Nvidia stock (NVDA) fell after beating Q2 earnings, losing market cap. Risks include AI capex slowdown, competition, and China uncertainty. Broadcomm’s $10 billion AI chip deal hints at Nvidia competition. Chinese companies seek to rival Nvidia in China’s AI chip market, a $50 billion opportunity.

Trump allows Nvidia to export H20 chips to China, worth $2-5 billion. Safety concerns raised by China over backdoors in chips. Analysts adjust Nvidia’s target prices, with Citi lowering by $10 citing Broadcom. Competition challenges Nvidia in AI chip market, despite strong revenue growth.

Nvidia faces competition from Broadcomm in AI chip market. Strong revenue growth offsets China business loss. Global AI infrastructure spending expected to rise to $3-4 trillion by decade’s end. Despite competition, holding Nvidia stock for now. No plans to purchase more at current price levels.

Read more at Yahoo Finance: Should You Buy NVDA Stock Despite Citi’s Target Price Cut?