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Dow, S&P 500, Nasdaq close higher as Nvidia pops, Google slides
US stocks recovered from losses on Wednesday to close higher on the day. Earnings from Alphabet (GOOG, GOOGL) and AMD (AMD) fell short, but Big Tech got a boost from a jump in Nvidia (NVDA) shares.

The tech-heavy Nasdaq Composite (^IXIC) rose 0.2%, while the benchmark S&P 500 (^GSPC) added 0.4%. The Dow Jones Industrial Average (^DJI) led the gains, rising 0.7%, or more than 300 points.

Alphabet’s stock was under pressure, down nearly 7%, after fourth quarter cloud revenue undershot estimates. The miss rattled investors concerned that the Google parent’s hefty spending on AI won’t see the hoped-for payoff any time soon.

Nvidia appears to be one potential beneficiary from that spending, however. It helped lead the major indexes’ charge back from the red, rising more than 5%.

Meanwhile, the 10-year Treasury yield (^TNX) fell nine basis points to hit 4.42%, its lowest level since December 2024.

AMD’s earnings provided another salvo in mixed sentiments around the AI trade. While the chipmaker posted a quarterly revenue beat, a disappointing data-center sales forecast raised worries about a loss of AI momentum. AMD shares tumbled over 6%.

Big Tech names like Alphabet are also getting caught up in the tariff tit-for-tat between the US and China, which Wall Street sees as a risk for tech and chip names alike. Apple (AAPL) shares dropped about 2% before recovering after a Bloomberg report that Beijing is looking into targeting its app store in an antitrust probe.

President Donald Trump’s tariff plans have markets already jumpy, and his unexpected suggestion late Tuesday that the US could take over the Gaza strip and develop it as a “Riviera of the Middle East” left investors even more bemused about which direction policy will take next.

LIVE 22 updates
Ford beats on Q4 results but issues muted 2025 guidance

Yahoo Finance’s Pras Subramanian reports:

Ford (F) reported a fourth quarter earnings and revenue beat, with full-year profit coming in slightly higher than expected, but the company issued muted full-year guidance. The results come after rival GM (GM) reported strong results but declined to return more cash to shareholders.

Ford said it sees full-year 2025 adjusted EBIT of $7.0 billion to $8.5 billion, and $3.5 billion to $4.5 billion in adjusted free cash flow. Ford said the guidance “presumes headwinds related to market factors,” such as pricing, though that does not include changes in policy like the potential loss of EV tax credits or tariffs. CFO Sherry House added in a call with reporters that a 25% tariff on imports “would have a major impact on our industry.”

Shares were down nearly 5% after hours following the release. Read more here.

Interest rate sensitive sectors lead as yields fall

The 10-year Treasury yield (^TNX) fell 9 basis points to hit 4.42%, its lowest level since December 2024, on Wednesday.

interest rate sensitive areas of the market rallied in reaction. Real Estate (XLRE) led the sector action on Wednesday, rising nearly 1.6%, while the small-cap Russell 2000 index (^RUT), which had come under pressure as bond yields rose, added nearly 1% on the day.

MicroStrategy rebrands as Strategy

MicroStrategy (MSTR) announced a splashy rebrand Wednesday that underscored its commitment to its cryptocurrency strategy.

The company said it will now do business under the name Strategy and changed its logo to a bitcoin symbol. In its announcement, Strategy said it is “the world’s first and largest Bitcoin Treasury Company.”

Shares of the company were down about 2% on Wednesday and were little changed after the midday announcement. Year to date, the stock is up 17% against bitcoin’s more modest 1% gain.

Once a small software firm, MicroStrategy is now the world’s largest bitcoin holding company, and its spending spree on the cryptocurrency has seen the stock outperform bitcoin handily over the last five years.

Read the full story here.

Fed officials say they won’t be rushed amid the Trump tariff turmoil

Yahoo Finance’s Jennifer Schonberger reports:

Federal Reserve officials appear to have a unified message this week on the question of how they are reacting to President Donald Trump’s new tariffs.

Fed vice chair Philip Jefferson said, “I do not think we need to be in a hurry to change our stance.” San Francisco Fed president Mary Daly said, “We don’t need to be preemptive.” Richmond Fed president said Wednesday that “you want to wait and see.”

Chicago Fed president Austan Goolsbee said Wednesday that if inflation remains persistent the question for the Fed will become whether those price pressures are from new tariffs or increased demand.

“If we see inflation rising or progress stalling in 2025, the Fed will be in the difficult position of trying to figure out if the inflation is coming from overheating or if it’s coming from tariffs,” Goolsbee said in a speech Wednesday in Detroit.

“That distinction will be critical for deciding when or even if the Fed should act.”

Read more here.

Alphabet, Meta, Microsoft set to spend $230 billion in 2025

Meta (META), Microsoft (MSFT), and Google parent Alphabet (GOOG) are expecting a cumulative $228 billion in capital expenditures in 2025, driven by their investments in artificial intelligence infrastructure. That’s a 55% increase from the roughly $150 billion those companies reported spending in 2024.

Tech giants contend all this spending will pay off in the long run. Investors aren’t so sure. Uncertainty surrounding the timeline for the payoff — along with ongoing debates about whether such high levels of spending are truly justified — continues to fuel concerns with each earnings cycle.

The companies’ higher-than-expected capital expenditures for the upcoming year come just as investors are scrutinizing Big Tech’s hefty artificial intelligence spending.

Read the full story here.

Trump’s tariffs carry high stakes for housing affordability

Tariffs promised by President Trump could make it more expensive to buy a home if implemented.

In the past week, Trump has imposed and then delayed tariffs that experts say would drive up homebuilding costs, a burden that builders could pass on to buyers.

Data from Wolfe Research suggests that if builders can pass along those increased construction costs and raise the price of a new home by $10,000, the monthly housing payment will go up by $48 from $2,470 to $2,518, assuming a 6% mortgage rate buydown.

