Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals

The U.S. government is considering allowing Nvidia to sell its H200 chips to China, according to sources. This potential decision comes amid ongoing scrutiny of semiconductor sales to China, particularly in light of national security concerns. The H200 chips are significant for AI applications, and their sale could have implications for U.S.-China relations in the tech sector.

Investors are expressing concerns that the artificial intelligence (AI) sector may be experiencing a bubble, particularly affecting stocks associated with OpenAI, SoftBank, and Oracle. Despite strong earnings from Nvidia and the successful launch of Alphabet's Gemini 3 Pro AI model, stocks related to OpenAI are declining. This trend indicates a selective market reaction within the tech industry, raising questions about the sustainability of AI investments.

The Score is a weekly review highlighting significant stock movements and the news influencing them. This week, notable stocks include Nvidia, Constellation, Eli Lilly, and Gap, with Nvidia's performance particularly impacting market sentiment.

Lovable, a Swedish AI coding startup, has doubled its annual revenue to $200 million in just four months. The company is focusing on enhancing its product features to better serve enterprise customers, as stated by CEO Anton Osika.

Nvidia reported strong earnings, projecting sales of approximately $65 billion for the January quarter, surpassing analysts' expectations. Despite this positive outlook, shares fell as concerns about a potential AI bubble persisted among investors. The company's performance remains a focal point in discussions about the sustainability of AI investments.

Following a brief rally in stocks driven by Nvidia's strong earnings, investor concerns about a potential A.I. bubble have resurfaced, leading to significant market fluctuations. The unease surrounding A.I. spending continues to impact investor sentiment negatively.

Nvidia's investors reacted negatively to the company's strong earnings report, leading to a selloff despite the positive financial results. This occurred as broader market sentiment shifted towards expectations of a potential Federal Reserve rate cut, causing a disconnect between Nvidia's performance and investor behavior.

Global stock markets, including Wall Street and Asian exchanges, faced significant declines this week as investors expressed concerns over a potential artificial intelligence bubble and inflation uncertainties. Major indices, such as the S&P 500, experienced their worst performance in months, prompting fears of a broader market downturn.