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UBS analysts remain optimistic about Nvidia, dismissing recent market concerns as exaggerated. They note improvements in Blackwell chipset yields and revenue recognition practices that help navigate supply chain challenges. UBS projects Blackwell revenue to reach approximately $9 billion for the January quarter, significantly up from earlier estimates.
The Biden administration has implemented stringent export restrictions on AI chips and technologies, aiming to safeguard U.S. national security and maintain technological dominance ahead of Donald Trump's inauguration. The new rules limit advanced GPU exports to non-allied nations and introduce licensing requirements for over 120 countries, while exempting allies like the UK and Japan. Critics, including Nvidia, argue that these measures could stifle innovation and competitiveness in the tech sector.
Rigetti Computing's stock has plummeted 51% following Nvidia CEO Jensen Huang's prediction that commercial quantum applications are two decades away. Top investor Michael Wiggins De Oliveira warns against investing in Rigetti, citing unpredictable growth rates and potential negative Q4 revenues, while analysts maintain a Strong Buy consensus despite a projected 42% downside in the average price target.
The stock market faced significant losses last week, with major indexes like the Nasdaq and S&P 500 dropping below key support levels. Nvidia and Tesla stocks fell, while some companies like Delta Air Lines and Meta Platforms showed resilience. Investors are advised to reduce exposure and prepare for potential market rallies, focusing on stocks demonstrating relative strength as earnings season approaches.
The CGPT token surged 90% following its listing on Binance, boosting its market cap to $335 million amid a growing interest in AI agents, which have doubled their market value to over $14 billion since late November 2024. Other tokens like AIXBT and COOKIE also saw significant gains, reflecting the sector's momentum. Industry leaders predict AI agents could become a multi-trillion dollar market, although concerns about sustainability and potential declines in interest loom for the future.
Starting March 1, 2025, Switzerland will permit Level 4 automated driving on highways, allowing vehicles to take full control with minimal driver intervention. However, no manufacturers have yet applied for approval of such systems, leaving Swiss drivers to wait for the rollout of this technology. Meanwhile, advancements in autonomous driving are being showcased at the CES Digital Expo in Las Vegas, highlighting the global race in this field.
Las Vegas is at the forefront of automated driving technology, showcased at CES, while Switzerland prepares to permit level 4 automated driving on highways from March 2025. However, no manufacturers have yet applied for approval in Switzerland, leading to a wait for drivers. Meanwhile, Nvidia's partnership with Toyota highlights the growing market potential for self-driving cars, projected to be a $5 billion business.
Goldman Sachs warns that the recent rally in equity prices has left stocks priced for perfection, making them vulnerable to corrections due to rising bond yields and economic uncertainties. Strategist Peter Oppenheimer highlights that high valuations may limit future returns and suggests investors consider reducing risk in their portfolios. The market's reaction to earnings and economic data could lead to volatility, particularly for high-flying stocks like Nvidia and Palantir.
Nvidia's stock soared to a record high following CEO Jensen Huang's CES keynote, which highlighted the company's ambitious vision for AI and partnerships with automakers. However, a "sell the news" reaction led to a $220 billion drop in market capitalization, marking a familiar pattern for investors. Despite this volatility, Nvidia's performance has not significantly impacted the broader US stock market's bullish sentiment.
Dow futures are struggling to recover as Nvidia shares rise 1.8% after a significant drop, while Palantir Technologies continues to face pressure, down another 2% following a 7.8% decline. Moderna's stock is up over 6% after a near 12% increase on news of the first bird-flu death in the U.S., as the company develops a vaccine. Meanwhile, MicroStrategy shares are down 1.4% after a previous plunge, with Bitcoin prices remaining below $96k.
Jensen Huang
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs analysts remain optimistic on nvidia despite market concerns
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