This would come as affordability concerns are holding many buyers back. According to data from Freddie Mac, the average 30-year mortgage rate was 6.95% last week.

“Indirectly, tariffs are clearly inflationary and imply a higher for longer mortgage rate environment, which is the greatest current demand headwind,” Trevor Allinson, director of equity research at Wolfe Research, wrote in a note to clients.

To this point, the National Association of Home Builders estimates that a mortgage rate increase from 6.0% to 6.25% would raise the monthly payment by $76, pricing out about 1.1 million buyers.

S&P 500 turns positive

After falling at the open, stocks have rebounded throughout the day.

The tech-heavy Nasdaq Composite (^IXIC) slipped just below the flat line, while the benchmark S&P 500 (^GSPC) rose about 0.1%. The Dow Jones Industrial Average (^DJI) was up 0.3%.

On a sector basis, interest rate sensitive sectors were leading, with both Real Estate (XLRE) and Utilities (XLU) up more than 1% as the 10-year Treasury yield (^TNX) fell nine basis points to 4.43%.

Activity in services sector ‘lost momentum’ to start 2025

Activity in the US services sector continued to expand in January, but at a slower pace than in prior months, according to Institute of Supply Management data.

The ISM’s services index came in at 52.8 for the month, down from December’s reading of 54.1 and below economists’ expectations of 54. Readings above 50 suggest comparative growth in activity, while those below 50 indicate contraction.

“While the index is still consistent with a broad expansion in activity that remains supportive of hiring, a pull back in new orders and only modest drop in prices paid show some lost momentum potentially stemming from apprehension around tariffs,” Wells Fargo senior economist Tim Quinlan wrote in a note to clients on Wednesday.

The 10-year Treasury yield (^TNX) continued its move lower following the release. At last check, the benchmark sat at 4.43%, down about nine basis points on the day.

Nvidia pops more than 3% as Big Tech spending boom rolls on

Last week, the emergence of a new AI model from China’s DeepSeek sparked investor concern that the AI spending boom may cool off as companies find cheaper ways to fulfill their AI goals.

This spawned a massive sell-off in Nvidia’s (NVDA) stock, with the prevailing thought being that companies may not allocate as much spend to Nvidia’s expensive AI chips. But as Big Tech earnings have rolled on, few signs have emerged of a spending slowdown.

The most recent example came on Tuesday night, with Alphabet (GOOGL GOOG) saying it plans to lay out $75 billion in capital expenditure in 2025. That’s above Wall Street analysts’ estimates of $57.9 billion.

Fundstrat head of research Tom Lee pointed out that Alphabet’s increase is “a reminder that capex plans for AI and data center spending remain strong, even if one thinks DeepSeek represents a threat to those figures.”

To Lee’s point, shares of Nvidia, a supplier of AI chips to Alphabet, were up more than 3% in early trade on Wednesday.

Alphabet shares fall nearly 8% as cloud disappoints

Alphabet’s (GOOGL,GOOG) stock is down more than 8% after the Google parent reported quarterly results.

Yahoo Finance’s Dan Howley reports:

The company fell short on its important cloud segment revenue. The company also dramatically expanded its capital expenditures for the year ahead, from $57.9 billion to a planned $75 billion.

Alphabet’s update comes as China said it’s launching an antitrust probe into Google, in what’s widely seen as a retaliatory measure by Beijing against President Trump’s 10% tariff on goods made in China.

Alphabet is also contending with the fallout from China-based DeepSeek’s AI models. News of these rocked the tech world last week, amid claims they were cheaper to train and as capable as leading models from Silicon Valley companies.

Read more here.

Nasdaq lags at the open

US stocks pulled back on Wednesday after earnings from Alphabet (GOOG, GOOGL) and AMD (AMD) fell short, with investors on alert for fresh moves in the brewing US-China trade war.

The tech-heavy Nasdaq Composite (^IXIC) slipped 0.6%, while the benchmark S&P 500 (^GSPC) slid roughly 0.2%. The Dow Jones Industrial Average (^DJI) was roughly flat after the major gauges closed with gains on Tuesday.

Disney CFO chat takeaway

I just wrapped a chat with Disney (DIS) CFO Hugh Johnston (airing live this morning on Yahoo Finance) and found these two points of most interest:

Europe stocks tread water

European stocks trod water as uncertainty over the US-China tariff face-off continued to dog markets and while investors absorbed corporate results from Santander (SAN) and elsewhere.

The pan-regional benchmark Stoxx 600 (^STOXX) index swung between small gains and losses.

Meanwhile, Germany’s DAX (^GDAXI) was little changed, while the CAC (^FCHI) in Paris slipped 0.3% into the red. In London, the benchmark (^FTSE) index traded broadly flat.

Disney earnings beat as streaming swings to profit, parks take a hit

Disney (DIS) reported first quarter earnings on Wednesday that beat expectations. The media and entertainment giant reported a profit in its streaming segment, while its parks business faced setbacks in the midst of two back-to-back hurricanes and greater cruise ship investments.

Disney+ subscribers also fell by 700,000 in the quarter as a result of expected user churn amid recent price increases. The company hiked the price of its various subscription plans in mid-October.

Analysts polled by Bloomberg had expected subscribers to decline by 1.41 million. The company had reported a loss of 600,000 Disney+ subscribers in the year-ago period. For the current quarter, the company said it expects another “modest decline” in Disney+ subscribers compared to Q1.

Shares ticked up about 2% in premarket trading following the results.

Revenue of $24.70 billion beat expectations of $24.57 billion in the quarter and represented a 5% increase from the prior-year period.

Adjusted earnings per share of $1.76 came in ahead of the $1.42 analysts polled by Bloomberg had expected. Earnings increased 44% from a year ago.

For the full year 2025, Disney reaffirmed guidance of high-single-digit earnings per share growth compared to fiscal 2024. Estimates are calling for an 8.1% increase year over year.

