According to The Kobeissi Letter, Nvidia's market capitalization decreased from $3.7 trillion to $2.3 trillion over 59 trading days, marking a $1.4 trillion loss. This significant drop has brought Nvidia's stock price below $95 for the first time since August 2024, indicating a substantial bearish trend in its stock value.

According to The Kobeissi Letter, Nvidia stock ($NVDA) has fallen below $100 for the first time since August 2024 due to China imposing 34% reciprocal tariffs on all US goods. This significant drop presents a bearish trend for traders, indicating potential volatility and caution in trading strategies involving Nvidia.

According to WallStreetBulls, NVIDIA experienced a significant drop this morning, while Microsoft saw a decrease in its stock value last Friday. These events are contributing to a downward trend in the top 10 markets. Bitcoin is predicted to fall to $72,000, then $70,000, and possibly reach $63,000, indicating high volatility in the market. This trend reflects broader market chaos, affecting cryptocurrencies and traditional stocks alike.

According to Edward Dowd, the AI ecosystem significantly boosts NVIDIA's financial performance both at the top and bottom lines. However, a critical issue persists as NVIDIA's customers are not yet profitable and continuously demand more capital. Dowd raises concerns about whether debt and equity investors might halt their financial support, which could impact NVIDIA's trading dynamics.

According to Edward Dowd, the CoreWeave IPO was smaller than anticipated and priced at $40, supported by Nvidia. The S-1 filing reveals the AI economic ecosystem predominantly benefits Nvidia, highlighting limited profitability for others.

According to @DowdEdward, Nvidia is set to anchor the CoreWeave IPO at $40 per share, as reported by @CNBC. This move is perceived as Nvidia supporting its customer, CoreWeave, in entering the public market, which may influence the trading dynamics of both companies. Traders should consider the implications of this strategic alignment on Nvidia's stock performance and CoreWeave's market entry.

According to Edward Dowd, Nvidia's latest quarterly report reveals an increase in accounts receivable DSOs (days sales outstanding) to 53 days from the previous pattern of 35-40 days, suggesting the company may be stretching its performance to meet quarterly targets. This change is interpreted as a sign of a market bubble potentially starting to burst, as similar patterns have been observed in other hot markets. Traders should monitor Nvidia's financial metrics closely as they may impact stock price movements.

According to The Kobeissi Letter, Nvidia (NVDA) stock has declined by another 6.5% today, resulting in a substantial loss of over $750 billion in market capitalization since its peak. This drop has made Nvidia's market valuation fall below that of both Apple and Microsoft, a significant shift in market sentiment. Traders should monitor the market closely for further developments as this trend could impact tech sector dynamics and investment strategies.

According to The Kobeissi Letter, Nvidia's stock ($NVDA) has declined by another 6.5% today, resulting in a market cap reduction of over $750 billion from its peak. This decrease positions Nvidia's market value below that of both Apple and Microsoft, indicating a notable shift in investor sentiment.

According to The Kobeissi Letter, Nvidia's stock ($NVDA) has dropped 7% over the past two days, and the company is no longer the second most valuable public company globally. With over $17 billion in revenue generated from China, traders are concerned about the impact of a prolonged trade war in the semiconductor industry.

According to The Kobeissi Letter, Nvidia's stock, $NVDA, has declined by 5% today, resulting in its loss of the position as the second most valuable company globally. Microsoft has now surpassed Nvidia in market valuation. This shift is critical for traders who monitor market capitalization as a metric for investment decisions.

According to The Kobeissi Letter, Nvidia's stock ($NVDA) has declined by 5% today, resulting in the company losing its position as the second most valuable company in the world. Microsoft has now surpassed Nvidia in terms of market valuation.

According to The Kobeissi Letter, Nvidia's stock ($NVDA), once a leading performer in the market, has shown almost no net movement over the past six months. Despite a broader market recovery, $NVDA struggles to maintain a price above $120, reflecting potential trading challenges and decreased momentum. This stagnant performance indicates a possible shift in investor sentiment and trading opportunities, requiring close monitoring for any signs of a breakout or further decline.

According to The White House, NVIDIA has announced plans to invest hundreds of billions of dollars over the next four years in U.S. manufacturing. This significant investment could influence NVIDIA's stock price, potentially benefiting from increased domestic production capabilities and reducing supply chain vulnerabilities. Traders should monitor NVIDIA's stock for potential upward movements as this investment plan unfolds.

According to The Kobeissi Letter, Nvidia's CEO Jensen Huang stated that the market's understanding of DeepSeek R1 is 'completely wrong.' Huang emphasized that the demand for computing remains 'extremely high,' with reasoning AI significantly increasing this demand. This insight could influence trading strategies around Nvidia and related tech stocks, as it underscores the growing importance of AI in driving computing needs.

According to Sundar Pichai, Alphabet and NVIDIA are expanding their long-standing partnership into new areas including agentic AI and robotics, aiming to leverage AI's benefits more broadly. This collaboration could influence the tech and AI sectors significantly, potentially impacting related markets and investment opportunities.

According to Satya Nadella, NVIDIA and Azure have made significant advancements in AI technology, including the general availability of NVIDIA GB200 on Azure and NVIDIA NIM support on Azure AI Foundry. These developments aim to push the boundaries of agentic AI, enhancing trading algorithms and data analysis capabilities for financial markets.

According to Google DeepMind, their innovative watermarking tool, SynthID, is set to be integrated into NVIDIA's foundational world model, Cosmos. This collaboration aims to enhance the identification of AI-generated content, potentially impacting the trading and valuation of digital assets by ensuring authenticity and reducing fraud.

According to The Kobeissi Letter, General Motors ($GM) has selected Nvidia ($NVDA) to build its self-driving car fleet. This partnership highlights Nvidia's growing influence in the automotive sector and could significantly impact both companies' stock performance.

According to The Kobeissi Letter, Nvidia's stock, $NVDA, has fallen below $108.00 for the first time since September 2024, indicating a potential shift in market sentiment towards the tech giant.