Equity positions near record lows as investors balance growth fears and policy hop

JPM: 'revenue impact to Nvidia is $15-$16B on a total of $180B in datacenter revenues this year, or about 8-10% of the datacenter revenue'

JPM: 'revenue impact to Nvidia is $15-$16B on a total of $180B in datacenter revenues this year, or about 8-10% of the datacenter revenue'

The analyst comments "New restrictions to China impacting shipments of Nvidias H20 and AMDs MI308 solutions. On Tuesday, after the market closed, Nvidia... More

SPDR S&P 500 ETF Trust (SPY) Drops Heavily on Powell Comments, Down 150bps today

SPDR S&P 500 ETF Trust (NYSE: SPY) Drops Heavily on Powell Comments, Down 150bps today

Stifel Reiterates Buy Rating on NVIDIA (NVDA), PT $180

Stifel analyst Ruben Roy reiterated a Buy rating and $180.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "Last night, NVDA announced that the U.S. government implemented an export control by means of the requirement of an indefinite license to export H20 processors to China (including Hong Kong, Macau and D:5 countries, as well as to companies headquartered or with parents therein). The company reported that they will incur a $5.5bn charge to inventory as result. We think the decision to do so signals either a lack in confidence that... More

Lynx Equity on NVIDIA (NVDA): 'We would be buyers on weakness of NVDA and MU', 'we expect the stock to get off the mat and find buyers'

Lynx Equity on NVIDIA (NASDAQ: NVDA): 'Loss of China business to be offset by the new Texas facility'

The analyst comments "Does the loss of the China business fundamentally change the trajectory at NVDA? We do not believe so. That the China business was at risk should come as no surprise; there had been plenty of warning from the previous administration. The Trump administration, in this one instance, is merely carrying out the guidance provided by the outgoing Biden administration. In the immediate aftermath of the announcement, the loss of a geography... More

NVIDIA (NVDA) PT Lowered to $150 at Raymond James

Raymond James analyst Srini Pajjuri lowered the price target on NVIDIA (NASDAQ: NVDA) to $150.00 (from $170.00) while maintaining a Strong Buy rating.

The analyst comments "NVDA announced that the U.S. government will now require a license to export previously compliant H20 GPUs to China... More

'How many iPhones could they have flown in through Boeing Airplanes?'....turns out about 3 to 4 weeks worth

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $250.00 price target on Apple (NASDAQ: AAPL)

The analyst comments "ALL YOU NEED TO KNOW: Over the last few weeks there have been plenty of questions around AAPL and one of them has been regarding AAPL having flown in multiple Boeing 747s full of iPhones. Question we have gotten is How many... More