Nvidia shares moved higher as the chip maker leaned into its growth ambitions outside the United States, according to Barron's. The stock gained as Nvidia promoted its expanding presence in Europe, against the backdrop of a wider debate over access to U.S. artificial-intelligence models.
Barron's framing ties the move to Europe's homegrown AI scene, with its report referencing Mistral, the French AI developer. Coverage from Blockonomi similarly described Nvidia gaining ground as a European AI market expansion "takes shape." The throughline: as questions swirl over who gets access to American AI systems, Nvidia is positioning its chips as the hardware foundation for AI development on both sides of the Atlantic.
Not everyone is convinced the rally is built to last. According to 247wallst.com, investor Michael Burry — who famously called the 2008 housing crash — has been betting against Nvidia. The outlet reports that before Burry shut down Scion Asset Management in late 2025 and pivoted to publishing a Substack newsletter warning of an "AI Bubble," his final regulatory filings reportedly disclosed put options, a wager that the stock will fall.
Wall Street itself is sorting winners from losers across the AI supply chain. The Globe and Mail reports analysts favoring Nvidia over rival chip maker Micron, advising investors to buy one and sell the other.
Why it matters: Nvidia's chips power the AI race, so where the company finds its next customers — and whether skeptics like Burry are right to call the boom a bubble — shapes both the technology's global spread and the market that has bet heavily on it.