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Arm Holdings aims to increase its share of the global data center CPU market to 50% by 2025, up from approximately 15% in 2024, driven by the growing demand for AI technologies. The company's energy-efficient CPUs are essential for managing operations in AI systems, with major firms like Amazon, Google, and Microsoft adopting Arm technology. Notably, Amazon has reported that over half of its chips deployed in the last two years were designed using Arm's technology.
CoreWeave's stock fell 7% to $37 on Monday, dipping below its IPO price of $40. The AI cloud provider raised $1.5 billion in its IPO, marking the largest tech listing since UiPath in 2021, despite initially aiming for $2.5 billion at a higher share price. This debut comes as the first AI-focused firm to go public in a sluggish IPO market.
Hedge funds are rapidly selling off global tech stocks, with U.S. tech making up 75% of the net selling, particularly in semiconductors. This shift, driven by macroeconomic pressures and a bearish outlook, has reduced hedge fund exposure to the tech sector to a five-year low of 16.4%. Concerns over AI valuations and trade tariffs have further fueled the selloff, despite reassurances from Goldman Sachs about the sector's strong fundamentals.
Hedge funds rapidly sold off tech stocks last week, marking the fastest pace in six months and the highest levels in five years, as concerns over impending tariffs and potential recession grew. The tech sector, particularly AI-related hardware, saw significant net selling, with hedge fund exposure now at a five-year low. Major short positions included Nvidia, Advanced Micro Devices, and Tesla, reflecting a shift in market sentiment ahead of the April 2 tariff deadline.
Huawei Technologies Co. reported its first quarterly net loss in years, amounting to about 300 million yuan, despite a 9.5% revenue increase to approximately 276 billion yuan. The company invested heavily in R&D, totaling 179.7 billion yuan, as it navigated US sanctions and expanded into areas like EV software and AI server chips. Notably, its smart driving solutions became profitable for the first time, and the consumer business group saw a 38% growth, while the core telecom division grew by 5%.
JPMorgan Chase & Co. has received a Moderate Buy rating from analysts, with several firms raising their price targets, including Bank of America and Barclays. Despite insider selling, the company maintains a strong market presence, focusing on various financial services. Analysts recommend exploring five other stocks deemed better buys at this time.
US markets are under pressure as fears of a trade war escalate with President Trump's impending tariffs affecting all countries. The Dow Jones and Nasdaq 100 indices have seen significant declines, while gold prices soar amid geopolitical tensions. Vaccine stocks also suffered, with Moderna and Biontech experiencing sharp losses.
Warren Buffett emphasizes the importance of investing during market downturns, advocating for a strategy of being "greedy when others are fearful." As stocks decline, valuations drop, presenting opportunities to buy quality companies at reasonable prices. Despite recent market fluctuations, Buffett's long-term approach encourages investors to seek smart buys rather than retreating.
China's potential ban on Nvidia's H20 processor could shift the AI chip landscape, providing Huawei an opportunity to enhance its market presence with the Ascend 910C. New energy-efficient regulations may force Nvidia to reduce its chip capabilities, making Huawei's offerings more appealing to Chinese consumers. As the competition intensifies, Huawei's advancements could position it favorably in the ongoing AI chip race.
Goldman Sachs maintains an $80 price target for Palantir, indicating a potential downside of over 10% from its previous close, despite the stock being up over 30% from its year-to-date low. Analyst Gabriela Borges expresses concerns over Palantir's high valuation, trading at over 280 times estimated earnings for 2025, compared to 30 times for Microsoft and 28 times for Nvidia. Additionally, potential defense budget cuts and a projected tariffs-driven recession could pose significant challenges for the company, which relies heavily on defense contracts for revenue.
NVIDIA Corporation
Companies
| Symbol | NVDA |
| Name | NVIDIA Corporation |
| Currency | USD |
| Sector | Information Technology |
| IndustryGroup | Semiconductors & Semiconductor Equipment |
| Industry | Semiconductors & Semiconductor Equipment |
| Market | NASDAQ Global Select |
| Country | United States |
| State | CA |
| City | Santa Clara |
| Zipcode | 95051 |
| Website | http://www.nvidia.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
Arm targets 50 percent share in data center CPU market by 2025
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Warren Buffett's investment strategy during market downturns offers valuable insights
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