We need downside to create more opportunities.
The chipmaker saw double-digit growth across each of its businesses in the fourth quarter, but Wall Street wanted more.
The chip giant hopes to offset PC and enterprise server weakness with cloud, IoT and flash memory growth. But the strategy could create opportunities for AMD and Qualcomm.
Sky-high expectations are keeping Nvidia from jumping after its latest earnings beat. But demand for the company's PC gaming and server GPUs remains extremely strong.