American Invest Hub
  • Politics
  • Investing
  • Business
  • Latest News

American Invest Hub

  • Politics
  • Investing
  • Business
  • Latest News
Business

Why Nvidia stock is stuck on Friday

by admin October 4, 2025
October 4, 2025
Why Nvidia stock is stuck on Friday

Nvidia stock gave up early gains on Friday as investors weighed a report about delays in a multibillion-dollar deal to supply its artificial-intelligence chips to the United Arab Emirates.

The stall comes despite the chipmaker’s market capitalisation recently crossing $4.5 trillion, underscoring both its meteoric rise and growing geopolitical pressures around AI technology exports.

At midday trading, Nvidia stock was up 0.1% at $189.08, after climbing 0.9% on Thursday.

Nvidia’s UAE deal faces hurdles

According to a report from the Wall Street Journal, a deal announced in May that promised to send several hundred thousand Nvidia AI chips annually to the UAE is now stuck in limbo.

Under the terms, the UAE had pledged to invest in the US in exchange for the chips.

However, five months on, the investment has not materialised, leaving administration officials puzzled over the reason for the delay.

The report said the holdup has frustrated Nvidia Chief Executive Jensen Huang and senior US officials, including White House AI Czar David Sacks, who viewed the deal as a centrepiece of a new US export strategy aimed at countering China’s AI ambitions.

The Commerce Department, led by Secretary Howard Lutnick, holds significant sway over the deal’s future, as export approvals are essential for Nvidia and its partners to move forward.

Lutnick was among the deal’s early proponents, though progress has since stalled.

Nvidia deepens Fujitsu partnership

Earlier in the day, the company announced it is expanding its collaboration with Fujitsu to co-develop full-stack artificial intelligence infrastructure, targeting faster enterprise adoption across sectors including healthcare, manufacturing and robotics.

The partnership will focus on creating industry-specific AI agents designed to continuously learn and adapt, which both companies describe as laying the groundwork for the next phase of the AI industrial revolution.

Central to the effort is the integration of Fujitsu’s Monaka Central Processing Units (CPUs) with Nvidia’s Graphics Processing Units (GPUs) using NVLink Fusion.

The companies said the approach will deliver more specialised systems than general-purpose architectures can provide, tailoring computing performance to sector-specific demands.

Analysts bullish on Nvidia stock

The delay comes at a time when Nvidia continues to dominate discussions around AI infrastructure.

The company’s valuation pushed past $4.5 trillion this week, propelled by excitement over artificial intelligence advancements, including OpenAI’s newly reported $500 billion valuation.

Nvidia’s graphics processors remain central to training and running large AI models, making the company a linchpin in the industry’s rapid expansion.

Despite concerns over the UAE deal, analysts remain optimistic about Nvidia’s long-term trajectory.

Cantor Fitzgerald reiterated its Overweight rating on the stock with a $240 price target, describing Nvidia as “the de facto AI infrastructure company” and the “quarterbacking force” behind the global buildout of artificial intelligence systems.

The firm also addressed market concerns about potential “circularity of vendor financing” and speculation of an AI bubble linked to Nvidia’s investment in OpenAI.

In its view, AI adoption is still in the early stages, leaving “a clear path to $10 trillion+ market cap” for Nvidia.

Cantor reiterated that it sees Nvidia as its “top pick” among AI-linked equities.

The post Why Nvidia stock is stuck on Friday appeared first on Invezz

0
FacebookTwitterGoogle +Pinterest
previous post
Brazil’s Ambipar shares extend decline amid legal and credit concerns
next post
Alibaba, SMIC lead China’s AI-driven market revival, but worries of overheating linger

Related Posts

Lloyds share price patterns point to a 47%...

February 13, 2025

Europe markets open: Stoxx 600 falls 0.3% on...

August 20, 2025

FTSE 100 shares to watch: HSBC, GSK, Glencore,...

April 25, 2025

Australia, New Zealand top global rankings in per...

June 26, 2025

Family offices are giving top staff equity, profit...

July 31, 2024

Indians to spend more than $50 during the...

September 18, 2024

Brazil’s Ibovespa hits record highs as weak US...

September 6, 2025

GameStop stock: Time to embrace the MicroStrategy approach?

September 28, 2024

Europe markets open: FTSE 100 hits new record,...

August 15, 2025

Asian stocks end mostly higher on Thursday: Nikkei...

July 17, 2025

    Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

    Latest News

    • Europe bulletin: Manchester synagogue attack aftermath, stocks close higher

      October 5, 2025
    • Evening digest: Trump sets deadline for Hamas, Canada’s slowdown, BTC rebounds

      October 5, 2025
    • Iran executes six people for alleged links to Israel, state media reports

      October 5, 2025
    • US digest: Trump’s Hamas ultimatum, government shutdown stalemate continues

      October 5, 2025
    • Japanese stocks may extend record run as Takaichi win revives ‘Abenomics’

      October 5, 2025

    Categories

    • Business (4,191)
    • Investing (2,958)
    • Latest News (2,080)
    • Politics (1,536)
    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions

    Disclaimer: americaninvesthub.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 americaninvesthub.com | All Rights Reserved