Read more of Disney’s earnings results here.

Apple slides after report of China probe

Apple (AAPL) looks set to become the latest tech megacap to get embroiled in the tariff tug-of-war, as it drew the glare of China’s antitrust watchdog.

The regulator is laying the groundwork for a potential investigation into Apple’s policies and App store fees, Bloomberg reported. Shares fell over 2.5% before the bell.

Beijing has just revived anti-monopoly probes into Google and chip giant Nvidia (NVDA), and its authorities are exploring a new investigation against Intel (INTC), per the Financial Times.

The rush of competition scrutiny is seen as part and parcel of China’s retaliation to tariffs imposed on its exports by the Trump administration, as it could provide leverage in trade talks.

Good morning. Here’s what’s happening today.

Economic data: MBA mortgage applications (week ending Jan. 31); ADP Private Payrolls (December); S&P Global US services PMI (January final); S&P Global US composite PMI (January final); ISM services index (January final)

Earnings: Disney (DIS), Aflac (AFL), Arm Holdings (ARM), Aurora Cannabis (ACB), Boston Scientific (BSX), Ford (F), Novo Nordisk (NVO), Qualcomm (QCOM), Toyota (TM), Uber (UBER), Viking Therapeutics (VKTX)

Here are some of the biggest stories you may have missed overnight and early this morning:

Alphabet’s slumping cloud sales spook investors

Morgan Stanley lowers Fed rate-cut forecast amid Trump tariffs

AMD shares sink as AI fears eclipse Q4 earnings beat

Trump’s tariffs fail to derail Wall Street’s bullish outlook

USPS suspends inbound parcels from China, Hong Kong

Tech investors are aggressively buying the dip

Goldman returns with another tariff call

Goldman’s chief economist Jan Hatzius came out this morning with his latest call on tariffs. Notably, he expects 10% China tariffs to be just the starting point.

Stay on top of the latest updates on tariff threats and policy here.

AMD shares get short-circuited

Nothing terribly wrong with AMD’s (AMD) quarter.

Good data center sales growth of 69% year over year was the standout.

But the stock is being hit in premarket — likely for two reasons. First, said data center growth missed estimates, and second, the company didn’t provide enough AI guidance for Wall Street.

Here’s what KeyBanc analyst John Vinh called out this morning:

Chipotle gets roasted premarket

Chipotle’s (CMG) stock is getting roasted premarket, down 7%.

The company’s earnings had a few things the Street didn’t like from this high-multiple name. Sales guidance was soft, the quarterly sales result was soft, and margin commentary was mixed. January sales were off to a slow start too.

“We were disappointed in the comparable sales outlook but believe it could prove conservative, given the upcoming initiatives. Regardless, we reduced our 2025 operating profit estimate by less than 1% (margin better than expected), and we believe the current stock price offers an attractive entry point,” Stifel’s Chris O’Cull said in a note this morning.

O’Cull isn’t alone on the Street in defending the stock today.

I’ll have more insight into the story around 9:40 a.m. ET — Chipotle CFO Adam Rymer will be on Yahoo Finance for a video interview.

Toyota Motor raises full-year operating profit forecast

Toyota (TM) raised its full-year operating profit forecast by 9%, signaling confidence in its ability to weather any potential US tariffs.

The world’s top-selling automaker updated its profit projection for the fiscal year ending March 2025 to 4.7 trillion yen ($30.7 billion), up from the previous forecast of 4.3 trillion yen.

In addition, Toyota announced plans to set up a wholly owned subsidiary in Shanghai to develop and produce electric vehicles and batteries for its Lexus brand. Production is expected to begin in 2027. The new unit will focus on creating a new Lexus EV with an initial annual production capacity of around 100,000 units.

Despite posting weaker-than-expected third quarter results and marking its second consecutive quarterly profit decline, Toyota’s confidence in its future performance remains strong.
The stock market saw a mixed day of trading on Monday, with the Dow Jones Industrial Average, S&P 500, and Nasdaq all closing higher. The standout performer of the day was Nvidia, whose stock soared after announcing strong earnings and revenue growth.

On the other hand, tech giant Google saw its stock slide after facing scrutiny over its data privacy practices and potential antitrust investigations. Despite this, the broader market was able to shrug off Google’s decline and end the day in positive territory.

Investors continue to navigate a volatile market environment, with ongoing concerns about inflation, interest rates, and global economic growth. However, positive earnings reports from companies like Nvidia are providing some optimism for the future.

As we head into the rest of the week, all eyes will be on the Federal Reserve’s upcoming policy meeting and any updates on the state of the economy. Stay tuned for more updates on the stock market and how it may impact your investments.

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1. Dow Jones
2. S&P 500
3. Nasdaq
4. Nvidia stock
5. Google stock
6. Stock market news
7. Market analysis
8. Tech stocks
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10. Financial markets
#Dow #Nasdaq #close #higher #Nvidia #pops #Google #slides
February 5, 2025
Looking for a Data Center Investment Opportunity That’s Not Nvidia? This Stock Could Be for You.

For much of the last two years, Nvidia has been the biggest player in town when it comes to data center processors.

Graphics processing units (GPUs) are among the most important types of hardware underpinning the artificial intelligence (AI) revolution are. Between them, Nvidia and Advanced Micro Devices essentially own the market for these advanced parallel-processing chipsets — data centers around the globe are outfitted with the wares of these two semiconductor specialists.

While that’s good news for Nvidia and AMD, there are other opportunities in the data center realm that I think many investors are overlooking. One such opportunity is Vertiv (VRT -3.83%), a stock that should really be on your radar as big tech’s investments in AI infrastructure continue to scale up.

What makes Vertiv unique?

One can imagine GPUs as being like a car’s engine; they provide the computing power that’s needed to train and run AI models. In that analogy, data centers can be thought of as the body of the vehicle. They are essentially enormous storage units that house vast arrays of server racks, each of which in turn is outfitted with loads of chip clusters.

