From Nasdaq: 2025-05-18 05:00:00

Nvidia stock experienced a significant drop of over 40% from its 52-week high in January to a low in April 2025 due to concerns about AI infrastructure spending and tariff wars. However, recent developments with Humain and an upcoming earnings report have boosted investor sentiment, with the stock up 30% in the last month.

Nvidia remains a dominant force in the AI infrastructure market, with a 90% share in the data center GPU market. The company is poised to benefit from the projected growth in data center capital expenditures, set to reach $1 trillion by 2028. Demand for its Blackwell architecture systems and AI inference technology positions Nvidia for further success.

Recent announcements by Nvidia, such as plans to invest $500 billion in U.S.-made AI infrastructure and the upcoming release of new AI supercomputers, showcase the company’s commitment to innovation and product development. Additionally, the U.S. Department of Commerce’s decision to revoke export restrictions on AI chips and reduce trade tensions with China bode well for Nvidia’s future revenue outlook.

With strong revenue growth projections and a reasonable valuation, Nvidia is set to deliver impressive results in the first quarter of fiscal 2026. The company’s track record of surpassing guidance and its market-leading position suggest that the stock is poised for significant growth in the coming months, making it an attractive investment opportunity for investors.



Read more at Nasdaq: Prediction: Nvidia Stock Could Rally After May 28