# The transition from the first to the second quarter of a trading year often prompts a shift in investor sentiment.

*business · news · 2026-04-07 · Investing.com*

## Key points

- NVIDIA's forward P/E ratio is near 64, indicating high expectations for future growth.
- A global helium shortage is threatening semiconductor production, impacting NVIDIA's supply chain.
- Tesla's net margin has dropped to 4%, with revenue declining 3.1% year-over-year.
- Rivian's CEO sold 17,450 shares during a scaling phase, raising concerns about near-term stability.
- Nike warned Q4 sales would fall 2–4%, with Greater China expected to decline 20%.

**Companies:** NVIDIA, Tesla, Rivian
**Countries:** United States

[Read the full story on Investing.com](https://www.investing.com/analysis/spring-cleaning-your-portfolio-4-stocks-with-rising-risks-heading-into-q2-200678006)

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