August 30, 2025

finance  
Nvidia $54B Forecast, Snowflake Soars Amid AI Bubble?

Nvidia continues to see strong AI chip sales, with its data center division reporting $41.1 billion in revenue, a 56% increase year-over-year. The company projects $54 billion in revenue for the coming months. However, some analysts are concerned about a potential AI bubble, drawing comparisons to the dot-com era. These concerns have been amplified as Nvidia's stock dipped despite strong sales figures. A previous ban on AI chip sales to China, enacted by President Trump, impacted Nvidia's revenue, but that ban has since been lifted. Meanwhile, Dell is experiencing a surge in AI server sales, with shipments reaching $10 billion in the first half of the year and projections of $20 billion for the full year. Despite this growth, Dell's stock price has declined, driven by investor concerns about the PC segment and future profitability. Marvell Technology also faces investor apprehension, as its AI-led growth hasn't fully met expectations, leading to a lowered stock rating from Bank of America, even though they reported $2.01 billion in revenue. In contrast, Snowflake's stock is soaring, fueled by its AI integration efforts and an upgrade from Bank of America. Snowflake is also collaborating with Nice to enhance its AI presence in the contact center market. Zoom is also seeing an AI boost, with increased demand and AI-driven product growth, though it still faces challenges related to a $150 million security settlement. Broadcom and Credo Technology's upcoming earnings reports will serve as key indicators for the overall health of AI stocks. On the other hand, Super Micro Computer's stock has fallen due to concerns about internal financial controls, while an MIT study suggests that many companies investing in AI are not seeing profits. Nvidia CEO Jensen Huang believes there will be trillions more spent on AI projects.

Key Takeaways

  • Nvidia's data center division generated $41.1 billion in revenue, a 56% year-over-year increase, and projects $54 billion in the next few months.
  • Analysts are raising concerns about a potential AI bubble despite strong AI chip sales from Nvidia.
  • Dell's AI server shipments reached $10 billion in the first half of the year, with $20 billion projected for the full year, but its stock price has fallen.
  • Marvell Technology's AI growth has not fully met expectations, leading to a lowered stock rating from Bank of America.
  • Snowflake's stock is soaring due to AI integration and a Bank of America upgrade.
  • Zoom is experiencing an AI boost with increased demand and product growth, but faces a $150 million security settlement.
  • Broadcom and Credo Technology's earnings reports will be an important test for AI stocks.
  • A previous ban on AI chip sales to China, enacted by President Trump, impacted Nvidia's revenue.
  • Nvidia is expanding in Texas, adding office space in Austin, Houston and Dallas.
  • Super Micro Computer's stock has fallen due to concerns about internal financial controls.

Nvidia's AI chip sales are up but a tech bubble worries investors

Nvidia's AI chip sales are still strong, but some experts worry the AI market might be growing too fast. The company's data center division made $41.1 billion, which is a 56% increase from last year. Nvidia predicts they will make $54 billion in the next few months. President Trump's earlier ban on selling AI chips in China hurt Nvidia's sales, but that ban has been lifted. Some analysts think the current AI excitement could be like the dot-com bubble of the 1990s.

Nvidia's AI chip sales increase but AI bubble fears grow

Nvidia's AI chip sales are up, but not as much as expected, causing worries about a possible tech bubble. The company's stock went down after the report. Nvidia's data center division made $41.1 billion, a 56% increase from last year. Nvidia expects to make $54 billion in the next few months. A previous ban by President Trump on selling AI chips to China affected Nvidia's sales.

Nvidia's AI chip sales are up but is the AI boom fading

Nvidia's AI chip sales are still increasing, but some people are concerned that the AI boom might be slowing down. Nvidia's data center division made $41.1 billion, a 56% increase from last year. The company expects to make $54 billion in the next few months. Nvidia CEO Jensen Huang believes there will be trillions more spent on AI projects. A ban on selling AI chips in China, put in place by President Trump, hurt Nvidia's sales.

Nvidia's AI chip sales increase but AI bubble fears grow

Nvidia's AI chip sales are up, but not as much as expected, causing worries about a possible tech bubble. The company's stock went down after the report. Nvidia's data center division made $41.1 billion, a 56% increase from last year. Nvidia expects to make $54 billion in the next few months. A previous ban by President Trump on selling AI chips to China affected Nvidia's sales.

