A harsh September season and regulatory rumblings have prompted louder invitations to get in on Nvidia.
The doldrums of September have already hit investors, making the warnings of a historically rough month for stocks ring true. Big Tech namesthrow into question what will lead stocks higher as investors rotate to other sectors. And among the other immediate challenges, the threat of regulation is ramping up.) marked the latest snag in a moment of uncertainty. will usher in game-changing results. That belief has already crystallized.
For Nvidia, antitrust officials are seeking to learn if the company is wielding its market power to keep customers locked into their business. Complicating matters is that some of their buyers have or are developing their own custom chips. And, as analysts point out, Nvidia’s cloud customers have the resources and the sophistication to source AI infrastructure from multiple vendors.
Billionaire Elon Musk will head a government efficiency commission with a vast remit if Donald Trump is elected U.S. president, potentially putting him in position to change the rules for corporate America, including the wide swath of industries in which his companies compete.
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