• Nvidia's stock fell 3.4% following CEO Jensen Huang's keynote at the GTC 2025 event, where he unveiled the new Blackwell Ultra AI chip and other products. Despite confirming the upcoming launch of the Blackwell Ultra in the second half of 2025 and highlighting strong customer demand for the current Blackwell GPUs, the stock decline reflects broader market trends and investor concerns about the sustainability of AI demand. The company reported $11 billion in revenue from its current-generation chips, but ongoing volatility in the tech sector has impacted investor sentiment. However, despite an early decline on Wednesday, Nvidia shares rebounded to close 1.81% higher, boosting the broader market.

• The keynote also introduced Nvidia's GB300 superchip and outlined future product roadmaps, including the Vera Rubin superchip set for 2026. However, the market reaction was negative, attributed to a general downturn in tech stocks and fears of an AI bubble exacerbated by competition from firms like DeepSeek. Analysts remain divided, with some maintaining bullish outlooks on Nvidia's long-term prospects, citing its leadership in AI technology and innovation culture, while others warn of potential cyclical downturns in AI compute capacity deployment.