Group 1 - NVIDIA Corporation (NASDAQ:NVDA) is facing concerns regarding a potential slowdown in AI demand, particularly highlighted by a miss in data center revenues in its latest quarterly report [1][2] - The company's annual revenue growth has slowed to 56%, compared to nearly 100% year-over-year growth in previous quarters, indicating a deceleration in growth amid increasing competition and capital expenditure limitations from major companies [3][4] - NVIDIA's data center business has become its largest revenue and profit generator, representing over 88% of total revenue in the most recent fiscal year, showcasing its strong position in the data center market [5] Group 2 - OpenAI has raised its revenue forecast for 2030 by $26 billion to $200 billion, but this increase will require an additional cash burn of $85 billion, raising questions about the sustainability of such growth [2] - The market dynamics are influenced by lower 10-year yields, which may lead to continued market growth until a significant downturn occurs, emphasizing the importance of fundamentals in investment decisions [2] - Increasing competition from companies like Broadcom is expected to impact NVIDIA's margins in the long term, suggesting a challenging environment ahead for the company [4]

We recently published Top 10 Analyst Calls on Trending Stocks You Shouldn’t Miss. NVIDIA Corp (NASDAQ:NVDA) is one of the major analyst calls. Jim Cramer in a CNBC program in May discussed the importance of trusting the honest leadership of companies and sticking to their core business thesis despite tough times. To prove his point, Cramer gave the example of NVIDIA Corp (NASDAQ:NVDA): “It matters when honest, smart executives tell you that something’s going incredibly well. I think you should believe th ...