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Morning Brief anchors Julie Hyman and Brad Smith break down the latest market news for May 14, 2025. The US stock rally loses steam after the S&P 500 wipes out its losses for the year.
NVIDIA reclaims $3 trillion and displays more upside potential. Invest in NVDA-heavy ETFs to participate in the company's growth.
President Trump is striking deals to give Saudi Arabia wider access to advanced AI chips. Nvidia, AMD are seeing gains while Super Micro announced it reached a deal worth $20 billion dollars.
BofA raised price targets on Nvidia (NVDA) and AMD Inc. (AMD) after both companies inked deals with Saudi Arabia. That, on top of Supermicro's (SMCI) $20 billion partnership with the nation, is something Alex Coffey attributes to A.I.
The US DoC has scrapped the AI Diffusion export controls, removing a major regulatory overhang and reigniting Nvidia's global Sovereign AI ambitions. Nvidia's new multi-billion dollar deals in the Middle East, especially with Saudi Arabia, could add an estimated $63B in high-margin revenue. Nvidia's ex-USA business is rapidly accelerating, and these catalysts are not yet reflected in consensus analyst forecasts or current valuation multiples.
In today's video, I discuss recent updates impacting Nvidia (NVDA 3.09%) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below.
In today's video, I discuss recent updates impacting Nvidia (NVDA 3.09%) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Nasdaq 100 and S&P 500 rise as bullish sentiment grows on U.S.-China tariff truce and AI-driven tech stock surge, led by Nvidia, AMD, and Apple.
I am upgrading AMD to a BUY due to an attractive valuation and upcoming catalysts such as China trade war de-escalation and a new AI hardware cycle. AMD trails Nvidia in AI chip technology, with data center growth at 39% YoY (Q1) versus Nvidia's 427%, but its focus on memory and bandwidth is promising. AMD doesn't need to match Nvidia's pace; even modest AI inference gains and niche success can drive outsized returns of up to 10X from current share prices.
The company is best known for being the primary contract manufacturer of the iPhone.