NVIDIA Corporation ($NVDA) Stock Forecast: Down 1.2% Today

What is NVIDIA Corporation?

Nvidia Corporation (NVDA) is a leading technology company recognized for its GPUs used in various industries. Today, NVDA witnessed a significant downturn in the stock market.

Why is NVIDIA Corporation going down?

NVDA stock is down 1.2% on Dec 12, 2025 16:40

• Bank of America continues to support Nvidia as its top choice, citing a positive outlook on AI chip demand and anticipating robust sales growth ahead.
• Recent worries raised by an Nvidia staff member about Microsoft's cooling system for Blackwell GPUs may have contributed to investor uncertainty, particularly on topics like energy consumption and sustainability.
• Nvidia's increasing presence in the Ethernet switch market, challenging established players like Cisco and Arista, likely influenced the competitive landscape affecting NVDA's stock performance.
• General market apprehension towards chip manufacturers such as Nvidia and AMD, stemming from fears of an AI "bubble" and revenue sustainability concerns, may have played a role in the broader negative impact on NVDA's stock today.

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NVDA Technical Analysis

NVDA News

Nvidia Corporation (NVDA) Bank of America Maintains Top Pick After Nvidia Meeting, Citing $500B AI Chip Demand Outlook

Bank of America has reiterated Nvidia as its "Top Pick" following an investor meeting, citing Nvidia's expectation of at least $500 billion in combined Blackwell, Rubin, and networking sales across 2025 and 2026. The company also projects its next-generation Blackwell architecture will be a full generation ahead of competitors. Despite some downside risks, analyst sentiment remains overwhelmingly positive with a "Strong Buy" rating and significant upside potential from current levels.

https://www.theglobeandmail.com/investing/markets/stocks/NVDA/pressreleases/36594222/nvidia-corporation-nvda-bank-of-america-maintains-top-pick-after-nvidia-meeting-citing-500b-ai-chip-demand-outlook/

Nvidia employee says Microsoft's cooling system for Blackwell GPUs 'wasteful', company responds

An anonymous Nvidia employee has called Microsoft's cooling system for its new Blackwell GPUs in data centers "wasteful," despite Microsoft using liquid cooling. The concern highlights the significant energy consumption of a building-wide air cooling system that works in conjunction with the liquid cooling. Microsoft has responded by stating its commitment to carbon neutrality and developing zero-water cooling designs for future data centers.

https://timesofindia.indiatimes.com/technology/tech-news/nvidia-employee-says-microsofts-cooling-system-for-blackwell-gpus-wasteful-company-responds/articleshow/125935573.cms

AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

Advanced Micro Devices (NASDAQ: AMD) faces AI "bubble" jitters as investors reassess growth following Broadcom's margin warning and Oracle's spending. Despite short-term volatility and market sentiment swings, analysts maintain a bullish outlook due to AMD's strong Q3 2025 results, its significant multi-year partnership with OpenAI, and ambitious data-center revenue targets. The market now demands clearer evidence that AI revenue translates into durable margins and cash generation.

https://ts2.tech/en/amd-stock-news-today-dec-12-2025-ai-bubble-jitters-hit-chipmakers-as-analysts-keep-a-bullish-tilt-on-advanced-micro-devices-nasdaq-amd/

Nvidia storms Ethernet switch market in challenge to Cisco, Arista

Nvidia has rapidly emerged as a significant player in the Ethernet switch market, challenging established leaders like Cisco and Arista Networks, with its Spectrum-X offerings driving a 167.7% year-over-year revenue increase in Q3 to $1 billion. This surge has given Nvidia 11.6% of the data center Ethernet switch market, fueled by the exploding demand for AI infrastructure. While Arista continues to grow its market share, Cisco's data center segment growth is slower, and the company is navigating competitive pressures and integrations in the market.

https://www.sdxcentral.com/news/nvidia-storms-ethernet-switch-market-in-challenge-to-cisco-arista/

Spotify Technology (SPOT) Experiences Soft Sentiment From Analysts

Spotify Technology S.A. (NYSE:SPOT) has received mixed sentiment from analysts, with some citing growth concerns due to weaker consumer confidence while others increased price targets based on subscriber growth and limited churn. The company's fiscal third-quarter earnings showed healthy subscriber growth, yet a downgrade from Erste Group highlights potential valuation struggles. The article also mentions Spotify's new initiative to offer music videos to premium subscribers as it adapts to the evolving online streaming landscape.

