Alphabet's announcement of a $75 billion capital expenditure plan for 2025 has provided a significant boost to Nvidia, as the tech giant aims to expand its AI infrastructure. This investment is expected to heavily rely on advanced chips, positioning Nvidia as a key beneficiary. Alphabet's CEO, Sundar Pichai, emphasized the ongoing partnership with Nvidia, highlighting the importance of its technology in sup
NVIDIA Corporation's strong market position and positive outlook from BofA Global Research have fueled investor optimism, leading to a notable rise in its stock price. BofA's reaffirmation of a "Buy" rating and a price target of $190 reflects confidence in NVIDIA's fundamentals, particularly its robust data center market presence and anticipated 60% y/y growth in data center sales for CY25. Despite potentia
The GraniteShares 2x Long NVDA Daily ETF (NVDL) closed at $46.24 on February 3, 2025, down 5.69% as Nvidia's stock faced a 2.24% decline to $117.38 amid heightened market volatility. Nvidia's downturn was exacerbated by the Trump administration's announcement of new tariffs over the weekend, imposing 25% levies on imports from Mexico and Canada and 10% on Chinese goods, fueling fears of a broader trade war.
Nvidia's stock is facing significant pressure due to a combination of factors impacting the semiconductor sector. The recent introduction of the Chinese AI platform DeepSeek has raised concerns about competition, as it offers similar capabilities at a fraction of the cost, potentially threatening Nvidia's market share. Additionally, the U.S. government's consideration of new import tariffs on goods from Chi
The GraniteShares 2x Long NVDA Daily ETF (NVDL) closed down 7.18% at $49.03 on January 31, 2025, as Nvidia's stock faced significant pressure, dropping 3.39% to $120.42. Nvidia's decline was primarily driven by the emergence of DeepSeek, a Chinese AI startup, which has introduced a cheaper AI model using older Nvidia chips, causing market fears about Nvidia's future earnings potential. This development led
Nvidia's stock is experiencing a notable uptick on January 31, 2025, driven by a combination of factors in the semiconductor sector. Samsung's recent earnings report provided a positive outlook for the DRAM market, indicating a potential recovery in the second quarter of 2025. This news has buoyed sentiment across the semiconductor industry, despite some negative signals from the automotive end market, as r
Nvidia's recent downgrade by Punto Casa de Bolsa to a "Sell" rating has raised concerns about the company's valuation and potential challenges in the semiconductor sector. This bearish sentiment has led to a significant uptick in trading volume, with Nvidia's shares trading at 166.56% of their average daily volume. Despite closing the day with a 0.77% increase, Nvidia's stock has seen a decline in after-hou
The GraniteShares 2x Long NVDA Daily ETF (NVDL) closed on January 30th with a 1.01% increase to $52.82, despite Nvidia's underlying stock experiencing a slight decline of 0.13% to $123.54. Nvidia's stock faced pressure due to the emergence of China's DeepSeek AI platform, which has sparked a global tech sector rout. This development has led to increased caution among institutional investors, who have been g
Microsoft's announcement of increased capital expenditure plans for cloud and AI infrastructure has positively influenced Nvidia's stock, as the tech giant's commitment to investing heavily in AI infrastructure suggests a continued demand for Nvidia's high-performance GPUs. Despite the emergence of China's DeepSeek and its cost-efficient AI models, Microsoft's substantial capex plans, including $80 billion
The potential expansion of U.S. export restrictions on Nvidia's H20 chips to China has stirred investor concerns, impacting Nvidia's stock performance. The Trump administration's preliminary discussions on tightening these controls have raised questions about Nvidia's growth prospects in the Chinese market, a crucial area for its AI-driven strategy. The uncertainty surrounding these potential regulatory cha
The GraniteShares 2x Long NVDA Daily ETF (NVDL) closed down 8.07% at $52.29 on January 29, as Nvidia's stock faced a turbulent session, dropping 2.56% to $125.69 amid heightened competition in the AI sector. Nvidia's decline was primarily driven by the release of a new AI model from Chinese startup DeepSeek, which has intensified concerns about the competitiveness of American AI firms. This development has
Nvidia's stock rebounded sharply on January 28th, following a historic selloff driven by concerns over the dominance of U.S. tech giants in the AI sector. The emergence of DeepSeek, a Chinese AI startup, has challenged Nvidia's market position by offering a cost-effective alternative to its advanced chips. This development has raised questions about Nvidia's unchallenged supremacy in AI, as highlighted by N
The GraniteShares 2x Long NVDA Daily ETF (NVDL) closed on January 28th at $56.88, marking a 17.5% increase as Nvidia shares rebounded 8.27% to $128.21. Nvidia's recovery follows a sharp decline triggered by concerns over DeepSeek's cost-effective AI model, which initially raised fears about reduced demand for Nvidia's high-powered chips. However, Nvidia's response, viewing DeepSeek's innovation as a positiv
Nvidia's recent rebound comes after a period of investor anxiety over the potential impact of DeepSeek's cost-effective AI model on Nvidia's market share. DeepSeek, a Chinese AI company, introduced a new model that initially caused a 17% drop in Nvidia's stock due to fears of reduced demand for its high-powered chips. However, analysts are now suggesting that these concerns may be exaggerated, particularly
Nvidia is under significant pressure as the emergence of Chinese AI startup DeepSeek has introduced AI models that rival Western chatbots in performance at a fraction of the cost. DeepSeek's R1 model, which is reported to be 27 times cheaper than comparable offerings from established players like OpenAI, poses a direct challenge to Nvidia's dominance in the AI hardware market. The technological advancements
The GraniteShares 2x Long NVDA Daily ETF (NVDL) closed down 6.22% at $73.11 on January 24th, as Nvidia Corp. shares fell 3.21% to $142.50 amid industry-wide concerns. Nvidia's decline was influenced by Meta Platforms' announcement of significant AI infrastructure investments, which initially seemed positive but raised concerns about competitive pressures and capital allocation. Additionally, Nvidia's stock
The GraniteShares 2x Long NVDA Daily ETF (NVDL) closed at $77.96 on January 23, 2025, with a slight increase of 0.12% as Nvidia faces potential challenges from new U.S. export controls on AI chips. Nvidia's stock, down 0.21% to $146.76, is under pressure due to the Biden administration's proposed Export Control Framework for Artificial Intelligence Diffusion, which aims to impose strict regulations on the e
Nvidia is grappling with potential challenges as the Biden administration's proposed export controls on AI chips have raised alarms within the semiconductor sector. The Export Control Framework for Artificial Intelligence Diffusion seeks to enforce strict regulations on the export of AI processors and GPUs, which could significantly affect Nvidia's operations. Both Nvidia and the Semiconductor Industry Asso
The GraniteShares 2x Long NVDA Daily ETF (NVDL) closed on January 22nd at $77.87, marking an 8.79% increase, driven by Nvidia's stock surge following a $500 billion investment announcement in AI infrastructure. Nvidia's shares rose 4.12% to $146.63, fueled by the Stargate Project, a joint venture with OpenAI, Oracle, and SoftBank, unveiled at a White House event. This initiative, with $100 billion available
Nvidia's stock is experiencing a surge following the announcement of a substantial $500 billion investment in artificial intelligence infrastructure in the United States. This initiative, led by a joint venture involving OpenAI, Oracle, and SoftBank, was revealed at a White House event and is set to significantly boost demand for Nvidia's chips, which are crucial for AI data processing. The project, named T