Why Did Nvidia Stock Drop after Computex Keynote?

Nvidia stock is low today but is higher than it was a few months ago, making steady progress toward its pre-tariff highs.

Nvidia stock has recovered recently but is down today.

Quick overview

  • Nvidia's stock dropped 1.96% following a lackluster keynote at Computex 2025, failing to deliver any surprising announcements.
  • The company announced plans to target the AI inference market with RTX Pro servers and introduced NVlink Fusion for custom AI infrastructure.
  • Despite the recent stock dip, Nvidia has shown resilience and long-term potential, with expectations of growth as the AI market expands.
  • Investors are advised to consider buying during dips for short-term profits, as Nvidia is likely to recover lost ground soon.

After Nvidia (NVDA) presented its keynote at Computex 2025, the company’s stock dropped 1.96%. What should have been a great success for the leading AI tech company turned out to be a miss.

Nvidia did not make any shocking announcements at Computex.
Nvidia did not make any shocking announcements at Computex.

Nvidia failed to impress with anything surprising at the Computex conference. The AI chip manufacturer announced that it would be aiming to reach the AI inference market with RTX Pro servers. They also announced that they would be creating NVlink Fusion, which expands the company’s reach beyond Nvidia CPUs.

The Fusion is a silicon that would allow for partially custom built AI infrastructure. That expands the company’s product capabilities and lets customers do more with their Nvidia products.

Nvidia Stock- Buy, Sell or Wait?

Over the last 24 hours, Nvidia’s stock has fallen nearly 2%. On the other hand, in the last five days of trading, the stock has remained active but stable, fluctuating between $132 and $134. The three month view is more telling. In that period, the stock was high around $126 at the start of the period, dropped to a low of $94, and then climbed back up to its present $134 price.

What we are seeing is that Nvidia is resilient. This is a stock that has performed well for a few years now and will likely continue to do so. If you have NVDA stock, it does not make sense to sell it right now, since it could easily go much higher, unless you bought it when it was very low.

Nvidia stock has tremendous long-term potential, and as long as the AI market is doing well, Nvidia is likely to do well. The company has proven that they can weather storms for monopoly allegations, fierce competition, and even severe tariffs, and they can eventually come out on top. We expect this stock to do very well during the 90-day pause on tariffs, climbing much higher than its current price.

Even though the Computex conference did not do much for Nvidia’s stock price, the rapidly growing AI market should help keep it moving along. For those wanting short-term profits, we suggest buying during the next dip, because Nvidia is sure to gain back lost ground shortly afterwards.

ABOUT THE AUTHOR See More
Timothy St. John
Financial Writer - European & US Desks
Timothy St John is a seasoned financial analyst and writer, catering to the dynamic landscapes of the US and European markets. Boasting over a decade of extensive freelance writing experience, he has made significant contributions to reputable platforms such as Yahoo!Finance, business.com: Expert Business Advice, Tips, and Resources - Business.com, and numerous others. Timothy's expertise lies in in-depth research and comprehensive coverage of stock and cryptocurrency movements, coupled with a keen understanding of the economic factors influencing currency dynamics. Timothy majored in English at East Tennessee State University, and you can find him on LinkedIn.

Related Articles

Comments

Leave a Reply

HFM

Doo Prime

XM

Best Forex Brokers