Why NVIDIA shares carry the key to opening a renewed market

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As Nafidia (NvdaThe stocks go, so the broader market goes.

“The future is close to this market, because there is no better term, dictated by what is going on in NVIDIA and semi -conducts of technology and writing great technology, only of its size and thanks to its importance”, Evercore strategy Rich Ross Tell me in Yahoo Financial Opening offer Podcast (see the video above or listen below).

Ross studies technical techniques for more than 30 years. In 2024, institutional investor Ross No. 1 ranked in his field for the seventh year in a row. He was appointed to all America’s research team for the institutional investor for the tenth year in a row.

In his opinion, it is not surprising that NVIDIA shares struggle this year, and he followed the stock market.

Artificial Intelligence Trade – led NVIDIA, its increasing sales and the profit story – has operated the stock market over the past two years. With the collapse of this trade this year (Looking mostly through the “wonderful seven” weaknessIn view of the fears ranging from a commercial war to appreciation, investors questioned the strength and evaluation of the wide stock market.

He watches: What does Bill Gates think about Nafidia

Ross explained, “What was leading this the main theme of AI (for markets) for NVIDIA and Broadcom (AVGO) It is that it already has its claws in many different sectors and through power generation, what you have. So there are a lot of shares touched with AI and NVIDIA brush. ”

AI Chip Darling has not worked this year, surprising Bulls who have intensified money from NVIDIA over the past five years. The arrow is 10 % stop where investors are concerned about exposure to China in the president Trump’s commercial war Excessive building of artificial intelligence infrastructure. Company Margin’s expectations in the first quarter caution I did little to relieve fears.

The arrow is less than the main average of 50, 100 and 200 days, which is a major sign of a lost momentum among merchants.

S & P 500 (^Gspc– Which includes more than 6 % of the weighting of NVIDIA – decreased by 5 % this year.

This makes the annual “Woodstock of Ai” for NVIDIA that must be monitored for the bullies.

Nvidia Jensen Huang CEO is part of his authority to restore the year to the right track of his stock and the market in general in the company GTC event At a financial analyst meeting on Wednesday. The event is held in San Jose, California.