Nvidia faces rising competition in AI inference as rivals like DeepSeek, Cerebras, and Big Tech firms target the growing market, challenging its dominance amid shifting computing demands.

We recently published a list of 10 AI Stocks Poised for Big Moves. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other AI stocks poised for big moves.

Stocks were mostly lower on Tuesday after President Donald Trump’s 25% tax on imports from Canada and Mexico, and an additional 10% tariff on Chinese goods went into effect. The S&P 500 and Dow Jones Industrial Average fell 0.

Investors are anxiously waiting for Nvidia’s (NVDA) fourth-quarter earnings report, which may provide a much-needed boost to the U.S. stock

For all the talk about DeepSeek and the Blackwell transition, Morgan Stanley's Joseph Moore says there's another reason that Nvidia might end up giving a conservative forecast. "Export controls have been a challenge since last year's restriction on processing power to China,

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips. TD Cowen’s Michael Elias said his team’s finding points to “a potential oversupply position” for Microsoft. Shares of Nvidia fell 4% on Friday.

With AI-exposed stocks consolidating ahead of earnings season, Huberty noted that Morgan Stanley's Asia Tech analysts see a 3-15% upside for AI names if Nvidia surpasses revenue expectations ...

The deal will give OpenAI a stake in CoreWeave, which will issue shares worth $350 million through a private placement at the time of its IPO.

Platform Technology Partners boosted its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 0.3% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 73,270 shares of the computer hardware maker’s stock after buying an additional 213 shares during the period.

U.S. equities fell at midday on weak economic reports and worries about new tariffs from the Trump administration.

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. On February 27, Morgan Stanley raised the ...