Nvidia has been making investors grin like they just found a new pizza joint. Over the last five years, if you had thrown $1,000 into Nvidia’s ring, you’d be looking at around $13,500 now. This rocket-ship ride is thanks to the crazy demand for Nvidia’s AI chip systems.

Now, you’re probably thinking, “Can this keep up?” Nvidia’s stock has soared, making it the world’s big kahuna with a $4.5 trillion market cap. No wonder folks are wondering if holding onto Nvidia for another five years is a good move, given its mega size.

Image source: Nvidia.

Nvidia can still clock healthy growth over the next five years

Thinking Nvidia might pull another 14x move in the future? Sounds wild since that’d put its market cap over $60 trillion. Just for context, the global economy was worth $117 trillion in 2025, growing about 3% a year. But here’s where it gets interesting: Nvidia’s playing in a fast-moving industry that’s set to keep growing well into the future.

Take a glance at Nvidia’s revenue: from $16.7 billion in fiscal 2021 to an estimated $213 billion in fiscal 2026. And there’s room to grow. Bank of America says Nvidia’s AI accelerator chip market could be a $900 billion behemoth by 2030. Now, that’s a hot tamale!

And let’s not forget: Nvidia grabs 90% of its revenue from sales related to AI data center chips. If we hit that $900 billion mark, Nvidia’s data center business isn’t done dazzling yet. Even if its 70%-95% market share takes a hit as competition heats up—with Broadcom, Marvell, and even AMD entering the ring—Nvidia has a solid grip on the supply chain. They’ve locked down a chunk of Taiwan Semiconductor’s next-gen process nodes, keeping them ahead in the game.

Today’s Change

(-1.44%) $-2.67

Current Price

$183.14

Key Data Points

here’s how much upside this stock could deliver

Nvidia’s expected to boost earnings by 57% to $4.69 a share this fiscal year. Analysts are seeing rosy double-digit growth ahead as well. Even with conservative 20% growth after fiscal 2028, Nvidia could shine with a $16.73 per share bottom line in five years.

Given that, this stock could hit $428 if it tracks with the Nasdaq-100’s multiple. That’s a juicy 130% potential gain! But don’t be shocked if Nvidia overshoots that, especially with its solid earnings power possibly snagging a better multiple.

Oh, and the gaming and AI PC business is no slouch. With 30% growth in revenue to $4.3 billion in fiscal 2026’s third quarter, there’s a lot to be excited about. Add on to that the automotive business—up 32% year-over-year, reaching $592 million. With partners all over the place, Nvidia’s setting itself up nicely for a $300 billion market. That’s a whole lot of traffic!

All this jazz suggests Nvidia’s still dancing to a beat that could keep investors smiling. Even after sky-high gains, this is an AI stock worth sticking with, thanks to the whirlwind of growth still ahead.

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The Market’s Jittery Pulse

So, the market is doing that thing again. You know, the thing where it pretends it’s a perfectly rational, predictable machine for about five minutes before remembering it’s actually powered by human emotion, geopolitical temper tantrums, and the occasional chip designer’s earnings report. Waking up to the financial news this Tuesday feels a bit like walking into a room where everyone is trying very hard to act normal while the walls are subtly vibrating.

The main sources of this vibration are, as you’ve probably guessed, a dangerous flare-up in the Middle East and a single company whose performance has become a barometer for the entire tech sector’s health. It’s a classic tale of old-world geopolitics colliding with new-world innovation, and your portfolio is stuck in the middle, just hoping everyone can play nice. Let’s break down what’s really moving the needles today.

When Oil and Anxiety Mix

Over the weekend, the simmering tensions between Iran and Israel boiled over in an unprecedented way. Iran launched a direct drone and missile attack on Israeli territory. For all the drama, the physical damage was largely contained, thanks to a coordinated defense effort by Israel, the U.S., and others. But in the world of finance, the potential for damage is often just as potent as the real thing.

