Advanced Micro Devices (AMD 4.58%), and Micron Technology (MU 0.82%) plunged on news that a Chinese start-up called DeepS

Nvidia is cagey and hasn't revealed exactly who its biggest customers are, but Wall Street has read the tea leaves and come to its own conclusion. Analysts with Bloomberg and Barclays Research believe Nvidia's four biggest customers -- generating roughly 40% of its revenue -- are:

What did Meta Platforms CEO Mark Zuckerberg say and what does it mean for AI stocks like Nvidia? The post Mark Zuckerberg just delivered incredible news for Nvidia stock investors appeared first on The Motley Fool Australia.

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has a median target price of $175 per share among the 67 analysts who follow the company. That implies 45% upside from its current share price of $120.

Nvidia Corp.’s stock is declining in Monday action as investors weigh the potential for tariffs to impact chip companies and continue to assess the fallout from DeepSeek. Shares of Nvidia are down 3.4% in midday action to rank among the worst performers in the PHLX Semiconductor Index The stock has pared losses with President Trump now saying he has agreed to pause the Mexico tariffs for a month.