How to Invest in AI When Wall Street Can’t Make Up Its Mind

Nvidia’s earnings show rising uncertainty about the emerging technology.
Nvidia chips.Photographer: Dhiraj Singh/Bloomberg
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It isn’t easy being an overachiever.

That’s just as true in life as it is in your portfolio. Case in point came this week when Nvidia — the world’s most valuable company — dropped a quarterly earnings report that handily beat Wall Street expectations and set a rosy outlook for future sales. The analyst commentary that followed reads like superlative pull-quotes on a Hollywood movie poster: