But with 30%-50% of planned US data warehouses now delayed or scrapped, how exposed is the world’s largest company?

Estimating the impact

The question now is not just whether the AI bubble’s cooling, but how much damage that could do to Nvidia’s growth story?

On the plus side, the business is still firing on all cylinders. In fiscal 2026, it pulled in $215.9bn of revenue, up 65% from the year before. Datacentre sales alone hit $62.3bn in the last quarter, making up over 90% of total revenue. That’s not just growth — it’s dominance in the AI hardware market.

Profit margins are also impressive, with datacentre gross margins running above 70% in recent quarters. The company generates huge free cash flow, which it can reinvest in new chips, supply lines and partnerships. That all underpins the current valuation.

But the bubble isn’t the only issue.

Priced for success

Even before the talk of cancelled data centers, Nvidia’s share price was already expensive. The stock trades at a trailing price-to-earnings (P/E) ratio around 38, and its market-cap of roughly $4.58trn makes it the most valuable in the world.

But that valuation assumes datacentre demand keeps rising, not stabilising or falling. If nearly half of planned US datacenters are delayed or cancelled, as reported, that could decimate growth expectations. Power constraints and supply bottlenecks compounded by local opposition mean some projects may never even leave the drawing board.

High‑profile examples include the expansion of OpenAI’s Stargate project in Texas, which has reportedly been halted due to high costs and limited demand.

Better options?

Considering the already stratospheric valuation and the risk of slower datacentre spending, Nvidia’s appeal is weakening. A big dip in orders or margins could hurt the share price, especially given how much optimism is priced in.

So for investors looking to shift away from AI, what else looks appealing in the US right now? S&P 500 leaders such as Alphabet, Amazon, Apple and Meta are at risk from similar AI exposure. Even supermarket giant Walmart has become heavily reliant on AI in the past year.

But there is one under-the-radar US tech stock that looks attractive right now: Autodesk. Famous for its design software AutoCAD, it also develops software for engineering, transport industrial machinery and digital media.

With a return on equity (ROE) of 39.7% and a forward P/E ratio of 17.6, it’s both highly profitable and undervalued. The price has slipped 15% in the past year but revenue’s up 17.8% and the average 12-month analyst forecast eyes a 51.9% price increase.

I’m not suggesting it’ll be the next Nvidia, but with the AI bubble looking stretched, it may be a safer option. 

Final thoughts

For a cautious investor, the answer isn’t necessarily buy or sell, rather smart allocation and diversification. Nvidia’s still worth considering, but rather as a satellite holding than a core portfolio pick.

Meanwhile, more stable, less AI-exposed options like AutoDesk can help reduce volatility risk.

The post Is the Nvidia share price heading for trouble as AI datacentres face delays and cancellations? appeared first on The Motley Fool UK.

Therefore, this area could be fertile waters for long-term investors to fish in. Here are two high-quality S&P 500 stocks to consider.

Nvidia

After skyrocketing in 2023 and 2024 following the release of ChatGPT, Nvidia (NASDAQ:NVDA) stock has produced more muted returns lately. In fact, its flat since August 2025 and 11% off an all-time high.

That dip might not seem much. But the AI GPU and chip king continues to grow at a torrid pace, with Wall Street analysts expecting revenue to surge 71% to $369bn this year. This should see net profit top $200bn.

As such, the valuation now looks cheap. We have a forward price-to-earnings (P/E) ratio of 23, which isn’t much more than the estimate for the S&P 500. It’s rare to find a world-class company trading at an average valuation while still growing tremendously.

Turning to next year, the forward-looking P/E multiple drops to 17. Then just 14.5 times the year after.

So, what’s the catch? Well, rising competition appears to be one key concern. Many of Nvidia’s giant tech customers are designing their own chips to reduce reliance and try to cut costs. This risk is worth monitoring.

However, Nvidia’s products remain best-in-class, with CEO Jensen Huang seeing $1trn worth of orders for its Blackwell and Vera Rubin chips through 2027. The Vera Rubin processor will offer a 10x reduction in cost per token compared to Blackwell, supercharging the AI agentic age.

Looking further out, Nvidia’s also perfectly placed to underpin the physical AI revolution (self-driving vehicles, humanoid robots, and more).