The immediate reaction was exactly what you’d expect. Oil prices jumped. Because of course they did. The Middle East is a tinderbox sitting on top of a large portion of the world’s oil reserves, and any spark sends traders into a frenzy. The Strait of Hormuz, that narrow waterway off Iran’s coast through which a mind-boggling amount of global crude passes, is suddenly back in the spotlight. The market’s biggest fear isn’t necessarily this one attack, but what it signals: a direct, open conflict between two major regional powers that could easily disrupt energy flows.

But here’s the twist that has everyone scratching their heads. The price jump was… relatively muted. It wasn’t the panic-driven spike some feared. This tells you a couple of things. First, the market is taking a “wait and see” approach, betting that Israel’s response might be measured and that a wider regional war is still avoidable. Second, and this is crucial, the United States is now the world’s top oil producer. That fact has fundamentally changed the global risk calculus. A disruption in the Middle East doesn’t have the same stranglehold on the economy it once did. It’s still a massive deal, but the U.S. has a bigger cushion. So, while energy stocks are getting a lift, the real story is the market’s cautious, almost hesitant, reaction to the news.

The Flight to Safety is On

When the world feels risky, money goes on a walkabout to find a safe place to hide. This is the “flight to safety” trade, and it’s in full effect this morning. Where does it go? Usually to U.S. government debt and the U.S. dollar.

Government bonds are rallying, which means their yields are falling. When investors get nervous, they pile into Treasuries, pushing prices up and yields down. The classic 10-year Treasury yield is a key benchmark for everything from mortgage rates to corporate borrowing costs, and its downward move is a clear signal that fear is the dominant emotion for a significant chunk of the market.

At the same time, the U.S. dollar is flexing its muscles. The Dollar Index (DXY) is up, showing that the greenback is strengthening against a basket of other major currencies. The world still sees the dollar as the ultimate safe harbor in a storm. This has a double-edged effect: it’s great for American tourists heading to Europe, but it’s a headache for large U.S. companies that do a lot of business overseas, as a stronger dollar makes their products more expensive for foreign customers.

And let’s not forget gold. The shiny yellow metal, the original safe-haven asset, is also seeing love. Gold prices hit yet another record high. It’s the market’s ancient way of buying insurance. When bonds and dollars aren’t enough of a comfort blanket, people buy literal gold bars. It’s a timeless reaction to modern problems.

The Defense Sector’s Unfortunate Bonanza

It’s a grim reality of the world we live in, but geopolitical instability is good for one particular corner of the market: defense stocks. Companies like Lockheed Martin, Raytheon, and Northrop Grumman are in the spotlight.

The logic is, unfortunately, straightforward. An escalated conflict, or even the sustained threat of one, prompts governments around the world to reassess their defense budgets. Heightened tensions directly translate into anticipated increases in defense spending. Israel will need to replenish its missile defense systems. The U.S. and its allies will be looking at their own stockpiles and capabilities. This isn’t speculative betting on war; it’s a cold, calculated assessment of government procurement trends.

So, while we all hope for a rapid de-escalation, the market is pricing in a world where defense remains a top priority for the foreseeable future. These stocks are often seen as a hedge against global turmoil, and today, they’re acting exactly as that playbook would suggest.

The Other Elephant in the Room: Nvidia’s Moment of Truth

Okay, take a deep breath and let’s pivot from missiles to microchips. Because in a bizarre juxtaposition, the other colossal force shaping the market today is a single company’s upcoming earnings report. That company is Nvidia.

To call Nvidia’s earnings “important” is like calling the sun “moderately warm.” Nvidia has become the poster child for the artificial intelligence revolution. Its high-performance chips are the gold standard for training and running complex AI models. The entire “Magnificent Seven” tech rally of last year leaned heavily on the Nvidia growth story. So, its earnings report isn’t just a look at one company’s health; it’s a referendum on whether the AI boom is sustainable or just a spectacular bubble.

