Jensen Huang's Nvidia Lost $200 Billion in Value After OpenAI's Revenue Run Rate Came Up $18 Billion Below Expectations. Is This AI-Jitters Sell-Off a Buying Opportunity?

Nvidia's stock dropped 4% (losing $200 billion in market value) after OpenAI disclosed a $50 billion revenue run rate, $18 billion below market expectations. The miss raised concerns about AI demand growth and its impact on chip sales. Despite the decline, analysts view Nvidia as attractively priced at less than 14x forward earnings, with strong 70% guidance for fiscal 2028, suggesting the sell-off may present a buying opportunity.