Nvidia chip sales are up but some worry about an AI bubble

Nvidia's AI chip sales are still strong, but some experts worry the AI market might be growing too fast. The company's data center division made $41.1 billion, which is a 56% increase from last year. Nvidia predicts they will make $54 billion in the next few months. President Trump's earlier ban on selling AI chips in China hurt Nvidia's sales, but that ban has been lifted. Some analysts think the current AI excitement could be like the dot-com bubble of the 1990s.

Nvidia's AI chip sales are up but a tech bubble worries investors

Nvidia's AI chip sales are still strong, but some experts worry the AI market might be growing too fast. The company's data center division made $41.1 billion, which is a 56 percent increase from last year. Nvidia predicts they will make $54 billion in the next few months. President Trump's earlier ban on selling AI chips in China hurt Nvidia's sales, but that ban has been lifted. Some analysts think the current AI excitement could be like the dot-com bubble of the 1990s.

Nvidia's AI chip sales are up but a tech bubble worries investors

Nvidia's AI chip sales are still strong, but some experts worry the AI market might be growing too fast. The company's data center division made $41.1 billion, which is a 56% increase from last year. Nvidia predicts they will make $54 billion in the next few months. President Trump's earlier ban on selling AI chips in China hurt Nvidia's sales, but that ban has been lifted. Nvidia is expanding in Texas, adding office space in Austin, Houston and Dallas. Some analysts think the current AI excitement could be like the dot-com bubble of the 1990s.

Nvidia's AI chip sales are up but a tech bubble worries investors

Nvidia's AI chip sales are still strong, but some experts worry the AI market might be growing too fast. The company's data center division made $41.1 billion, which is a 56% increase from last year. Nvidia predicts they will make $54 billion in the next few months. President Trump's earlier ban on selling AI chips in China hurt Nvidia's sales, but that ban has been lifted. Some analysts think the current AI excitement could be like the dot-com bubble of the 1990s.

Nvidia's AI chip sales are up but a tech bubble worries investors

Nvidia's AI chip sales are still strong, but some experts worry the AI market might be growing too fast. The company's data center division made $41.1 billion, which is a 56% increase from last year. Nvidia predicts they will make $54 billion in the next few months. President Trump's earlier ban on selling AI chips in China hurt Nvidia's sales, but that ban has been lifted. Some analysts think the current AI excitement could be like the dot-com bubble of the 1990s.

Nvidia's latest quarter shows signs of AI chip sales slowing

Nvidia's AI chip sales are still strong, but there are signs the growth may be slowing down. The company's data center division made $41.1 billion, which is a 56% increase from last year. Nvidia predicts they will make $54 billion in the next few months. President Trump's earlier ban on selling AI chips in China hurt Nvidia's sales. Some experts worry the AI market might be growing too fast and could lead to a tech bubble.

Nvidia's latest quarter shows signs of AI chip sales slowing

Nvidia's AI chip sales are still strong, but there are signs the growth may be slowing down. The company's data center division made $41.1 billion, which is a 56% increase from last year. Nvidia predicts they will make $54 billion in the next few months. President Trump's earlier ban on selling AI chips in China hurt Nvidia's sales. Some experts worry the AI market might be growing too fast and could lead to a tech bubble.

Nvidia's AI chip sales are up but a tech bubble worries investors

Nvidia's AI chip sales are still strong, but some experts worry the AI market might be growing too fast. The company's data center division made $41.1 billion, which is a 56% increase from last year. Nvidia predicts they will make $54 billion in the next few months. President Trump's earlier ban on selling AI chips in China hurt Nvidia's sales, but that ban has been lifted. Some analysts think the current AI excitement could be like the dot-com bubble of the 1990s.

AI earnings hype Dell and Nvidia in the spotlight

Dell and Nvidia are making a lot of money from AI, but some people are worried that AI investments might not pay off. An MIT study showed that most companies investing in AI didn't see any profit. Dell's AI server sales increased a lot, but their future earnings might not be as high as expected. Nvidia is doing well with its Blackwell chips, but they are facing some challenges with their profit margins. Experts warn that the AI market could be like the dot-com bubble, where a few companies become very successful and others fail.

Dell's AI sales are up but stock price is down what's going on

Dell's revenue is up because of strong AI server sales, but the stock price has fallen. Dell's AI server shipments have reached $10 billion in the first half of the year. The company expects $20 billion in AI server sales for the full year. Investors are worried about the PC segment and the company's future plans. Some analysts think the stock is undervalued, while others are concerned about the overall economy.

