Nvidia stock briefly touched a new record Tuesday following a high-profile speech from its billionaire leader Jensen Huang, but surprisingly reversed quickly to a significant daily loss, headlining a surprise stark selloff across technology stocks.

The semiconductor industry witnessed a slowdown early last year but has staged a solid comeback over the past few quarters, powered by the ongoing enthusiasm surrounding artificial intelligence (AI),

NVIDIA, being one of the most-watched stocks on Wall Street, can reflect sentiment for the entire market. Today’s reversal in trading for the chip giant bodes poorly for the market’s short-term outlook.

We never did get a Santa Claus rally to close out last year and the overall weakness with which 2025 began is worth noting.

A wide-ranging product presentation by chief executive Jensen Huang failed to propel the artificial intelligence chipmaker to new heights.

Shares of artificial intelligence (AI) semiconductor stocks Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Arm Holdings (NASDAQ: ARM) rallied on Friday, up 4.5%, 3.5%, and 10.

Jensen Huang's CES keynote flexed the company's dominance in artificial intelligence across industries.

Nvidia’s growth has been extraordinary. But replicating the meteoric rise in earnings and value for a company its size becomes arithmetically near impossible.

A push into robotics and the unveiling of the Nvidia 5000 Series GPUs are items to watch at CES. An analyst questions how quick the items will turn into revenue.

The Microsoft CEO's claim about not being “chip constrained” has adversely affected investor sentiment for Nvidia. However, this development can prove beneficial for another high-flying semiconductor stock.

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) is all set for full-capacity production in the U.S. and Germany after commercializing its debut Japanese chip plant in Kikuyo, Kumamoto Prefecture, last December.

Like Taiwan Semiconductor, Nvidia is riding a massive wave of investments as companies build new AI infrastructure. Nvidia CEO Jensen Huang estimates that spending in this segment will reach $2 trillion over the next five years, giving his company an unprecedented opportunity to benefit.