Latest news with #NvidiaNVDA
Wall Street Journal
16-07-2025
- Automotive
- Wall Street Journal
Nvidia CEO Lavishes Praise on China in Beijing, Drawing Rock-Star Reception
BEIJING—The head of America's most valuable company delivered a love letter to China while visiting Beijing, extolling the country's technological advances and praising its 'best-in-the-world' electric vehicles. Jensen Huang, chief executive of artificial-intelligence chip designer Nvidia NVDA 4.04%increase; green up pointing triangle, spoke a day after the Trump administration allowed the company to resume selling one of its advanced AI chips to Chinese customers.
Yahoo
17-06-2025
- Business
- Yahoo
There-is-no-alternative gets a revival as U.S. households snap up stocks
Retail investors, who've been buying U.S. stocks at a record pace in 2025 and helping shore up markets, are likely to continue doing so, offering support to valuations. That's according to Goldman Sachs strategists who say 'the TINA trade remains alive and well.' That acronym stands for there is no alternative, in reference to investor preference for U.S. equities. Israel-Iran clash delivers a fresh shock to investors. History suggests this is the move to make. 'I prepaid our mom's rent for a year': My sister is a millionaire and never helps our mother. How do I cut her out of her will? These defense stocks offer the best growth prospects, as the Israel-Iran conflict fuels new interest in the sector 'He failed in his fiduciary duty': My brother liquidated our mother's 401(k) for her nursing home. He claimed the rest. My friend is getting divorced. Her husband offered to sign over their house. What's he hiding? The S&P 500 SPX lags other major global indexes this year, though it has rallied nearly 20% from the April 8 lows. Goldman strategists said their sentiment indicator tracking mutual fund and exchange-traded fund equity flows remained low in recent weeks, which contrasts with recent household positioning such as high-margin debt levels and stronger-than-average retail buying of individual stocks. 'Goldman Sachs trading desk estimates of flows from retail trading activity suggests close to $20 billion of net buying during the pastthree months,' said a team of strategists led by David Kostin, in a note to clients late Friday. The buying pace in the 88th percentile relative to the past 5 years, they said. That also lines up with brokers who have commented on stronger-than-average buying by clients during the April stock pullback, and sharp rallies for some popular retail stocks in recent weeks. Nvidia NVDA shares are up 25% and Tesla stock TSLA is up 30% this quarter. 'The resilience of household demand for equities is vital because households comprise the single largest direct ownership share of the US equity market,' said the strategists. Households in aggregate own 38% of U.S. stocks directly, larger than any other major investment category. With indirect ownership through ETFs and mutual funds added in, that makes the household ownership share even larger and influential when it comes to U.S. equity supply and demand, they said. As for the rest of 2025, Goldman strategists say 'typical macro drivers' of those equity fund flows will keep households in the stock market. That's as they found that between 2000 and 2019, outflows from equities occurred during times of weakening balance sheets, high jobless levels or increases in short-term interest rates. And as none of those apply, Goldman expects households will buy $425 billion in stocks this year. And look for retirement accounts to fuel that demand, with 401(k)s in particular a rising source of demand. 'Within 401(k) plans, the average allocation of 401(k) plan assets to equities has grown from 66% in 2013 to 71% in 2022,' they noted. My husband is in hospice care. Friends say his children are lining up for his money. What can I do? My mother-in-law thought the world's richest man needed Apple gift cards. How on Earth could she fall for this scam? 'I'm not wildly wealthy, but I've done well': I'm 79 and have $3 million in assets. Should I set up 529 plans for my grandkids? My second wife says her 2 kids should inherit our estate, but I also have 2 kids. Is that fair? 'It might be another Apple or Microsoft': My wife invested $100K in one stock and it exploded 1,500%. Do we sell?
Yahoo
16-05-2025
- Business
- Yahoo
The retail buy-the-dip move paid off. What that crowd of investors is doing now, according to JPMorgan.
A pullback is shaping up, as investors hunt fresh rationale to keep buying and excitement fades over the U.S.-China tariff pause. Retail will be in focus with data and Walmart earnings ahead. Timing stock market ups-and-downs is a tricky feat, but congratulations are in order for retail investors, who appear to have done well in recent weeks by tearing a page out of Warren Buffett's 'be-greedy-when-others-are-fearful' playbook. 'My wife says no': I'm 57 and ready to retire next year on $7,500 a month. Who's right? My wife and I paid off my stepdaughter's $415K mortgage in exchange for her house, but it's now worth $310K. Should we sue? My second wife says her 2 kids should inherit our estate, but I also have 2 kids. Is that fair? My husband and I spend more money on our daughter and her family than on my single son. Do we compensate him? 'We're not wealthy': My niece is marrying out of state and she has a honeymoon fund. Is that cheeky? 'The buy-the-dip strategy in early April has clearly paid off,' said a team of JPMorgan strategists led by Emma Wu. 'We estimate retail investors' portfolio is up 15.1% since April 8, closely aligning with the market performance of +15.8%.' Investors bought $50 billion in stocks as the market bounced from the S&P 500's SPX 52-week low of 4982.77 reached April 8, said the JPMorgan team. 