NVIDIA (Nasdaq: NVDA)) Prepare for its annual GTC conference next weekAnd Wedbush Securities analysts think it could be a major moment for the technological sector. With concerns about prices, the risks of recession and market volatility that is on investors, this event could help put the conversation to growth in particular in AI.
Despite a trembling start to the year, Wedbush is still optimistic about technology. The firm expects the sector to reach new heights of all time in the second half of 2025, fueled by what they consider an AI boom from eight to ten years which could bring 2 billions of dollars in capital investment.
One of the big obstacles right now? Uncertainty in Washington. Policy changes within the framework of the Trump administration have left technological executives and investors on Edge. But once things have stabilized, Wedbush believes that heavy goods vehicles like Nvidia and Microsoft (Nasdaq: Msft) could see the equity prices better reflect their long -term growth potential.
The NVIDIA GTC conference, from March 17 to 21, is expected to put the spotlight on the AI. CEO Jensen Huang will go on stage for his opening speech on March 18 at 1 p.m. Esta speech which could set the tone for what is happening in the AI revolution.
This article appeared for the first time on Gurufocus.