We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against Coatue’s other most important AI stocks.

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a half a trillion dollars in the first month of 2025 as banks and technology vendors vie to build out massive AI compute.

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

Shares of Nvidia ( NVDA 8.93%) surged higher on Tuesday, after taking it on the chin Monday. The maker of graphics processing units (GPUs) used for artificial intelligence (AI) applications gained as much as 7.2%. As of 1:30 p.m. ET, the stock was still up 7.1%.

The tech industry has had an insatiable appetite for Nvidia’s chips over the last two years. But the feast may be over sooner than many had expected.

Meta Platforms CEO Mark Zuckerberg revealed plans to build a massive artificial intelligence data center, but Nvidia dipped slightly. Read more here.

An Nvidia-occupied office and data center is up for sale in San Jose, California. CBRE Capital Markets is offering 300 Holger Way as up for sale to a new landlord/investor. A listing price was not included.

Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got caught in the historic sell-off.

Wall Street analysts rerated NVIDIA Corp NVDA -3.53% Get Free Report after U.S. tech stocks plunged Monday as Chinese open-source artificial intelligence platform DeepSeek made the market jittery over the AI technology investment prospects in the U.S. tech firms.

One consequence of Russia’s invasion of Ukraine has been the unwinding and eventual sale of Yandex, the “Google of Russia.” Founder Arkady

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

Shares in GE Vernova (NYSE: GEV), a gas power, wind turbine, and electrification technology company, were down almost 9% this week, as of Friday morning. The move follows the release of Chinese start-up DeepSeek's latest artificial intelligence (AI) model.