WSJ
13 Nov 2026, 11:17 UTC · 1h ago
How the AI Trade Hijacked the Treasury Market for a Month
Impact · against what's priced in
The article provides negligible updates for Nvidia and Microsoft, as the market has already priced in Nvidia's growth trajectory and Microsoft's operational risks. The news lacks the specificity required to shift the current valuation assumptions for either company.
- NVDA+0.10
Challenges what's priced in
- The price assumes
The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures
Mention of Nvidia entering its 'next phase' aligns with the aggressive growth projections the market currently declines to pay for, though it provides no new data to prove those projections.
What NVDA's price assumes · Sep 1
