We’re back, baby?
Quantum computing and AI stocks are experiencing renewed market enthusiasm as Nvidia‘s annual GTC AI conference brings these technologies back into the spotlight. This surge comes after a period of investor skepticism, with quantum computing stocks having suffered a significant selloff earlier this year following Nvidia CEO Jensen Huang‘s January comments dismissing the technology’s near-term practicality. The market’s reaction demonstrates how influential Nvidia’s positioning and announcements remain in shaping investor sentiment across the broader AI and quantum computing landscape.
Why this matters: Nvidia’s decision to dedicate an entire day to quantum computing at its flagship conference signals a potential shift in how the company views this emerging technology’s timeline and relevance.
Key market movements: Several quantum computing stocks jumped dramatically as the GTC conference got underway, reflecting investor optimism about potential announcements.
The big picture: Investor sentiment toward AI and quantum computing stocks has weakened in 2025 amid concerns about Chinese competition and potential impacts from U.S. tariffs.
What they’re saying: Analysts see the GTC conference as a potential catalyst that could reinvigorate interest in AI and quantum computing investments.
What to watch: Investors are particularly focused on CEO Jensen Huang’s Tuesday keynote address for insights into Nvidia’s strategic direction and product roadmap.