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 chain flexibility could shield it from future tariffs, but risks like competition from Chinese AI models (e.g., DeepSeek V3) and potential recession fears linger.  


What’s Next? Wall Street expects 38% annual earnings growth through 2027, making NVDA’s valuation look attractive to long-term bulls. Yet, short-term traders on X debate whether it’ll hit $150 or dip below $100 again. For now, NVIDIA’s AI leadership keeps it in the spotlight, but patience may be key.  


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