The expectations are, to put it mildly, astronomical. Analysts are predicting another quarter of triple-digit revenue growth. The stock has soared so high that it’s basically built a palace in the clouds. The entire market is holding its breath to see if Nvidia can justify its massive valuation. A blowout report could single-handedly power a rally across the entire tech sector and the broader indices. It would signal that demand for AI infrastructure is still insatiable.

But a miss, or even a report that’s just “great” instead of “absolutely mind-blowing,” could have the opposite effect. It would trigger a sell-off not just in Nvidia, but in all the AI-adjacent stocks and likely the entire Nasdaq. The fear is that the expectations have become so inflated that it’s almost impossible for the company to meet them. It’s a high-stakes game of “beat the estimate” that will set the tone for tech for the rest of the spring.

The Fed is Watching, Probably with Popcorn

In the background of all this drama, the Federal Reserve is sitting in its marble building, probably taking copious notes. The central bank’s battle against inflation was already complicated enough. Now, they have to factor in a geopolitical shock.

Here’s the Fed’s dilemma. On one hand, a spike in oil prices acts like a tax on consumers and can feed into broader inflation. That’s the kind of thing that makes the Fed hesitant to cut interest rates. On the other hand, a major risk-off event that hurts consumer confidence and tightens financial conditions can slow the economy down, which is what the Fed’s higher rates were designed to do in the first place.

So, which force wins out? The conflict adds a massive layer of uncertainty to the Fed’s interest rate decision-making process. It gives them a perfect excuse to remain patient and keep rates higher for longer. The “higher for longer” narrative was already gaining steam after a series of sticky inflation reports, and this Middle East crisis just bolsters that argument. Every speech from a Fed official this week will be parsed for any hint of how this new variable is affecting their calculus.

A Domino Effect on Your Wallet

This isn’t just abstract news for traders. What happens in the Middle East and in Nvidia’s boardroom has a trickle-down effect that can hit your wallet.

If oil prices stay elevated, you’re going to feel it at the gas pump. It’s that simple. Airline stocks are already under pressure because jet fuel is a massive expense for them. Higher energy costs also make it more expensive to ship goods, which can keep the price of, well, everything a little bit higher. This is the “stickier inflation” scenario that the Fed dreads.

Meanwhile, if the flight to safety keeps bond yields volatile and the market jittery, the chances of the Fed cutting rates in June diminish rapidly. That means mortgage rates aren’t coming down anytime soon. It also means the rates on car loans and credit cards will stay painfully high. The dream of relief for borrowers is being postponed, minute by minute, with every new headline.

So, What’s a Normal Person to Do?

Staring at this whirlwind of conflicting signals, it’s tempting to do something drastic. But for the vast majority of investors, the best course of action is usually the most boring one: don’t panic.

Geopolitical shocks, while terrifying, often have a short-lived impact on markets unless they spiral into a full-blown war. The initial panic selling is frequently followed by a recovery. Making dramatic portfolio changes based on day-to-day headlines is a recipe for buying high and selling low. A well-diversified portfolio is designed to weather these exact kinds of storms. You have bonds that might rally when stocks fall. You have energy holdings that might benefit from higher prices. The key is to not let the short-term noise drown out your long-term strategy.

Keep one eye on the Middle East for the genuine risks it poses to global stability, and the other on Nvidia for what it tells us about the future of technology and corporate profits. But maybe don’t stare too intently at either. The market, as always, is a marathon of reacting to new information, not a sprint based on a single day’s fears or hopes. Today, the two biggest stories in the world are on a collision course on Wall Street, and everyone is just trying to figure out which one will be left standing when the dust settles.

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Now, it’s no secret — President Donald Trump has always had a beef with clean energy. He’s dissed solar and wind investments up and down the block. But since April, the U.S. markets have been painting a picture that not even his biggest detractors anticipated.

