Jensen Huang's GTC Speech Was a Hit, So Why Did Nvidia's Stock Fall?

TradingKey - Jensen Huang's GTC speech lacked highlights, causing Nvidia's stock to drop and face downward pressure. 

On Tuesday, Nvidia (NVDA) CEO Jensen Huang delivered an enthusiastic two-hour speech at the 2025 GTC conference, outlining the company's product roadmap and future prospects. However, the company's stock not only failed to rise but instead fell over 3%.

Nvidia Stock Price Chart, Source: TradingView.

During the keynote, Huang primarily discussed the upcoming releases of Blackwell Ultra and Rubin, the launch of AI computers, the introduction of the world's first humanoid robot model GR00T N1, and the AI factory operating system Dynamo.

Maribel Lopez, founder of Lopez Research and a tech industry analyst, stated that Huang's speech contained "nothing new," meaning the content was already anticipated and priced in by the market.

Year-to-date, Nvidia's stock has fallen over 15%, significantly underperforming the S&P 500. With the much-anticipated speech now over, the stock faces substantial downward pressure, and the $100 mark could be at risk.