Big technology stocks including Nvidia, Microsoft, Meta and Tesla tumbled in premarket trading on concerns that a Chinese artificial intelligence startup could threaten America’s dominance in AI. Shares of Nvidia plunged nearly 12% on news reports about the capabilities of DeepSeek — a China-based startup which has made waves in the industry after launching a free,

Massive artificial intelligence spending supercharged its growth, but with Nvidia due to report earnings on Feb. 26, Wall Street suggests the semiconductor stock may soon hit a ceiling. Analysts have assigned a consensus one-year price target on NVDA stock of $164 per share. That implies only a 15% gain over the next 12 months.

But one Wall Street analyst thinks investors should take advantage of that lull. Oppenheimer 's Rick Schafer just made the company one of his top picks for 2025 in the semiconductor sector. His firm's price target of $175 per share would represent a 27% gain from recent levels.

Nvidia (NASDAQ: NVDA) and Palantir Technologies (NASDAQ: PLTR) have recently been two of the hottest stocks on Wall Street because both companies play a key role in the artificial intelligence economy.

Dan Ives is not alone in selecting Nvidia as a top stock pick for 2025. Harsh Kumar at Piper Sandler recently wrote, "We are making Nvidia our top large-cap pick given the company's dominant position in AI accelerators and the upcoming launch of the Blackwell architecture."

Nvidia stock is set for its worst trading day in recent history — however, two Wall Street analysts remain bullish, despite new competition.

Nvidia the artificial intelligence titan, is on a downward spiral as investors react to the possibility of reduced spending in AI.

Nvidia (NASDAQ: NVDA) has been one of the hottest stocks on the market in recent years. Nvidia is currently worth $3.3 trillion, but certain Wall Street analysts see upside arising from its Blackwell GPUs and robotics computing solutions.

NVIDIA continues to fuel the AI stock rally in 2024. Our analysis shows that may be the case for the foreseeable future.

We’re often advised to follow the smart money. One easy way to do just that is by tracking hidden institutional options trading. They’re hidden because institutions don’t want to unfairly move a stock.

Wall Street tech stocks were headed for a $1tn sell-off on Monday, following advances by Chinese artificial intelligence start-up DeepSeek that raised doubts over whether the US can maintain its lead in AI. Futures linked to the Nasdaq 100 were down 3.9 per cent ahead of the New York open, a move that would wipe $1.04tn from the tech-heavy index.

Expect questions about Fed independence at the chairman's Q&A. Apple, Microsoft, Met and Tesla report results. Alphabet may be sitting on an Nvidia rival.