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Nvidia’s Sell-Off Is Accelerating. What’s Next for the Stock?

Nvidia shares have fallen roughly 30% from their peak, hitting the most extreme selling pressure since 2019 and dragging the broader chip sector toward a $5 trillion decline. The drop accelerated after reports of a probe involving CEO Jensen Huang and renewed concerns over China export restrictions. Morgan Stanley removed Nvidia from its top-picks list, while premarket trading showed a modest rebound. Analysts are debating whether the pullback represents a buying opportunity or the start of a longer correction as the company approaches earnings with data-center demand and leadership questions in focus.

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  • ✓ Nvidia shares are down approximately 30% from their high.
  • ✓ Chip stocks' collective slide is nearing $5 trillion in lost value.
  • ✓ Nvidia reached its most extreme selling level since 2019.
  • ✓ Morgan Stanley removed Nvidia from its top-picks list.
🛡️ Source Corroboration: 13 independent reporting domains (78% confidence) ⏱ Read time: ~2 min

What changed

Nvidia hit its deepest selling level since 2019, Morgan Stanley dropped it as a top pick, and reports of a Huang probe and China export curbs intensified the sell-off.

Live updates

  1. Nvidia sell-off deepens as shares slide 30% from highs amid CEO probe and China export fears

    Nvidia shares have fallen roughly 30% from their peak, hitting the most extreme selling pressure since 2019 and dragging the broader chip sector toward a $5 trillion decline. The drop accelerated after reports of a probe involving CEO Jensen Huang and renewed concerns over China export restrictions. Morgan Stanley removed Nvidia from its top-picks list, while premarket trading showed a modest rebound. Analysts are debating whether the pullback represents a buying opportunity or the start of a longer correction as the company approaches earnings with data-center demand and leadership questions in focus.

    Why it matters

    The semiconductor giant has been the primary beneficiary of AI infrastructure spending, so its sharp reversal tests sentiment across the entire tech complex. A federal probe into the CEO and tightening U.S. chip-export rules to China create simultaneous headline and fundamental risks. Historical patterns cited by market watchers suggest 30% drawdowns have often preceded recoveries, but the current mix of regulatory and competitive pressures is distinct from prior cycles.

    What is confirmed

    • Nvidia shares are down approximately 30% from their high.
    • Chip stocks' collective slide is nearing $5 trillion in lost value.
    • Nvidia reached its most extreme selling level since 2019.
    • Morgan Stanley removed Nvidia from its top-picks list.
    • Premarket trading showed a rebound after the Morgan Stanley move.

    Still unconfirmed

    • A federal probe involving CEO Jensen Huang is underway.
    • New China export restrictions are imminent and will materially hurt Nvidia.
    • Jensen Huang may depart as CEO.

    What to watch next

    • Nvidia earnings release and guidance on data-center demand
    • Details and scope of any federal probe into Jensen Huang
    • Final rules on U.S. chip exports to China and Nvidia's product-line adjustments
    Sources used for this update (17)
    1. finance.yahoo.com — Yahoo Finance - Stock Market Live, Quotes, Business & Finance News
    2. 247wallst.com — 24/7 Wall St. - Insightful Analysis and Commentary for U.S. and Global ...
    3. english.aawsat.com — Latest World News
    4. www.fool.com — Forget the Recent Delivery Beat: Here's the Key Number That Will Decide Investors' Reaction to Tesla's Earnings | The Motley Fool
    5. The Motley Fool — Nvidia Is Down 30% From Its High. History Says This Is What Happens Next.
    6. Yahoo Finance — Chip stocks' slide nears $5 trillion as Nvidia hits most extreme selling level since 2019
    7. Investopedia — Nvidia Sell-Off Deepens. What’s Next for the Stock?
    8. Seeking Alpha — NVIDIA falls another 5% amid ongoing concerns about Huang probe and China exports (NVDA:NASDAQ)
    9. Morningstar — What to Watch in Nvidia Earnings: Spy Scandal, Data Center Concerns Take Center Stage
    10. Seeking Alpha — Nvidia: Jensen's Not Going Anywhere (NASDAQ:NVDA)
    11. CNBC — Jim Cramer says Nvidia investors need to prepare for a future without Jensen Huang
    12. Seeking Alpha — Nvidia's Woes Push It Toward 52-Week Lows (NVDA)
    confidence 78%
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