Nvidia (NVDA) Stock Today: AI Funding Jitters, Blackwell Demand Signals, and Fresh Analyst Forecasts (Dec. 18, 2025)
NVIDIA Corporation (NASDAQ: NVDA) is ending 2025 the way it lived it: at the center of a global tug‑of‑war between “AI spend is unstoppable” and “AI spend is expensive.” On December 18, 2025, that tension is showing up in both the tape and the headlines—ranging from shifting data‑center funding narratives and new Blackwell buildouts, to U.S.–China export policy twists, competitive pressure on NVIDIA’s software moat, and a notable insider sale. After a sharp semiconductor-led pullback on Wednesday, NVDA is trying to regain its footing Thursday morning. But investors aren’t just trading a stock—they’re pricing the durability of an AI infrastructure