In Jensen We Trust?

Nvidia CEO Jensen Huang continues to deliver on his vision for AI-powered computing, but the stock's valuation raises important questions for investors. With shares trading at elevated multiples, is the market pricing in perfection?

The company's latest data center revenues exceeded expectations once again, but the rate of growth deceleration is something investors should monitor closely. The competitive landscape is evolving, with custom chip solutions from major hyperscalers gaining traction.