NVDA Stock Recent News

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Nvidia (NVDA -4.21%) stock is getting hit with another round of sell-offs in Monday's trading. The artificial intelligence (AI) hardware leader's share price was down 4.2% as of 11:45 a.m.

Daniel Newman of Futurum shares concerns about Coreweave's growth prospects given the acceleration depreciation of chips as new generations come out quickly. However, he sees a 'sea change' in Nvidia's direction which benefits Coreweave.

Matt Bryson, Wedbush Securities analyst, joins CNBC's 'Squawk on the Street' to discuss outlooks on the chips sector, reactions to CoreWeave's IPO, and more.

Nvidia's stock is down YTD due to market selloff, but its dominant position in AI chips makes it a solid BUY at current prices. Despite macro risks, Nvidia's impressive Q4 earnings and strong revenue outlook indicate significant growth potential, driven by the ongoing AI revolution. Nvidia's fair value is estimated at $180.06 per share, representing a ~65% upside, with the street likely underestimating its growth potential.

Nvidia's stock has faced significant declines due to geopolitical risks and competition in AI, but recent earnings show strong revenue and net income growth. Despite short-term technical weaknesses, long-term charts suggest the potential for substantial upside, with possible price targets above $134.60 and even $200 by September 2025. NVDA's forward P/E ratio of 24.2x is attractive compared to other MAG 7 stocks, making it a compelling buy despite some cheaper alternatives.

On Jan. 6, shares of semiconductor powerhouse Nvidia (NVDA -1.51%) closed at an all-time high of $149.43. At the time, the company's market capitalization hovered around $3.7 trillion.

Nvidia Corporation's transformation from a gaming-focused company to an AI computing leader is marked by a 1,773% revenue growth in four years, driven by data centers. NVDA dominates the AI GPU market with 70-95% share, leveraging its Hopper and Blackwell architectures, and maintains pricing power due to near-monopolistic position. Despite geopolitical tensions and emerging competitors, NVDA's robust roadmap and increasing AI demand support a "buy" rating for long-term investment.

Nvidia (NVDA) shares fall to begin the week as investors gauge exposure to CoreWeave's (CRWV) IPO and overall tech sector weakness ahead of the April 2nd tariff deadline. In terms of the overall market, Kevin Green says the quarter-end "could be very exciting" and he highlights the intraday volatility potential in small-cap stocks.

Analysts have noted concerns over its concentrated customer base.