The AI titan will maintain its strong lead, but complicated product rollouts, sky-high expectations and the China threat add complications to growth potential.

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., during a news conference in Taipei, Taiwan, on Monday, June 4, 2024. Nvidia is still working on the certification process for Samsung Electronics Co.’s high-bandwidth memory chips, a final required step before the Korean company can begin supplying a component essential to training AI platforms. Photographer: Annabelle Chih/Bloomberg

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Heard on the Street

Columnist, Heard on the Street

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One problem with being on top is there is often nowhere to go but down.

Nvidia

 breakneck growth over the past 18 months has definitely put the company on top—both of the burgeoning artificial-intelligence market and the stock market. The chip maker’s 

 Wednesday afternoon showed annual sales crossing the $100 billion mark for the first time ever—more than double what it was generating a year ago. And the company’s $3.6 trillion market capitalization is more than $100 billion higher than that of 

Apple

Nvidia Is on Top but Does It Have Anywhere to Go but Down?

Nvidia’s Coming Year Will Be a Turbulent One

AI titan will maintain its strong lead, but complicated product rollouts, sky-high expectations and China threat add complications to growth potential

Dan Gallagher

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London Stock Exchange fires US employee after video of ‘racist’ altercation

‘I was considered the most junior person in the room’: Senior disabled finance workers on promotion battles and prejudiced attitudes

JPMorgan boss Jamie Dimon to meet chancellor Rachel Reeves ahead of Labour government’s first Budget

Trading Places: Goldman’s ECM shake-up, Latham’s latest raid

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Find out who is on the move in the City and beyond this week

Sidley Austin raids Latham & Watkins for 10-lawyer team in London

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CDPQ hires Sharon White to lead push in Europe

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Former chair of the John Lewis Partnership is joining the Canadian pension fund giant early next year

One of the top investors in Adani Group launched an on-market share buyback to protect its share price against the contagion from a U.S. investigation into the Indian conglomerate.

GQG Launches Buyback After Stock Tumbles on Adani Probe

The president-elect floated the idea during a Wednesday meeting with the former Fed governor.

By Brian Schwartz, Vivian Salama and Andrew Restuccia

Trump Considers Warsh Serving as Treasury Secretary—and Then Fed Chair

The U.S. auditing watchdog voted to require certain audit firms to disclose eight new metrics ranging from auditor turnover to partner involvement and restatement history.

Large Accounting Firms Will Have to Submit Financial Statements to U.S. Regulator

Research group GfK’s measure of consumer confidence climbed to minus 18 in November’s survey from minus 21 in October.

U.K. Consumers Cheerier Ahead of Holidays as Budget, U.S. Election Jitters Fade

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