Investors are always scanning the horizon for the next big thing in stocks. For the past few years, it's clear that Nvidia (NASDAQ: NVDA) has been the key winner that's driven most index (and portfolio) returns.

Nvidia’s talk of huge market opportunities in autonomous driving and robotics is “potentially comforting for investors thinking about what might come next for the company,” an analyst says.

NVIDIA's stock is fluctuating around $140 a share, with focus on the 50-day moving average. Upcoming highlights include CEO Jensen Wang's presentation at SEC 2025 on AI and robotics, potentially impacting market reactions.

U.S. stocks reversed early gains to close firmly lower as cautious investors weighed new economic data. Nvidia retreated from its record close despite the company’s significant artificial intelligence plans.

Shares of NVIDIA Corp. NVDA slipped 3.00% to $135.91 Friday, on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index SPX falling 1.54% to 5,827.04 and Dow Jones Industrial Average DJIA falling 1.