CrowdStrike

Former FBI Director Robert Mueller once said: “There are only two types of companies: those that have been hacked and those that will be hacked.” Unfortunately, I think he was right, especially as AI capabilities advance rapidly.

Enter CrowdStrike (NASDAQ:CRWD). The pureplay cybersecurity company’s Falcon platform uses AI and machine learning to detect, prevent, and respond to threats in real-time.

CrowdStrike estimates its total addressable market could surge to as much as $300bn by 2030, up from roughly $145bn this year. In fiscal 2026, which ended 31 January, the company’s annual recurring revenue (ARR) jumped 24% to $5.25bn.

Meanwhile, 50% of its customers are now using six or more of its cybersecurity modules, up from 39% three years ago. This shows how it’s successfully upselling products as cyber threats multiply.

So, why has the stock crashed 32% in five months?

One recent catalyst was the development of Claude Mythos by AI firm Anthropic. It claims this powerful model demonstrated an unprecedented ability to autonomously exploit software vulnerabilities. A cyber breach is always a risk for CrowdStrike.

Also, even after the pullback, the forward price-to-sales ratio is a lofty 16. While I wouldn’t load up on CrowdStrike due to the rich valuation, I still think it’s worth considering as a best-in-class cybersecurity stock for a diversified portfolio.

CEO George Kurtz is clear on the opportunity: “As enterprises rapidly adopt AI, CrowdStrike is mission-critical infrastructure — securing AI across every layer from GPU to agent to prompt. The AI revolution is creating a massive growth opportunity for CrowdStrike.”

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I think it’s only a matter of time until the growth stock enjoys its next move upward, however. So, now could be a good time to get positioned for a potential rally.

The growth story’s still intact

While Nvidia’s share price has gone nowhere over the last six months, the growth story here is still very much intact. This financial year (ending 31 January 2027), for example, analysts see Nvidia’s revenues hitting $366bn – 69% higher than the figure for the last financial year.

Earnings per share are projected to hit $8.26 versus $4.77 last year (+73%). These are incredible growth numbers for a company of Nvidia’s size ($4.5trn).

I’ll point out that these are just projections. And they may not come to fruition.

Yet looking at recent developments here, there’s a lot to be excited about. Right now, this company has a huge amount of momentum.

Major catalysts

For instance, late last year, the company formed a partnership with AI powerhouse Anthropic. It’s Anthropic’s Claude Models that are rapidly disrupting the software space and the white collar work environment.

More recently, the company signed a partnership with cloud computing giant Amazon. This will see Amazon’s AWS unit buy 1m GPUs (along with a host of other AI offerings) by 2027.

We also had Nvidia’s GTC conference recently. Here, CEO Jensen Huang unveiled the company’s new AI platform (Vera Rubin) and said that he expects $1trn in revenue between this and current generation Blackwell chips through 2027.

One other thing worth highlighting is a recent CNBC interview with Huang. Here, he said that the company is winning a ton of customers outside the hyperscalers.

In other words, regular companies are buying Nvidia’s GPUs to power their own AI programmes. These companies now represent 40% of the group’s business, meaning that its customer base is becoming more diversified.

Note that Huang thinks that the market is “missing several things about Nvidia”. He believes that investors are incorrectly assuming that all growth is priced in.

Looking at the valuation, it’s easy to see why this is his view. Currently, the stock is trading on a price-to-earnings (P/E) ratio of just 22.

Time to consider buying?

Of course, we don’t know what’s going to happen with this stock in the near term. Short-term movements in the stock market are very hard to predict.

We could see competitors release new products or do deals that weaken investor sentiment towards Nvidia. Alternatively, we could see a market crash that drags everything down.

Taking a one-to-three-year view, however, I think there’s a good chance that Nvidia will experience another move higher. Analysts seem to agree – the average 12-month price target is about $268 at present (more than 40% above today’s share price).

So, for those who don’t own it, now could be a good time to consider buying. For those that do, now could be a good time to size the position optimally to benefit from a potential move higher.

The post Get ready for Nvidia stock’s next move higher appeared first on The Motley Fool UK.

But here’s something most income investors get wrong: the best dividend stocks of tomorrow may be paying nothing at all right now.

