Nvidia Stock’s $105 Billion AI Backstop Meets a Bond-Yield Test Before Earnings
NVIDIA Corporation edged 0.14% higher to $217.86 on Thursday. The modest gain followed a sharp semiconductor selloff and left the stock 7.9% below its 52-week peak. Investors now face a two-part test: earnings growth must outrun rising bond yields, while new AI-financing guarantees must remain contingent rather than become cash costs.
