Nvidia Stocks Fall 6% as AI Expansion Risks Hit Chipmakers
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Nvidia Stocks Fall 6% as AI Expansion Risks Hit Chipmakers Khac Phu Nguyen Thu, November 5, 2026 at 1:02 PM EST 1 min read NVDA -8.49% This article first appeared on GuruFocus . AI chip leader Nvidia ( NASDAQ:NVDA ) fell 6.01% to $188.11 at 10:10 a.m. ET in November 5 regular trading as data-center expansion worries weighed on sentiment. Reuters reported concerns about potential development hurdles following the U.S. elections. The pressure highlights a practical constraint on the AI boom: customers need facilities ready before new computing capacity can start earning its keep. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Nvidia's August 26 earnings release showed fiscal second-quarter revenue of $96.2 billion, up 106% from a year earlier and 18% from the previous quarter, with a GAAP gross margin of 75%. Those figures establish the pace of growth heading into the latest concerns. They do not show whether potential construction delays have since affected orders. Investors need updated guidance and concrete deployment timelines to assess that risk. GuruFocus gives Nvidia a GF Score of 96/100, with strong profitability and growth readings but a visibly weaker GF Value component. That combination suggests business quality remains a strength while valuation deserves closer scrutiny, even after the selloff. Delayed facilities could push back deliveries or reshape customer spending, but a falling share price alone does not establish cancellations. The next test is whether Nvidia can sustain revenue growth and margins as customers bring more AI capacity online.
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