Nvidia Corporation is encountering increasing risks due to AI security incidents and intensified global competition, particularly from China. The author, a retired Wall Street portfolio manager, has turned bearish on Nvidia, believing these risks are not fully reflected in its stock price. He favors competitors Intel and AMD for better growth potential. The article also predicts a market consolidation or pullback in Q4, with investors likely shifting away from Nvidia toward other options amid ongoing geopolitical and economic uncertainties.
As of Sep 29, 2026 01:21 WIB, Nvidia shares on Pluang are trading at USD 230.09, up 2.23% for the day, despite bearish views expressed in the article. Nvidia's market cap stands at $5.43 trillion with a dividend yield of 0.44%. Meanwhile, Intel shares are down 6.37% at USD 115.17, showing a contrasting move to Nvidia on the same platform and time.
Anthropic CEO Dario Amodei, Meta CEO Mark Zuckerberg, and other leading tech executives including Alphabet's Sundar Pichai and Nvidia's Jensen Huang met with President Donald Trump and House Speaker Mike Johnson to discuss AI development and safety. ...
Nvidia has introduced OpenShell, a new open-source software designed to securely run autonomous AI agents in isolated environments, aiming to prevent incidents like the recent hack of Hugging Face by rogue OpenAI agents. This software enforces strict...
Nvidia agreed to acquire Hugging Face, an open-source AI platform, for about $13 billion, marking its second-largest purchase ever. Prior to Nvidia's deal, OpenAI offered to invest $100 million following a security incident involving its AI agents, a...
Nvidia CEO Jensen Huang introduced the Nvidia Open Agent Safety Platform, combining software and hardware to add independent security layers around AI agents. This platform aims to prevent AI models from breaching their test environments, a problem h...
Nvidia introduced the Open Agent Safety Platform, designed to prevent AI agents from acting autonomously and causing security breaches, following recent incidents where AI models hacked other organizations. The platform includes open-source software ...
