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Barchart on MSNNvidia Warning: With Reports of Rubin Delays, How Should You Play NVDA Stock Here?
Nvidia’s (NVDA) share price has been on a tear this year as the company dominates the booming artificial intelligence (AI) market. In mid-August 2025, however, a new rumor sparked investor jitters: a Taiwanese research note from Fubon Research claimed Nvidia’s upcoming “Rubin” AI GPU (codenamed “Vera Rubin”) might be delayed due to a redesign
Market data sourced from Google Finance and Yahoo! Finance on Tuesday, Aug. 19, 2025. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this:
A Pivotal Moment for Nvidia As the summer earnings season winds down, Big Tech giants like Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) have delivered robust quarterly results,
The sudden reversal shows how the hottest AI trade and top-performing stock of the year is colliding with a broader market rotation out of Big Tech.
This AI infrastructure play has delivered bigger gains than its larger peers since going public earlier this year.
Should you Buy Or Fear Nvidia stock? For event-driven traders, historical trends might provide an advantage, whether by positioning prior to earnings or responding to post-release movements. That said,
Just four Big Tech stocks — Nvidia, Microsoft, Meta, and Broadcom — account for 60 percent of the benchmark index’s total returns so far this year, according to a new analysis from DataTrek Research. They’re also responsible for pushing headline valuation levels to dot-com bubble levels.
3h
Futurism on MSNAI Industry Trembles as Nvidia's Stock Nosedives
Shares of AI chipmaker Nvidia plunged on Wednesday, dropping by over two percent in early trading. A major tech selloff caused major players in the AI industry to lose out big. Nvidia, in particular,
Nvidia ( NVDA) may be the market's biggest AI stock, but institutional investors are still shying away. "NVDA is now the most under-owned large-cap tech stock," Morgan Stanley analyst Erik Woodring wrote in a note.