Nvidia has recently faced a significant stock decline, dropping 12.5% in five days amidst increasing investor caution regarding the AI rally. While the company beat earnings estimates, broader fears concerning the semiconductor market are impacting investor sentiment. Trade tensions, particularly between the U.S. and China, are intensifying with recent tariff expansions that could severely affect Nvidia's overseas sales, which comprise 56% of revenue. Analysts are wary that these factors may lead to a cyclical downturn for Nvidia and the overall chip industry, echoing declines seen in 2022.
Nvidia stock has plunged 12.5% in the last five days as investors grow cautious amid escalating trade tensions and market fears.
With 56% of Nvidia's revenue linked to overseas sales, renewed tariffs from Trump are creating significant headwinds, causing analysts to reassess future valuations.
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