Nvidia Investors Eye Washington DC ‘Super Bowl’ Event to Revive Sluggish Stock

Nvidia Investors Pin Hopes on Washington DC ‘AI Super Bowl’ to Reignite Sluggish Stock

After years of dominating Wall Street’s technology rally, Nvidia Corp. — the poster child of the global artificial intelligence (AI) boom — has hit a pause. Once the undisputed leader in stock market performance, Nvidia’s blistering run has cooled since mid-2025. Now, investors are eagerly eyeing the company’s flagship AI conference, GTC 2025, which began Monday in Washington DC, for a fresh spark to revive momentum.

The three-day event, often dubbed the “AI Super Bowl”, is expected to be a defining moment for Nvidia’s future narrative, especially with CEO Jensen Huang set to deliver his much-anticipated keynote address on Tuesday.

Nvidia’s AI Conference Takes Center Stage in the US Capital

The choice of Washington DC as the venue has stirred speculation that Nvidia’s leadership wants to underscore the company’s growing policy influence in the global AI landscape. The conference is set to bring together government officials, tech executives, academic researchers, and AI developers to discuss innovation, regulation, and the future of AI in the United States.

“GTC is sort of the AI Super Bowl,” said Gerry Sparrow, Chief Investment Officer at Sparrow Growth Fund, which owns Nvidia shares. “The fact that it’s happening in DC could be foreshadowing that something good will be announced.”

The event’s location near the White House has added to the buzz, particularly as Nvidia navigates complex regulatory and trade challenges involving China, one of its largest but most restricted markets.

Also Read : Adani Green Energy Reports 25% Rise in Q2 Net Profit to Rs.644 Crore

Nvidia’s Stock Rally Loses Steam After Historic Gains

Nvidia’s meteoric rise over the past three years has been nothing short of historic. The company has been among the top-performing stocks in the S&P 500 every year since 2022, fueled by its dominance in AI chips powering large language models and cloud computing infrastructure.

Through July 2025, the stock had already surged 32%, cementing its status as one of Wall Street’s most valuable companies. However, since then, Nvidia shares have risen only 7.7%, significantly lagging behind the Philadelphia Semiconductor Index, which jumped 28% over the same period.

By contrast, rivals have gained strong momentum:

• Intel Corp. has soared more than 100% in three months, buoyed by an $8.9 billion investment from the White House for a 10% stake in the company.

• Broadcom Inc., Applied Materials Inc., Arm Holdings Plc, and Qualcomm Inc. have all outpaced Nvidia since August, with Qualcomm surging 11% on Monday after unveiling new AI chips aimed at competing directly with Nvidia.

China Policy and Geopolitics Weigh on Sentiment

One of the biggest overhangs on Nvidia’s stock has been China’s trade restrictions and US export controls. In August, Nvidia and AMD struck a controversial deal with Washington, agreeing to share 15% of revenues from Chinese AI chip sales with the US government.

Analysts say clarity on future policy toward China could be pivotal for Nvidia’s valuation. “Greater access to China’s AI market could add as much as 10% to Nvidia’s $4.7 trillion market cap,” said Sparrow. With President Donald Trump meeting China’s President Xi Jinping later this week, investors are hoping for signs of easing trade tensions that could benefit the semiconductor sector.

Investors Eye Potential Announcements and Big-Tech Earnings

The timing of Nvidia’s GTC 2025 conference coincides with a packed earnings week for the tech sector. Major Nvidia clients — Microsoft, Alphabet, Amazon, and Meta Platforms — are set to report results on Wednesday and Thursday. Together, these firms contribute over 40% of Nvidia’s revenue, according to Bloomberg supply chain data.

However, there’s caution in the air. Super Micro Computer Inc., one of Nvidia’s key partners supplying AI servers, issued a weak preliminary sales report last week, raising questions about near-term demand sustainability.

“There’s a ton of circular AI money going around,” said Dan Sheehan, Director of Portfolio Management at Telos Wealth Advisors. “Nvidia is overly exposed to that having to come to fruition. Investors will want reassurance that the massive AI spending by big tech continues.”

Valuation Still Attractive Amid Growth Prospects

Despite its recent slowdown, Nvidia’s valuation remains compelling compared to historical averages. The stock trades at around 32 times estimated forward earnings, below its five-year average of 39 and roughly in line with the broader chip industry’s multiple of 29.

By contrast, AMD trades at 44x and Broadcom at 39x forward earnings, suggesting room for Nvidia shares to climb if upcoming catalysts reignite investor confidence.

Wall Street expects Nvidia’s revenue to jump 58% in fiscal 2026, more than double the semiconductor industry’s average growth forecast. This reflects ongoing demand for its AI processors across hyperscalers, enterprise AI applications, and autonomous systems.

Nvidia’s Turning Point: Can the “AI Super Bowl” Deliver?

For now, investors are bracing for two potential catalysts this week — Jensen Huang’s GTC keynote and big-tech earnings. A strong showing on both fronts could breathe fresh life into Nvidia’s rally.

“Between GTC and the earnings season, it’s possible Nvidia gets two positive catalysts,” Sparrow said. “But even if results disappoint, the company’s growth trajectory and valuation remain attractive. I’d be a buyer on weakness.”

As Nvidia prepares for its high-stakes week in the nation’s capital, the world’s most valuable chipmaker stands at a crossroads — poised either for another record-breaking run or a period of consolidation. Either way, the next few days could determine whether the AI juggernaut can reclaim its place as the crown jewel of the semiconductor world.

• Nifty 50
• Bank Nifty
• Sensex