Nvidia shares slip as growth outlook collides with bearish signals

Nvidia shares fell 0.2% on Friday after a 4.4% drop the prior day, as investors weighed conflicting views on the chipmaker's long-term outlook. Seaport Research Partners reiterated a sell rating with a $180 price target, citing competitive pressure, $250 billion in financial commitments, and potential data center construction limits. However, Laffer Tengler Investments CEO Nancy Tengler argued Nvidia could double in value over five to ten years. Analyst Jay Goldberg warned that smaller cloud providers like CoreWeave carry heavy debt, and a downturn could hit Nvidia's revenue and margins. Tengler expects earnings growth to slow from 96% to 70% next year but remain supportive of the stock.