On October 10, 2025, NVDA closed at $183.16, down 4.89%, marking a significant decline in the latest session. UBS reiterated its Buy rating with a $205 price target, citing Taiwan export data as broadly in line with Nvidia’s data center growth trends, which supports continued optimism for the company’s AI-driven business. Despite the sharp price drop, no negative company-specific news from tier-1 sources was reported; the move appears linked to broader market weakness and China trade concerns, as well as sector volatility in AI stocks. The UBS commentary and alignment with export data provide a positive outlook, but the price action reflects heightened market risk.