FT’s Lex: Nvidia’s dizzying growth is now everyone’s business

Nvidia's earnings wield outsized influence on US markets, with the $3.6 trillion chip giant driving 7% of the S&P 500. Despite doubling revenue year-on-year, a modest forecast tempered market enthusiasm, though CEO Jensen Huang's track record suggests potential upside. While past market leaders stumbled, Nvidia's scale, scarcity, and strategy position it for sustained impact.

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FT Opinion: Lex

Chip giant's earnings are a big event for US equity investors, and not just because of its $3.6tn heft ___STEADY_PAYWALL___