Remember this

Cast your mind back to 2000. Microsoft paid zero dividend. Apple paid zero. Both were growth machines — cash being reinvested, shareholders rewarded through price appreciation alone. Income investors wouldn’t have touched them.

Fast-forward 25 years, and the picture looks very different.

Microsoft began paying dividends in 2003 and has grown them every single year since. Investors who bought near the post-crash lows around $20 (split-adjusted) are now collecting roughly 15% yield on their original cost price — before counting a share price that’s up around 2,000%.

Apple followed a similar path: Jobs refused dividends for years, calling them a sign of weakness. Today, Apple returns over $90bn annually to shareholders through dividends and buybacks.

Not every story ends that way. Cisco also paid nothing in 2000 and now yields around 3%. But the share price has literally just regained its dot com era highs.

There’s our prophetic story — the risks are clear. Identifying which of today’s zero-dividend growth stocks will become tomorrow’s Microsoft is genuinely hard. Many won’t.

A future dividend champion?

Nvidia‘s forward dividend yield is 0.02%. That’s obviously tiny. However, there are some good signs.

The payout ratio — the percentage of net income paid out to shareholders in the form of dividends — is just 0.84%. That means dividend payments are covered more than 119 times by net income. In turn, this tells us that’s there’s plenty of room for growth even if earnings flatline — which I hope they won’t.

Will Nvidia stand the test of time? Honestly, I can’t say for certain. My prediction is that Nvidia and SpaceX will be the largest companies in the world in a decade from now. But I know as little as anyone else.

For now, it’s worth recognising that Nvidia is part of the infrastructure backbone of the AI revolution — and its financials reflect that dominance in extraordinary fashion.

Revenue hit $215.9bn in its last fiscal year, up 65% in a single year. Operating margins stand at 60.4% — a figure most companies could only dream of. Return on equity is 107.6%.

These are the numbers of a business that owns the picks and shovels of the most important technological shift in a generation.

There are obviously risks. One that’s often highlighted by bears is the circular nature of funding in the sector — with some pointing to examples of Nvidia investing into companies so they can use that money to by Nvidia’s chips.

But that’s only part of the demand story. And, for what it’s worth, I absolutely believe Nvidia is still worth considering. Seventy-odd institutional analysts agree, with the share price target 48% ahead of the current share price.

The post Your best second income stock may not pay a dividend yet! appeared first on The Motley Fool UK.

The last time this happened was over a decade ago. So is this a rare chance to buy the stock at a discount, or time to worry?

Challenges: demand

Nvidia’s biggest customers include Amazon and Microsoft. Both companies have plans to invest heavily in artificial intelligence (AI) data centres.

Investors, however, have become sceptical about the wisdom of these plans. And the two companies’ share prices have been falling as a result.

That creates a strong incentive to think again. On top of this, there are questions about how strong the underlying demand really is. Amazon and Microsoft have deep pockets. But they’ll need to see returns on their investments sooner or later.

If a major customer decides to pull back on data centre spending, the implications for Nvidia could be huge. And that’s a major risk. 

Demand, however, is only one half of the equation. There’s a danger Nvidia’s customers might even become competitors in the future.

Challenges: supply

A number of Nvidia’s customers – including Amazon and Microsoft – have been working on their own chips. And these are serious competitors.

In several cases, rival chips are more powerful and more efficient. But switching involves more than just buying different hardware. 

Moving away from Nvidia’s architecture means rewriting code, retraining developers, and migrating software. That’s time-consuming and expensive.

That’s a big advantage. But a coalition involving Alphabet, Intel, Samsung, and others are working on an open-source alternative.

If this succeeds, it might be a real problem for Nvidia. At best, increased competition could threaten its ability to increase prices.

Nvidia shares are trading at lower multiples than before. But the competitive landscape has arguably never been tougher.

Expectations 

Valuation multiples in general say more about what investors think about a business than anything else. Especially forward ones.

On the face of it, the market thinks Nvidia’s prospects are worse than the average S&P 500 company. I find that surprising. That’s not because I think it’s an obvious mistake. I’m not sure what to make of the evolving competitive landscape. 

I’m surprised at how quickly the market has changed its mind. And that makes me think again about what’s going on. I don’t see the low multiple as investors saying the firm’s prospects are weak. I think it’s more a sign of uncertainty.

