Nvidia stock has been one of the biggest winners of the artificial intelligence (AI) revolution in the past couple of years, clocking remarkable gains of nearly 800% over the past two years on account of the red-hot demand for its data center graphics cards, but the past three months have been difficult for the chipmaker.

One key point about Nvidia that sets it apart from other AI investments is that it's making piles of money from all of the AI investments from big tech companies. Hans Mosesmann from Rosenblatt Securities has a Street-high price target of $220 per share on Nvidia.

Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show. Talking about the highlight of the show, it was undoubtedly the keynote from Jensen Huang.

Likewise, investment firm Macquarie expects software stock fundamentals to “remain generally positive in 2025," although "potentially accompanied by bouts of volatility." Related: Bank of America reveals top technology stock pick for 2025 "We expect positive sentiment to persist,

Artificial intelligence (AI) continued to be a major investment theme in 2024, driving tech stocks to record highs as companies continued to pour millions into the emerging technology. With no signs of slowing down,

SemiAnalysis expert Myron Xie says Taiwan Semiconductor Manufacturing Co. Ltd. is “the only game in town for AI chips.” TSMC is currently the leading and most reliable supplier of advanced artificial intelligence chips – and counts Nvidia as well as the hyperscalers committed to building their chips as customers.