Summary of articles published up to: 2025-02-05 16:28
Market-moving catalyst:
[🔑] BofA analyst Vivek Arya reiterates Nvidia as his top pick for 2025 with a price target of $190, representing a 57% upside. Nvidia’s upcoming earnings report could boost investor sentiment, especially in data center sales growth.
[🔑] Microsoft co-founder Bill Gates acknowledges Nvidia’s leadership but highlights increasing competition from companies like Amazon, Google, Broadcom, and Marvell entering the AI chip space.
[🔑] President Trump’s 10% tariffs on Chinese goods target electronics like PCs and smartphones, potentially impacting tech companies heavily reliant on Chinese manufacturing, such as Apple.
Competitive positioning:
[🔑] Nvidia faces competition in the AI chip space from companies like Amazon, Google, Broadcom, and Marvell, potentially impacting its market share.
[🔑] DeepSeek, a Chinese company, introduces an AI model at a significantly lower cost compared to US-based companies, raising questions about overspending on AI infrastructure, including Nvidia chips.
[🔑] Apple’s extensive Chinese manufacturing operations make it vulnerable to President Trump’s tariffs on Chinese goods, potentially affecting its flagship products like the iPhone.
Risk assessment:
[🔑] The trade war initiated by President Trump’s tariffs creates uncertainty and potential challenges for tech companies, including Apple and Nvidia, due to increased costs and potential disruptions to supply chains.
[🔑] DeepSeek’s AI advancements and increasing competition in the AI chip market raise concerns about the sustainability of AI investments by tech giants like Apple and Nvidia.
[🔑] The scrutiny from global governments on DeepSeek’s data privacy practices highlights the growing importance of data privacy and security in the AI technology sector.
Reference
- Nvidia sell-off hasn’t rocked this bull looking for a nearly 60% pop in the AI darling
- Microsoft’s Bill Gates issues this key reminder to Nvidia bulls
- How U.S.-China Tariffs Will Work—and What’s in Store for Mexico and Canada
- Magnificent Seven Stocks: Apple, Nvidia Rebound; Alphabet Hits New High Ahead Of Earnings
- Dow Jones Stocks: Apple, Nvidia Rally; Amazon Hits New High
- Globalstar, Inc. (GSAT): One of January’s Biggest Losers
- New Tariffs Could Push iPhone Prices Higher. How a Trade War Could Play Out for Tech Devices.
- Tesla and Apple are the ‘Magnificent Seven’ firms hit hardest by tariff shocks
- Apple Debuts Invites App, Care+ Changes in Subscription Push
- Apple Will Probably Lose Its Market Cap Crown in 2025
- Warren Buffett Stocks: What’s Inside Berkshire Hathaway’s Portfolio?
- BofA Reiterates ‘Buy’ on Apple Inc. (AAPL), Citing AI Growth and Resilient Supply Chain Amid Tariffs
- Introducing Apple Invites, a new app that brings people together for life’s special moments
- DeepSeek Disrupts, Big Tech Responds
- Apple lashes out at iPhone porn app maker and the EU rules allowing its download
- DeepSeek AI Tops App Downloads, Surpasses ChatGPT but Faces Global Scrutiny
- How Will Big Tech ETFs Be Impacted by Trump Tariffs?
- Where Will Apple Stock Be in 3 Years?
- This Week In Cloud AI – Revolutionizing Cybersecurity With AI-Powered Innovations
- 24% of Warren Buffett-Led Berkshire Hathaway’s $303 Billion Portfolio Is Invested in Only 1 Stock