Nvidia (NVDA) has slipped after a rough stretch for AI stocks, but two hedge fund billionaires, Ken Fisher and Paul Tudor Jones, held it in the second quarter, and it ranks first on their list of seven AI stocks they bought. The stock fell more than 3% on October 14 over worries about AI debt, after CoreWeave, a heavily indebted cloud firm that rents out Nvidia chips, lost about 25% last week as its bonds sold off and Treasury yields rose above 5% on hotter inflation data. Bulls point to management's expectation of about 70% revenue growth in fiscal 2028, Microsoft Azure's 43% growth, and a rise in hedge funds holding the stock from 275 to 285. Bears note that Nvidia's customers rely on borrowed money, that CoreWeave's bond yields climbed to about 15%, and that Gartner expects most neocloud providers to stop operating independently by 2030. Nvidia owns about 10% of CoreWeave, has agreed to buy unsold capacity through 2032, and provides credit support for an OpenAI data center project in Ohio, so an AI spending slowdown would hit it from both sides.
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NVDAartificial intelligencehedge fundsearnings
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/19/2026 | 217.09 |
| Change that session | +1.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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