Nvidia’s GTC keynote didn’t boost the stock. Why Wall Street wasn’t so impressed.

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  Nvidia’s GTC keynote will emphasize AI over gaming

  Don't expect to hear a lot about better framerates and raytracing at the Nvidia GTC keynote. AI will instead be the subject of the day.
  
  VentureBeat - 5d

• Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors

  While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.
  
  MarketWatch - 6d
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  Nvidia Is Still the Most Important AI Company in the World, Even If Wall Street Isn’t Impressed

  Jensen Huang announced new chips and robots at the GTC conference.
  
  Inc. - 3h

• These are the 4 biggest things we're watching in the stock market this week

  Fed Chair Jerome Powell's press conference and Nvidia CEO Jensen Huang's GTC keynote are influential events.
  
  CNBC - 3d

• Jim Cramer's top 10 things to watch in the stock market Tuesday

  Google makes largest acquisition to date, and Nvidia CEO Jensen Huang gives his big keynote at GTC.
  
  CNBC - 1d
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  Nvidia’s GTC 2025 keynote: 40x AI performance leap, open-source ‘Dynamo’, and a walking Star Wars-inspired ‘Blue’ robot

  Nvidia CEO Jensen Huang unveils 40x faster Blackwell platform, Vera Rubin roadmap through 2027, open-source Dynamo software, humanoid robotics AI, and GM partnership at GTC 2025, positioning the ...
  
  VentureBeat - 13h

• Why this Wall Street strategist says investors should stick with U.S. stocks despite recession fears

  Oppenheimer’s John Stoltzfus, the most bullish strategist on Wall Street with a target for the S&P 500 to hit 7,100 by the end of 2025, is standing firm, even as other strategists have cut their ...
  
  MarketWatch - 5d

• Wall Street loses hope in a ‘Trump put’ for markets

  US president’s tolerance for tariff-induced stock falls may be higher than anticipated, say investors
  
  Financial Times - Mar. 11

• Nvidia will take a victory lap at GTC. But investors see hurdles ahead.

  Nvidia’s annual developer conference will be an exuberant affair. But is that enough to calm an anxious market?
  
  MarketWatch - 1d

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• Should 401(k) investors follow the advice of top fund managers?

  It’s not a simple “buy” signal.
  
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