Financial Insights That Matter
We recently published a list of Top 10 Buzzing Stocks You Should Watch Today. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other top buzzing stocks you should watch today.
Jim Cramer in a recent program on CNBC expressed surprise that the Republican administration could be this damaging to shareholders
“These are hideous depressing days for the bulls. I’m not used to seeing a White House that doesn’t seem to care that it’s causing the decline. It’s dazzlingly counterintuitive to see a Republican in particular be so callous toward the shareholder class. After all historically that constituency has been very pro-Republican. It’s a total blast zone out there and ground zero is tech.”
Cramer said that the tech selloff forced him to revisit his age-old mantra of “own it, don’t trade it” regarding two major technology stocks.
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In.
For this article, we picked 10 stocks Wall Street analysts are paying close attention to. With each company, we have mentioned its latest hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Number of Hedge Fund Investors: 193
Jim Cramer in a recent program on CNBC said major companies like NVIDIA Corporation (NASDAQ:NVDA) are seeing the effects of tariffs amid their huge exposure to China. Cramer believes the company is being “punished” for doing business with the Asian country, which he believes is hostile to the US:
“I was working on my talk for the CNBC Investing Club last night, and it hit me like a bright bulb snapped on in a dark room. The real reason it is so hard for us to gain all these tariffs is that the company’s now being punished. We’re doing exactly what companies were supposed to do.”
The market will keep punishing Nvidia for not coming up to its gigantic (and sometimes unrealistic) growth expectations. About 50% of the company’s revenue comes from large cloud providers, which are rethinking their plans amid the DeepSeek launch and looking for low-cost chips.
Nvidia is facing challenges at several levels. Competition is one of them. Major competitors like Apple, Qualcomm, and AMD are vying for TSMC’s 3nm capacity, which could limit Nvidia’s access to these chips. Why? Because Nvidia also uses TSMC’s 3nm process nodes. Nvidia is also facing direct competition from other giants that are deciding to make their own chips. Amazon, with its Trainium2 AI chips, offers alternatives. Trainium2 chips could provide cost savings and superior computational power, which could shift AI workloads away from Nvidia’s offerings. Apple is reportedly working with Broadcom to develop an AI server processor. Intel is also trying hard to get back into the game with Jaguar Shores GPU, set to be produced on its 18A or 14A node.
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