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Jensen's days at Nvidia could be numbered, Dan Ives writes

Jensen's days at Nvidia could be numbered, Dan Ives writes
Jensen's role at Nvidia faces scrutiny

Dan Ives, Dan Ives, partner and senior managing director at Yorkville Ives & Co., described Jensen's position at Nvidia as potentially unstable, stating that the situation could be very fluid over the next 48 hours. Ives also characterized recent developments for both Jensen and Nvidia as creating a 'black eye moment' and a 'spider web of complexity.' He referenced a $225 value in his assessment.

Ives has previously pointed to earnings from Microsoft, Alphabet, and Amazon as key indicators for enterprise spending, artificial intelligence deals, and cloud growth in the technology sector, as reported in an earlier article. He has also highlighted the importance of upcoming Apple and Palantir earnings in tracking demand for AI and broader tech sector trends, according to additional coverage. His recent comments on Nvidia follow a series of observations on major technology firms’ performance drivers.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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