Nvidia Stock Drops After Huang's CES Keynote: Analysts Dub It 'End-To-End AI Shop'

NVIDIA's CES 2025 Keynote Highlights - CEO Jensen Huang's keynote at CES 2025 emphasized the company's upcoming product line and growth in robotics and artificial intelligence segments [1] - The keynote was described as a "master-class on the current state and direction of the AI industry" but lacked clarity on near-term outlooks for Blackwell and next-gen GPU platforms [3] - Analysts noted the announcements leaned heavily on technical details, leaving investors seeking more concrete progress updates [3] Product and Platform Updates - NVIDIA unveiled the 5000 series, focusing on AI agents and the Cosmos platform for autonomous vehicles and robots [4] - The company showcased its automotive vertical business, expected to grow to approximately $5 billion in fiscal year 2026 [4] - Highlights included Blackwell accelerators in full production, expansion of AI reach with the Cosmos platform, and the introduction of Nvidia DIGITS, a desk-sized personal AI supercomputer [5] Market Position and Competitive Landscape - NVIDIA's AI dominance was highlighted across cloud, enterprise, and consumer segments [4] - The company is described as an "end-to-end AI shop," expanding its reach from cloud to enterprise and consumer markets [5] - Competitor AMD did not announce next-gen GPUs during its CES keynote, contrasting with NVIDIA's product unveiling [6] Financial Performance and Analyst Ratings - NVIDIA stock is down 5.3% to $141.48, with a 52-week trading range of $49.48 to $153.13 [6] - The stock has risen 172% over the last year [6] - Analysts reiterated Buy ratings with a $190 price target, citing NVIDIA's strong position in AI and product innovation [8]