The technical stocks that everyone monitors this week

Wall Street narrows the technology giant that must be monitored Nvda (NVDA) This week, as the semiconductor company, which costs 4 trillion dollars for its profits amid a continuous slide in the technology sector.

“When the group and the most important stocks in the group decrease from profits, it will have a greater impact than usual,” Matthew Mali, the chief market strategy in Miller Tabak, Reuters said.

This impact has led to changing their expectations for issuing a quarterly report to NVIDIA on Wednesday, with multiple impressive predictions now modified to show a higher goal at a price of $ 194 per share during the 12 -month period, the highest amount of shares has ever traded.

The stock closed more than 3 % at the end of trading on Friday at $ 177.99 amid a gathering in the broader market led by technology and other financing companies. We covered us The encryption companies that prompted that increase earlier today.

“What you see is the recognition that the growth in NVIDIA is Rock Stind,” Brian Molberry, the client’s wallet manager at Zacks Investment Management, Bloomberg said. “Analysts raise expectations because they simply need this, the stock will not slow down.”

How did Nafidia come here?

A year has passed on Nafidia.

The stock was arrested in the wars of the tariff management in the Trump administration and decreased sharply in April. Since then, it has returned to about three quarters of these losses.

But this decrease follows a cold start to 2025, as it became clear that even NVIDIA will have intense competition from Compatriot Deepseek, which put up the AI ​​Model discount This is astonishing the market.

Recently, stock fluctuation this week as the artificial intelligence market felt “bubble” By Openai Sam Altman CEO.

More immediately, Nvidia indicated that she is ready to play the ball with Trump violent Attempts Take risks In major technology companies such as Apple and AMD, CEO of Nvidia Jensen Huang said on Friday.

Huang said that NVIDIA is holding talks with the US government to produce a new computer, a step that coincides with a Joint advertisement The United States will take a 10 % royal segment of Intel.

“I offer a new product to China for … artificial intelligence data centers, and follow to H20,” said Huang. But he added, “This is not our decision to take. It is up, of course, the United States government. We are in a dialogue with them, but it is too early to know.”

In the wake of Altman’s comments, the NVIDIA share price fell to $ 174 from $ 182 in 48 hours, such as Supporters of the theory of artificial intelligence bubble He went out in strength.

Huge expectations for a huge achievement

However, regardless of the amount of external pressure that NVIDIA feels from competitors and sophisticated natural landscapes, the dominant player is still due to its huge size and fastest movements than the starting blocks with artificial intelligence.

It also has much more access to a wide range of customers for its most diverse range of products.

((NVIDIA) Comment on the request side … it must be more polished just because their largest customers have each type of CAPEX directives during the past few quarters, “Roach Reuters said.

In fact, it is very large and has grown at a burning pace to the point that if its quarterly revenues rise less than 70 % on an annual basis when its reports on Wednesday, it is possible that the company will see it. Arrow price He falls.

The growth in revenue at this rate will be a major coup for most other companies, 24/7 Wall Street IndicateFor NVIDIA, it would alert investors who feel dismay about the idea that it may eventually slow down.