WSJ
10 Nov 2026, 07:12 UTC · 1d ago
Asian Stocks Rise, Oil Eases on Hopes for Iran Conflict Resolution
Impact · against what's priced in
The rally in Asian chip suppliers despite Nvidia volatility suggests a broadening of AI demand, but this does not materially shift the valuation for Nvidia itself. The market continues to discount the company's long-term revenue projections regardless of short-term regional market movements.
- NVDA+0.00
Already priced in
- The price assumes
sustained free-cash-flow margins near 44.8%
The fact that chip suppliers are rising despite concerns about Nvidia indicates a healthy ecosystem, but the price already assumes exceptional margins and near-term growth guides.
What NVDA's price assumes · Sep 1
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