The stock market has seen significant fluctuations in 2025, with the S&P 500 and Nasdaq Composite experiencing drops of 15% and 21%, respectively. Tariff policies and mixed economic indicators have contributed to this volatility, impacting megacap technology stocks negatively. Nvidia, having lost nearly $1 trillion in market value this year, is set to release its fiscal first-quarter earnings on May 28. Historically, Nvidia’s stock has often risen following earnings reports, except for a notable decline after its February report. Despite strong financial results and promising developments like the Blackwell GPU architecture, Nvidia’s stock has been affected by tariff uncertainties and export controls in the Chinese market. Investors should focus on how secular trends in AI infrastructure influence Nvidia’s long-term prospects versus short-term challenges. With major tech companies investing heavily in AI, Nvidia remains well-positioned for growth. For long-term investors, Nvidia may present a compelling buying opportunity.
— new from The Motley Fool