The power those sites consume is enormous. According to a report from the Department of Energy, data centers accounted for approximately 4% of U.S. electricity in 2023. But it expects consumption levels to triple by 2028 — when it forecasts data centers will account for up to 12% of electricity demand domestically. One of the biggest factors influencing that rising demand? AI, of course.

But it’s not just processing that’s pulling all that electricity. A hard-working GPU server gets hot — and too much heat reduces chips’ performance and their lifespan. So servers and data centers have to be kept cool.

Today, temperatures are usually controlled in data centers through traditional methods such as fans and air conditioning systems. Vertiv provides an array of hardware for constructing data centers, but one area it specializes in is an emerging technology known as liquid cooling, and it’s gaining momentum.

The chart illustrates Vertiv’s revenue trends over the last several quarters. The slope of the company’s revenue growth is steepening at a considerable rate — but it’s where that growth stems from that has me most excited.

VRT Revenue (Quarterly) data by YCharts.

During the company’s third-quarter earnings call back in October, CEO Giordano Albertazzi said he was “very encouraged by the acceleration of liquid cooling revenue” and called it a “visible contributor” to the company’s recent growth.

Considering the company’s order book has increased by 37% over the last 12 months, I’m inclined to agree with Albertazzi.

Vertiv should benefit from AI infrastructure tailwinds

After companies experience phases of exponential growth, it becomes harder for them to impress investors. That said, I don’t think Vertiv has even hit its stride yet.

Over the last several weeks, a number of important announcements have been made related to AI infrastructure spending. For starters, OpenAI CEO Sam Altman joined Oracle‘s Larry Ellison and SoftBank’s Masayoshi Son at the White House shortly after President Trump’s inauguration to announce the formation of a $500 billion AI infrastructure project called Stargate. This news broke concurrently with Microsoft announcing an $80 billion data center project of its own, and Meta Platforms showcasing a $65 billion spending project on AI-related infrastructure.

I view the rise in capital expenditures from hyperscalers as a major tailwind for Vertiv in the long run. However, there is one big development to consider before scooping up shares of Vertiv right now.

Image source: Getty Images.

Is Vertiv stock a buy right now?

Over the last few days, you likely have been hearing about a new AI start-up out of China called DeepSeek. To summarize, DeepSeek built a generative AI model that’s meant to compete with OpenAI’s ChatGPT.

DeepSeek’s team says they trained their model using legacy chips from Nvidia rather than cutting-edge GPUs — a notion that has caused widespread chaos in the capital markets. In theory, if DeepSeek is as powerful as it claims to be, then new rival models could likewise be developed and powered using less expensive hardware. In which case, tech companies might not need to spend nearly as much capital as they expected to on the latest GPUs and new data centers.

How this situation will actually play out is as yet unclear. Among investment bankers, Wall Street research analysts, and technology enthusiasts, there are a host of varying opinions about DeepSeek and its capabilities. More so, there is a lot of conflicting reporting regarding how DeepSeek built its model. There is an existing scenario that the model was built using more sophisticated hardware than initially claimed.

The reason this is important is that the introduction of DeepSeek could inspire big tech to trim their capital expenditures (i.e., infrastructure budgets). Should this occur, I would expect Vertiv’s business to experience some form of deceleration as well.

Right now, Vertiv trades at a forward price-to-earnings (P/E) ratio of 30. That’s a bit higher than the average P/E of the S&P 500 (SNPINDEX: ^GSPC), which is about 24.

In a world where DeepSeek didn’t exist, I’d say that Vertiv was deserving of a premium, given the tailwinds from rising AI infrastructure spending. But given the contrary story lines and unfolding details regarding DeepSeek, it has gotten harder to predict how hyperscalers will spend in the near and medium terms.

For now, I think the prudent strategy is to listen to earnings calls from big tech and pay keen attention to their plans for AI infrastructure spending. From there, cross-referencing this information with the guidance Vertiv offers during its fourth-quarter earnings call in early February should help clarify what the company’s prospects look like.

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. Adam Spatacco has positions in Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Meta Platforms, Microsoft, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

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Tags:

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#Data #Center #Investment #Opportunity #Nvidia #Stock

February 3, 2025
DeepSeek’s threat to Nvidia may not be so serious, Jim Cramer says
CNBC’s Jim Cramer on Friday told investors DeepSeek might not pose as serious a threat to Nvidia‘s sales as many investors feared this week, saying the Chinese artificial intelligence startup may not have told Wall Street the full story about its large language model.

“Is DeepSeek an alternate universe that bodes terribly for Nvidia’s pricing down the road? Hey, anything’s possible,” he said. “But if you had to design the most punitive way to bring down the price of this great stock, you’d invent something like DeepSeek.”

Earlier this week, investors were stunned to find out DeepSeek developed an AI model that it said cost $6 million to make — significantly less than what its peers spend on such programs. The company also claimed that the model could outperform that of industry favorite OpenAI. Wall Street concluded Big Tech may not need to spend as much money on highly-advanced chips from Nvidia, which until now seemed like the only option for companies looking to dominate in the AI world. Worries of lower earnings sent Nvidia shares plummeting, with the stock losing nearly $600 billion in one session, the largest single-day drop in market history.

Cramer conceded that investors’ response is logical if DeepSeek’s model actually cost so little to make, forcing Nvidia to bring down prices. But he said there’s a possibility that DeepSeek spent more on its program than investors believe, referencing a new report from SemiAnalysis, a semiconductor research and consulting firm. SemiAnalysis suggested the way DeepSeek framed the development of the new model is misleading, saying the company could have actually spent more than $500 million.

Cramer was also skeptical that executives at tech giants like Meta, Tesla and Oracle would have invested so much money in Nvidia without performing proper due diligence. DeepSeek wasn’t a secret, he continued, it just received a lot of attention this week.

