With Nvidia Floundering, AI Bulls Need More Than Spending. Watch Revenue. With Nvidia Floundering, AI Bulls Need More Than Spending. Watch Revenue. · Barrons.com · Mario Tama/Getty Images Al Root Fri, November 13, 2026 at 5:13 PM EST 4 min read NVDA -3.03% AMZN -1.10% GOOG -1.46% MSFT -0.35% SPCX -2.07% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Capital spending shows what AI companies are building. Revenue per gigawatt offers clues to demand for that computing power.