Stocks
Nvidia Stock Faces Pressure as Infrastructure Financing Concerns Mount
Nvidia shares have been stuck near $120 despite a record buyback, raising concerns about infrastructure financing and elevated spending.
The company's plan to raise up to $500 billion to finance infrastructure expansion has drawn skepticism from lenders, who question whether Nvidia's advanced chips will retain enough value for long enough to serve as reliable collateral.
Barclays analyst Tom O'Malley highlighted potential additional revenue opportunities for Nvidia from the five largest cloud providers, estimating at least $30 billion of additional revenue potential across 2026 and 2027.