With Intel's (NASDAQ:INTC) data center performance exceeding expectations, chances are, Nvidia's data center business has recovered as well. 29, recovery of Nvidia's data center business could move the needle. But, as InvestorPlace's Vince Martin discussed Jan. Add in competition from big tech peers, and the payoff may not be worth the risk.While a positive, I don't see this catalyst doing much for NVDA stock. It could also be years until GeForce NOW scales to profitability. Yet, you could make the argument that cloud gaming could cannibalize Nvidia's GPU business. But, both will see a new competitor later this year, with Microsoft's (NASDAQ:MSFT) launch of Project xCloud.With cloud gaming expected to be an $8 billion market by 2025, GeForce NOW could be a material future revenue stream for Nvidia. With GeForce NOW's premium offering having a lower monthly price ($4.99/month) than Stadia's ($9.99/month), Nvidia could gain significant market share.
* 7 Utility Stocks to Buy That Offer Juicy Dividends With GeForce NOW, Nvidia goes toe-to-toe with Alphabet's (NASDAQ:GOOG, NASDAQ:GOOGL) Stadia service. But could emerging catalysts push shares higher? How about Nvidia's GeForce NOW cloud-based streaming platform? Previously available only in a beta version, the company opened up membership on Feb. But after massive gains in the past 12 months, why not cash out? Taking into account downside risk, holding now to gain a few dollars more per share may not be the best move.InvestorPlace - Stock Market News, Stock Advice & Trading Tips NVDA Stock Running Out of RunwayNvidia stock looks like its topping out price wise. Even as shares soared from around the $150 per share price level in August to their current price around $250 per share.Yet, NVDA stock may have some catalysts at play to send shares higher, especially as the runaway bull market marches on. I continue to make the argument that it's expectation, not underlying value, driving the stock higher. With Advanced Micro Device's (NASDAQ:AMD) mixed guidance, investors are starting to scale back their expectations for the other chip names as well.Source: Hairem / As I've discussed in prior analyses for NVDA stock, investors have priced in a lot of upside into the shares. With Nvidia (NASDAQ:NVDA) stock holding steady, is it time to sell? After last year's epic run, the high-flying chipmaker may be peaking.
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