{"id":4201,"date":"2026-03-30T15:15:37","date_gmt":"2026-03-30T15:15:37","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=4201"},"modified":"2026-03-30T15:15:37","modified_gmt":"2026-03-30T15:15:37","slug":"nvidia-stock-continues-to-slip-but-some-bullish-signs-emerge","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=4201","title":{"rendered":"Nvidia stock continues to slip, but some bullish signs emerge"},"content":{"rendered":"
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Nvidia shares were volatile on Monday, even as reports suggested continued spending from artificial intelligence-focused customers. <\/p>\n

The stock was down 0.5% to $166.09 in early trading. The AI darling is down around 10% for the year.<\/p>\n

The moves come amid fresh announcements from key players investing heavily in AI infrastructure, reinforcing demand for Nvidia\u2019s chips even as broader market sentiment remains fragile.<\/p>\n

Mistral AI funding points to strong demand<\/h2>\n

Mistral AI said it had raised $830 million in its first debt-financing round from a consortium of banks. <\/p>\n

The company plans to use the funds to build a new data centre near Paris equipped with 13,800 Nvidia GB300 graphics-processing units.<\/p>\n

While financial terms of the chip purchases were not disclosed, estimates provide a sense of scale.<\/p>\n

HSBC said a GB300 NVL72 rack containing 72 GPUs costs about $3 million. <\/p>\n

Based on that benchmark, Mistral\u2019s planned deployment could translate into roughly $575 million worth of Nvidia hardware.<\/p>\n

The development adds to a broader trend of rising AI infrastructure spending. <\/p>\n

Research firm Omdia said global spending on cloud infrastructure services reached $110.9 billion in the fourth quarter of 2025, marking a 29% increase from a year earlier. <\/p>\n

The firm expects spending to grow by another 27% this year.<\/p>\n

Starcloud expands AI ambitions <\/h2>\n

Spending is not limited to Earth. Starcloud said it had raised $170 million at a $1.1 billion valuation to advance its plans for space-based data centres.<\/p>\n

The company previously launched a satellite carrying one of Nvidia\u2019s H100 GPUs into orbit. <\/p>\n

It now plans a second launch later this year, which will include a GPU cluster and a large deployable radiator designed to generate significantly more power than its first satellite.<\/p>\n

These developments highlight the expanding scope of AI infrastructure, with Nvidia positioned at the center of both terrestrial and experimental deployments.<\/p>\n

Valuation pressures persist amid market selloff<\/h2>\n

Despite these demand signals, Nvidia\u2019s stock has come under pressure in recent months. <\/p>\n

Shares have fallen nearly 20% from their record high in October, reflecting a broader selloff across global markets.<\/p>\n

The decline has been driven in part by concerns over the geopolitical situation in the Middle East, particularly the US and Israeli conflict with Iran. <\/p>\n

Investors fear elevated oil prices could fuel inflation and prompt central banks to raise interest rates.<\/p>\n

As a result, Nvidia is now trading at one of its lowest valuation levels in years. <\/p>\n

The stock is valued at about 19.6 times its expected earnings over the next 12 months, its lowest multiple since early 2019.<\/p>\n

Investors use price-to-earnings (P\/E) multiples to assess a stock\u2019s valuation relative to its expected future earnings. <\/p>\n

With the rise of online trading platforms<\/a>, tracking metrics such as the P\/E ratio has become significantly easier and more accessible to market participants.<\/p>\n

Its valuation has also slipped below that of the S&P 500, which trades at around 20 times earnings despite lower expected growth. <\/p>\n

According to LSEG data, Nvidia\u2019s earnings are projected to grow more than 70% in its current fiscal year, compared with an estimated 19% growth for the broader index in 2026.<\/p>\n

Investor concerns around AI returns<\/h2>\n

Investors have also questioned whether heavy spending on AI infrastructure by major technology companies will translate into near-term returns. <\/p>\n

Companies such as Microsoft, Alphabet, and Amazon are among Nvidia\u2019s largest customers.<\/p>\n

Concerns that these investments may take longer to generate revenue and profits have weighed on sentiment. <\/p>\n

Combined with broader market pressures, these worries have erased more than $800 billion from Nvidia\u2019s market value, which now stands at about $4 trillion.<\/p>\n

At the same time, Nvidia has continued to report improving financial performance, including gross margins reaching 75%. <\/p>\n

Analysts have also raised their earnings estimates, even as the stock price has declined.<\/p>\n

The pullback has sparked debate about the durability of the AI-driven rally.

The post Nvidia stock continues to slip, but some bullish signs emerge<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Nvidia shares were volatile on Monday, even as reports suggested continued spending from artificial intelligence-focused customers. The stock was down 0.5% to $166.09 in early trading. The AI darling is down around 10% for the year.The moves come amid fresh announcements from key players investing heavily in AI infrastructure, reinforcing demand for Nvidia\u2019s chips even…<\/p>\n","protected":false},"author":1,"featured_media":4202,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-4201","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/4201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4201"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/4201\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/4202"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}