Good MorningEquity markets slipped on Monday after news from China upended the AI outlook. The new DeepSeek AI model is outperforming its competition and costs significantly less, raising questions about the amount of money spent on AI to date. However, analysts panned the news, stating confidence in the United States' position as the AI leader, focused on infrastructure and the AI end game. China and DeepSeek, on the other hand, are expected to struggle over the long term as their AI ability is constrained by GPU availability. NVIDIA fell more than 17% at the session's low.
The takeaway for investors is that volatility has entered the market, but a major sell-off is unlikely. The more likely outcome is a period of consolidation for the S&P 500 until the next critical earnings reports are out. That may not be long, with reports from Microsoft, Meta Platforms, Amazon, and Apple due this week. The crucial read, however, will be from NVIDIA in late February. Its growth is expected to slow but remain robust at over 70% YoY in addition to the 265% growth posted last year for the corresponding period. Featured: January 29th - the next big trading catalyst to watch (Timothy Sykes) 
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Markets | | | The new trading year is getting started, and investors might be looking to make this one either as strong as 2024 was or even stronger yet. To do this, it is always preferred to start on a strong note, meaning that the first quarter of the year has to bring about a net outperformance to give portf... Read the Full Story |
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Markets | | | When it comes to the market’s language, few indicators are as powerful as price action to help retail investors understand what is happening underneath the hood of the broader themes in financial markets and industries within the United States economy. With this in mind, investors can connect ... Read the Full Story |
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Stocks | | | SoFi Technologies Inc. (NASDAQ: SOFI) stock is down over 11% in mid-day trading after it delivered weaker-than-expected forward guidance in its fourth-quarter earnings report. This correction comes even though the fintech company delivered another strong report, with both revenue and earnin... Read the Full Story |
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Markets | | | High-yielding Texas Instruments (NASDAQ: TXN) stock is nearing a bottom and is poised to rebound strongly in 2025. The company’s business contracted in 2024 but is reverting to growth in 2025, and the long-term outlook is robust. Its position in the microchip market is well-established ... Read the Full Story |
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Markets | | | Global shares were mixed in thin Lunar New Year trading on Tuesday after Wall Street's tech superstars tumbled as a competitor from China raised doubts over the recent artificial-intelligence market frenzy.France's CAC 40 edged down 0.2% in early trading to 7,894.05, while Germany's DAX gained 0.3% ... Read the Full Story |
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Markets | | | General Motors swung to a loss in the fourth quarter on huge charges related to China, but still topped profit and revenue expectations on Wall Street. The automaker is also taking a proactive approach with the United States government on regulations and doling out generous profit-sharing payouts to... Read the Full Story |
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Markets | | | The market has been bracing for the 60% tariffs that President Donald Trump has been threatening to levy on Chinese imports ever since the 2024 presidential election campaign. The countdown has begun with the 25% tariffs on imports from Mexico and Canada to be administered as early as Feb 1, ... Read the Full Story |
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Markets | | | Boeing posted a fourth-quarter loss of $3.8 billion on Tuesday as a machinists strike and other problems continued to plague the troubled aircraft manufacturer.Boeing has lost more than $35 billion since 2019 following the crashes of two then-new Max jets that killed 346 people. For the full year 20... Read the Full Story |
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Markets | | | Oil and gas companies would be liable for damages caused by climate change -related disasters in California under legislation introduced Monday by two Democratic lawmakers.The proposal claims that the oil industry intentionally deceived the public about the risks of fossil fuels on climate change th... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniver... | Should I Buy NVIDIA Stock? NVDA Bull and Bear Case Explained These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of NVIDIA was last updated on Tuesday, January 28, 2025 at 1:05 AM. NVIDIA Bull Case - NVIDIA Co. has seen significant institutional investment, with American Century Companies Inc. increasing its holdings by 882.4%, indicating strong confidence in the company's future performance.
- The company is a leader in the semiconductor industry, providing cutting-edge graphics processing units (GPUs) and AI solutions, which are in high demand across gaming, data centers, and automotive markets.
- NVIDIA Co. recently launched advanced products like the latest GeForce RTX GPUs, which enhance gaming experiences and are crucial for high-performance computing tasks.
- The current stock price of NVIDIA Co. is approximately $123.45, reflecting a robust market position and potential for growth as demand for AI and gaming technologies continues to rise.
- NVIDIA Co. is at the forefront of AI technology with its NVIDIA AI Enterprise software, positioning itself as a key player in the rapidly growing AI sector.
NVIDIA Bear Case - The semiconductor industry is highly competitive, with numerous companies vying for market share, which could impact NVIDIA Co.'s pricing power and profit margins.
- Recent fluctuations in the stock market may lead to increased volatility in NVIDIA Co.'s stock price, posing risks for short-term investors.
- Supply chain disruptions and global semiconductor shortages could hinder NVIDIA Co.'s ability to meet demand for its products, potentially affecting revenue growth.
- As the company expands into new markets, it may face regulatory challenges and increased scrutiny, which could impact its operations and profitability.
- The reliance on a few key products for a significant portion of revenue could expose NVIDIA Co. to risks if those products do not perform as expected in the market.
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