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 ...

While Nvidia's (NASDAQ: NVDA ) stock is down YTD primarily due to the overall market selloff, I still consider the company to be one of the best investments right now, especially at the current market price. Although the macro risks are I'm a Ukraine-based seasoned investor, who firsthand experienced what's it like to live in an environment full of systemic geopolitical shocks when the war came to my home country. Despite this, I managed to build an all- weather portfolio that has been able to thrive in vol ...

When I last covered Nvidia Corporation (NASDAQ: NVDA ) on December 12th, 2024 with my article , the stock failed to generate significant follow-through after posting long-term highs above $150. In my analysis, I came to the conclusion that the stock was unlikely Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect thos ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NVDA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking ...

Despite a growing backlog and impressive revenue growth, Nvidia stock (NASDAQ: NVDA) is not immune to market-wide pullbacks. NVDA shares entered a prolonged period of range-bound trading in October of 2024, when the $140 mark was first breached, albeit briefly. The stock traded between $130 and $140 without a clear trend present until an all- time high (ATH) of $149.43 was reached on January 6. This did not signal the start of an uptrend, however — in late January, the sudden emergence of DeepSeek as a wort ...

Market Overview - Major U.S. stock index futures are down, with Dow futures falling by 0.18%, S&P 500 futures down by 0.24%, and Nasdaq futures decreasing by 0.38% [1] - Notable declines in chip stocks, with Nvidia dropping over 2.5% and both AMD and Broadcom falling more than 1% [1] Chinese Stocks - Most popular Chinese stocks are trading lower, with Pinduoduo and Baidu down nearly 2% and Alibaba decreasing by 1.35% [2] Apple Inc. - Apple has been fined €150 million by French antitrust regulators for abusing its dominant position in mobile app advertising through a privacy control tool called ATT, leading to a drop of over 1% in its stock price [2] Trade Policy - President Trump is considering imposing "reciprocal tariffs" on global imports, targeting specific industries with additional tariffs [2] Pharmaceutical Developments - Eli Lilly's new experimental drug, lepodisiran, has shown significant potential in reducing levels of lipoprotein(a), a risk factor for heart disease affecting approximately 1.4 billion people globally [2] Tesla Inc. - Analysts predict a decline of 8.5% in Tesla's Q1 global delivery volume, estimating it at 377,000 vehicles, which is a drop of over 20% compared to the previous quarter. The company's projected revenue for Q1 is $22.6 billion, marking the lowest level in a year, resulting in a stock drop of over 4% [3] Economic Outlook - Goldman Sachs has raised its forecast for the probability of a U.S. recession to 35%, up from a previous estimate of 20%, citing that aggressive tariffs will increase inflation and unemployment, hindering economic growth [3] Gold Market - Gold prices have reached a new all-time high of $3,120 per ounce, with the price per kilogram exceeding $100,000 for the first time [3]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

While the adoption rate and utility of AI solutions remains fluid, analysts at PwC see this game-changing technology completely altering the global growth trajectory by 2030. Come the turn of the decade, PwC's Sizing the Prize report estimates a $15.7 trillion positive impact on gross domestic product, all thanks to AI. A $15.7 trillion pie is big enough to accommodate a long list of winners. However, no company has been a more direct beneficiary of the AI revolution than graphics processing unit (GPU) gian ...

Group 1 - The U.S. stock market experienced a significant decline on March 28, referred to as "Black Friday," primarily driven by consumer confidence data from the University of Michigan, which indicated a drop in consumer sentiment and rising inflation expectations [1][3][4] - The S&P 500 index fell by 1.97% to 5580.94 points, the Nasdaq Composite dropped by 2.7% to 17322.99 points, and the Dow Jones Industrial Average decreased by 1.69% to 41583.9 points, marking the second-largest single-day drop of the year [3][4] - The consumer survey revealed short-term inflation expectations increased from 4.9% to 5%, the highest since November 2022, while long-term expectations rose to 4.1%, the highest since 1993 [4][6][10] Group 2 - The Atlanta Fed's GDPNow model revised the U.S. first-quarter GDP annualized growth rate down to -2.8%, indicating a potential economic contraction [4][13] - The dollar index has declined by 5.38% since its peak in January, contrasting with the rising gold prices, which reached $3086 per ounce, reflecting a shift in safe-haven assets [4][20][17] - Analysts warn that the upcoming tariffs announced by former President Trump could exacerbate inflationary pressures and negatively impact consumer confidence, leading to concerns about potential stagflation or recession [12][15][11] Group 3 - Elon Musk's xAI announced the acquisition of X in an all-stock deal, valuing xAI at $800 billion and X at $330 billion, indicating a strategic move to integrate data and AI capabilities [30][33] - The merger aims to leverage X's vast data resources to enhance xAI's competitive position against rivals like OpenAI [33][34] - CoreWeave, an AI cloud provider closely associated with Nvidia, went public with a volatile stock performance, raising $1.5 billion in the largest tech IPO since 2021, highlighting the growing interest in AI infrastructure [37][39]

Core Viewpoint - Nvidia continues to experience strong demand and revenue growth despite facing external pressures, particularly from U.S. government regulations and challenges in the Chinese market [2][3][12] Group 1: Revenue Performance - In fiscal year 2025, Nvidia's total revenue surged 114% to a record $130 billion, with quarterly data center revenue advancing 93% to over $35 billion [9] - Nvidia's stock has gained 800% over the past two years, reflecting its overall growth despite challenges in specific markets [10] Group 2: Challenges in China - Nvidia's data center revenue from China declined from 19% in fiscal 2023 to 14% in fiscal 2024 due to U.S. export controls [3] - The U.S. government has blacklisted several Chinese companies, including subsidiaries of Nvidia's customer Inspur Group, impacting Nvidia's ability to export technology [5] - New energy-efficiency regulations in China have made it difficult for Nvidia to advance in the market, as its H20 chips do not meet the requirements [6] Group 3: Competitive Landscape - Huawei is emerging as a significant competitor in the AI space, with Nvidia's CEO acknowledging the company's strengthening presence [7] - Despite challenges in China, Nvidia's U.S. revenue surpassed $61 billion in the recent fiscal year, up from $26 billion the previous year, indicating strong growth in its primary market [12] Group 4: Historical Resilience - Nvidia successfully navigated previous export control challenges by designing the H20 chip specifically for China, which, although not fully mitigating revenue declines, did not hinder overall growth [8][10] - The company's historical ability to adapt to regulatory challenges suggests it may find solutions to current issues in China over time [13]