Altimeter Capital CEO Brad Gerstner told CNBC he's bullish on Nvidia despite broader concerns tied to President Trump's tariffs. Semiconductors are on the list of tariff exceptions, which Gerstner called a "wise exception.
The Trump administration's sweeping new tariffs on imports are likely to create demand headwinds for the semiconductor sector, UBS analysts said in a note, warning that the outcome of the policy shift is "worse than expected." While the direct impact on most major chipmakers is minimal, the knock-on effect of higher costs for electronic goods and IT infrastructure could weigh on demand, the analysts wrote.
The cryptocurrency market temporarily got a boost following President Donald Trump's electoral win, as some investors hoped his lighter approach to crypto regulation and outright promotion of certain coins would lift many digital tokens higher.
NVIDIA Corp NASDAQ: NVDA and Qualcomm Inc NASDAQ: QCOM are two of the biggest names in the chipmaking world. While both have underperformed recently, there's a growing sense that momentum could be about to shift.
Though the quarterly yield is hardly a top reason for investing in the semiconductor giant, there is always something profoundly disappointing about Nvidia (NASDAQ: NVDA) paying out dividends to its investors.
Nvidia escaped specific levies but the wider market reaction and fears of Chinese retaliation are set to drag on the shares.
Roughly three decades ago, the internet began going mainstream and, in the process, democratized access to information and online trading for everyday investors. Rather than wait for public companies to mail their annual reports, investors had access to income statements, balance sheets, investor presentations, and so much more, at the click of a button.
Nvidia's Blackwell computing platform set performance records in artificial intelligence inferencing tests. But Nvidia stock wavered on the news.
Tariffs and geopolitics have taken center stage in 2025, creating major headwinds for tech and AI stocks. Some of last year's biggest winners, like Vertiv and Nvidia have seen sharp declines, down 50% and 30% respectively from recent highs.
Shares of Nvidia (NVDA -0.46%) were among the losers last month as the artificial intelligence (AI) chip leader pulled back along with the broad market in March.
Despite Nvidia's meteoric rise, the stock may be overpriced. Transcript: GEORGE SEAY: Nvidia's risk is the fact that they've they've come so far so fast.
Kevin Hincks poses the question: what if Nvidia (NVDA) has a story similar to Palantir (PLTR)? He talks about how the company can capitalize on upside potential with its "next generation" of tech.