NVIDIA Stock Update: Volatility Amid AI Optimism and Tariff Shifts

NVIDIA Stock Update: Volatility Amid AI Optimism and Tariff Shifts April 14, 2025 NVIDIA (NVDA) has been a rollercoaster for investors in 2025, with its stock price reflecting both its AI dominance and global trade turbulence. Last week, NVDA surged 13.61% as markets cheered a 90-day pause on most U.S. reciprocal tariffs, easing fears of supply chain disruptions. The exemption of semiconductors from these tariffs sparked optimism, with some analysts predicting a "tech rally for the ages." NVIDIA, commanding over 80% of the AI chip market, remains a Wall Street favorite, with Cantor Fitzgerald calling it the "top AI bet" for its data center and cloud solutions. However, volatility persists. Posts on X show mixed sentiment: some investors see the current 25x forward P/E ratio as a bargain, citing 70% revenue growth and 125% free cash flow increases, while others warn of bearish trends after a 35% drop from January highs. Morgan Stanley notes NVIDIA’s supply ch...