The Stock Market's Latest Concern: An 11-Letter Term That Devastated the Economy in the '70s
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 06 2026
0mins
Should l Buy NVDA?
Source: Barron's
Superstitions in Various Fields: Superstitions are prevalent in different areas, such as theater, sports, and politics, where certain words or phrases are avoided to prevent bad luck or negative outcomes.
Economic Terms and Taboos: The term "stagflation" is particularly avoided in discussions about the economy, especially when conditions suggest a downturn, reflecting a broader reluctance to acknowledge economic troubles.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 183.910
Low
200.00
Averages
264.97
High
352.00
Current: 183.910
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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See More
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- Cloud Revenue Surge: Amazon Web Services (AWS) contributed nearly 60% of operating income in the latest fiscal year, achieving an annual revenue run rate of $142 billion, which underscores its dominant position in the cloud computing market and enhances Amazon's profitability.
- Chip Demand Explosion: The in-house developed Trainium2 chip is nearly sold out, while the recently launched Trainium3 is almost fully subscribed, indicating that the annual revenue run rate for this chip business will exceed $20 billion, reflecting strong market demand for cost-effective AI chips.
- Competitive Pressure: Amazon's potential future sales of chips to third parties could pressure Nvidia to accelerate its innovation pace to maintain market share, even though AWS does not directly compete with Nvidia in the premium chip market.
- Investor Confidence Boost: While Amazon's chip business may capture some market share, Nvidia is still viewed as a strong long-term investment due to its extensive customer base and proven innovation capabilities, leading investors to remain optimistic about its future performance.
See More
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- Cloud Revenue Surge: Amazon's cloud division, AWS, has reached an annual revenue run rate of $142 billion, accounting for nearly 60% of the company's operating income, indicating a significant enhancement in its market dominance and profitability.
- Chip Demand Explosion: The demand for Amazon's in-house developed Trainium2 chips is nearly sold out, while the newly launched Trainium3 is almost fully subscribed, with the chip business projected to exceed $20 billion in annual revenue, reflecting robust market demand.
- Potential Market Competition: Amazon's CEO Andy Jassy indicated that the company may sell chips to third parties in the future, predicting that such a move could lead to an annual revenue run rate of $50 billion, which would exert pressure on competitors like Nvidia.
- Increased Innovation Pressure: Although AWS does not directly compete with Nvidia, the emergence of Amazon's chip business will compel Nvidia to accelerate its innovation pace to maintain market share, making it crucial for investors to monitor the long-term implications of this dynamic on Nvidia.
See More
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- Fee Structure: With an expense ratio of 0.29%, while relatively low, investors must weigh the value of paying management fees for just seven stocks, especially in a volatile market environment.
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