Tech Report: NVIDIA’s Slump, Meta’s AI Push, and Dell’s AI Boom
Investors are watching to see if NVIDIA shares rebound after a sharp decline on Thursday.
(LILAMAX)-Investors are watching to see if NVIDIA shares rebound after a decline on Thursday, when the stock dropped more than 8%, erasing approximately $273 billion in market value. The decline follows concerns over export controls and tariffs that could impact the chipmaker’s global business. Despite the setback, NVIDIA remains the second most valuable tech company in the U.S., trailing only Apple.
Meta is preparing to take on OpenAI’s ChatGPT with its own artificial intelligence platform, Meta AI. According to sources from CNBC, Meta AI will be launched as a standalone app, similar to Facebook, Instagram, and WhatsApp. The company expects to roll out the AI tool in the second quarter, positioning itself as a major player in the AI space. With Meta already boasting 700 million active monthly users, as stated by CFO Susan Li last month, the AI venture has significant growth potential.
Dell is also capitalizing on the AI boom, reporting approximately $10 billion in AI-optimized server sales in its fiscal 2025. Looking ahead, the company expects to generate around $15 billion in AI system sales in the current year. While sluggish laptop sales have challenged the company, its focus on AI infrastructure—often powered by NVIDIA’s chips—has helped Dell’s stock more than double over the past two years. Despite a slight dip of less than 5% in 2025, Dell remains a key player in the AI server market, reinforcing its position as a major tech stock to watch.