Nvidia’s story is becoming increasingly technical. And that makes it harder for non-specialist investors to assess accurately.

Risk

One of my favourite Warren Buffett sayings is that risk comes from not knowing what you’re doing. And that seems highly relevant here. Investors don’t have to know everything about a business to buy shares. Buffett’s investment in Apple is a good example.

The less they know, however,  the greater the risk. And that means visible threats make it hard to buy shares at high multiples. That’s my assessment of what’s going on with Nvidia right now. And that’s why the stock doesn’t jump out at me as a buy.

For all I know, it might be an above-average business at a below-average price. But I have other ideas I’m more confident in.

The post A once-in-a-decade chance to buy Nvidia shares at a discount? appeared first on The Motley Fool UK.

Is it game-over for this legendary growth stock? Or is it just pausing for breath before its next leg higher?

Taking a breather

My view here is that it’s simply taking a breather. Between the start of 2023 and October 2025, the stock jumped from $20 to $200. At some stage, it was likely to experience a lengthy period of ‘consolidation’. I think that’s what we’re seeing now.

Get ready for the next move higher

I fully expect it to continue its ascent at some stage in the near future. Because the underlying fundamentals look very strong.

At last month’s GTC conference, for example, CEO Jensen Huang unveiled a bunch of powerful new products including the Vera Rubin AI platform (which is far more powerful than its current Blackwell platform), the Groq 3 inference chip, and a software platform for OpenClaw. He also announced the launch of a few partnerships for self-driving cars (which will use Nvidia’s self-driving tech).

Meanwhile, Huang said he now expects a whopping $1trn in revenue from Blackwell and Rubin chips through 2027. Late last year, the company was only expecting $500bn.

So it’s not like the growth story here has come to an end. If anything, growth appears to be accelerating.

Undervalued today

Note that after the recent dip in the share price, the stock’s starting to look very cheap. With analysts expecting earnings per share of $8.26 this financial year (versus $4.92 last financial year), the forward-looking price-to-earnings (P/E) ratio’s only 21 (near a seven-year low).

At that earnings multiple, the stock’s undervalued, in my view. It seems Wall Street analysts share my view here – currently the average price target is about 50% higher at $264.

Worth a closer look

Ill point out that in the current market environment (where investor sentiment’s weak due to economic and geopolitical uncertainty), the growth stock isn’t suddenly going to surge to $264. For the Nvidia share price to resume its long-term upward trend, we’ll need to see market conditions improve.

And of course, there’s no guarantee it will actually get to that price target. If spending on AI infrastructure from hyperscalers such as Microsoft and Amazon drops, or competitors (including the hyperscalers) launch powerful new AI chips, the growth story here could potentially be derailed.

Taking a long-term view however, I’m bullish on Nvidia as I expect the AI buildout to continue. I think it’s worth a closer look today while it’s around 15% below its highs.

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But is it really possible to generate a £300,000+ annual income? I reckon it is. In fact, there’s evidence to suggest that some investors are earning this – and more — right now. Let’s take a closer look.

Please note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice. Readers are responsible for carrying out their own due diligence and for obtaining professional advice before making any investment decisions.

Astonishing numbers

A Freedom of Information request has revealed that there are 3,080 ISA millionaires in the country. The 25 largest ISAs are worth an average of £10.98m.

If this amount was invested in the FTSE 100, which is currently yielding 2.81%, it would produce dividend income of £308,538 a year.

But I reckon it’s possible to do better than this. For example, the FTSE 250’s offering a return of 3.4%. Even more impressively, there are 79 stocks on the FTSE 350 yielding 5%+.

The figure for the FTSE 100’s top 10 is 7%. This would generate income of £768,600 on a £10.98m Stocks and Shares ISA.

Some inspiration

Numbers like these are exceptional but not impossible to achieve. For example, someone investing £20,000 a year in an ISA could create an investment pot worth over £1.1m in 20 years, assuming a growth rate of 9%.

Indeed, there are several stocks — including Microsoft, Amazon, and Apple — that are widely credited with creating multiple millionaires among its shareholders. While it’s impossible to know for sure, I think it’s reasonable to assume that many have done very well from owning shares in these companies given their huge growth in recent years.

