Nvidia Stock Falls. Why Stargate Puts Blackwell Concerns in Perspective. - Barron's
1. Nvidia shares fell 2% after earlier gains this week. 2. Stargate Project may allocate $100B for Nvidia chips. 3. Investors worry about slow Blackwell chip rollout. 4. AI funding is a priority under Trump's administration. 5. Analysts maintain bullish outlook with $195 price target.