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Nvidia GTC: 3 big things Jensen Huang bulls need to hear

Nvidia has had an un-Nvidia-like year so far. The stock has fallen over 10% as investors fret over exposure to China in Trump’s trade war and the possible overbuilding of AI infrastructure. The company’s cautious outlook several weeks ago did little to ease worries. Wall Street will be watching as Founder and CEO Jensen Huang takes center stage on March 18 at the company’s GTC event and in a financial analyst meeting the following day. Here are three things the bulls on Nvidia will need to hear from Huang to keep them fighting back against the bear narrative: 1) Details on how much more powerful Nvidia’s next-generation chip Rubin is versus the current gold standard in Blackwell; 2) An update on the total AI addressable market opportunity for Nvidia; and 3) The offsets in the business to the China business that is likely to be harmed by the trade war. For full episodes of Opening Bid, listen on your favorite podcast platform or watch on our website. This post was written by Langston Sessoms, producer for Opening Bid.

Yahoo Finance Video 3 minutes ago

NVDA
Stock market today: Dow, S&P 500, Nasdaq futures divert after tough week as Bessent dismisses sell-off

US stock futures fell after a choppy week for the major gauges. The Federal Reserve is in high focus, though the bank is expected to hold rates steady.

Yahoo Finance 52 minutes ago

YM=F

NQ=F

ES=F
Nvidia, Berkshire Hathaway, Baidu, Lockheed Martin, Incyte, NCL: Stocks to watch today

Stocks may not extend Friday’s rebound. Futures tied to the S&P 500, the Nasdaq 100, and the Dow Jones Industrial Average pointed to a lower open Monday after Treasury Secretary Scott Bessent said Sunday on NBC’s “Meet the Press” that he he was “not at all” worried about the stock market, calling corrections “healthy.” February retail sales missed expectations.

Quartz 16 minutes ago

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LMT

NVDA
Workhorse Group Sets Fourth Quarter and Full Year 2024 Earnings Call for Monday, March 31, 2025 at 10:00 a.m. ET

CINCINNATI, March 17, 2025 (GLOBE NEWSWIRE) -- Workhorse Group Inc. (Nasdaq: WKHS) (“Workhorse” or “the Company”), an American technology company focused on pioneering the transition to zero-emission commercial vehicles, will hold a conference call on Monday, March 31st at 10:00 a.m. Eastern time (7:00 a.m. Pacific time) to discuss its financial results for the fourth quarter and full year ended December 31, 2024 as well as the Company’s plans and outlook. Financial results will be issued in a p

GlobeNewswire 26 minutes ago

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Norwegian Cruise Line Stock Sails On Upgrade; Carnival Earnings On Deck

JPMorgan on Monday upgraded Norwegian Cruise Line stock, despite macro "noise." Carnival earnings due Friday.

Investor's Business Daily 30 minutes ago

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CUK

CUKPF
Affirm Stock Tumbles. Its Rival, Klarna, Has Snagged Walmart Deal.

Shares of Affirm were sinking after fintech peer Klarna announced it will be the sole provider of “buy now, pay later” loans for Walmart in the United States. Klarna—which filed an initial public offering prospectus on Friday—said it will be teaming up with consumer finance app OnePay to offer BNPL loans at Walmart. “Walmart U.S. customers will have the option to use OnePay installment loans powered by Klarna to shop for thousands of items, including electronics, home and garden, automotive, and more,” Klarna said in a press release.

Barrons.com 32 minutes ago

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Nvidia's Top AI Event Is Here: Will Nvidia Stock Rise During March 18 Through March 21?

Nvidia stock got a boost from last year's GTC event, and investors are hoping for the same this year.

Motley Fool 41 minutes ago

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Nvidia Faces Challenges in 2025 Amid Market Pressures and Competition

Bank of America forecasts Nvidia's margins to recover.

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Norwegian Cruise Stock Gets an Upgrade. Why Demand Fears Are Just ‘Noise.’

The travel sector has been getting crushed recently amid signs consumers are starting to pull back on spending. But what if it’s not affecting cruise operators?

