TLDR Nvidia stock dropped 3% Tuesday, extending losses following Monday’s 9% decline Trump administration imposed new tariffs: 25% on Canadian/Mexican imports and 10% on Chinese imports Potential tightening of technology export controls to China threatens Nvidia’s revenue (15% of business) Analysts maintain Buy ratings despite concerns over AI restrictions and tariff impacts Commerce Secretary Howard

TLDR: Nvidia shares have underperformed over the past 6 months, lagging behind other major tech companies amid concerns about chip capacity and competition The company faced a $593 billion stock drawdown after China’s DeepSeek AI Chatbot launch, though skepticism about DeepSeek’s claims has emerged Hyperscalers (Meta, Microsoft, Google, Amazon) plan to spend $325 billion in

The more than $200 billion rally came after Huang said the company’s customers are “emotional” and “tense” due to their desire for more of Nvidia’s high-tech products.