Yahoo Finance | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-08-26T09:35:42+00:00
Nvidia's (NVDA) stock isn't having its typical year. No epic gains on earning reports. Nvidia stock has fallen in response to earnings in six of the past eight quarters, including the last four, perYahoo Finance AlphaSpaceanalysis. No major outperformance versus the S&P 500. Nvidia's stock is up 14% year to date, while the S&P 500 (^GSPC) is up 12%. No major outperformance versus other key players in the AI chip supply chain. Micron (MU) shares have gained a sizzling 225%. Intel (INTC) is up 138%. AMD (AMD) is up 124%. Raymond James analyst Simon Leopold lists four reasons the chip king stock is stuck in neutral in a new note: How much more Nvidia can investors own:With a market cap of $5.2 trillion, the market may have a limited appetite for further exposure to Nvidia, Leopold said. Lack

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25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.