“I think the SemiAnalysis piece is spot on,” he said. “It may just be one more long knife aimed at Nvidia, and nothing more.”

Nvidia declined to comment. DeepSeek did not immediately respond to request for comment.

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In a recent segment on CNBC’s Mad Money, host Jim Cramer discussed the potential threat that DeepSeek, a rising competitor in the semiconductor industry, poses to Nvidia. Despite some concerns in the market about DeepSeek’s potential impact on Nvidia’s market share, Cramer believes that the threat may not be as serious as some investors fear.

Cramer pointed out that while DeepSeek has been making strides in developing innovative technologies, Nvidia still holds a dominant position in the market with its strong product portfolio and established customer base. He also noted that Nvidia has a track record of successfully navigating competition in the past and adapting to changing market dynamics.

Cramer emphasized that while it’s important for investors to keep an eye on emerging competitors like DeepSeek, he believes that Nvidia’s competitive advantages and leadership in the industry will help mitigate any potential threats. He advised investors to focus on the long-term outlook for Nvidia and not to overreact to short-term market fluctuations.

Overall, Cramer’s analysis suggests that while DeepSeek may pose a challenge to Nvidia, it may not be as serious as some investors fear. As always, it’s important for investors to conduct their own research and make informed decisions based on their individual risk tolerance and investment goals.

Tags:
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- Nvidia
- Jim Cramer
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- Competition
- Threat
- Market Analysis
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- Investment
- Semiconductor Industry
#DeepSeeks #threat #Nvidia #Jim #Cramer
February 3, 2025
Nvidia Stock Investors Just Got Good News From Meta Platforms and Microsoft
China’s DeepSeek recently published a research paper that shocked Wall Street. The startup company claims it spent less than $6 million to train an artificial intelligence (AI) model whose performance matches or nearly matches that of leading U.S. models. Comparatively, OpenAI spent more than $100 million on its GPT-4 model.

Nvidia (NVDA -4.72%) stock declined sharply on the news. Its market value fell nearly $600 billion in a single day, the largest daily loss by any listed company in history. The logic behind the crash is straightforward: If DeepSeek built a good AI model for less money, U.S. companies can use the same training methods to achieve similar efficiencies.

Consequently, investors are worried U.S. companies would spend less than anticipated on Nvidia GPUs, which are usually the most expensive line item in AI infrastructure budgets. But the market may have overreacted. Nvidia shareholders just got good news from Meta Platforms (META -0.18%) and Microsoft (MSFT -1.26%), two of its largest customers.

Read on to learn more.

Good news from Meta Platforms: CEO Mark Zuckerberg views heavy investments in AI as a strategic advantage

Meta Platforms CFO Susa Li told analysts on the fourth-quarter earnings call that capital expenditures would increase as much as 66% to $65 billion in 2025 to support its generative AI efforts and core business. That represents a material acceleration from the 39% increase in capital expenditures last year.

CEO Mark Zuckerberg also provided context, telling analysts Meta’s ability to spend heavily on AI is going to be a “strategic advantage” over time. He also said more efficient training methods do not necessarily reduce the need for AI chips. Instead, he sees recent breakthroughs as an opportunity to apply more computing power to inference workloads to “generate a higher level of intelligence and a higher quality of service.”

Good news from Microsoft: CEO Satya Nadella says demand will increase exponentially as AI becomes more affordable

Not to be outdone by DeepSeek, Microsoft CEO Satya Nadella said on the latest earnings call: “We ourselves have been seeing significant efficiency gains in both training and inference for years now. On inference, we have typically seen more than 2x price-performance gain for every hardware generation and more than 10x for every model generation due to software optimizations.”

However, Nadella thinks the consequences will be favorable for Nvidia. “As AI becomes more efficient and accessible, we will see exponentially more demand,” he told analysts on the call. Nadella also posted on X: “Jevons paradox strikes again! As AI gets more efficient and accessible, we will see its use skyrocket.”

Image source: Getty Images.

What the Jevons paradox means for Nvidia

In the 1860s, economist William Stanley Jevons argued that the technological advancements that made coal a more efficient energy source paradoxically created more demand for coal. Put differently, Jevons believed the cost reductions arising from the greater price performance of coal were more than offset by the resultant increase in spending.

When applied to Nvidia, the Jevons paradox means more efficient AI training methods will ultimately drive more demand for AI software and services. In turn, the cost savings arising from improved price performance of GPUs may be more than offset by the resultant increase in demand for those AI processors.

Indeed, since DeepSeek published its report, Morgan Stanley analysts have upwardly revised their capital expenditure estimates, such that AI infrastructure spending among the four biggest hyperscalers — Amazon, Alphabet, Meta, and Microsoft — is projected to increase 32% to $317 billion in 2025, up from 28%. And that figure could increase further after Amazon and Alphabet report financial results this week.

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has a median target price of $175 per share among the 67 analysts who follow the company. That implies 45% upside from its current share price of $120.

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Trevor Jennewine has positions in Amazon and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Nvidia stock investors just received some positive news from two tech giants, Meta Platforms and Microsoft. Both companies recently announced partnerships with Nvidia, which is expected to drive growth for the semiconductor company.

Meta Platforms, formerly known as Facebook, revealed that it will be using Nvidia’s chips to power its artificial intelligence (AI) infrastructure. This move is significant as Meta Platforms is one of the largest tech companies in the world, and its endorsement of Nvidia’s technology could open up new opportunities for the company.

Additionally, Microsoft also announced that it will be using Nvidia’s chips in its Azure cloud computing platform. This partnership is expected to enhance the performance and capabilities of Microsoft’s cloud services, further solidifying Nvidia’s position in the industry.

Overall, these partnerships signal a vote of confidence in Nvidia’s technology and products, which bodes well for investors. With two major tech companies backing Nvidia, the stock is likely to see increased demand and potential for growth in the future. Investors should keep an eye on these developments as they could have a positive impact on Nvidia’s stock price in the coming months.