One piece of analysis that I’ve seen estimates that Nvidia (NASDAQ:NVDA) has made 27,000 of its workforce (dollar) millionaires, largely through stock options. Could those joining the world’s most valuable company today achieve a similar result?

More to come?

Well, the group’s clearly integral to the artificial intelligence (AI) revolution. In fact, without Nvidia continuing to supply its essential chips, I doubt the sector will be able to contribute up to 14% ($15.7trn) to global GDP by 2030, as predicted by The World Economic Forum.

However, the war in the Middle East could disrupt some of the anticipated growth. With cheap energy and lots of land, the region is the ideal location for data centres. Indeed, Saudi Arabia, the United Arab Emirates, and Qatar are investing heavily.

Also, away from the region, higher interest rates due to rising inflation could make the construction of data centres more expensive. Any slowdown in the sector and Nivida would be badly affected.

However, the stock’s currently trading on around 24 times forward earnings, which is cheap for a high-growth tech stock. Analysts reckon it’s 60% undervalued and, amazingly, 69 out of 70 brokers covering the company are recommending their clients buy some of its shares.

I suspect a modest investment in Nvidia today is unlikely to make someone a millionaire. However, due to its critical importance to the AI industry, strong pipeline of new products, and high profit margins, I expect its share price to continue to grow steadily. On this basis, I think it’s a stock to consider. 

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So £10,000 invested in Nvidia a year ago would be worth around £15,700 today. That 60% dollar gain is trimmed slightly by sterling’s roughly 2% appreciation against the dollar over the past year — a quiet but real drag for UK investors holding US stocks.

But the journey was far from smooth. Liberation Day sparked a sell-off across global markets, and Nvidia — as a bellwether for artificial intelligence (AI) spending — took its share of the pain.

Concerns about export controls on advanced chips to China added further pressure, with Washington tightening restrictions that directly threatened a meaningful slice of Nvidia’s revenue.

Those who held through all of that were rewarded. Personally, I managed to buy more shares under $100 in April 2025, demonstrating that being greedy when others are fearful can be wise if the fundamentals remain intact.

Of course, Nvidia’s now a long way off its 52-week highs. The stock has pushed as high as $212 per share. And as I write, it’s down 7% over six months.

What’s going on at Nvidia?

It’s been five weeks since Nvidia reported on FY26 earnings with a beat. That was hardly surprising. The company has beaten earnings expectations for the last 13 quarters. The beat on revenue was also pretty sizeable at $1.9bn for the quarter.

Looking ahead to FY27, the market expectations are very strong. Analysts are projecting revenue of $78.74bn for the upcoming quarter — a number that underlines just how much Wall Street has riding on continued AI infrastructure spending. EPS estimates sit at $1.78 on a normalised basis, and the revision trend is overwhelmingly bullish. Thirty-two analysts have moved their estimates up in the last 90 days, against just one revision down.

That kind of consensus optimism can cut both ways. It reflects genuine confidence in Nvidia’s order book and the Vera Rubin ramp — but it also means the bar’s set very high. With 13 consecutive earnings beats behind it, the market’s come to expect Nvidia to outperform. Anything short of a sizeable beat, or cautious forward guidance, could be enough to crush the share price.

Just look at peer Micron. The stock’s been the darling of US technology companies over the past 12 months. It smashed earnings last month, delivered an enormous guidance for the coming quarter. But the market punished the company’s Capex plans and it’s down around 25% since then.

The bottom line

For me, Nvidia’s centrality to the AI revolution appears secure. And personally, I want to own all the compute stocks I can — that’s a thesis for another day.

What’s more, at 19 times forward earnings, it’s actually trading at a discount to the index average. On face value, that looks like a pricing error. Institutional analysts appear to agree with this broad assessment with the average price target implying a 54% undervaluation.

I certainly believe it’s worth considering.

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Overly dramatic or a realistic prospect? Let’s see.

Doom and gloom

Citrini paints a picture (the firm describes it as a “scenario, not a prediction”) of white-collar workers being gradually replaced by machines.

Unemployment rises (the US jobless rate could hit 10% by June 2028) and wages fall. Consumer spending weakens. A doom loop’s created — or “human intelligence displacement spiral” — with more AI leading to further economic disruption.

