A Nvidia, consolidated as a leader in the manufacture of chips and semiconductors for artificial intelligence (IA), reached a new record. Driven by the appreciation of 4,14% in your shares on Wall Street, the company reached the US$ mark 3,5 trillion (R$ 20 billion) this Monday, 21.
With the appreciation of the share, negotiations closed at US$ 143,71 (R$ 871,61) na Nasdaq. Here in Brazil, Nvidia's BDRs (NVDC34) also showed an increase by registering an appreciation of 3,65%, reaching the price of R$ 17,05 na B3. This new record is directly associated with the advancement of AI capabilities in the last two years.
With this novelty in the technological market, companies are seeking modernization through expensive and robust hardware that supports technology processing. Nvidia is a leader in manufacturing chips that serve this type of solution. Big companies, like Google, Apple and Meta, are among those who use these products the most on their digital platforms.
AI uncertainties generate speculation
Nonetheless, this new record achieved quickly and the uncertainties about artificial intelligence have raised doubts in the market. Analysts are questioning whether the cost invested in AI will deliver, in fact, the result expected by companies and investors.
The potential for financial returns from this type of investment is still uncertain.. Like this, analysts point to a possible slowdown in growth and, consecutively, in Nvidia stock values. Shortly, the increase in interest rates and the saturation of the smart market could impact the company's performance.
Quarterly report can change scenario
The quarterly report, scheduled for November, can prove this thesis if Nvidia's numbers are below expectations. Market forecasts for this period are an increase of 84% in earnings per share compared to the previous year, totaling US$ 0,74 (R$ 4,21) per share.
In the same way, revenues should rise 83%, reaching US$ 33,1 billion (R$ 188,32). If analysts' speculations are correct and Nvidia's numbers are much lower, investments may experience a significant drop. How the AI market grows and changes all the time, Analysts say that the next few months will be decisive in defining the company's growth rate.
