Tag: Arnott

Nvidia ‘seems bubbly’ because it won’t be able to maintain its dominant market share, investing legend Rob Arnott says

Justin Sullivan/Getty Images Nvidia “seems bubbly” as its semiconductor market share isn’t sustainable, Rob Arnott told CNBC. Competitors such as AMD and Intel will likely step up efforts to compete with the chip maker. Nvidia reported another big quarter of earnings Wednesday, beating both revenue and profit estimates. Nvidia has once again transcended Wall Street […]

From ‘Britain’s Warren Buffett’ to market sage Rob Arnott, here’s why investor naysayers are skeptical ‘first-mover’ Nvidia will continue to lead the AI boom

Every time investors have braced themselves for the AI bubble to burst in the last few months, a new eye-popping data point comes out to prove them wrong and send money flowing back into the stock market. The latest shock was Nvidia’s latest quarterly earnings, which managed to surpass investors’ already sky-high expectations and set […]