Nvidia shares open lower, down over 10% this week.
AI bubble chatter and China woes weigh on sentiment.
Matt Britzman, senior equity analyst, Hargreaves Lansdown:
“Nvidia shares are on track for a rough week, down more than 10% as lingering AI bubble chatter meets a reality check on China. For those still clinging to hopes of a rebound in that market, this week feels like the moment of acceptance. Yet even without China, Nvidia’s growth story remains compelling – CEO Jensen Huang recently flagged $500 billion in orders already booked for 2025–26. That kind of demand and backlog speaks to the scale of AI infrastructure buildout, which shows no signs of slowing despite the background noise. The world’s leading tech CEOs are united on one mission: winning in AI – and Nvidia is still at the centre of that race.”