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Klarna Replaces Affirm as Buy-Now-Pay-Later Provider at Walmart

Swedish fintech Klarna will become the exclusive buy-now-pay-later provider at Walmart in the U.S., replacing rival Affirm.

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BigBear.ai Holdings (BBAI): Among the Most Active US Stocks to Buy According to Hedge Funds

We recently published a list of 10 Most Active US Stocks to Buy According to Hedge Funds. In this article, we are going to take a look at where BigBear.ai Holdings, Inc. (NYSE:BBAI) stands against other most active US stocks to buy according to hedge funds. Over the past five years, the U.S. stock market […]

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Klarna Dethrones Affirm to Offer Buy Now, Pay Later at Walmart

(Bloomberg) -- Klarna Group Plc is partnering with Walmart Inc.-backed OnePay to offer buy-now-pay-later to US shoppers, replacing Affirm as the retail giant’s fast credit option. Most Read from BloombergICE Eyes Massive California Tent Facility Amid Space ConstraintsHow Britain’s Most Bike-Friendly New Town Got BuiltThe Dark Prophet of Car-Clogged CitiesWashington, DC, Region Braces for ‘Devastating’ Cuts from CongressSaving the Signature Sound of Washington, DCKlarna will be available via fina

Bloomberg 57 minutes ago

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Is Palantir Technologies Inc. (PLTR) the Most Active US Stock to Buy According to Hedge Funds?

We recently published a list of 10 Most Active US Stocks to Buy According to Hedge Funds. In this article, we are going to take a look at where Palantir Technologies Inc. (NASDAQ:PLTR) stands against other most active US stocks to buy according to hedge funds. Over the past five years, the U.S. stock market […]

Insider Monkey 1 hour ago

PLTR
5 Things to Know Before the Stock Market Opens

News of the day for March 17, 2025

Investopedia 1 hour ago

NVDA

BIDU
These Stocks Are Moving the Most Today: Tesla, Nvidia, Affirm, Baidu, Norwegian Cruise Line, Micron, and More

Tesla falls Monday with shares of the electric-vehicle maker on an eight-week losing streak, while Nvidia rises as the chip maker’s GTC AI conference begins Monday.

Barrons.com 1 hour ago

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NVDA

BIDU
New CEO Tan says Intel faces ‘tough decisions,’ eyes major operational overhaul

Investing.com -- Intel's (NASDAQ:INTC) incoming CEO, Lip-Bu Tan, is preparing major changes to the company’s chip manufacturing strategy and artificial intelligence initiatives as he returns to lead the struggling tech giant, Reuters said in a Monday report.

Investing.com 1 hour ago

INTC

NVDA
Is NVIDIA Corporation (NVDA) the Most Active US Stock to Buy According to Hedge Funds?

We recently published a list of 10 Most Active US Stocks to Buy According to Hedge Funds. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other most active US stocks to buy according to hedge funds. Over the past five years, the U.S. stock market has […]

Insider Monkey 1 hour ago

NVDA
AI Stocks: Tech Giants, Cloud Titans Face 'Show Me' Moment. Nvidia GTC Event On Tap.

The good, bad and ugly for AI stocks: Meta shares have gained 4% in 2025. Nvidia stock has shed 9%. Google stock is down 12%.

Investor's Business Daily 1 hour ago

ADBE

NVDA
Nvidia GTC Conference: Winners, Losers In AI Networking Shift

While artificial intelligence will be in the spotlight at chip maker Nvidia's GTC conference this week, another technology development will be under the radar.

Investor's Business Daily 1 hour ago

NVDA

CSCO

LITE
4 Phenomenal Chip Companies to Ride the Artificial Intelligence (AI) Investing Wave

Despite the market sell-off centered around tech stocks, investors need to keep their focus on the long term. Taiwan Semiconductor is the world's leading chip foundry, and clients like Broadcom and Nvidia come to it with chip designs that they want to have fabricated.

Motley Fool 1 hour ago

TSM

NVDA

AVGO

Performance Overview

Return	2023.HK	HANG SENG INDEX
YTD	-12.75%	+20.37%
1-Year	-11.00%	+44.40%
3-Year	-24.58%	+12.30%

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Nvidia GTC: 3 big things Jensen Huang bulls need to hear

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Performance Overview