The buzz started when the market hit rock bottom on April 4. Clean energy became the dark horse, racking up more gains than any other industry till September 25. The Invesco WilderHill Clean Energy ETF (NYSE: PBW) sprinted forward, with a whopping 118% surge. It left tech, AI stocks, and even gold miners — the 2025 champs — in the dust. Surprise, surprise, it even outperformed Nvidia Corp. (NASDAQ: NVDA), which caught an 85% lift-off since April’s dive.

And while the clean energy stocks were having their moment, Trump kept on with his jabs. “States relying on windmills and solar energy face record-high electricity costs,” he declared on Truth Social. “The scam of the century!”

But despite the tough talk, investors are flocking to renewables. Companies in the renewable and battery storage sectors have not just risen; they’ve skyrocketed since early April:

• Amprius Technologies (NYSE: AMPX): Up 359%, thanks to their silicon-anode batteries.
• Bloom Energy Corp. (NYSE: BE): A 302% rise with their fuel cell tech.
• MP Materials Corp. (NYSE: MP): Jumped 251%, powering EVs and wind turbines.
• QuantumScape Corp. (NYSE: QS): Solid-state battery innovators, up 231%.
• Eos Energy Enterprises Inc. (NASDAQ: EOSE): Made a 177% leap, crafting grid-scale batteries.
• Lithium Americas Corp. (NYSE: LAC): Advanced 164%, crucial to the U.S. supply chain.

Over at the Bank of America, analyst Dimple Gosai gave Bloom Energy a nod. Recently, their fuel cells quickly stepped in for Oracle Corp. after some grid hiccups. “A great backup in a usually slow-moving market,” she noted. But a price check — trading at 100 times the projected 2025 enterprise value-to-EBITDA — showed it’s running higher than GE Vernova and even Nvidia.

Bank of America’s Francisco Blanch sees a bigger story here. Soaring electricity demand, shifting trade, and China’s dominance in renewable manufacturing paint a promising scene for the next five years. “To win in energy, pack some renewables and fuel storage,” Blanch shared.

This clean energy boom rides the same waves that sent AI stocks soaring: investor enthusiasm, underlying demand, and the whirlwinds of geopolitical uncertainty. Yet, with valuations sky-high, can these gains stand firm? The irony here cuts deep — Trump’s least-favorite sector is topping Wall Street’s charts.

Amidst these trends, diversifying your portfolio sounds like a savvy move. Jeff Bezos-backed Arrived Homes lets you invest in real estate with just $100. Dive into real estate, earn rental income, and skip the landlord duties. Then there’s Worthy Bonds, perfect for folks hunting for steady returns without Wall Street’s drama. Starting at $10, investors snag a fixed 7% annual return.

And for those who like to keep control, IRA Financial offers self-directed retirement options. Here, you can dance around real estate, private equity, or even dip into crypto.

A resilient portfolio isn’t just about following trends. It’s about spreading your bets, capturing steady returns, and building that long-term wealth. Because after all, cycles change, and you want to be ready for whatever twist comes next.

This article “Trump Never Expected This—His Most-Hated Stocks Are Crushing Nvidia, Gold Miners” originally appeared on Benzinga.com.

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If you ever needed a reminder that Wall Street’s like a neurotic dancer tiptoeing the line of indecision, look no further. The S&P 500 keeps pirouetting around breakeven. A bewildering waltz driven partly by what’s brewing in its so-called “safe” havens.

Let’s chew on this — during intraday trading, the Consumer Staples sector didn’t just trip; it face-planted as the biggest loser among all 11 sectors of the S&P 500. Utilities didn’t fare better, proving that even your grandma’s safest stocks tasted bitter. Meanwhile, the flashy Information Technology sector decided to show off, pushing higher on the charts — lucky for some.

