Can Nvidia’s stock become a safe haven as Wall Street rethinks the AI trade? Investors favored flashier AI plays earlier this year, but some analysts say Nvidia’s dependability could now hold more appeal Nvidia, led by CEO Jensen Huang, has seen its shares climb about 14% so far this year. Nvidia’s stock has risen 14% this year — barely more than the S&P 500, and a relatively muted move in light of the big artificial-intelligence gains elsewhere in the market.
But the AI trade has evolved since earlier in the year, when investors were trying to find fresh ways to bet on a furious cycle of spending on chips and power. Now, Wall Street is taking a more cautious approach, looking more closely at the debt underpinning the AI boom and whether that stands to derail big growth projections that stretch years into the future. Copyright ©2026 MarketWatch, Inc.
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My spouse was awarded $90,000 from my 401(k) in our divorce. This hot AI-fueled stock has been in a rut. It just beat earnings expectations by 36%.
Britney Nguyen is a tech reporter covering Nvidia, chips and AI. You can find her on X at @britneycath. Intraday Data provided by FACTSET and subject to terms of use.
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