Schwab Network
10 Nov 2026, 23:24 UTC · 17h ago
Drew Pettit on Hot October CPI, NVDA Investigation, AI Opportunities Ahead
Impact · against what's priced in
The news regarding the investigation into Jensen Huang represents a potential headwind for NVDA, as regulatory fallout could jeopardize the revenue growth the market currently expects. However, the broader inflation data is a macro headwind that does not specifically alter the company's internal fundamentals.
- NVDA−0.30
Challenges what's priced in
- The price assumes
implied revenue CAGR (reverse DCF): 19.0%
The investigation into CEO Jensen Huang's relationship with a suspected Chinese spy introduces regulatory and export risk that could undermine the 19% revenue CAGR the price currently assumes.
What NVDA's price assumes · Sep 1
