Nvidia CEO Jensen Huang is set to give a speech on Monday at the Consumer Electronics Show in Las Vegas, potentially revealing new details about product plans for the world's most valuable listed company as it faces increasing competition from both rivals and its own customers.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The S&P 500 wrapped up 2025 with a total return of about 18%, the third straight year above historical norms but a lower figure than the gangbusters 25% returns of 2023 and 2024. AI euphoria is still the strongest market trend entering 2026, and the usual suspects like NVIDIA Corp. NASDAQ: NVDA and Alphabet Inc. NASDAQ: GOOGL are up once again on the first day of trading.
CES 2026 in Las Vegas is shaping up to be a pivotal moment for artificial intelligence, according to Wedbush, with the technology-focused investment bank pointing to Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) chief executive Jensen Huang's keynote as the central event of the week. In a note to clients, Wedbush said Nvidia continues to sit at the core of the AI ecosystem and is increasingly viewed as the backbone of the AI revolution.
NVDA rises 38.8% in 2025 as AI-led data center demand drives revenues, earnings and cash flow, supporting a case to stay invested.
NVIDIA's Blackwell architecture boosts data center sales as GB300 systems ship at scale to power complex AI workloads.
In the AI world at the start of 2026, the biggest names tend to be either hardware providers like NVIDIA Corp. NASDAQ: NVDA or stalwart tech giants with an interest in the space, such as Microsoft NASDAQ: MSFT. Since many leading AI companies like OpenAI and Anthropic are not publicly traded, investors have only limited and indirect access to this sector.
Wedbush's Matthew Bryson is impressed with how Nvidia (NVDA) shares closed 2025 amid a slew of AI headwinds. When it comes to possible catalysts, he tells investors to watch for any headlines surrounding China sales.
Among the top-performing (and most closely-watched) stocks in the market, Nvidia (NASDAQ:NVDA) has to be on every investor's radar.
Nvidia (NVDA) remains a strong buy, with earnings growth outpacing share price appreciation and valuation multiples compressing, not expanding. Inventory and receivables increases reflect strategic supply chain positioning, not demand weakness, as NVDA transitions to integrated systems. AI infrastructure bottlenecks are driven by physical constraints, not demand, positioning NVDA for continued leadership as the cycle matures.
It's the first trading day of 2026, and Wall Street already has its eye on what could be the next big market catalyst (ES=F, NQ=F, YM=F) and next step for the AI trade. The 2026 Consumer Technology Association (CES) will kick off in Las Vegas on Monday, January 5, with a keynote speech from Nvidia (NVDA) CEO Jensen Huang.
As Nvidia's (NASDAQ: NVDA) stock trades just below the $200 mark, insights from OpenAI's ChatGPT suggest the equity is likely to trade higher by the end of January 2025.