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Technology Stocks : Semi Equipment Analysis
SOXX 299.67+1.5%Nov 12 4:00 PM EST
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Julius Wong
To: Julius Wong who wrote (94462)5/28/2025 10:36:34 PM
From: Return to Sender1 Recommendation   of 95406
 
Briefing.com did not yet share any insight on NVDA's earnings (I will update the Earnings' Table tomorrow) so here is what I have on the headlines from elsewhere: NVIDIA Non-GAAP EPS of $0.81 beats by $0.06, revenue of $44.06B beats by $810M

Nvidia's stock price is rising despite lowered guidance because of strong overall demand for AI infrastructure and a positive earnings report. While guidance for the current quarter was below expectations, the company's revenue beat analyst projections, and the CEO emphasized the robust demand for their AI chips. The stock also benefited from a U.S.-China trade deal and news of a supply deal with a Saudi Arabian AI company.





Here's a more detailed breakdown:




  • Strong AI Demand:
    Nvidia's earnings report revealed a strong demand for its AI infrastructure, with the CEO stating that global demand is "incredibly strong".





  • Earnings Beat:
    Nvidia's Q1 revenue beat Wall Street expectations, despite the lowered guidance.



  • Positive Sentiment:
    The positive sentiment surrounding AI investments and Nvidia's performance as a leader in this space has also contributed to the stock's rise.



  • U.S.-China Trade Deal:
    A recent trade deal between the U.S. and China to slash tariffs boosted Nvidia's stock price.



  • Supply Deal:
    News that Nvidia will supply its chips to a Saudi Arabian AI company also contributed to the positive stock movement.



  • Blackwell Chip:
    The company's Blackwell chip, which is experiencing a rapid ramp-up, is driving significant revenue growth, especially in data centers.



  • China:
    While the company's Q2 guidance was slightly below expectations due to export restrictions, the company is considering ways to comply with these restrictions and still serve the Chinese market.

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