Nvidia Corporation (NASDAQ: NVDA), a leading force in the semiconductor and artificial intelligence (AI) industries, experienced a rollercoaster week in the stock market as of March 14, 2025. After a turbulent start marked by a broader market sell-off, Nvidia's stock showcased resilience, ending the week with notable gains. This performance comes against a backdrop of macroeconomic concerns, including escalating trade war fears under President Donald Trump’s administration and uncertainty over AI investment sustainability.
The week began with Nvidia’s stock facing downward pressure, aligning with a broader market decline. On Monday, March 10, posts on X highlighted a significant sell-off in chip stocks, with Nvidia leading the pack amid concerns over rising AI operational costs. By mid-week, the stock had slipped from its January peak of approximately $148 to around $115, reflecting a nearly 23% drop year-to-date, as reported by Forbes. Investors appeared jittery, reacting to both tariff-related uncertainties and questions about the long-term demand for Nvidia’s high-powered GPUs in AI applications.
A Turnaround Fueled by Tech Sector Strength
However, the tide turned by Thursday, March 13, as the tech sector began to rebound. Nvidia shares climbed, buoyed by a lack of new tariff-related headlines from the White House, which eased some investor concerns. By Friday, March 14, the stock surged over 5%, closing at $120.10, according to posts on X and data from Reuters. This marked a weekly gain of approximately 7-10%, depending on the source, making Nvidia a standout performer even as the Dow Jones Industrial Average posted its worst week since March 2023, down 3.1% for the week.
Analysts attribute this recovery to several factors. One key driver was a positive update from Foxconn, a major Nvidia supplier, which forecasted that AI server revenue would account for over half of its total server revenue in 2025. Foxconn’s optimism about sustained demand for Nvidia’s Blackwell GPUs, coupled with its plans to expand production in Mexico to mitigate tariff risks, bolstered investor confidence. Additionally, anticipation for Nvidia’s annual GTC AI conference, set to begin March 17, added to the momentum, with expectations high for CEO Jensen Huang’s keynote address on March 18.
Market Context and Investor Sentiment
Despite the weekly gains, Nvidia’s performance must be viewed within the broader market context. The S&P 500 entered correction territory earlier in the week, dropping more than 10% from its February high, while the Nasdaq Composite fell 14.2% from its December peak, according to CNN Business. These declines were largely driven by Trump’s threats of new tariffs on the European Union and a doubling down on duties set to take effect April 2, rattling global markets. Nvidia, a key player in the “Magnificent Seven” tech stocks, was not immune to this volatility, having erased its post-election gains earlier in the month, as noted in X posts.
Investor sentiment, as reflected in posts on X, remained mixed but cautiously optimistic by week’s end. Some users praised Nvidia’s ability to “show strength” amid macro challenges, with one noting its “incredible resilience” as it climbed back to $120. Others pointed to Oracle’s announcement of building an AI training cluster with 64,000 Nvidia GB200 chips as a sign of robust hardware demand. However, concerns lingered about whether Nvidia could maintain its torrid growth pace, especially if AI efficiency improvements reduce the need for extensive GPU deployments.
Looking Ahead: GTC Conference and Beyond
As Nvidia heads into its GTC conference next week, all eyes will be on Jensen Huang’s keynote for clues about the company’s future. CNBC reports suggest investors are eager for details on Nvidia’s next-generation “Rubin” chips, named after astronomer Vera Rubin, which could signal the company’s ability to sustain its rapid innovation cycle. The conference, running from March 17-21 in San Jose, California, is seen as a critical opportunity for Nvidia to address doubts about AI spending durability and reinforce its market-leading position in AI infrastructure.
While Friday’s rally provided a much-needed boost—described by CNBC as the “best day in 2025” for the S&P 500 and Nasdaq—analysts caution that Nvidia’s stock remains vulnerable to external pressures. Trade policy uncertainties and geopolitical tensions, particularly around exports to China, could overshadow even the most impressive technological updates. For now, Nvidia’s stock has proven it can weather a storm, but the coming weeks will test whether this rebound is a fleeting respite or the start of a sustained recovery.
