Is there not enough investors of the Nvidia Forest for AI tree?

On August 1, 2025, the Nvidia chip is viewed via a magnifying glass in Beijing, China, China.

VCG | Visual China Group | Gets the image

Market observers can be surprised by the seemingly controversial steps of NVIDIA shares in advanced trade.

The company won expectations for the results of the second quarter, and the revenue leadership also exceeded expectations. The ransom was also announced, but the actions fell.

The reason? Revenue of the data center, which serves proxy for the prospects of AI company, did not meet the evaluation.

Nvidia’s growth in recent years has been fueled by its data center, which focused on graphic processors, graphic processors, and related products that associate and scale them for large deployments. The Division’s revenue increased by 56% earlier than $ 41.1 billion, which is slightly below the estimation of $ 41.34 billion.

However, it is important to note that the company does not work poorly. In fact, the chip manufacturer has led a profit estimate for 11 for the last 12 quarters, but its shares have fallen after the results in four cases, Facttset reports.

Can investors then wait too much from the chips manufacturer?

Remember that Nvidia is still other engines that can be hoped for, for example, its game unit. In fact, before the Nvidia game division was his biggest profit driver, and the firm was more widely known among computers fans with their video cards they set in their institutions.

Trees, forests and logo Nvidia can be green, but investors should not miss the Nvidia forest for AI wood.

What do you need to know today

Nvidia Posts results win. Technical gigantic reported higher than expected profits And the profit on Wednesday, and stated that sales growth in this quarter will remain above 50%. However, the shares were slipped in expanded trade, as the data centers from the data centers did not reach the assessment for the second consecutive period.

S&P Nopchs fresh closure high. A wide market index scored 0.24% At the end of the session, it reached a new closing maximum of 6 481.40, when all three major US indices rose on Wednesday ahead of Nvidia’s profits. In EuropeThe pan -European Stoxx 600 rose by 0.1%as the markets remained ambiguous.

Canadian goose jumps. New York shares that are listed Canadian goose grew more than 15% on Wednesday report CNBC The fact that controlling the shareholder who managed the winter product, Bain Capital, aroused interest in accepting the private company.

The Fed continues to emphasize independence. President of the Federal Reserve New York John Williams on Wednesday emphasized the importance of the Central Bank’s independence As the president Donald Trump It looks like control over the monetary policy. This stems from Trump’s pressure on the Central Bank’s leadership, including the attack on Fed Chairman Jerome Powell and an attempt to fire Ford Lisa Governor.

(Pro) Pros to estimate whether the TSMC is a “reasonable” purchase. Nvidia Last week Jensen CEO Jensen said that Investors buying TSMC shares would be “very reasonable.“Analysts Morningstar, Macquarie and GFM Asset Management Share your thoughts with CNBC.

And finally …

Taylor Swift celebrates with Trevis Kels No. 87 of Kansas leaders after defeating Buffalu bills 32-29 in the AFC Championship on the GEHA field at the Arrowhead Stadium on January 26, 2025 in Kansas, Missouri.

Jamie Squire | Gets the image

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