Nvidia (NASDAQ: NVDA) is edging closer to recapturing the key $100 mark, recovering from a sharp sell-off last week that pushed the chipmaker’s shares below the threshold for the first time since September 2024.The drop came on April 4, triggered by President Donald Trump’s Liberation Day tariffs, which rattled markets and reignited fears of a full-blown trade war.Yet despite the recent sell-off, Nvidia shares are showing signs of recovery. After closing at $97.64 on April 7, the stock climbed 3.75% in pre- ...

NetworkNewsWire Editorial Coverage NEW YORK, April 8, 2025 /PRNewswire/ -- As labor shortages persist and consumer expectations rise, service robots powered by artificial intelligence (AI) are transforming the hospitality and food service industries. Hotels, restaurants and cafes are rapidly adopting robotic solutions to improve efficiency, reduce costs and enhance guest experiences. With the market for hospitality robots projected to reach $65.4 billion by 2032 (https://ibn.fm/WxsRw), these innovations are ...

今年，英伟达可谓是全力押注，明确表示要确保 Python 成为 CUDA 并行编程框架中的"一等公民"。 多年以来，英伟达为 GPU 开发的 CUDA 软件工具包始终缺少原生 Python 支持，现如今这种情况终于有所转变。在近期的 GTC 大会上，英伟达宣布其 CUDA 工具包将为 Python 提供原生支持并全面与之集成。也就是说，开发人员能够使用 Python 直接在 GPU 上执行算法式计算。 据悉，2025 年被英伟达视为"CUDA Python 元年"，这一观点已经在公司内部达成共识，并成为 GTC 大会的核心主题之一。这次发布标志着 Python 在整 个生态系统中的地位进一步提升，而英伟达也在这一领域投入了大量资源。 对于程序员们来说，此举无疑影响巨大。尽管 CUDA 最初是基于 C 和 C++ 开发的，但如今程序员们无需掌握这些编程语言，也能使用该工具包进行开 发。 原生 Python 打开新的大门 过去，尤其是早期，甚至直到一两年前，英伟达主要依赖 C 和 C++ 这类面向系统编程的底层语言作为其主要的编程接口。开发者们通常需要在此基础上 构建 Python 库，实现更高级别的应用。 事实 ...

2022年，英伟达掌门人黄仁勋推出性能拉爆的雷神芯片时，汽车界一片欢呼雀跃。 最初，英伟达承诺雷神芯片将在2024年量产。这个时间点对于中国车企来说至关重要，因为2024年恰好 是新能源汽车从"上半场"向"下半场"过渡的关键节点。根据行业预测，到2024年，中国新能源汽车的渗 透率将进一步提升，市场竞争将更加激烈，此时推出搭载"雷神"芯片的新车型，显然能抢占先机。 然而到了2024年，这颗芯片的量产却迟迟没有动静。英伟达方面给出的解释是技术问题，但业内人士透 露，真正的原因可能与全球芯片供应链紧张和禁令有关。直到2025年1月，英伟达才松口表示，这颗芯 片最早要到2025年年中才能量产。这一拖延直接打乱了许多车企的研发节奏，甚至有企业不得不重新调 整产品规划。 英伟达的雷神芯片（Thor）一再推迟发布，背后有多重复杂的原因。首先，技术上的挑战是一个关键因 素。这款芯片旨在将自动驾驶、车载信息娱乐和驾驶员监控等多种功能集成到单一平台上，同时支持不 同的操作系统，这种高度集成化的设计在功耗管理、实时性处理和算力分配方面提出了极高的要求。此 外，芯片可能基于英伟达最新的GPU架构，并依赖台积电的先进制程（如4nm或 ...

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 ...