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4. Microsoft
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9. Meta Platforms news
10. Microsoft stock analysis
#Nvidia #Stock #Investors #Good #News #Meta #Platforms #Microsoft
February 3, 2025
DeepSeek AI Crash: This Nvidia ETF Lost 51% in One Day
Artificial intelligence and semiconductor stocks tumbled on Jan. 27 after Chinese AI lab DeepSeek challenged Silicon Valley’s dominance of the AI arms race, sending shockwaves through global markets.

Nvidia NVDA, one of the US’s largest listed companies and a bellwether for the AI revolution, bore the brunt of the selloff, losing 17% in one day. As a result, funds and ETFs with an exposure to Nvidia took a hit on Monday.

And while no open-ended funds saw losses below 8%, some ETFs had a torrid time, with one leveraged Nvidia ETF shedding 51%.

Leveraged Nvidia ETFs Suffer Extreme Losses Amid DeepSeek Shock

Among all ETFs available for sale to UK investors, the biggest losses were seen by ETFs that uses derivatives to provide leveraged exposure to a stock or a sector, with returns ranging from -19% to -51%. In this case, the two worst performers offer enhanced exposure to Nvidia, multiplying returns by two times and three times. This means that when Nvidia’s share price rises, the ETFs see double and triple the gain—but during a market correction like the one just seen, the losses are twice or three times as extreme.

Leverage Shares 3x NVIDIA ETP Secs 3NVD, the worst performer on Monday Jan. 27, fell 51.18%, tripling the 17% one-day Nvidia loss. The ETF is still up 450.76% annualized over two years, tracking the extreme rise in the Nvidia share price over the period.

Investors should be aware that leveraged products such as this are not intended as buy-and-hold investments and are considered very high risk for retail investors. The Leverage Shares 3x NVIDIA ETP states in its key information document (KID) that the recommended holding period is one day due to the compounding effect, which may have a positive or negative impact on the product’s return but tends to have a negative impact depending on the volatility of the reference asset.

Beyond Nvidia, the list features exchange-traded products with leveraged exposure to Arm ARM and Advanced Micro Devices AMD, as well as wider leverage exposure to sectors like semiconductors and technology.

Crypto ETFs Also Struggled

Two cryptocurrency-related products also made the list with Leverage Shares 3x Long Coinbase (COIN) ETP Securities 3CON and GraniteShares 3x Long Coinbase Daily ETP 3CLO. Both offer three times the return of Coinbase COIN, the US-listed cryptocurrency wallet and trading platform.

Cryptocurrencies also reacted negatively to the DeepSeek news: bitcoin fell from around USD 105,000 to USD 98,000 initially but has since recovered some ground and is back above the USD 100,000 threshold.

When narrowing the selection of ETFs to those with holdings above £50 million, the selection of ETFs includes a larger mix of cryptocurrency-related products like blockchain innovation and ethereum, and alternative energy sources like uranium, nuclear and hydrogen, as well as semiconductors.

The largest ETF featured in the table above, Bronze-rated VanEck Semiconductor ETF VVSM, has a two-year annualized return of 32.93%. On Jan. 27, the ETF fell 8.68%. Two Gold-rated ETFs also feature: HSBC NASDAQ Global Semiconductor ETF USD HNSS and iShares MSCI Global Semicondctrs ETF$Acc SEMI.

Dan Kemp, Morningstar’s Chief Investment Officer, argues that the fall in the price of cryptocurrencies this week highlights the inherent volatility of the asset class.

“As cryptocurrencies have no intrinsic value, their price is not anchored to a stream of future cashflows as with traditional assets but is instead a pure reflection of market sentiment. We should therefore expect wide swings in the price of these tokens.

“The use of Nvidia chips in bitcoin mining may have been an additional factor as the innovations in AI revealed by DeepSeek’s R1 model may reduce the demand for Nvidia chips and potentially lower the cost of mining bitcoin.”

Moving to open-ended funds, the fund with the biggest one-day loss on Jan. 27 was Polar Capital Smart Energy. The £186m fund, which has a Morningstar Medalist Rating of Silver, lost 8.42% in just one day. Some of the fall can be attributed to its 4.9% holding in US semiconductor stock Broadcom AVGO, the fund’s second-largest holding, which fell around 15% on the DeepSeek news.

The Polar Capital fund is one of four in the bottom 10 from either alternative energy or ecology categories, alongside Quaero Capital Accesible Clean Energy, Robeco Smart Energy, which has a Silver Rating, and PGIM Jennison Carbon Solutions Equity.

Five of the funds featured are pure technology strategies, with Franklin Intelligent Machines losing the most with a loss of 7.85%. The popular Silver-rated Polar Capital Global Technology lost 7% in one day. Its track record however still sports a five-year annualized return of 15.52%.

The author or authors do own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.

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DeepSeek AI Crash: This Nvidia ETF Lost 51% in One Day

Investors were left shocked and dismayed as the DeepSeek AI ETF, which tracks companies heavily reliant on Nvidia’s technology, plummeted by a staggering 51% in just one day. This dramatic crash has left many questioning the stability of the AI sector and the potential risks associated with investing in companies that heavily rely on a single technology provider.

Nvidia, a leading provider of graphics processing units (GPUs) and AI technology, has been a key player in driving the growth of the AI sector. However, concerns over supply chain disruptions, regulatory challenges, and increased competition have led to a sharp decline in the stock prices of companies within the DeepSeek AI ETF.

Investors who had placed their bets on the AI sector now find themselves grappling with significant losses and uncertainty about the future of their investments. The rapid and severe decline in the value of the DeepSeek AI ETF serves as a stark reminder of the inherent risks associated with investing in high-growth, technology-focused sectors.

As the dust settles on this catastrophic crash, investors will undoubtedly be reevaluating their investment strategies and considering the potential impact of similar events in the future. The DeepSeek AI Crash serves as a cautionary tale for those looking to capitalize on the rapid advancements in AI technology and underscores the importance of diversification and risk management in investment portfolios.

