Can Nvidia’s CEO Press ‘Boost Mode’ on Stock Recovery?

Nvidia CEO Jensen Huang’s keynote at GTC could determine whether the AI chip giant can sustain its market momentum or face further challenges.

Editorial Team (ET)May 8, 2025

Nvidia is standing at a pivotal crossroads. The AI chip leader, which has dominated the semiconductor industry in recent years, is preparing for a make-or-break moment as CEO Jensen Huang steps onto the stage for the highly anticipated keynote at the GPU Technology Conference (GTC). Investors are counting on Huang’s insights to revive confidence in Nvidia stock, which has struggled to maintain momentum despite a broader rebound in tech markets.

Huang’s keynote comes amid growing concerns that Nvidia’s meteoric rise may be running out of steam. While the company has consistently outperformed expectations, fears of peaking sales and profit margins are putting pressure on shares. Analysts and shareholders alike are eager for clarity on several key issues, including the future of the Blackwell product line, Nvidia’s positioning against competitors, and how the company plans to navigate ongoing challenges in China and shifting market dynamics.

Rebound Under Scrutiny

Despite Nvidia’s strong fundamentals, the stock has yet to fully recover from its early-year downturn. It remains more than 9% lower for the year, even after rallying from a March low. Dip buyers have cautiously stepped back in, sensing a potential long-term buying opportunity as Nvidia’s valuation sits at its lowest level in five years. Early Monday trading showed a slight uptick in share prices, but sentiment remains fragile.

The broader technology sector has also been under pressure, with concerns over AI spending and potential trade restrictions adding uncertainty. The market’s skepticism is reflected in Nvidia’s current valuation, which some analysts argue does not fully account for its expected revenue growth. If Huang can provide a reassuring outlook, it could help stabilize investor confidence and reignite upward momentum for the stock.

Addressing the AI Boom and Competitive Pressures

Nvidia has been at the forefront of the artificial intelligence revolution, supplying the critical GPUs that power AI advancements across industries. However, competition is intensifying. Rivals like AMD and Intel are ramping up efforts to challenge Nvidia’s dominance, while companies such as Google and Amazon are developing their own AI-focused chips to reduce reliance on third-party suppliers.

Investors will be watching Huang’s speech closely for signals on how Nvidia plans to maintain its leadership position. Updates on the company’s Blackwell architecture—expected to drive the next phase of AI computing—will be critical. Any hint of delays, performance concerns, or supply chain constraints could weigh heavily on sentiment.

Another key issue is Nvidia’s exposure to China. With geopolitical tensions and trade restrictions creating hurdles for U.S. tech companies operating in the region, investors are eager to hear how Nvidia is adapting to these challenges. Clarity on the regulatory landscape and Nvidia’s strategies for mitigating risks in global markets could provide much-needed reassurance.

Strong Growth Projections, but Will It Be Enough?

Despite the recent selloff, Nvidia remains a financial powerhouse. The company recently reported earnings that exceeded Wall Street expectations, with revenue growth projected at 57% for fiscal year 2026. Earnings per share are also expected to climb 52%, reinforcing the long-term bullish case for Nvidia’s dominance in AI-driven computing.

However, not all the numbers were positive. The company warned that gross margins would be thinner than previously anticipated, raising concerns about profitability in the coming quarters. If Nvidia can address these concerns head-on, emphasizing operational efficiency and sustained demand, it may be able to alleviate investor anxiety.

The Path Forward

Jensen Huang’s keynote is more than just a corporate presentation—it’s a critical moment that could shape Nvidia’s stock trajectory for the rest of the year. If he delivers a confident outlook with strong guidance, it could mark a turning point for the stock’s performance. On the other hand, any sign of hesitation or weakness could validate fears that Nvidia’s growth story is slowing.

As the AI revolution continues to unfold, Nvidia remains at the center of it. The company’s ability to execute its vision and maintain its competitive edge will determine whether this current dip is a temporary buying opportunity or a warning sign of tougher times ahead.

Conclusion

Nvidia has been a driving force behind the AI boom, but maintaining that momentum is becoming increasingly challenging. Investors are looking to CEO Jensen Huang to provide a clear and confident vision that reassures the market. With expectations high, the upcoming keynote could be a defining moment for the company’s future and its stock performance.

Nvidia

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