The technology stock that everyone is watching this week

Wall Street is shrinking on the giant of unavoidable NVIDIA (NVDA) technology this week because the semiconductor company of $ 4 billions reports in the middle of a continuous slippage in the technology sector.

“When the group drops and the most important actions of group reports report, it will have a greater impact than usual,” Miller Tabak’s market at Reuters Matthew Maley told Reuters Matthew Maley.

This impact has analysts rushing to modify their projections for the publication of the quarterly report of Nvidia on Wednesday, with multiple influential forecasts adjusted to display a higher price of $ 194 per share for this period of 12 months, the highest amount for which the shares have ever exchanged.

The action increased by more than 3% at the end of the negotiation on Friday at $ 177.99 in a wider market rally led by other technological and financial companies. We covered cryptographic companies that pushed this increase earlier in the day.

“What you see is the recognition that growth at Nvidia is solid at the Roc,” said Brian Mulberry, director of the customer portfolio at Zacks Investment Management, in Bloomberg. “Analysts increase projections because they simply need it, the stock is not going to slow down.”

How did Nvidia come here?

It hurts a lot for Nvidia.

The stock was caught in the Trump administration’s pricing wars and fell strongly in April. He has since recovered approximately three -quarters of these losses.

But this dip followed a cold start until 2025, because it has become clear that even Nvidia would have a tough competition from the Compatriot Deepseek company, which deployed a model of discount that surprised the market.

Recently, the stock has oscillated this week while the wider AI market estimated the effects of being nicknamed a “bubble” of the CEO of Openai, Sam Altman.

More immediately, Nvidia reported that he was willing to play ball with Trump’s aggressive attempts to take holdings in large technological companies like Apple and AMD.

NVIDIA CEO Jensen Huang said on Friday that the company was in talks with the US government to produce a new computer chip, a decision that coincides with a joint announcement that the United States will take a 10% intel property tranche.

“I offer a new product to China for AI data centers, H20 follow -up,” said Huang. But he added that “it is not our decision to make. It is, of course, the American government. And we are in dialogue with them, but it’s too early to find out. ”

In the wake of Altman’s comments, however, the course of Nvidia’s action fell to $ 174, against $ 182 in 48 hours, because supporters of the theory of the Bulle of IA were released.

Huge expectations for a huge director

However, regardless of the quantity of external pressure that Nvidia feels competitors and a rapidly evolving technology landscape, he remains the dominant player because of his size and size and faster trips of the starting blocks with his AI.

It also has much more scope and potentially a greater variety of customers for its more diverse product set.

“(Nvidia) Commentary on the side of demand … should be more optimistic simply because their biggest customers have all kinds of their capex advice in the last quarters,” Roach told Reuters.

In fact, it is so large and has increased at a rhythm as hot as its quarterly revenues increases less than 70% from one year to the next when it reports on Wednesday, the company would likely see the drop in its action.

An income growth at this rate would be a major coup in most other companies, underlines Wall Street 24/7 – for Nvidia, however, this would alarm investors who are frightened by the idea that it could possibly slow down.