Semiconductor stock investors are trying to understand the implications of tariffs.In today's video, I discuss Nvidia (NVDA 3.38%) and what semiconductor stock investors should know about recent tariff announcements. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of April 2, 2025. The video was published on April 2, 2025. ...

Nvidia and these three other tech giants are at the top of my buy list.In today's video, I discuss Nvidia (NVDA 3.38%) and three other stocks investors should watch. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of April 3, 2025. The video was published on April 3, 2025. ...

Nvidia has numerous growth opportunities driven by huge investments in artificial intelligence.In today's video, I discuss Nvidia (NVDA 3.38%) and recent updates investors should know. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of April 4, 2025. The video was published on April 6, 2025. ...

Nvidia, Palantir, and Reddit should survive the tariff-driven chaos.The Trump administration's "Liberation Day" tariffs against most of America's trading partners recently deflated many high-growth tech stocks. Higher tariffs, particularly against Asian countries, could strangle the supply chains of major American tech companies such as Apple and HP. Reciprocal tariffs from those markets would further throttle their overseas sales.Those headwinds will probably drive more investors toward tariff-resistant st ...

Core Viewpoint - Recent stock market declines are primarily driven by concerns over President Trump's tariffs on imports, which are expected to negatively impact profits across various industries, particularly technology [1][2]. Group 1: Impact of Tariffs on Technology Sector - Technology companies, including Nvidia, are particularly vulnerable to tariffs due to their reliance on imported parts and finished goods, which will increase their operational costs [2][6]. - Nvidia, once a stock market star, has seen a shift in investor sentiment, leading to its inclusion on many "sell" lists despite its previous appeal as a bargain buy [3][4]. Group 2: Nvidia's Market Position and Revenue Growth - Nvidia holds a dominant position in the AI chip market, contributing to significant revenue growth, with the company reporting $130 billion in revenue for the latest full year [4]. - The AI market is projected to exceed $1 trillion later this decade, with major tech companies investing heavily in AI infrastructure, further solidifying Nvidia's growth potential [5]. Group 3: Manufacturing and Tariff Challenges - Nvidia's manufacturing is primarily based in Taiwan, and the company faces a 32% tariff on imports from that country, which could adversely affect its earnings if costs are not managed effectively [7][8]. - The company is exploring ways to increase domestic production in the U.S. to mitigate the impact of tariffs, with CEO Jensen Huang demonstrating a proactive approach to navigating challenges [11][12]. Group 4: Investment Considerations - Despite recent declines, Nvidia's stock is trading at 20 times forward earnings estimates, down from 50 times earlier this year, presenting a potential buying opportunity for long-term investors [13].

7 April 2025 Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Among the many questions we fielded last week, one of the most frequent involved whether or not NVDA's AI datacenter products would be subject to tariffs. While semiconductors overall have been broadly exempted from reciprocal tariffs, NVDA's products aren't semiconductors but rather primarily hardware, and as ...

华尔街明星股英伟达今年以来股价下跌了27%，引发了市场对其上涨势头是否已经停滞的质疑。汇丰银 行分析师Frank Lee对英伟达股票的未来走势表示谨慎，认为其上涨空间有限。 基于对服务器机架出货量预期下降，Lee将其2026财年和2027财年的每股收益预期分别下调了8%和 18%，至4.72美元和5.76美元，这与市场普遍预期相近，将英伟达股票的评级从"买入"下调至"持有"， 并将目标价从175美元大幅下调至120美元。 虽然英伟达的GPU平均售价从游戏GPU的约1000美元上涨到第一代AI GPU平台Ampere的13500美元， 后续平台Hopper和Blackwell的平均售价也分别上涨了96%和51%，Blackwell NVL72机架架构的定价更 是从之前的HGX平台的21.2万至32万美元大幅提升至262.35万美元。但是，B200和B300GPU之间，以及 GB200和GB300NVL72机架架构之间并没有明显的平均售价增长。这可能是因为B300/GB300的升级重 点不在性能提升，而在于诸如从HBM3E8hi到HBM3E12hi的内存小幅提升等增量改进，以及系统稳定性 的增强，旨在解决B200 ...

Nvidia (NVDA 3.38%) stock posted gains in Monday's wild day of trading. The company's share price closed out the day up 3.5% and had been up as much as 7.9% earlier in the session. On the other hand, the stock had also been down as much as 8.2% in the day's trading.The stock market saw incredible volatility today as investors reacted to emerging news on tariffs. Major indexes opened the day's trading deeply in the red but managed to recover as the day progressed. The S&P 500 index ended the day down 0.3%, a ...

The chip sector melted down on Friday in response to President Donald Trump's tariffs, with new threats of an additional 50% levy on China if Beijing doesn’t drop retaliatory duties. Today though, Nvidia Corp (NASDAQ:NVDA) stock was last seen up 3.8% to trade at $97.88, as traders rush to buy the dip after a third-straight weekly loss. The shares dropped more than 15% over the past two sessions and earlier slipped to their lowest level since May, culminating in a 26.6% year-to-date deficit.Nvidia was the mo ...

NVIDIA Corporation (NASDAQ: NVDA ), being one of the most valuable and crucial businesses in the modern world, gathered a lot of recognition during the last decade, especially during the last couple ofWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achiev ...