Oh, the joys of ETFs! For folks banking on steadiness, the Utilities Select Sector ETF has slipped below the breakeven line. Things look a tad grim for the SPDR S&P Dividend ETF at the moment, as it struggles to convince investors it’s not just another sinking ship. The Invesco S&P 500 Low Volatility ETF isn’t painting a much rosier picture. All these suggest investors are cooling off on ya old faithfuls.

In this Gotham whirlwind of red and green, a curious thing happened: the S&P 500 flirted with its intraday zenith, mere points from breaking the record set on some crusty January 23rd. Today, around 1 p.m. ET, it played tease, hovering just shy of the 6118.71 closing high.

Further Context

• Consumer Staples & Utilities Struggle: Generally seen as safe bets, their downturn could signal shifts in investor confidence or macroeconomic pressures like inflation.
• Information Technology on the Rise: This might reflect resilience or rapidly evolving tech landscapes amidst current market conditions.
• Significance of ETFs: These funds, despite their designed stability, bear the brunt of investor skepticism in volatile times.

With such rollercoaster dynamics, it might be a while before we see decisive moves in the safer corners of the market again. So, buckle up — what comes next is anybody’s guess.

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Monday was a rough day on Wall Street as the Nasdaq plummeted, leading a seismic stock sell-off. Investors are antsy, spooked by a hotshot Chinese upstart making waves in the highly competitive AI market. Yeah, I’m talking about DeepSeek, which has everyone rethinking their faith in US dominance and big profits from AI. Even Nvidia (NVDA), the crown jewel of the tech world, took a hard hit, dragging other Big Tech stocks along for the ride.

DeepSeek’s Disruption

Now, what’s got everyone sweating bullets? Well, DeepSeek, a name you might want to etch into memory, claims its AI assistant flexes the same muscles as leading models but does so using less expensive tech. What’s even more shocking is its use of cheaper chips and slimmer datasets, almost a direct challenge to the heavyweights relying on pricey tech to drive AI growth. Read more here.

With DeepSeek emerging on the scene, questions are buzzing around AI demand-driven growth; is the bubble we all bet on about to pop? This startup has essentially flipped the script, breathing life into existential fears on Wall Street about the hefty price tags slapped onto AI advancements.

Big Tech’s Big Trouble

With DeepSeek’s sudden rise, American tech behemoths are in a bind. AI powerhouse Nvidia saw its shares slip by a staggering 17%. Semiconductor stalwarts like ASML, Broadcom, and Micron Technology also felt the heat, absorbing the impact of a broad sell-off.

Even in the midst of this carnage, not everyone’s frowning. The ever-resilient Apple (AAPL) went against the grain, climbing above the fray. Interestingly, unlike its contemporaries, Apple’s approach to AI spending has been more conservative. As they gear up to report earnings this Thursday, all eyes are on their next moves.

Market Madness

In the land of stocks, chaos reigned supreme. The Nasdaq nosedived more than 3.5%, and the S&P 500 wasn’t far behind with a 2% drop. And amidst all the tumult, the blue-chip Dow risked defying the odds, managing a slight uptick of 0.1%. However, the broader landscape was painted red.

Defensive Play

With the markets rattled, investors turned to defensive stocks, pushing the Dow Jones Industrial Average into green. Safe havens like Johnson & Johnson, United Healthcare, and Procter & Gamble found favor. Notably, Big Tech names are set to unveil their earnings soon, and there’s palpable anticipation around guidance, especially with DeepSeek stirring things up.

| Nasdaq | +3.5% |
|———————|———|
| S&P 500 | +2% |
| Dow Jones | -0.1% |

Global Concerns

In another part of the world, President Trump’s ongoing tango with tariffs adds layers to the unfolding drama. His recent back-and-forth with Colombia has only intensified trade war jitters. For investors, it’s an incessant reminder that geopolitical tensions can upend markets at any given moment.

Meanwhile, as chips and tech stocks tumbled, Bitcoin took a significant hit, plunging below $100,000. Ethereum also suffered, trading at its lowest since November. Cryptos, intimately tied to tech sentiments, reflected the broader market’s unease.

