CES 2026 Showdown: Nvidia’s Huang & AMD’s Su to Ignite AI Stock Frenzy

CES just became the main event for tech investors. Forget the gadgets—the real action is on the main stage where two semiconductor titans are set to lay out their visions for the future of artificial intelligence.

The Chip War Heats Up

Nvidia's Jensen Huang and AMD's Lisa Su stepping into the spotlight isn't just a keynote schedule. It's a battle for narrative control in the most lucrative sector of the decade. Their words will move markets, shape analyst reports for quarters, and send retail traders scrambling. Wall Street's already placing bets on whose roadmap sounds less like science fiction and more like a revenue forecast.

Beyond the Hype Cycle

Every promise of faster training or bigger models translates directly to valuation models. The market's hungry for the next catalyst, and these speeches are it. Watch for the buzzwords—'sovereign AI,' 'edge computing,' 'inference'—they're the fuel for the next leg up. Or, if the tone is cautious, the pin that pops the bubble. It's a high-stakes game of expectations management, where a single slide can wipe out—or create—billions in market cap. Funny how the fate of billions sometimes hinges on a well-timed pause for applause.

The Bottom Line for Your Portfolio

This isn't just tech theater. It's a direct line to volatility. When the titans speak, the markets listen, react, and often overreact. The smart money will be parsing the subtext and the silences, not just the slogans. The rest will just be buying the rumor and selling the news—the oldest play in the book, dressed up in a shiny new AI wrapper.

Key Takeaways

• The focus of tech investors shifts to Las Vegas this week as it hosts the CES consumer electronics show.
• Nvidia CEO Jensen Huang and AMD CEO Lisa Su are scheduled to speak on Monday.

Investors will be focused on Las Vegas this week, where executives from AI chip giant Nvidia and other major companies are due to speak at the CES consumer electronics trade show.

Nvidia (NVDA) CEO Jensen Huang and Advanced Micro Devices (AMD) CEO Lisa Su are the star attractions on Monday. Huang is scheduled to appear at a press conference at 4 p.m. EST, while Su is slated to give a keynote address at 9:30 p.m. EST.

Su will "share her vision for delivering future AI solutions - from cloud to enterprise, edge and devices," while Huang will "showcase the latest NVIDIA solutions driving innovation and productivity across industries," according to the conference agenda.

Why This Matters to Investors

CES is an annual conference where tech companies lay out their visions for future products. Investors will be watching for any new products and features that could boost major tech stocks, which have come under pressure in recent months amid concerns about the possibility of an AI bubble.

AI companies faced a range of questions in the closing weeks of 2025, including how and when they could see a return on their hundreds of billions invested in data centers and the training and operating of AI models. Those questions pressured stocks, as investors pondered whether the AI boom that has powered the broader market is sustainable.

Executives from International Business Machines (IBM), Chinese tech giant Alibaba (BABA), General Motors (GM), Caterpillar (CAT), Target (TGT) and Best Buy (BBY) also are scheduled to speak in the coming days at CES.

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Shares of Nvidia and AMD were both down about 1% in early-afternoon trading Monday, giving up early-sessions gains .