The good, bad and ugly for AI stocks: Meta shares have gained 4% in 2025. Nvidia stock has shed 9%.
High-multiple growth stocks have taken a huge hit to the chin in this latest tariff-fuelled market correction.
Nvidia (NVDA 5.27%) was able to ride the artificial intelligence (AI) wave kicked off by ChatGPT in late 2022 and dominate the market for AI accelerators, partly because the company had spent years building a strong foundation in accelerated computing. Nvidia's GPUs are useful not only for AI workloads, but also across academia and industry for running simulations and doing other computing-intensive tasks.
You could be forgiven if you thought that Nvidia (NVDA 5.27%) was a young company. It's rare for the stock of a mature business to suddenly take off after it's been on the market for a few years.
Chips to be unveiled at developer conference are expected to drive growth—but will depend on Big Tech's spending spigot staying on full blast.
There's no two ways about it. Nvidia (NVDA 5.27%) has been the proverbial talk of the town since 2023, shortly after OpenAI launched ChatGPT to start what would turn into a heated race for dominance of the artificial intelligence (AI) market.
NVIDIA has experienced a correction due to trade uncertainties, despite exceeding profit expectations and demonstrating strong demand for AI chips. The company's Blackwell chip deliveries are set to ramp up in 2025, potentially boosting earnings and sales growth, driven by generative AI market expansion. NVIDIA's dominant 92% market share in data center GPUs and substantial profit growth make it a compelling long-term investment at an attractive valuation.
It can be tempting to take advantage of slumping stock prices. Sometimes the market goes overboard, pushing a particular stock into bargain territory.
Michael Landsberg says Friday's rally shows a turnaround in market momentum, though he's not convinced risk-on sentiment will last. He talks about why Nvidia (NVDA) doesn't boast as big of a growth story compared to other sectors and international markets.
In today's video, I discuss Nvidia (NVDA 5.27%) and recent updates impacting the AI market. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Demand for artificial intelligence (AI) infrastructure, software, and services is about to reach a huge inflection point. This could be the biggest growth market in history, especially when it comes to business adoption.
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent updates impacting the AI market. To learn more, check out the short video, consider subscribing, and click the special offer link below.