'Notably, their buy-the-dip strategy and gradual buying during the subsequent rally (with a reduced pace) has historically been profitable,' said the strategists. That was the situation in 2020: retail buyers made some 31% from the March low to the June high, basically doubling the market performance, the JPMorgan said. Retail investors were the main driver behind the market rally in the last week of April, with institutional activity subdued and low positioning by momentum-trading commodity trading advisers. Their market share reached 36% in late April, versus a year-to-date average of 21% and long-term share of 12%. As for what that savvy bunch of traders has been up to lately, JPMorgan says a shift may be under way. Wu and her colleagues noted that Monday marked the first time they've seen profit-taking flow — $555 million — since the market recovery, with $2 billion profits taken on options and the 'largest outflow in history' for Nvidia NVDA, to the tune of $894 million. After Tuesday's softer-than-forecast inflation numbers, retail investors came back in, though at a slower pace. Inflows in the latest week were entirely driven by exchange-traded funds, chiefly broad market ones such as the SPDR S&P 500 ETF Trust SPY, said Wu and colleagues. They also saw a sector rotation: value to growth, small cap to large cap, healthcare to industrials, gold and silver to base metals, while demand for international equities remained a theme. Over the past week, investors took profits on Nvidia, Palantir PLTR and Tesla TSLA, with continued heavily selling of Apple AAPL since last July, though buying for other Magnificent 7 group names. U.S. stocks SPX DJIA COMP have opened lower, with Treasury yields BX:TMUBMUSD30Y BX:TMUBMUSD10Y dropping. Oil prices CL00 NQ00 are down nearly 3% on rising bets of a U.S.-Iran nuclear deal. . Key asset performance Last 5d 1m YTD 1y S&P 500 5892.58 4.64% 11.69% 0.19% 11.01% Nasdaq Composite 19,146.81 7.94% 17.41% -0.85% 14.36% 10-year Treasury 4.536 15.50 20.60 -4.00 15.50 Gold 3131.9 -7.14% -6.72% 18.66% 30.94% Oil 61.5 6.13% -0.71% -14.43% -22.02% Data: MarketWatch. Treasury yields change expressed in basis points Fed Chairman Jerome Powell has warned that inflation could be more volatile in future. He spoke just ahead of a big data drop that showed producer prices falling a bigger-than-forecast 0.5% and the most since the pandemic, though that won't last. April retail sales rose a scant 0.1% as expected, after a revised up 1.7% gain in May, while the latest weekly jobless claims held steady at 229,000. Due later, industrial production is scheduled for 9:15 a.m., followed by business inventories and a home builders confidence index at 10 a.m. Consumer bellwether Walmart WMT reported forecast-beating results and maintained its full-year outlook, but warned tariffs are pressuring prices. Shares have turned lower. China e-commerce group Alibaba BABA reported weaker-than-forecast results and shares are down. Deere DE reported an earnings beat and share are up, but it also trimmed guidance. UnitedHealth shares UNH are off 6% after a report of a DOJ probe. Foot Locker FL shares are up 80% after Dick's Sporting Goods DKS said it will buy the sneaker chain in a $2.4 billion deal, confirming a Wednesday report. Coinbase stock COIN is slipping after suffering a cyber attack after overseas workers were bribed to steal customer data. Cisco Systems CSCO posted an earnings beat on growing AI demand for networking products. CoreWeave CRWV is falling on disappointing guidance. At a news conference, President Donald Trump gave the kiss of death to the idea of a U.S. sovereign wealth fund. He also said India offered to drop tariffs on the U.S. to zero. Bags of cash from drug cartels flood teller windows at U.S. banks. Microsoft layoffs hit coders hardest with AI costs on the rise. As investors pile into private assets, this storied firm expects slowdown. Gold could be setting up for a 'spectacular fall,' as the U.S.-China tariff pause and talks planned between Russia and Ukraine take war risk out of commodity prices, said Ben Emons, founder of Fed Watch Advisors, in a Substack post. His chart shows gold and the Energy Select Sector SPDR XLE both pointing lower. 'Gold has 'crashed' before, such as in 2012-13 when the Euro crisis ended, and after 2020, resulting in a drawdown of 30 to 40 percent in each case. Secondly, there is energy, with XLE and WTI stopping short of the 50-day moving average, while the broader market remains in a risk-on momentum,' he said. These were the most active tickers on MarketWatch as of 6 a.m.: Ticker Security name NVDA Nvidia TSLA Tesla UNH UnitedHealth GME GameStop PLTR Palantir Technologies SMCI Super Micro Computer AAPL Apple AMD Advanced Micro Devices AMZN TSM Taiwan Semiconductor Manufacturing The real deal. Harvard Law School's $27.50 Magna Carta copy. Meet Buster and Geno, America's favorite pets. The Eurovision song contest won't let the European Union flag on stage. The retail buy-the-dip move paid off. What that crowd of investors is doing now, according to JPMorgan. These $5,000 bonds can help you fix a stock-heavy portfolio How Europe's best investor picks stocks including GE Aerospace and Microsoft I have $50,000 in credit-card debt after my divorce, but received $30,000 after a car wreck. Do I buy a used Lexus? 'I am scared to death that I'll run out of money': My wife and I are in our 50s and have $4.4 million. Can we retire early?
Wall Street Journal
17-04-2025
- Business
- Wall Street Journal
What Is an AI Supercomputer and Why Is Trump Talking About It?
President Trump enthused on social media this week that chip maker Nvidia NVDA -6.87%decrease; red down pointing triangle would build 'A.I. SUPERCOMPUTERS' in the U.S. The company hopes to boost its operations in the U.S. while its business with China has just taken a hit from Trump administration export curbs. What machines is Trump talking about, and why will they be American-made? Here is a guide:
Wall Street Journal
15-04-2025
- Business
- Wall Street Journal
Nvidia Says U.S. Implements Chip Export Restrictions to China, Warns of $5.5 Billion Charge
Nvidia NVDA 1.35%increase; green up pointing triangle said it is anticipating a charge of up to $5.5 billion tied to exporting its artificial-intelligence chips to China, according to a regulatory filing from the semiconductor company. The graphic chip maker said Tuesday its first-quarter results for the three months ending April 27 are expected to include the charge associated with its AI H20 chips for inventory, purchase commitments and related reserves.
