NVIDIA stocks might soar next month?

Question

(That is also now coming into question. Recent reports have reiterated a Wells Fargo analyst note saying that Amazon Web Services (AWS) has delayed prior plans for new data center leases. Microsoft, another large cloud infrastructure provider, has made similar decisions to slow data center expansion, according to the analysts.

That comes after plans to aggressively expand cloud infrastructure capacity with hundreds of billions of dollars in capital spending for Nvidia's GPU hardware had been announced by several companies. Others, including xAI and Meta, appear to be continuing with growth plans.

Amazon CEO Andy Jassy had previously told CNBC that he didn't expect to cut back on capital spending for data center compute capacity. That's why investors need to mark May 1 on their calendars. Amazon is scheduled to report its first-quarter earnings on that date. Microsoft will be providing its quarterly update the day prior.) - Smith, NASDAQ 25'

After a major projected downturn to happen in early May, concerns began to rise about NVIDIA’s future growth especially as major cloud providers like Amazon and Microsoft signaled they might slow their data center expansions. A Wells Fargo analyst noted that Amazon Web Services (AWS) delayed some new data center leases and Microsoft made similar moves to pause expansion. This was significant because earlier plans had promised massive capital spending on NVIDIA’s GPU hardware for AI development. However, companies like xAI and Meta are still moving forward with their infrastructure growth, keeping demand for NVIDIA’s products alive, reminding investors to pay close attention to the earnings reports around May 1st. These financial updates were seen as strong indicators of whether the AI boom would continue fueling NVIDIA’s rebound. Many investors remain optimistic that even with short-term pullbacks, the broader push for AI adoption will reignite growth across the tech market. If the AI boom stays strong, it could spark a major rebound in tech stocks, with NVIDIA positioned as a key leader in the next wave of innovation and market expansion.

Answer 1

Hi! You seem to have factchecked this yourself, as you’ve gone straight to the source. However, the word “might” is a big deal here. Stocks are never set in stone, so the article saying Nvidia “will” soar is a possible overreaction. While Nvidia has been down for a couple months now due to the U.S. government’s relative mishandling of the economy as well as tariffs placed on nearly every country, it’s very possible it can go back up if the state of the economy is viewed as the new norm by the general public. I’ll put a link to CNN Business, where I scout for stocks.

https://www.cnn.com/markets/stocks/NVDA

https://www.cnn.com/2025/04/29/investing/us-stock-market/index.html

Comments

I agree that the claim is exaggerated as stock prices are never a sure thing, however the information presented could boast well for NVIDIA. The economy is facing some shock due to the recent tariffs and could create the stock price to go down even further. There are still many uses for the products created by NVIDIA and should be able to build it back up however.

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I agree in your uncertainty to call this true but it is still for the most part accurate. While stocks are realistically always up in the air, I like how you did not completely rule out the possibility of a potential rise, you stated how this was likely not the case. In cases where it is more likely true but not completely ruled out, I appreciate the effort to give some creditability to both possibilities.

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I thought this was a really thoughtful comment! I thought that since you pointed out the significance of the word "might" vs "will" added a lot more explanation to the uncertainty of the claim. I agree that the stock market is very uncertain and predicting a definite surge is a very strong claim. I also thought that connecting Nvidia's recent dip to broader economic factors and tariffs adds really valuable context! Well done!

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This was a great follow up! It was important to point out the wording "might" which makes the claim more speculated. I think your answer is already very good, but it would be helpful to trace the claim or maybe include any other information if CNN talked about earning reports.

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I also agree that that word "might" is key given the stock market's inherent uncertainty. The current economic situation and tariffs are definitely impacting a lot of things, and while Nvidia has potential, "will soar" is a strong claim. I think it's all about navigating possibilities, not guarantees.

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I liked that you went directly to the source for your factcheck. I also think your point about the use of the word “might” versus “will” is important, especially in financial reporting.

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I like how you explain the meaning of might in terms of the stock market and how you explain why NVIDIA's stock is down.

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I would have to agree that this statement can’t be proven to be wrong or correct for its very hypothetical. However many would favor it to be very possible as you state. Although it would be more helpful to trace where the claim is coming.

Answer 2

Concerns arose about NVIDIA's growth after a Wells Fargo analyst noted potential data center lease delays by major cloud providers like Amazon and Microsoft, despite earlier plans for significant GPU hardware investments. This sparked investor focus on upcoming earnings reports around May 1st as key indicators of continued AI-driven demand for NVIDIA. However, companies like xAI and Meta are reportedly still expanding, suggesting ongoing demand. Attributing NVIDIA's entire future to these short-term reports is an oversimplification, as they serve diverse markets and the long-term AI trend remains strong. While important, these earnings are just one factor influencing NVIDIA's trajectory and the broader tech market's potential rebound. Investors should consider the wider landscape beyond a single analyst's observation.

Comments

What are your sources? Where did you find your information? Please cite in-text (example: According to The New York Times, NVIDIA's stock...") and include source links. Thanks!

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Your own claim is strong in itself but what would put it all together are the sources you got most of your information from.

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Nice job explaining how NVIDIA’s stock is influenced by more than just one analyst’s opinion. I like how you pointed out the bigger picture, with other companies like xAI and Meta still expanding. I’d suggest adding a source or link to where you got that info from, so it’s easy to check. Overall, this was clear and well-explained.