https://www.insidermonkey.com/blog/spotify-technology-spot-experiences-soft-sentiment-from-analysts-1659085/?amp=1

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NVIDIA Corporation Price History

04.10.2025 - NVDA Stock was down 5.2%

• The bearish movement in NVDA stock could be attributed to China's initiatives to boost AI competition, potentially impacting the company's market share and growth prospects.
• Additionally, the overall positive sentiment towards AI stocks in the market, as evidenced by investors flocking to AI stocks following new deals, might have shifted focus away from Nvidia temporarily.
• The comparison of Nvidia's performance against its peers in the semiconductor sector could have also influenced investor sentiment, leading to profit-taking or reevaluation of the stock's position in the industry.
• Overall, the combination of increased competition, industry comparisons, and market trends could have contributed to the bearish movement in NVDA stock today.

25.10.2025 - NVDA Stock was down 5.1%

• A bearish movement in NVDA stock today is linked to ongoing bearish sentiment influenced by notable figures like Michael Burry, despite the company's efforts to counter these claims.
• Positive developments in US-China trade discussions, with talks about Nvidia potentially resuming AI chip sales to China, may have contributed to uncertainty and volatility in the stock.
• Nvidia's CEO, Jensen Huang, emphasized the company's strong position in the AI space. However, the assessment of the overall industry and competitive landscape may have sparked investor concerns about future growth and market share.

06.10.2025 - NVDA Stock was down 6.2%

• NVIDIA's stock experienced a bearish movement possibly due to the market reacting to the company's significant investment in the AI startup Poolside, raising concerns about the hefty financial commitment.
• Despite positive news of strategic deals and growth outlook, the market may have been influenced by the CEO's controversial statement regarding China's dominance in the AI race, leading to uncertainty among investors.
• The comparison analysis with competitors in the semiconductor industry might have highlighted challenges or weaknesses for NVIDIA, impacting investor sentiment and contributing to the bearish trend.
• The overall market sentiment towards tech ETFs and AI-related projects, like the NVDA-ORCL-DOE deal, could have influenced NVIDIA's stock movement as well, with investors possibly reassessing their positions in the sector.

06.10.2025 - NVDA Stock was down 5.4%

• Conflicting statements made by Nvidia CEO Jensen Huang regarding China's dominance in the AI race may have caused uncertainty and concern among investors, leading to a bearish sentiment towards NVDA stock.
• The AI supercomputer project collaboration between Nvidia, Oracle, and the Department of Energy (DOE) could have initially sparked optimism, but the subsequent adjustment in Huang's remarks may have overshadowed the positive news.
• The mention of NVDA in various investment and earnings contexts alongside other tech giants like Amazon, Alphabet, and Microsoft could have contributed to increased volatility and profit-taking in NVDA stock.
• Overall, the mixed signals from Nvidia's leadership and the broader tech industry landscape might have led to the bearish market movement observed in NVDA today.

21.10.2025 - NVDA Stock was down 7.9%

• Despite strong Q3 results and bold Q4 guidance, the stock experienced a bearish movement today.
• CEO Jensen Huang's emphasis on NVIDIA becoming the operating system of AI may have raised concerns about the company's ability to maintain its competitive edge in the rapidly evolving semiconductor industry.
• The bold valuation call of NVIDIA reaching $20 trillion by 2030 by I/O Fund's CEO Beth Kindig, while ambitious, may have sparked skepticism among investors, contributing to the bearish market movement.
• Mounting headwinds in the GPU space and emerging questions about the business viability amidst AI bubble fears could have also played a role in the stock's decline.

21.10.2025 - NVDA Stock was down 8.0%

• Kindig's bold valuation call of NVDA at $20 trillion by 2030 may have raised unrealistic expectations, leading to a sell-off as investors questioned the feasibility of such a valuation.
• Despite strong earnings, concerns about a potential AI bubble and increasing competition in the GPU space could have contributed to the bearish sentiment surrounding NVDA.
• CEO Jensen Huang's disappointment with the market's reaction to the company's blowout quarter may have added to the negative sentiment, reflecting broader AI jitters in the market.
• The comparison between NVDA and TSM in the semiconductor space, highlighting NVDA's AI-driven growth and product momentum, may have also influenced investors to reevaluate their positions, contributing to the bearish movement.

