Nvidia's AI Deals and Stock Outlook Spark Investor Interest

TL;DR Summary
Nvidia, a leading AI chipmaker valued at over $4tn, faces investor scrutiny over its complex and circular deals with AI companies like OpenAI, which resemble vendor financing and raise concerns about sustainability and transparency, especially amid large government and international partnerships. While Nvidia denies similarities to Enron or Lucent, analysts warn that reliance on such financing structures could pose risks if AI growth slows, potentially impacting its financial stability and global economic influence.
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- Longtime analyst resets Nvidia stock price target ahead of 2026 thestreet.com
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