US StocksAug 13, 2026
Nvidia extends rally as data-center demand outlook stays strong
Bloomberg·9,310 views
Shares of the chip giant pushed higher after management reiterated a robust backlog for AI accelerators heading into the next fiscal year.
Analysts pointed to continued hyperscaler capex as the primary driver, though some cautioned that expectations are now priced for perfection.
Read full story at Bloomberg
Discussion (2)
Backlog is real but 'priced for perfection' is doing a lot of work in that last paragraph.
This. The bar keeps rising every quarter. Beats aren't enough anymore.