Why Nvidia Is the Biggest Risk to the Stock Market—Not Tariffs - Barron's
1. U.S. stock market depends heavily on AI investments, especially Nvidia. 2. Nvidia's market cap has greatly benefited from rising demand for AI technologies. 3. Concerns arise regarding potential underperformance of AI investments over time. 4. Shifting consumer spending and geopolitical risks may impact semiconductor demand. 5. Nvidia's past market volatility raises questions about future stability.