Dell's AI hardware sales are booming but stock price isn't celebrating

Dell's AI hardware sales are doing great, but its stock price fell after its recent earnings report. The company's revenue increased a lot, driven by a big jump in AI server sales. However, the company's forecast for the next quarter was lower than expected. Investors are worried about the company's profits and the overall PC market. Some experts think the stock is a good opportunity for investors, while others are more cautious.

Marvell stock falls as AI growth doesn't meet high expectations

Marvell's stock price dropped because its revenue forecast was lower than expected, even though its second quarter results were good. The company made $2.01 billion in revenue, which was a 58% increase from last year. Marvell expects to make between $0.69 and $0.79 in adjusted EPS for the third quarter. The company's growth is being driven by strong AI demand.

Marvell's AI slowdown worries investors but retail traders see buying opportunity

Marvell's data center performance has caused concerns about an AI slowdown, but retail traders are still interested in the stock. The company reported adjusted earnings per share of $0.67, which matched expectations. Quarterly revenue reached a record $2.006 billion, up 58% year-over-year. The company expects adjusted EPS of $0.71-$0.79 for the third quarter. Some users on Stocktwits believe Marvell's stock is cheap compared to Nvidia and see this as a buying opportunity.

Bank of America lowers rating for Marvell stock due to AI concerns

Bank of America lowered its rating for Marvell Technology stock because of concerns about AI-led growth. The bank's analyst lowered the rating to Hold from Buy and reduced the price target to $78 from $90. The analyst said he didn't hear the same level of confidence about Marvell's growth prospects. Marvell reported that its Q3 revenue outlook of $2.06 billion missed analysts' average estimate of $2.11 billion.

Marvell Technology stock a good buy after recent dip experts say

Marvell Technology's stock dropped 15%, but experts say it's a good buying opportunity. The company has strong data center growth and AI demand. Marvell remains profitable and its stock is cheap. Sales and EPS growth are likely to remain strong. Risks include competition and AI market slowdown, but Marvell's fundamentals and valuation provide a compelling long-term investment opportunity.

Snowflake stock soars after AI moves and upgrade from Bank of America

Snowflake's stock price has increased because of its AI integration and an upgrade from Bank of America. Bank of America upgraded Snowflake's stock rating to "Buy" and set a new price target of $240. Snowflake is collaborating with Nice to boost its AI presence in the contact center market. A survey predicts that customer spending will increase, mainly driven by AI investment.

Zoom gets AI boost but security settlement still a concern

Zoom Video Communications received a Buy rating from Rosenblatt, who raised the price target to $110. The company is seeing increased demand and AI-driven product growth. Zoom raised its financial guidance for 2026, supported by strong margins and a large cash balance. However, Zoom is still dealing with a $150 million settlement related to past security and privacy issues.

Broadcom and Credo Technology earnings will test AI stocks

Broadcom and Credo Technology are about to release their earnings reports. These reports will be an important test for AI stocks. Investors will be watching to see how these companies are performing in the AI market.

Super Micro stock falls after financial control concerns are reported

Super Micro Computer's stock price dropped after the company said it had problems with its internal financial controls. The company said these issues could affect its ability to report financial results accurately and on time. Last year, Super Micro missed a deadline to file its annual report. The company is working to fix these problems.

Snowflake stock jumps as AI strategy boosts sales

Snowflake's stock price increased after the company reported strong revenue gains and focused on its AI strategy. The company added $94 million in product revenue in the second quarter. Analysts believe growth was fueled by larger customers and the Crunchy Data acquisition. Snowflake's AI potential is highlighted through Cortex AISQL and new data science capabilities.

Nvidia reports record sales as the AI boom continues

Nvidia's sales are up because of the growing interest in AI. The company is making a lot of money from its AI chips. This shows that the AI market is still strong.

Sources

Nvidia AI chips AI market Tech bubble Data center division Sales Revenue Earnings Stock price AI slowdown Marvell Technology Dell AI servers Snowflake AI integration Zoom AI-driven product growth Broadcom Credo Technology Super Micro Computer Financial controls China Trump ban Investment Analysts Blackwell chips Profit margins AI projects Cortex AISQL Data science