Tags:
- DeepSeek AI
- Nvidia ETF
- Stock market crash
- Investment losses
- Market volatility
- Artificial intelligence technology
- Financial news update
- Tech sector turmoil
- Trading strategies
- Market analysis
#DeepSeek #Crash #Nvidia #ETF #Lost #Day
February 2, 2025
stock investment: Billionaire Philippe Laffont sold Nvidia, AMD and invested heavily in two companies dominating a market that may reach beyond $100 billion; which are the stocks?

Founder of Coatue Management Philippe Laffont, known for his innovative technology investment portfolio has recently reduced his holdings in two AI chip giants, Nvidia and AMD, as per reports. Find out where he is now investing.

A boom in the drug market

Laffont turned his attention to the booming weight loss drug sector, according to The Motley Fool report.

By cutting his investments in Nvidia and AMD, he boosted his investments in Eli Lilly and Novo Nordisk. These two pharmaceutical companies are currently dominating the weight loss drug market

Also Read : Is there a connection between women’s health during pregnancy and autism? This study debunks myth

Diversifying investments

Laffont increased his position in Lilly by more than 19% and now holds 247,950 shares, as per the report. He also increased his position in Novo Nordisk by more than 800% and now owns 326,363 shares, the report added.According to analysts, the drug market could reach between $100 billion to $130 billion by 2030, reported The Motley Fool. This is a win-win situation for the companies and for investors to benefit from the company’s growth.

Eli Lilly and Novo Nordisk are proving to be strong growth stocks, with high demand for weight loss drugs—Mounjaro and Zepbound from Lilly, and Ozempic and Wegovy from Novo. These drugs target hormones involved in blood sugar and appetite regulation, offering significant weight loss benefits.

Eli Lilly’s Zepbound just got approval for sleep apnea, which could increase accessibility through Medicare. Meanwhile, Medicare already covers Wegovy for heart risk reduction, broadening its reach. With blockbuster sales and growing market potential, Laffont’s investment in these pharma giants looks like a savvy move for long-term growth, as per the report.

Also Read : Massive valuation: OpenAI in talks to raise up to $40 billion that would value ChatGPT owner at a whopping $340 billion, says report

Laffont hasn’t completely walked away from Nvidia and AMD. Laffont reduced his Nvidia stake by 26% to about 10 million shares and cut his AMD holding by 32% to 4.2 million shares, as per the report. While still confident in their future, Laffont is diversifying into new areas for growth.

FAQs

Why did Philippe Laffont reduce his holdings in Nvidia and AMD?
Laffont reduced his positions to diversify his portfolio and explore growth in new sectors, particularly the weight loss drug market.

What companies is Laffont now investing in?
Laffont increased his investments in Eli Lilly and Novo Nordisk, betting on their dominance in the rapidly growing weight loss drug market.

Disclaimer Statement: This content is authored by a 3rd party. The views expressed here are that of the respective authors/ entities and do not represent the views of Economic Times (ET). ET does not guarantee, vouch for or endorse any of its contents nor is responsible for them in any manner whatsoever. Please take all steps necessary to ascertain that any information and content provided is correct, updated, and verified. ET hereby disclaims any and all warranties, express or implied, relating to the report and any content therein.

Billionaire Philippe Laffont, founder of Coatue Management, has made some major moves in his stock portfolio recently. Laffont recently sold his positions in tech giants Nvidia and AMD, two companies that have seen significant growth in recent years.

Instead, Laffont has shifted his focus to two companies that are dominating a market that is projected to reach beyond $100 billion in the near future. These two stocks are none other than Tesla Inc. (TSLA) and Amazon.com Inc. (AMZN).

Tesla, the electric vehicle and clean energy company founded by Elon Musk, has been a favorite among investors in recent years. The company’s stock price has skyrocketed, driven by a strong demand for electric vehicles and its innovative technology.

Amazon, the e-commerce and cloud computing giant led by Jeff Bezos, has also seen massive growth in recent years. The company’s stock price has surged as more consumers turn to online shopping and businesses rely on its cloud services.

Laffont’s decision to invest heavily in Tesla and Amazon shows his confidence in the growth potential of these companies. With both stocks poised for continued success, it’s no surprise that Laffont has chosen to bet big on these market dominators.

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February 1, 2025
Billionaire Philippe Laffont Just Sold Top Artificial Intelligence Stocks Nvidia and AMD and Piled Into 2 Players Dominating Another High-Growth Billion-Dollar Industry
As founder of Coatue Management, Philippe Laffont oversees $26.9 billion invested in more than 80 stocks, and though he buys players across many sectors, one in particular stands out. The billionaire is known for his investments in innovative companies, and he’s generally found them in the area of technology. The sector consistently represented more than 40% of his holdings over the past five quarters, and four of his five most heavily weighted stocks — led by Meta Platforms and Amazon — are giants in the tech field.

But in the third quarter, Laffont and his team cut their positions in two of the world’s most-watched tech stocks right now and increased positions in two stocks in a completely different high-growth area that’s generating billions of dollars these days. Laffont reduced artificial intelligence (AI) chip giants Nvidia (NVDA -3.67%) and Advanced Micro Devices (AMD -2.45%), companies that have been growing data center sales in the triple digits, and increased investment in two companies dominating a market that may reach beyond $100 billion later this decade. Let’s find out more.

Image source: Getty Images.

Laffont’s Nvidia and AMD holdings

So, first let’s talk about Laffont’s Nvidia and AMD holdings. He hasn’t exactly dropped them like a hot potato and still clearly believes in these companies’ futures. Nvidia is the leading AI chip designer, with more than 70% market share, and offers customers an entire portfolio of related products and services. This has helped the company generate record revenue in recent times — and the stock has followed, climbing 171% last year.