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Your response provides a balanced perspective on the situation. While concerns about NVIDIA’s growth arose due to a Wells Fargo analyst noting potential data center lease delays from Amazon and Microsoft, it’s important to recognize that these reports don’t capture the full picture. While upcoming earnings reports on May 1st will offer valuable insights into AI-driven demand, NVIDIA’s future isn’t solely dependent on them.

Other companies, such as xAI and Meta, are continuing their infrastructure expansion, reinforcing ongoing demand for AI hardware. Additionally, NVIDIA serves diverse markets beyond just cloud computing, including gaming, autonomous vehicles, and enterprise AI solutions. This broader scope suggests that while short-term fluctuations may influence stock performance, the long-term trajectory remains tied to the continued adoption of AI technologies.

Rather than focusing solely on a single analyst’s observation, investors should consider the wider market landscape and trends that will shape NVIDIA’s position in the AI-driven economy. The company’s role as a leading provider of GPUs ensures that demand for its products will likely remain strong, even as cloud providers adjust their spending strategies. https://www.fool.com/investing/2025/04/27/prediction-nvidia-stock-will-soar-after-may-1/ (discusses NVIDIA's stock performance and the impact of AI demand.)

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This is a solid and balanced response, especially your point about NVIDIA’s diverse market reach. Backing up the xAI and Meta expansion with a specific figure or example would sharpen your point. Overall, a thoughtful take that pushes back well against short term market overreactions.

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I liked how you brought up the critique of the narrative around NVIDIA’s future. I agree that putting too much weight on one analyst's, can lead to a simple interpretation of a complex situation.

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I agree that you believe the claim can be misleading and how people should look at the whol picture rather than just one part of this possibility. I would like for you to add the resources to where you found your information.

Answer 3

You did a great job breaking down a complex financial situation and presenting it in a clear and engaging way. I especially liked how you explained the connection between data center expansion, GPU demand, and NVIDIA’s potential stock movement—it made the analysis easy to follow even for readers who aren’t stock market experts. The mention of specific companies like AWS, Microsoft, xAI, and Meta helped support your points with real-world context. Also, highlighting the importance of upcoming earnings reports was a smart move—it shows you’re thinking critically about future developments.

Comments

Nice comment here. You've done a great job further adding to the point of the author, however, I will encourage you to cite some sources! Sources make your response more credible and therefore help with the transparency of information. Great work!

Answer 4

This claim can be seen as more of an opinionated predicted. It is important to note the word "might" in the claim as stock predictions are never 100% correction but rather backed up with estimated and supportive information making the claim neither true or false. With the information used it important to note that NVIDIA has promised investors that they will continue to expand which usually helps companies stocks rise. Within the article used above we need to note that price is down right now making it justifiable to buy at the moment but this will not create a "soar" in price later down the line rather it has to get back to its yearly average price. Through CNNs stock business page it is important to notice "NVDA is trading in the middle of its 52-week range and below its 200-day simple moving average" (CNN, 2025). Showing us that this stock has the potential to increase and get back to its estimated and average price.

https://www.cnn.com/markets/stocks/NVDA 

Answer 5

After further examination I found this claim to be not necessarily exaggerated but prominently misleading. The idea of NVIDIA bouncing back from its recent for is uncertain, there are many influential factors that can and will contribute to whether this will happen or not, but through it all, this is much rather an opinion than a true fact. But after conducting my own amount of research I found that it could be very likely for NVIDIA to recover substantially in the coming times. I found an article, more so an opinion piece, that states how the stock will bounce back, or at least it should. The coming years are bright, filled with innovation and productivity, and in the article, the author states how "cloud hyperscalers Alphabet, Amazon, and Microsoft all use Nvidia chips in their data centers. Moreover, leadership at Meta Platforms and Tesla have also specifically referenced their reliance on Nvidia's graphics processing units (GPU) on multiple occasions -- typically during earnings calls.". Thus, many big companies and corporations truly rely on Nvidia in the technological aspect. Furthermore, the author finishes with, "In my eyes, Nvidia's business might actually be in the strongest position it's been since the AI revolution started in late 2022. These trends showcase how robust demand is for AI infrastructure, an opportunity Nvidia should likely benefit from, given the successful results of the Blackwell launch and the company's plans to continue releasing even more superior technology for years to come.". And that ultimately connects to the evidence presented in this claim as well, that AI infrastructure can and most likely will be a huge benefactor for Nvidia in the coming times. So overall, this claim is not at all exaggerated but more so misleading, this conclusion stems from the fact that we simply do not know what will happen with Nvidia, but there is a possibility that Nvidia might begin an uphill trend, but we just don't know for sure.

Article Cited: https://www.fool.com/investing/2025/04/08/prediction-after-losing-over-1-trillion-in-market/

Answer 6

The key issue with this statement is that the situation is very hypothetical as we do not have a way of knowing the outcome with 100% certainty before it happens. In your statement you also talk about his being an unsure outcome as you state, “If the AI boom stays strong, it could spark a major rebound in tech stocks…”. I believe the source you included as well still talks about the uncertainty of the outcome in the stocks of NVIDIA as it depends on judgment and until after May 1st. Therefore I would not say the claim is either true or false but the sources it comes from seem reliable as it references data charts and other companies opinions. Its simply the uncertainty of the outcome that is the issue. As no one can guarantee a future 100%. If you go based on other people’s predictions I would say many favor this to be certain. 

https://www.cnn.com/markets/stocks/NVDA%C2%A0