Nvidia Stock Declines as Analysts Highlight AI Market Uncertainty

A recent price target cut and market volatility raise concerns, but Nvidia remains a leader in AI infrastructure.

Nvidia's stock price dropped over 2% today, following a reduced two-year price target from $195 to $170 by Melius Research due to regulatory and economic uncertainties.
Analysts note that AI hardware and semiconductor stocks, including Nvidia, are facing challenges from potential tariffs, regulations, and cost-reducing innovations in computing.
Nvidia's upcoming GTC conference on March 18 is expected to provide updates on its AI advancements, including potential previews of future GPUs and CPUs, though specifics remain unconfirmed.
Despite a 25% drop from its January peak, Nvidia's valuation is attracting investor interest, with some analysts calling it a long-term buying opportunity given its dominance in AI infrastructure.
Nvidia continues to lead the AI market, with its GPUs capturing 90% of the market share and generating record revenues, including $11 billion in the first quarter of its Blackwell architecture's release.