Nvidia Sends Mixed Signals as AI Chip Showdown Heats Up

Big Money Cools on a Beloved AI Giant

Nvidia may still dominate headlines and drive AI narratives, but institutional investors are beginning to tap the brakes. Recent data shows that only 8 mutual funds in Investor’s Business Daily’s top 50 index list currently own Nvidia shares—a sharp drop from previous quarters. This shift hints at growing caution ahead of earnings season, especially with heavyweights AMD and Intel preparing their financial disclosures. While Nvidia’s fundamentals remain solid, the growing competition in the AI chip space is pushing Wall Street to diversify its bet.

All Eyes on Intel and AMD—Nvidia’s Inescapable Shadow

As Nvidia prepares for its next earnings report, the market focus is sharply turning toward rivals AMD and Intel, both poised to present their latest results. Investors are waiting to see if either contender can steal market share or at least project compelling AI futures of their own. With Nvidia’s stock up nearly 200% over the past year, traders are asking if it can sustain its astronomical valuation or whether the momentum is fading. The looming results from AMD and Intel will likely determine Nvidia’s next narrative arc.