Nvidia’s (NVDA) share price has been on a tear this year as the company dominates the booming artificial intelligence (AI) market. In mid-August 2025, however, a new rumor sparked investor jitters: a Taiwanese research note from Fubon Research claimed Nvidia’s upcoming “Rubin” AI GPU (codenamed “Vera Rubin”) might be delayed due to a redesign

This AI infrastructure play has delivered bigger gains than its larger peers since going public earlier this year.

The sudden reversal shows how the hottest AI trade and top-performing stock of the year is colliding with a broader market rotation out of Big Tech.

Shares of AI chipmaker Nvidia plunged on Wednesday, dropping by over two percent in early trading. A major tech selloff caused major players in the AI industry to lose out big. Nvidia, in particular,

Nvidia (NASDAQ: NVDA) shares fell 3.5% on Tuesday, closing at $175.64, as tech stocks broadly pulled back following a recent rally. The chipmaker traded 183 million shares, just above its three-month average of 181 million, signaling a cooling of momentum after reaching record highs earlier this month.

A Pivotal Moment for Nvidia As the summer earnings season winds down, Big Tech giants like Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) have delivered robust quarterly results,

Nvidia, Palantir and other superstar AI stocks are under pressure again and dragging Wall Street lower. The S&P 500 fell 0.6% Wednesday and was on track for a fourth straight

Should you Buy Or Fear Nvidia stock? For event-driven traders, historical trends might provide an advantage, whether by positioning prior to earnings or responding to post-release movements. That said,

Nvidia ( NVDA) may be the market's biggest AI stock, but institutional investors are still shying away. "NVDA is now the most under-owned large-cap tech stock," Morgan Stanley analyst Erik Woodring wrote in a note.