown deal, while stocks like Nvidia, Palantir, and Tesla rallied [5] - AI stocks faced some turbulence, retreating from their 2025 highs amid a capital spending boom [5] - Major funds are actively investing in stocks such as Nvidia and Palantir, indicating strong institutional interest [5]