Top Stories
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Should you buy the dip of Google?
Shares of Nvidia have dipped by almost 10% following their Q4 earnings report. Despite its strong double digit revenue growth, it fell short of estimates by around $200mn. Google cloud revenue, on the other hand, fell short of estimates despite growing by 30%. The tech giant intends to invest $75bn on AI capital expenditure, far…
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What does the future of Nvidia look like?
Nvidia has been moving through rough waters following the unveiling of DeepSeek and uncertainty over Trump’s tariffs. The stock is down about 20% as a result of these market headwinds. DeepSeek is worrying for investors of Nvidia as they are worried that demand for the highest quality chips would decrease because of the usage of…
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How has Trump’s tariffs affected the market?
Trump has sent ripples across the market by imposing 25% tariffs on Canada and 10% for China. Trump’s bold move has resulted in reliatory tariffs from the countries involved – such as the Canadian province cancelling its $100m contract with Starlink. Starlink’s owner Elon Musk is a member of Trump’s team. The stock market witnessed…
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How can ASML benefit from DeepSeek?
DeepSeek sent ripples across the stock market this week – wiping $600bn off Nvidia’s market value. The model was trained on a budget of around $6 million. The low cost, coupled with the fact that the model is open sourced means that mainstream AI companies will tap into the potential that this offers. The future…
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The rise of Gold prices.
Donald Trump has kept to his bold policy promises on his first day back in office – confirming his intention to slap tariffs on China, Mexico and Canada. Trump sees these tariffs as a way to lower the budget deficit and improve national security. This move poses a threat to global supply chains, especially American…
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