Blackwell GPUs are overheating when connected in custom server racks, according to a report from The Information.

"Even with a decelerating growth rate on huge numbers, Nvidia's CY2025 PEG ratio stands at about 0.8x on our estimates. This ratio is 33% less than Broadcom's and the lowest in the Mag 7 by a wide margin," Reitzes said. Nvidia stock is up 197% year-to-date and trading about 2% below its record high of $149.77 per share.

Last week's semiconductor selloff has pushed these stocks deeper into oversold territory, according to Renaissance Macro's Jeff deGraaf. With earnings from sector stalwart Nvidia Corp. due later this week,

The chip maker’s earnings day has become a major event on Wall Street, drawing comparisons with Fed meetings and key economic reports for their influence over the broader market.

One of the reasons for last week's pullback could be something I've been discussing, which is interest rates, and the long end of the curve, specifically.