While Nvidia has taken the AI market by storm, there's a chance that Amazon's (AMZN-0.37%) AWS division will be the true winner over the next five years. There's an old saying in the investing world: When a gold rush occurs,

Nvidia shareholders have been on a rollercoaster this year. The stock peaked at $153.13 early in 2025, before dropping to a 52-week low of $86.62 in April. The announced pause in U.S.-China tariffs and the first-quarter results have the share price back up to near $142.

Nvidia stock was edging lower on Tuesday, although its recent so-so performance hasn’t stopped investment bank Jefferies from adding the chip maker to its list of highest-conviction picks. Shares slipped 0.