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Should You Hold Nvidia Stock As Meta Microsoft Double Down Nasdaq

Bonisiwe Shabane
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should you hold nvidia stock as meta microsoft double down nasdaq

NVIDIA Corporation NVDA stock gained nearly 2.5% on Thursday, buoyed by a renewed wave of optimism from two of its largest customers, Meta Platforms, Inc. META and Microsoft Corporation MSFT. Both tech giants reaffirmed, and in Meta Platforms’ case, raised their capital expenditure commitments toward AI infrastructure. This resurgence of AI-related investment could mark a key turning point for NVIDIA stock, which has pulled back 27% from its 52-week high of $153.13 attained on Jan. 7, 2025. With the renewed optimism about AI investment, the question arises: Should investors rush to buy more, or is holding the stock the smarter move right now?

Microsoft, a major cloud provider and longtime NVIDIA partner, confirmed during its third-quarter fiscal 2025earnings callthat it will maintain its massive $80 billion capital expenditure plan for AI data centers, with more than half... operations. Meanwhile, during its first-quarter 2025earnings call Meta Platforms increased its 2025 capital spending outlook to a range of $64-$72 billion, up from the prior $60-$65 billion range. The added spending will primarily go toward expanding data center capacity and AI infrastructure, both heavily reliant on NVIDIA’s high-performance graphics processing units (GPUs). Meta Platforms’ CFO, Susan Li, made it clear that the CapEx bump is driven by AI ambitions and infrastructure upgrades. Similarly, Microsoft CFO Amy Hood indicated that fiscal 2026 investments will grow, albeit at a slower pace, and be more closely aligned with short-term revenue gains, implying accelerated AI workload deployments.

NVIDIA’s stock jumped nearly 2.5% recently, fueled by renewed confidence from Meta Platforms and Microsoft, two of its biggest customers. Both companies have either maintained or increased their capital expenditure for AI infrastructure, signaling ongoing demand for NVIDIA’s GPUs. Despite a 27% pullback from its 52-week high, NVIDIA remains a key player in AI hardware. The key question for investors is whether to buy more shares now or simply hold. Microsoft confirmed it will stick with its massive $80 billion capital expenditure plan for AI data centers, with more than half focused on U.S. operations.

Meta Platforms raised its 2025 capital spending forecast to $64-$72 billion, up from $60-$65 billion, mainly to expand AI infrastructure and data center capacity. Both companies rely heavily on NVIDIA’s high-performance GPUs, like the H100 and the upcoming B100 models. Meta’s CFO, Susan Li, emphasized that this spending increase is AI-driven. Microsoft’s CFO, Amy Hood, indicated that while fiscal 2026 investments will grow more moderately, they will focus on projects with quicker revenue impact. These commitments suggest that NVIDIA’s chips will remain in strong demand as these hyperscalers expand their AI platforms. NVIDIA is at the heart of the AI boom, with demand coming from large-scale cloud providers, enterprises, and startups.

Its data center segment saw revenue surge 93% year-over-year to $35.58 billion in Q4 of fiscal 2025, representing over 90% of total sales. AI workloads, cloud expansion, and enterprise adoption have made NVIDIA’s GPUs essential for modern computing. Financial results reflect this strength: revenues rose 78% year-over-year in Q4 fiscal 2025, and non-GAAP earnings per share climbed 71%. The company’s guidance for Q1 fiscal 2026 projects $43 billion in revenue, a huge jump from $26 billion a year earlier. Analysts forecast revenue growth of 48% for fiscal 2026 and 24% for fiscal 2027, with earnings rising 42% and 27% respectively. Nvidia (NVDA) hit a new high Thursday, but the latest reports about its China H20 chip cast some uncertainty on the stock even as a trade deal between China and the U.S.

may be drawing near. Shares are on course to rise 15% for July. Trade talks between the U.S. and China resumed on Monday. Treasury Secretary Scott Bessent said… 12/30/2025 Dow Jones AI giant Nvidia stock hit an early buy point in recent sessions after shares bullishly regained their 50-day...

12/30/2025 Dow Jones AI giant Nvidia stock hit an early buy... Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! Get market updates, educational videos, webinars, and stock analysis. NVIDIA Corporation NVDA stock gained nearly 2.5% on Thursday, buoyed by a renewed wave of optimism from two of its largest customers, Meta Platforms, Inc. META and Microsoft Corporation MSFT. Both tech giants reaffirmed, and in Meta Platforms’ case, raised their capital expenditure commitments toward AI infrastructure.

This resurgence of AI-related investment could mark a key turning point for NVIDIA stock, which has pulled back 27% from its 52-week high of $153.13 attained on Jan. 7, 2025. With the renewed optimism about AI investment, the question arises: Should investors rush to buy more, or is holding the stock the smarter move right now? Microsoft, a major cloud provider and longtime NVIDIA partner, confirmed during its third-quarter fiscal 2025 earnings call that it will maintain its massive $80 billion capital expenditure plan for AI data centers, with more... operations. Meanwhile, during its first-quarter 2025 earnings call, Meta Platforms increased its 2025 capital spending outlook to a range of $64-$72 billion, up from the prior $60-$65 billion range.

The added spending will primarily go toward expanding data center capacity and AI infrastructure, both heavily reliant on NVIDIA’s high-performance graphics processing units (GPUs). Meta Platforms’ CFO, Susan Li, made it clear that the CapEx bump is driven by AI ambitions and infrastructure upgrades. Similarly, Microsoft CFO Amy Hood indicated that fiscal 2026 investments will grow, albeit at a slower pace, and be more closely aligned with short-term revenue gains, implying accelerated AI workload deployments. Nvidia's (NASDAQ: NVDA) biggest customers reiterated their plans to spend big on artificial intelligence. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now.

Continue » *Stock prices used were the afternoon prices of May 2, 2025. The video was published on May 4, 2025. Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this. On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop.

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: The AI-powered overall analysis of NVIDIA (NVDA) is based on the 28 fundamental, technical, and sentiment features that had the greatest impact on stock performance during the last 12 months (alpha signals). These alpha signals explain the probability advantage of NVDA: These suggested trading parameters for a 3-month horizon help improve risk management and decision-making. NVIDIA Corp (NVDA) provides accelerated computing platforms and software for diverse markets.

It develops graphics processing units (GPUs) and related technologies that power artificial intelligence, data centers, professional visualization, and gaming. The company's innovations enable advancements in areas like scientific research, cloud computing, and autonomous machines. NVIDIA's data center segment offers comprehensive platforms for AI, high-performance computing (HPC), and enterprise applications. These platforms integrate specialized GPUs, such as the NVIDIA H100, with high-speed networking solutions and a robust software stack. Products like NVIDIA DGX systems provide integrated AI supercomputing infrastructure. The CUDA programming model and various software libraries facilitate development and deployment.

These support large-scale data processing and complex simulations across cloud and on-premise environments. The company designs GPUs for the consumer gaming market, primarily under its GeForce brand. These GPUs deliver advanced graphics and processing power for PC gaming, esports, and content creation. For professional visualization, NVIDIA offers RTX GPUs and software platforms. These support demanding workflows in design, engineering, architecture, and media and entertainment. Professionals use these tools for real-time rendering, simulation, and virtual reality applications.

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