Core Insights - Investors are focusing on the CES consumer electronics trade show in Las Vegas, where key executives from major tech companies, including Nvidia and AMD, will present [1][6] - Nvidia CEO Jensen Huang and AMD CEO Lisa Su are the main speakers, with Huang's press conference scheduled for 4 p.m. EST and Su's keynote at 9:30 p.m. EST [1][2] Industry Context - CES serves as a platform for tech companies to unveil their visions for future products, which could influence major tech stock performance amid recent pressures related to potential AI market sustainability [3][4] - AI companies are facing scrutiny regarding the return on their substantial investments in data centers and AI model operations, raising concerns about the longevity of the AI boom that has supported the broader market [4] Company Highlights - Other notable companies scheduled to speak at CES include IBM, Alibaba, General Motors, Caterpillar, Target, and Best Buy, indicating a broad interest in AI and technology solutions across various sectors [5] - Shares of Nvidia and AMD experienced a decline of approximately 1% in early trading on Monday, reflecting market volatility and investor sentiment [6]
AI Stocks Are in Focus as Nvidia's Huang, AMD CEO Su Set to Speak at CES Event