Santoli's Monday Market Recap: Stocks Rebound Following 'Risk-On' Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 25 2025
0mins
Should l Buy NVDA?
Source: CNBC
Market Overview: Stocks are recovering after a strong "risk-on" rally, with expectations that the Federal Reserve may cut interest rates next month while maintaining a steady economy.
Index Performance: Small-cap stocks like the Russell 2000 and Dow are lagging behind the S&P 500 and Nasdaq, reversing trends from Friday's rally where small and value stocks outperformed.
Market Sentiment: A significant portion of NYSE volume was positive on Friday, indicating strong buying demand, but this occurred after only a minor dip in the market, raising questions about the reliability of such signals.
Upcoming Events: The market is anticipating Nvidia's earnings report and PCE inflation data later this week, amidst a generally subdued volatility index as it navigates through late-summer market conditions.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 189.310
Low
200.00
Averages
264.97
High
352.00
Current: 189.310
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Insatiable GPU Demand: Nvidia's graphics processing units (GPUs) are in high demand, having expanded from gaming to applications in engineering simulations, drug discovery, and cryptocurrency mining, with AI being the largest use case yet to reach peak demand.
- Strong Capital Expenditure Outlook: Nvidia anticipates global data center capital expenditures could rise to $3 trillion to $4 trillion by 2030, representing significant growth potential, positioning Nvidia as a primary beneficiary in this expanding market.
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See More
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- Ten-Year Investment Growth: Even over the past decade, a $1,000 investment would now be worth $210,000, and while current stock prices may not reach all-time highs, new investors are still drawn to its growth narrative.
- Foundation of AI Revolution: Nvidia's GPUs play a crucial role not only in gaming and cryptocurrency mining but also as the backbone of AI development, solidifying its leading position in the industry.
- Future Growth Expectations: Nvidia's CEO anticipates that sales from its latest semiconductor platforms will reach $1 trillion annually by 2027, and despite cautious market sentiment regarding customer spending, its valuation presents an excellent entry point for new investors.
See More
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- Equity Investments: The company plans to invest over $2.5 billion in equity stakes in various autonomous vehicle developers over the coming years, enhancing its position in the autonomous driving ecosystem while preventing competitors like Waymo and Tesla from bypassing its platform entirely.
- Market Expansion: Through its partnership with Nvidia, Uber aims to deploy Nvidia software-driven robotaxis across 28 cities by 2028, a move that not only boosts its competitive edge but also lays the groundwork for future revenue growth in the autonomous vehicle market.
- Increased Commitment: Uber has raised its investment in Lucid to $500 million and increased its commitment to purchase Lucid vehicles for its robotaxi service to 35,000 units, up from the previously announced 20,000 units, demonstrating its strategic focus on the electric vehicle market and future mobility solutions.
See More
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- Tech Earnings Growth: Nasdaq-100 components reported a 36% year-over-year net income growth in Q2 2025, significantly outpacing the S&P 500, showcasing the tech sector's robust performance driven by AI, with expectations for continued growth in 2026.
- AI Investment Boost: Chipmakers like Nvidia and Broadcom achieved earnings growth of 60% and 40% respectively in their latest fiscal years, reflecting substantial returns from investments in AI infrastructure, further solidifying the tech stocks' market position.
- Potential Bull Market Signals: With signs of de-escalation in the U.S.-Iran conflict, market expectations for the Nasdaq index to continue rising in 2026 have strengthened, particularly driven by strong earnings from tech companies, prompting investors to consider opportunities in related tech stocks.
See More
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- Record Sales Backlog: As of FY25, CoreWeave's sales backlog reached $66.8 billion, marking a historic high that reflects robust demand and growth potential in the high-performance cloud services market.
- Deepening Strategic Partnerships: The long-term agreement with Meta Platforms is expected to provide CoreWeave with approximately $21 billion in AI cloud capacity support, further solidifying their partnership and driving Meta's ongoing development in AI.
- Capital Expenditure Pressure: Although the near-term EPS outlook is pressured by high capital expenditures, these investments are viewed as foundational for future growth, indicating CoreWeave's long-term strategic focus on building AI infrastructure.
See More
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- Market Volatility Analysis: In Q1 2026, the Nasdaq Composite index fell by 7% due to external factors like the Middle East conflict, but with progress in U.S.-Iran peace talks, the index has rebounded by about 1% year-to-date, indicating market resilience and potential for recovery.
- Tech Companies' Earnings Growth: Nasdaq-100 components reported a 36% year-over-year net income growth in Q2 2025, significantly outpacing the S&P 500, showcasing the strong driving force of AI technology on profitability, with expectations for continued robust growth in 2026.
- Outstanding Individual Company Performance: Nvidia is projected to see a 74% surge in earnings in 2026, potentially achieving $1 trillion in sales over the next two years, while Palantir anticipates a 61% revenue growth in 2026, reaching approximately $7.2 billion, reflecting strong demand in the AI market.
- Investor Confidence Recovery: Despite market pressures, analysts forecast a rebound for AI stocks in the second half of 2026, suggesting that investors should pay attention to the potential returns from tech stocks, especially as the current market environment shows signs of improvement.
See More