The Week Ahead

As we navigate this volatile environment, new home sales data offered a silver lining, showing a slight uptick despite towering mortgage rates. Yet, it seems the real focus remains on AI and tech.

In the grand scheme of things, DeepSeek’s entry could either spur innovation or spark a shake-up that’s long been brewing. Only time, and Wall Street’s strident scrutiny, will tell where the chips fall. Stay tuned as we unravel how this plays out in earnings reports and further market strategies.

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Riding the AI Wave: Where New York Smarts are Betting Big

Forget waiting for flying cars or a breakfast-in-bed robot — artificial intelligence is here, now, and it’s got investors buzzing like a ticker tape parade. The big brains over at IDC say we’ll be throwing a casual $337 billion at AI by 2025. And why not? We’re embedding these AI tools right into the bones of our businesses. If you’re in the boardroom in 2025 and not discussing AI, you might as well be using dial-up.

The Chipmaker Showdown: Broadcom and Nvidia

Broadcom: The Unsung Hero

So, we all know Nvidia’s been the hotshot, making those beefy GPUs that help tech titans train their large language models. But don’t go dozing on Broadcom (AVGO 1.84%) just yet. This company’s been making waves with its specialized ASICs. Broadcom’s chips aren’t just for general computing like Nvidia’s — they’re precision tools, crafted for specific jobs. No wonder Google’s sending them flowers.

Inside whispers suggest Broadcom’s chips might soon be powering dreams at Meta, Google, TikTok’s big boss ByteDance, and even OpenAI. And just recently, Apple might have scribbled Broadcom’s number in its little black book for AI server chips (Read about it here).

A Look at Growth

What’s more, at their December 2024 earnings call, Broadcom spilled the beans about supplying AI chips to three cloud behemoths. They’re set to roll out a million AI chip clusters in three years. With ambitions like that, Broadcom’s AI revenue could blast to somewhere between $60 billion and $90 billion by 2027. Not just another brick in the Wall Street wall, huh?

Check out this snippet on Broadcom’s revenue projections:

• AI Revenue in 2024: $12.2 billion
• 2027 Addressable Market: $60 billion – $90 billion

JPMorgan says Broadcom controls a whopping 55% to 60% of the ASIC market. Talk about being in the driver’s seat!

Snowflake: Data’s New Best Friend

The Big Apple of AI Trends

Let’s not skip over Snowflake (SNOW -0.47%). While Broadcom’s wiring up the hardware, Snowflake’s playing the long game with data. It’s turning ones and zeros into a fortress. This cloud company lets businesses lock in their data on one platform and turn it into something magical with AI.

Diving Into the Details

Snowflake’s Cortex AI platform has had quite a reception, helping over 3,200 users build AI apps and dig into data goldmines. Who wouldn’t want first dibs at this high-tech jackpot?

But Snowflake isn’t stopping there. In November, it rolled out Snowflake Intelligence, pushing into the AI agent market. This thing lets companies create agents that’ll analyze and take action on data securely, with the market expected to reach $45 billion by 2025.

Here’s a quick breakdown of Snowflake’s recent performance:

• RPO Growth in Q3 2025: 55%, hitting $5.7 billion
• Revenue Growth: 29% year-over-year to $900.3 million
• Current Net Revenue Retention Rate: 127%

What’s Next for Snowflake

Around 30% of Snowflake’s clients are already using its AI/ML solutions. As the company’s AI charms more businesses, expect its revenue and earnings to ascend the stairway to growth heaven. With the market in 2025 expected to expand due to AI tech, Snowflake’s future looks as bright as a Broadway marquee. So, mark it as a top AI stock to watch.

In the city that never sleeps, it pays to invest in what keeps everything running smoother than a yellow cab down Fifth Avenue — and right now, that’s AI. Those who get in on Broadcom and Snowflake early are likely to be sitting pretty when the 2025 ticker tape falls.

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