Nvidia’s GTC event could be a ‘wake-up moment’ for investors as the AI trade falters
NVIDIA (NVDA) shares slipped around 3 % on Tuesday morning before the annual GTC event of Ai Chipmaker in California on Tuesday.
Jensen Huang CEO was expected to start a major sign of calibration in front of the company. He is likely to monitor his comment closely by investors who reside whether the artificial intelligence trade still has an operating room.
As of 11:03:48 AM. The market is open.
The shares of NVIDIA witnessed great fluctuations in 2025. The public shares started with a stir, where it recorded a record above $ 149 in early January. They fell when the new AI model of the Chinese company Deepseek raised concerns about the artificial intelligence bubble and fly nearly $ 600 billion in the maximum of the chips maker market in one day. In her latest march, after her profits in the fourth quarter and increased uncertainty in the macroeconomic economy, NVIDIA has witnessed its losses in the market from a record level close to one trillion dollars.
But Dan Evz, Nafidia Paul analyst and Widbush analyst, wrote in a memorandum of investors on Tuesday that he believed that the GTC event for the company in San Jose, California, will be this week “a moment of awakening for technology bulls.”
Huang is expected for the first time in the upcoming GPU Blackwell Ultra GPU (graphics processing unit, or artificial intelligence chip), a successor to the current generation of Blackwell Ai Chip, which the company said has achieved complete production in the last quarter. Huang is also expected to be displayed in Vera Rubin Superchip from NVIDIA, the version of the next generation of the latest Grace Blackwell Superchips.
In general, the shares of technology led the last shrinkage in the stock market. Nasdaq (^IXIC) entered a correction area on March 6, and she followed the S&P 500 (^GSPC) followed after a week, as Trump’s tariff and federal jobs are fueled by fears of inflation.
Read more: How do you earn Nvidia money?
“It is clear that we need a stable Trump policy and investors need to know the rules of the game … but this will happen throughout the coming months and we do not believe that this greatly changes the course of the artificial intelligence revolution,” Evis wrote, adding later, “We believe that the NVIDIA GTC conference this week will be a turning point for technical stocks on the street in the street on the revolution in the field of excellent technology.
Evis wrote that Huang is expected to shed light on “permanent concerns about Dibsic, and also focus on the future of physical intelligence with autonomy and robots”, among other topics.
The Treet Stein analyst also remained fasting on NVIDIA before GTC, where he repeated his classification for purchase and the goal of $ 205 per share in a note for investors on Tuesday.
2025-03-18 13:47:00
