Nvidia Stock Is Slipping. What AMD Earnings Mean for the AI Chip Leader. - Barron's
1. Nvidia faces potential delays in selling AI processors to China. 2. Nvidia stock dipped 0.6% amid broader market reactions. 3. AMD's upbeat revenue guidance does not include Chinese sales. 4. Past export curbs cost Nvidia $10.5 billion in revenue. 5. AMD's new chips are competitive, but Nvidia leads in AI hardware.