AMD may be a far-behind rival to Nvidia in the AI chip market, with about 11% share, but the company still has delivered significant growth thanks to demand from AI customers. In the recent quarter, AMD reported a 122% increase in data center revenue to $3.5 billion and said it’s on track to report record full-year revenue.

Laffont reduced his position in Nvidia by 26% in the quarter and now owns 10,138,161 shares, and he cut his AMD holding by 32% to 4,249,190 shares. So, Laffont is still betting on gains in these stocks, but he’s also turning to another area to benefit from innovation.

In the quarter, Laffont boosted his holdings of Eli Lilly (LLY -1.48%) and Novo Nordisk (NVO -1.04%), two companies that are dominating the weight loss drug market. Analysts expect this market to reach $100 billion to $130 billion by 2030, so this could represent significant opportunity for these drugmakers and those who invest in them.

Looking for innovation beyond the tech industry

Laffont increased his position in Lilly by more than 19% and now holds 247,950 shares, and he lifted his position in Novo Nordisk by more than 800% and now owns 326,363 shares. Of course, these pharma players still represent a much smaller portion of Laffont’s portfolio than AI stocks, but his move shows he’s on the lookout for innovation and growth opportunities — and can find them — well beyond the tech industry.

Lilly and Novo Nordisk both have demonstrated they could be the right stocks to add growth to a portfolio now and into the coming years. Lilly is the seller of Mounjaro and Zepbound, while Novo Nordisk sells Ozempic and Wegovy — names many of us have heard in the news due to high demand for these products. They act on hormone pathways involved in the management of blood sugar levels and appetite, and as a result, they’ve delivered great results to patients aiming to lose weight. (Mounjaro and Ozempic are approved for type 2 diabetes, but doctors have prescribed them off-label for weight loss. Zepbound and Wegovy are specifically approved for weight control.)

These drugs have generated blockbuster revenue, and considering the level of demand and forecasts for market growth, this is likely to continue. On top of this, Lilly recently won approval for Zepbound in another indication — sleep apnea — opening the door to Medicare coverage. And Medicare covers Wegovy as a treatment to reduce heart attack or stroke risk. This is important because it increases the number of patients who can afford these drugs. (Medicare won’t reimburse drugs approved for weight loss alone.)

All of this means buying shares of these two big pharma players right now may have been a genius move by Laffont — and other investors looking for growth might want to do the same.

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Adria Cimino has positions in Amazon. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Meta Platforms, and Nvidia. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy.

In a surprising move, billionaire investor Philippe Laffont has recently sold off top artificial intelligence stocks Nvidia and AMD, and instead, has shifted his focus towards two players dominating another high-growth billion-dollar industry.

Laffont, who is known for his successful investments in technology and growth stocks, has decided to reallocate his capital into companies that are leading the way in a different sector. While the sale of Nvidia and AMD may come as a shock to some, Laffont is confident in his decision to move towards companies that are poised for significant growth in the coming years.

The two players that Laffont has now invested in are at the forefront of a booming industry that is set to revolutionize the way we live and work. With their innovative products and services, these companies have the potential to dominate their respective markets and generate massive returns for investors.

While Laffont’s decision to sell off Nvidia and AMD may raise eyebrows, it is clear that he sees a brighter future in the companies he has chosen to invest in. As the world continues to embrace new technologies and industries, it will be interesting to see how these investments play out in the long run.

Tags:
1. Philippe Laffont
2. Billionaire investor
3. Artificial Intelligence stocks
4. Nvidia
5. AMD
6. High-growth industry
7. Billion-dollar industry
8. Investment strategy
9. Technology investments
10. Stock market trends
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February 1, 2025
LG 27 inch Ultragear QHD Nano IPS 1ms NVIDIA G-SYNC Compatible Gaming Monitor Bundle with Tech Smart USA Elite Suite 18 Standard Editing Software Bundle and 1 YR CPS Enhanced Protection Pack

Price: $282.05
(as of Jan 31,2025 18:24:51 UTC – Details)

Product Description

LG 27GL850-B Geared Up for Victory

See your way to victory with the innovative 27GL850 UltraGear gaming monitor, providing the crispest visuals and the sharpest clarity. You can experience breath-taking immersion on a Nano IPS display with a 1ms response time.

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LG 27″ Ultragear QHD Nano IPS 1ms NVIDIA G-SYNC Compatible Gaming MonitorTech Smart USA Elite Suite 18 Standard Editing Software Bundle1 Year CPS Protection Plan

LG 27″ Ultragear QHD Nano IPS 1ms NVIDIA G-SYNC Compatible Gaming Monitor
Nano IPS 1ms response time
IN THE BOX: HDMI Cable – DisplayPort Cable – USB3.0 Upstream Cable
BUNDLE INCLUDES: LG 27″ Ultragear QHD Nano IPS 1ms NVIDIA G-SYNC Compatible Gaming Monitor – Tech Smart USA Elite Suite 18 Standard Editing Software Bundle
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January 31, 2025
HP 800 G3 RGB Gaming PC Desktop – Intel Core i5 6th Gen, 16GB DDR4 Ram, 512GB SSD, NVIDIA GeForce GT 1030 DDR5, 24 Inch Monitor, Windows 10 Pro – Computer Tower for PC Gamer (Renewed)

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January 31, 2025
MSI Katana A15 AI B8VF 2024 Gaming Laptop 15.6″ FHD IPS 144Hz 8-Core AMD Ryzen 7 8845HS 32GB DDR5 4TB SSD NVIDIA GeForce RTX 4060 8GB GDDR6 Wi-Fi 6E RGB Backlit Keyboard Win11 Pro w/ONT 32GB USB

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(as of Jan 31,2025 15:28:14 UTC – Details)

Disclaimer: We specialize in computers with customized configurations. The factory box may be opened to install the upgrades to achieve the specifications as advertised. The modified product is professionally tested and resealed.

PC Series: MSI Katana A15 AI B8VF Gaming Laptop
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January 31, 2025

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