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Nvidia’s Stagnation Sparks Rotation Toward Smaller AI Plays

Nvidia’s Stagnation Sparks Rotation Toward Smaller AI Plays

Author:

Global Cryptocurrency

Published:

2026-01-22 10:52:02

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BTCCSquare news:

Nvidia shares remain trapped in a five-month holding pattern despite a 3% gain Wednesday, hovering NEAR August 2025 levels. The stagnation reflects a broader market rotation away from megacap tech stocks toward smaller AI-focused chip companies.

Investors are pivoting to Micron Technology in memory, Applied Materials in semiconductor equipment, and Intel on recovery hopes. UBS analyst Timothy Arcuri notes Nvidia's massive market cap growth now limits position-sizing flexibility for many institutional investors.

KeyBanc maintains a $275 price target, highlighting Nvidia trades at 24x fiscal 2027 earnings—below its three-year median of 30x. CEO Jensen Huang sees Europe's robotics potential through combining manufacturing prowess with physical AI systems.

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