NVIDIA GTC25 Nvidia’s GTC conference could be a turning point for tech stocks, with AI investment expected to hit $2 trillion : US Pioneer Global VC DIFCHQ SFO Singapore – Riyadh Swiss Our Mind

  • Wedbush expects Nvidia’s GTC event to refocus markets on AI growth, despite recent tech sector volatility

Nvidia (NVDA, Financial) is gearing up for its annual GTC conference next week, and analysts at Wedbush Securities think it could be a major moment for the tech sector. With concerns over tariffs, recession risks, and market volatility hanging over investors, this event might help shift the conversation back to growth—especially in AI.

Despite a shaky start to the year, Wedbush is still bullish on tech. The firm expects the sector to hit new all-time highs in the second half of 2025, fueled by what they see as an eight- to ten-year AI boom that could bring $2 trillion in capital investment.

One of the big hurdles right now? Uncertainty in Washington. Policy shifts under the Trump administration have left tech execs and investors on edge. But once things stabilize, Wedbush believes heavyweights like Nvidia and Microsoft (MSFT, Financial) could see their stock prices better reflect their long-term growth potential.

The Nvidia GTC Conference, running March 17-21, is expected to put the spotlight back on AI. CEO Jensen Huang will take the stage for his keynote on March 18 at 1 p.m. EST—a speech that could set the tone for what’s next in the AI revolution.

https://www.gurufocus.com/news/2736328/wedbush-nvidias-ai-boom-is-just-beginning-despite-market-uncertainty