NVIDIA Weekly Roundup: AI, Gaming, and Market Momentum
NVIDIA continues to lead in AI, gaming, and accelerated computing. Last week, June 2–8, 2025, brought significant updates. From GeForce NOW’s gaming push to stock market moves, NVIDIA made headlines. This article dives into the key developments, financial insights, and global trends shaping the company’s trajectory. Let’s explore what happened and what lies ahead for investors and tech enthusiasts.
NVIDIA’s Stock Performance: Riding the Wave
NVIDIA’s stock (NVDA) saw notable action last week. Market trends and AI optimism drove its performance. Here’s a closer look at the numbers.
Stock Price Swings
On June 6, 2025, NVIDIA closed at $141.72, up 5.5% for the week. The stock hit a high of $145.20 mid-week before easing back. It remains below its 2025 peak of $149.42 but well above the 52-week low of $86.62. Trading volume surged to 120 million shares, reflecting strong investor interest. The stock held above its 200-day moving average, a key support level, but tested the 50-day average. Traders are eyeing a potential breakout above $145 or a dip toward $135.
Valuation Insights
NVIDIA’s trailing P/E ratio is 68.4, high but supported by its growth outlook. The forward P/E, based on 2026 estimates, is 42.7, signaling confidence in future earnings. With a beta of 1.75, the stock is volatile but less so than some tech peers. Analysts project 28% revenue growth for fiscal 2026, fueled by AI and gaming demand. Risks like chip shortages and geopolitical tensions persist, but optimism prevails.
GeForce NOW: Powering Up Cloud Gaming
NVIDIA’s GeForce NOW platform shone last week with new games and features. The service is redefining cloud gaming, and June’s updates were a hit.
New Games and Steam Deck App
On June 5, NVIDIA added 25 new titles to GeForce NOW. Standouts include:
- Dune: Awakening (Advanced Access): Launched on Steam, leveraging RTX for immersive visuals.
- Zenless Zone Zero (Version 2.0): Released June 6, introducing new gameplay in the Waifei Peninsula.
- Pro Cycling Manager 25 and Tour de France 2025: Both hit Steam on June 5, appealing to sports fans.
NVIDIA also announced a native GeForce NOW app for Steam Deck, set for later in 2025. It will deliver RTX 4080-level performance with DLSS 3 for high frame rates and NVIDIA Reflex for low latency. By offloading processing to the cloud, it extends Steam Deck’s battery life, exciting portable gamers. Social media buzz on X highlighted enthusiasm for the app, though some users lamented the removal of War Robots: Frontiers due to licensing issues.
Global Expansion and Promotions
NVIDIA launched a GeForce NOW Summer Sale, offering 40% off six-month Performance memberships. The platform expanded to India, Colombia, and Chile, with India’s rollout powered by a new RTX 4080 data center. This move targets the region’s growing gaming market, boosting NVIDIA’s global reach.
Financial Outlook: Q1 Fiscal 2026
NVIDIA’s financial strength underpins its market position. The Q1 fiscal 2026 outlook (ending April 2025) provides context for last week’s developments.
Revenue and Margins
NVIDIA projects Q1 2026 revenue of $43.0 billion, up 12% from Q4 2025’s $39.3 billion. GAAP gross margins are expected at 70.6%, driven by strong AI chip demand. Operating expenses will rise to $5.2 billion, reflecting R&D for AI and next-gen GPUs like Vera Rubin. CEO Jensen Huang noted robust demand for the Blackwell platform, already generating billions. However, supply chain constraints could challenge margins if not addressed.
Dividend and Accessibility
NVIDIA’s quarterly dividend remains at $0.01 per share, payable April 2, 2025. The 10-for-1 stock split in June 2024 increased accessibility, driving retail investor interest and last week’s high trading volume.
Global Trends: AI and Gaming Growth
NVIDIA’s global influence grew last week, with AI and gaming leading the charge.
Asia-Pacific Momentum
India’s GeForce NOW launch taps a fast-growing gaming market. In China, relaxed AI chip export rules could unlock a $50 billion opportunity in 2025, though X posts express caution due to U.S.-China trade probes. Taiwan continues to be a key hub, with partnerships fueling AI infrastructure growth.
Beyond Gaming: Healthcare and Robotics
NVIDIA’s AI platforms are transforming industries. Last week, updates highlighted agentic AI and digital twins in healthcare, improving surgical precision. Robotics firms like 1X Technologies leverage NVIDIA’s tech, signaling diversification into new markets.
Analyst Views: Optimism with Caveats
Wall Street remains bullish on NVIDIA, with an average price target of $165, suggesting 16% upside from $141.72. Analysts cite strong AI demand and gaming growth. However, risks include:
- Geopolitical Tensions: U.S.-China trade issues could disrupt chip supply.
- Competition: AMD and Huawei are gaining ground in AI.
- Valuation Pressure: The high P/E ratio demands consistent growth.
Looking Ahead: Key Catalysts
Several events could shape NVIDIA’s path:
- GTC Paris (June 10–12, 2025): Jensen Huang’s keynote will likely unveil new AI tools.
- Q1 Fiscal 2026 Earnings (August 2025): Investors will watch for confirmation of the $43 billion revenue target.
- Vera Rubin GPU: Set for 2026, this could power the next AI boom.
Upcoming GeForce NOW titles like DOOM: The Dark Ages and Avowed, expected later in 2025, will further enhance the platform’s appeal.
Conclusion: NVIDIA’s Bright Horizon
Last week showcased NVIDIA’s dominance in AI and gaming. GeForce NOW’s expansion and strong financials bolster its outlook, despite stock volatility. Geopolitical and competitive risks loom, but catalysts like GTC Paris and new GPUs signal growth. For investors and tech fans, NVIDIA remains a compelling story.
Disclaimer: This content is for informational purposes only and does not constitute financial advice. Consult a qualified financial advisor before making investment decisions.