To The Moon

Nvidia's stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year. Worried about Nvidia Corp.'s ability to sustain growth over the next few years?Perhaps there's a new reason investors shouldn't panic.The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn't deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is "zero clarity around growth rates for [2026] on capex spend," according to Klein.Don't miss: Nvidia's stock has room to run - but analysts see more upside for 6 other chip makers. See more: Nvidia's stock is no longer the S&P 500's top gainer this year. Here's what is.This content was created by M