This AI infrastructure play has delivered bigger gains than its larger peers since going public earlier this year.

Insatiable” AI demand and revenue opportunities from China are leading analysts to raise their price targets as Nvidia prepares to report earnings.

Nvidia stock has suffered its biggest drop in months amid a broader selloff in highly valued technology companies.

Just four Big Tech stocks — Nvidia, Microsoft, Meta, and Broadcom — account for 60 percent of the benchmark index’s total returns so far this year, according to a new analysis from DataTrek Research. They’re also responsible for pushing headline valuation levels to dot-com bubble levels.

Follow all the latest U.S. market action for Tuesday here to see if stocks can shake of some summer torpor and reach fresh highs.