NVIDIA Stock News

Despite the elimination of the AI diffusion rule, Nvidia Corporation is still expected to take a major hit to sales this year, as a result of stricter American export restrictions. Major macro risks are also out there and could undermine Nvidia's growth opportunities in the foreseeable future. NVDA stock remains a Sell for us ahead of the upcoming earnings report, which is scheduled to be relea...

Nvidia (NVDA -1.02%) shares soared more than 600% in the last three years. But the stock hasn't recorded any gains in 2025.

Graphics processing unit (GPU) giant Nvidia (NVDA -1.02%) now generates most of its revenue from data center GPUs aimed at artificial intelligence (AI) workloads. In the fourth quarter of fiscal 2025, the data center segment produced $35.6 billion in revenue compared to just $2.5 billion for the gaming segment.

Nvidia (NVDA) earnings and a key inflation report highlight this week's holiday-shortened calendar as investors continue to evaluate the impact of President Donald Trump's tariffs and economic policies.

Nvidia (NVDA -1.02%) shares fell sharply earlier this year as investors worried about how tariffs and export curbs would impact revenue. However, the stock recouped its losses in May as hyperscale cloud companies raised their capital spending forecasts and the Trump administration revoked the Biden-era AI Diffusion Rule.

The Dow Jones and the S&P 500 indices dropped last week as concerns about the American economy rose following Moody's decision to downgrade US credit rating. They also dropped after the House passed the Big Beautiful Bill which will grow the deficit.

Wall Street remains largely bullish on Nvidia (NASDAQ: NVDA) stock ahead of the firm's fiscal Q1 earnings report, scheduled for May 28.

Few companies have benefited more from the artificial intelligence (AI) hype cycle than Nvidia (NVDA -1.02%), as it makes billions by designing the hardware needed to run and train these advanced algorithms. However, in recent times, the company has run into challenges as Chinese competition and international trade disputes weigh on investor optimism.