20.10.2025 - NVDA Stock was up 0.4%

• NVIDIA's stock demonstrated a significant positive movement today, buoyed by its strong quarterly performance and optimistic earnings outlook.
• Speculation surrounding potential revisions in the semiconductor tariff policy under the current US administration also played a role in boosting the semiconductor industry, which in turn, benefited NVIDIA.
• The notable increase in NVIDIA's stock price can be linked to market confidence in the company's AI-centric data center solutions and robust chip demand, as supported by its impressive third-quarter earnings and revenue that exceeded expectations.
• In summary, NVIDIA's stock surged by 6% during the day, fueled by favorable earnings, AI prospects, and market dynamics.

26.10.2025 - NVDA Stock was up 5.9%

• CEO Jensen Huang's emphasis on expanding AI usage within the company likely bolstered confidence in NVDA's growth prospects, contributing to the bullish movement in NVDA stock.
• Despite a brief decline in NVDA stock, the company's strong competitive position and technological advancements, showcased by positive remarks about rival Google and highlighting its own progress, may have reassured investors and supported the stock's positive trend.
• Criticism from a Google DeepMind scientist questioning the market's reaction to NVDA and AMD stock drops could have prompted discussions on AI hardware demand and NVDA's offerings, potentially driving up the stock price.
• The prevailing optimism towards NVDA and the market's curiosity about top tech companies like Nvidia may have intensified investor confidence, leading to the bullish surge in NVDA stock.

12.11.2025 - NVDA Stock was down 1.2%

• Bank of America continues to support Nvidia as its top choice, citing a positive outlook on AI chip demand and anticipating robust sales growth ahead.
• Recent worries raised by an Nvidia staff member about Microsoft's cooling system for Blackwell GPUs may have contributed to investor uncertainty, particularly on topics like energy consumption and sustainability.
• Nvidia's increasing presence in the Ethernet switch market, challenging established players like Cisco and Arista, likely influenced the competitive landscape affecting NVDA's stock performance.
• General market apprehension towards chip manufacturers such as Nvidia and AMD, stemming from fears of an AI "bubble" and revenue sustainability concerns, may have played a role in the broader negative impact on NVDA's stock today.

07.10.2025 - NVDA Stock was down 6.7%

• NVDA stock experienced a bearish movement possibly due to the uncertainty surrounding the company's plans to sell its cutting-edge Blackwell chips to China amidst tightening export restrictions.
• Jensen Huang's clarification on not having immediate plans to sell the chips to China may have added to investor concerns and contributed to the downward pressure on the stock.
• The news of NVDA investing up to $1 billion in an AI startup, Poolside, might have raised questions about the company's allocation of resources and potential impact on its financials, leading to some selling pressure on the stock.
• Overall, the combination of geopolitical tensions, strategic business decisions, and significant investments could have influenced NVDA's bearish movement today.

29.09.2025 - NVDA Stock was up 8.0%

• A partnership between Nvidia and Oracle to construct the U.S. Department of Energy's largest AI supercomputer highlights Nvidia's supremacy in the AI domain.
• The stock reached a record high and exceeded a $5 trillion market cap, demonstrating robust investor confidence and optimism in Nvidia's future prospects.
• Nvidia's market valuation surpassing $5 trillion contributed to the overall increase in the Magnificent Seven tech giants' total market cap, underscoring the company's substantial influence in the tech sector.
• Industry analysts anticipate a potential upsurge of approximately 37% in Nvidia's stock, reflecting positive outlook and high expectations for the company's growth in the AI software industry.

29.09.2025 - NVDA Stock was up 8.6%

• NVDA's stock price surged as it became the world's first $5 trillion company, marking a significant milestone in the artificial intelligence software race.
• CEO Jensen Huang's optimism about re-entering the Chinese market with the company's advanced AI chips following signals from a notable figure boosted investor confidence in NVDA's growth prospects.
• The collaboration announcement with Joby Aviation also contributed to the positive sentiment surrounding NVDA, indicating potential expansion into innovative technologies like electric air-taxis.
• Anticipation of discussions between two world leaders regarding NVDA's cutting-edge AI chips further fueled excitement among investors, driving up NVDA's stock price.