With loan defaults rising, banks start to suffer. The whole mortgage system then comes under threat with a property market crash playing a major role in wiping 57% off the value of the S&P 500, compared to its October 2026 peak.

And in the face of falling tax revenues and political instability, governments around the world are unable to do anything about it.

The paper concludes: “As investors, we still have time to assess how much of our portfolios are built upon assumptions that won’t survive the decade. As a society, we still have time to be proactive.”

That’s not all

A second fear surrounding AI is related to events of nearly 40 years ago. The Black Monday crash of 1987 has been partly blamed on automated trading strategies. Four decades later, could AI cause a similar issue?

A third concern is around lofty stock market valuations. Prior to the recent conflict in the Gulf, US equities were trading at record highs relative to earnings. Largely caused by fears of a tech stock bubble forming, some were predicting a market meltdown. Okay, this isn’t the fault of AI itself, but rather, overexuberant investors getting a bit too excited. But it’s another illustration of how technological advances could disrupt the wider market.

Hang in there!

With such a gloomy analysis, it’s tempting to think that it’s time to get out of the market. But I’m not selling up. In fact, I recently topped up my Stocks and Shares ISA. Why?

Well, we’ve been here before. AI is the fourth industrial revolution that the world’s seen. And the previous three didn’t wreak havoc overnight. Of course, there are going to be winners and losers. However, I don’t think everyone’s going to suffer.

The world’s largest

So far, one of the biggest beneficiaries has been – and, I reckon, will continue to be – Nividia (NASDAQ:NVDA).

It’s the backbone of the AI industry as its chips are used by all of the biggest players. However, it produces more than just semiconductors. It sells other essential hardware and software. It even has a venture capital arm.

Of course, the biggest risk to its share price is a failure to continue its amazing track record of increasing its earnings. Any sign of a slowdown and there could be a sharp correction. Also, there are some competitors starting to emerge.

However, for now at least, Nvidia’s dominance looks set to continue. We have yet to reach ‘peak AI’. And as the least replaceable company in the industry, despite its stellar growth, I still think it’s a stock to consider.

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How close is Nvidia to the P/E we see at its fellow AI hope, Tesla? Tesla stock commands a forward P/E of around 270 at the moment. But Nvidia, nope… it has a P/E of only 22 based on forecasts for the current fiscal year. That would drop to about 16 if next year’s forecasts come good. And by 2029 we could see it under 14.

Cheap by both standards?

That mooted 2029 valuation would made Nvidia look cheap even by the standards of the FTSE 100. And the Footsie’s traditionally valued significantly below US indexes. The S&P 500 right now has a forward P/E up at 25. So Nvidia even today looks like a cheap value stock compared to that benchmark.

There must surely be some flaws in this reasoning though, right? Maybe not.

Value vs growth

Nvidia stock has echoed previous growth stock booms, but there’s a key difference. Many times in the past, shares have soared well in advance of anticipated earnings. That’s happening with Tesla right now, where the valuation isn’t based on car sales. No, it reflects hopes the company will dominate autonomous driving, robotics, and a host of AI-based things.

But Nvidia’s profits are already here. Fourth-quarter revenue, reported in February, rose 73% from the same quarter a year previously. Earnings per share climbed 82% year on year. Oh, and free cash flow soared 125% from Q4 last year.

If earnings growth can keep pace with share price growth, then that can indeed lead to a rocketing share price remaining in step with valuation. And sometimes there really is no difference between a growth stock and a value stock.

Chain of events

The problem is, the current low P/E valuation depends on a series of assumptions. The key one is that today’s levels of AI spend will continue, and even accelerate. The Magnificent Seven are predicted to plough around $680bn into capital expenditure in 2026. But we’ve already seen doubts of sustainability creeping in.

Do I think AI is going to change the world? Yes. Remember when the internet was changing everything, but we didn’t quite know how yet? That’s where I see AI today. But there’s still a long way to go, and I expect stops and starts with investment and rollout.

The winners?

I also expect some spectacular failures along the way. And I won’t pretend to know who’ll come out on top 10 or 20 years from now.

But I‘m convinced that some of today’s AI leaders will reward shareholders substantially in the coming decades. And that’s why I think Nvidia stock’s definitely worth considering today — whatever current valuation measures say, really.

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