NVIDIA Corporation (NVDA) has seen its stock tumble nearly 19.6% year to date (YTD), rattled by a broader market sell-off. Investor sentiment has soured amid escalating trade war concerns, with tariffs raising fears of increased costs and a possible global economic slowdown. NVDA YTD Price Return Performance Image Source: Zacks Investment Research While the pullback has hit tech stocks particularly hard, including industry giants like Advanced Micro Devices (AMD) , Broadcom (AVGO) and Marvell Technology (MR ...

This AI stock sell-off could create a massive buying opportunity for long-term investors. In today's video, I discuss Nvidia (NVDA -1.14%) and the recent bearish thoughts surrounding the artificial intelligence (AI) market. 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 March 26, 2025. The video was published on March 26, 2025. ...

It's been a tough start to 2025 for Nvidia (NVDA -0.71%), with its stock price down nearly 30% from its record peak of $153.13, reached on January 7. The company continues to capitalize on strong demand for its high-performance artificial intelligence (AI) chips, yet it hasn't escaped the broader market sell-off amid concerns about the strength of the U.S. economy and impacts of the trade tariffs being implemented by the Trump administration. Still, longtime shareholders have little to complain about, as Nv ...

"生成式AI的竞争本质是算力军备竞赛，"郭明錤分析称，"苹果若想在AI大模型领域取得突破，需要展现Meta 式的战略决心。"他建议，苹果需重新评估AI基础设施投资规模，或寻求与英伟达等芯片厂商建立更深层的战 略合作关系。 值得注意的是，GB300 NVL72作为英伟达最新一代Grace Hopper超级芯片，采用先进封装技术集成CPU与 GPU，理论算力可达1万亿次浮点运算/秒（1 ExaFLOPS）。但业内专家认为，要充分发挥其性能需配套高速 互联网络和软件优化，这对苹果现有的数据中心架构提出重大挑战。 郭明錤通过数据对比揭示关键差异：社交媒体巨头Meta Platforms预计将在2025年采购130万颗图形处理单元 （GPU），这一数字相当于苹果传闻采购量的70倍。他强调，英伟达GB300 NVL72芯片专为高性能计算设 计，但"小规模采购无法支撑苹果在生成式AI领域的重器研发"。 报告进一步指出，Meta的大手笔投入与其AI服务器战略密切相关。该公司正通过定制化GPU集群构建超大规 模语言模型基础设施，持续优化单位算力的采购成本。反观苹果，其AI布局更多聚焦于终端应用优化，在数 据中心级AI算力储备上 ...

Del Monte写道："尽管CoreWeave首日表现不及预期，但市场可能忽视了其与OpenAI签订的119亿美元 框架协议带来的增长潜力。虽然存在对微软(MSFT.US)的依赖和市况波动风险，但OpenAI合作前景足以 支撑积极预期。" 分析师James Foord持类似观点，予以"卖出"评级，并指出"此次IPO遇冷反映市场对AI热潮退烧的担 忧，加之对核心合作伙伴的过度依赖及高额现金消耗问题"。 智通财经APP获悉，有"英伟达(NVDA.US)亲儿子"之称的人工智能(AI)基础设施供应商 CoreWeave(CRWV.US)上周五通过15亿美元IPO登陆资本市场后，引发Seeking Alpha分析师群体罕见的 分歧评级。这家GPU服务商在上市次日(周一)收跌7.30%，报37.08美元，已跌破40美元的IPO发行价。 看多阵营代表Michael Del Monte在周一发表的文章中给予"强力买入"评级。 看空阵营则呈现不同角度的质疑。The Value Portfolio分析师以"重度依赖微软等大客户"为由给出"强力 卖出"评级。 Value Portfolio强调，CoreWeave的"AI数据中心 ...

周一全球投资者避险情绪推动黄金、美债等避险资产价格上涨。 每经编辑：毕陆名 截至当天收盘，道琼斯工业平均指数比前一交易日上涨417.86点，收于42001.76点，涨幅为1.00%；标准普尔500种股 票指数上涨30.91点，收于5611.85点，涨幅为0.55%；纳斯达克综合指数下跌23.70点，收于17299.29点，跌幅为 0.14%。 从一季度看，标普纳指创近三年来最大季跌。特斯拉盘中跌近8%后收跌近2%，一季度跌近36%，英伟达五连跌，全 季跌近20%。一季度中概指数涨13%，阿里涨56%。3月十年期德债收益率反弹超30个基点。美元指数一季度跌近 4%；欧元创两年最大季涨幅。比特币一季度跌超10%。原油反弹至逾两月新高。黄金创38年来最大季涨幅。 据新华财经3月31日报道，高盛集团在30日发布研究报告，把今后12个月美国出现经济衰退的概率从此前的20%上调 至35%。 纳指一季度累跌10.42% 截至周一收盘，美股三大指数涨跌不一。 标普500指数收涨0.55%，3月份累跌5.75%，一季度累计下跌4.59%。 道指收涨417.86点，涨幅1.00%，3月份累跌4.20%，一季度累跌1.28%。 纳 ...

报道指出，本季度市场出现对成长型科技股的抛售，造成美股科技"七巨头"的下跌，给美国股市带来了 沉重压力。特斯拉在第一季度下跌了近36%，英伟达则下跌了近20%。 受大型科技公司影响，标普500指数信息技术和非必需消费品板块一季度跌幅均达到两位数，但同期大 多数标普板块在第一季度仍有上涨，其中能源板块上涨9.3%。 美国金融公司LPL首席技术策略师特恩奎斯特表示："在第一季度，投资者或多或少都感到束手无策， 因为在这种情况下真的无法进行交易。" 由于特朗普关税政策的不确定性，高盛在3月30日的报告中将美国经济衰退的概率从20%提高到35%， 将其对标普500指数指数的年终目标下调至5700，并预测美联储将进一步降息。 据路透社3月31日报道，受美国总统特朗普经济政策冲击，美国三大指数一季度均出现下跌。其中，纳 斯达克指数暴跌10.5%，标普500指数下跌4.6%，出现了自2022年以来最糟糕的季度表现。 特朗普推出的一系列关税政策，引发了市场对全球贸易战的担忧，纳斯达克指数和标普500指数因此在3 月份遭受重创，分别下跌8.21%和5.75%，录得自2022年12月以来最大的月度百分比跌幅。道琼斯工业 指数也未 ...

Nvidia (NVDA -1.70%) shares fell on Monday as the artificial intelligence (AI) chip leader continues to show sensitivity to the broader market pullback. Semiconductor stocks like Nvidia are known for being cyclical, so it's understandable that the stock would fall on the general stock market concerns, which include weakening consumer sentiment, stubborn inflation, intensifying tariffs, and other issues. The news today that seemed to drive the market down was President Trump's reaffirming of "Liberation Day" ...

*Stock prices used were the after-market prices of March 28, 2025. The video was published on March 28, 2025. This tech market sell-off could create a massive buying opportunity for long-term investors. In today's video, I discuss Nvidia (NVDA -3.62%) and other tech stocks that have pulled back during the recent sell-off. To learn more, check out the short video, consider subscribing, and click the special offer link below. ...

Rosenblatt on CoreWeave: The technology company's IPO debut was disappointing but could prove to be a positive for miners shifting to high-performance computing, Rosenblatt analyst Chris Brendler said in an investor note. Backed by NVIDIA Corporation NVDA, cloud infrastructure company CoreWeave, Inc. CRWV had one of the most anticipated IPOs in years with its market debut Friday. Analysts share their reactions after the IPO priced below an expected range of $47 to $55 and closed its first day at $40, equali ...