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.

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.

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

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

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.

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.

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

In today's video, I discuss Nvidia (NASDAQ: NVDA) and a few semiconductor stocks that could be impacted after its CES 2025 keynote. To learn more, check out the short video, consider subscribing, and click the special offer link below.

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.

Chief Executive Jensen Huang at the Consumer Electronics Show on Monday are likely to further its technology lead. Read for more.

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.