NVDA

NVIDIA에 대한 매도 수량은 투자자에게 NVIDIA의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

NVIDIA (NASDAQ:NVDA) 주식, 공매도 수량 보고

NVIDIA

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.

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유명 투자자인 레이 달리오가 중국이 인공지능(AI) 산업에서의 우위를 차지할 것이라고 예측했다. 동시에, 중국 AI 스타트업인 딥시크(DeepSeek)가 기술 시장에 큰 파장을 일으켰다. 무슨 일이 있었나: 달리오는 중국이 전기차와 유사한 전략으로 AI 경쟁에서 제조 능력을 활용할 것이라고 기대하고 있다. 그는 엔비디아(NASDAQ:NVDA)와 같은 선도 AI 기업들이 &#34;위험 문제&#34;에 직면해 있다고 지적했다.

레이 달리오가 中의 AI 부상을 예측: 칩 분야에서는 약간 뒤쳐지지만 응용 분야에서는 앞서

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중국 스타트업 딥시크(DeepSeek)가 인공지능(AI) 산업의 비용과 컴퓨팅 파워에 대한 기존의 가정을 뒤엎었다. 이는 오픈AI가 최신 모델의 쿼리당 비용이 최대 3,000달러에 이를 수 있다고 발표한 직후 발생한 일이다.

&#39;AI의 경제학이 완전히 바뀔 예정&#39;: 오픈AI의 o3가 업계를 재편할 수 있는 이유

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미국 정치의 갈등 속에서도 미국 대중은 한 가지에 대해 합의에 이르렀다: 전 하원의장인 낸시 펠로시가 명실상부한 투자 챔피언이라는 것이다. 그 결과, 그녀의 템퍼스 AI(NASDAQ:TEM) 콜 옵션 매수는 상당한 화제를 불러일으키며 주식에 대한 활발한 거래를 이끌어냈다. 그러나, 가장 숙련된 트레이더만이 이 기회에 뛰어드는 것이 좋다.

옵션 코너: 낸시 펠로시의 콜 옵션 매수로 템퍼스 AI 주식 급등 - 하지만 따라가야 할까?

NVIDIA Corp

Chinese startup DeepSeek has upended the artificial intelligence industry&#8217;s assumptions about costs and computing power, just as OpenAI announced its latest model can cost up to $3,000 per query.
DeepSeek&#8217;s R1 model, which rivals top U.S. systems in performance, reportedly cost just $5.6 million to develop. The breakthrough sent shocks through global markets Monday, erasing nearly $1 trillion in U.S. and European tech stock value, including a record $589 billion drop in Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) market capitalization.
&#8220;It&#8217;s a paradigm shift,&#8221; Ali Ghodsi, CEO of Databricks Inc., said to Bloomberg. &#8220;These models that can reason are so much cheaper to produce that you will see it be democratized. You&#8217;ll see innovations from unexpected corners of the world.&#8221;
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Meanwhile, OpenAI&#8217;s new o3 model, announced just before Christmas, signals a contrary trend—achieving breakthrough performance but at staggering costs. The model requires up to $3,000 to solve a single query that humans complete in seconds, using 172 times more computing power than previous approaches.
&#8220;One very important thing to understand about the future: the economics of AI are about to change completely,&#8221; François Chollet, an AI researcher, said on X when o3 went public.
The model&#8217;s success came from its &#8220;test-time compute&#8221; approach, allowing it to think harder about each question. While this produced superior results, including a 91.5% score on Chollet&#8217;s challenging ARC test, it shattered previous cost assumptions about AI services.
Trending: Built on the trusted network of Fortune 500 companies, <a href="https://www.benzinga.com/money/web3-enabler-the-most-boring-blockchain-company-partners-with-salesforce">this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.</a>
OpenAI, valued at $157 billion, may charge up to $2,000 monthly for full access to o3, according to The Economist, which cited New Street Research analyst Pierre Ferragu. Even the company&#8217;s current &#8220;pro&#8221; version of o1 loses money on its $200 monthly subscription tier due to higher-than-expected usage.
The cost structure challenges the traditional tech industry model of providing services at near-zero marginal cost. It also strengthens the position of suppliers like Nvidia and cloud providers like Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)), which control the essential computing infrastructure. DeepSeek&#8217;s <a href="https://www.benzinga.com/markets/asia/25/01/43243584/deepseek-r1-vs-openai-what-consumers-need-to-know-about-ais-latest-challenger">success suggests an alternative path</a>. Founded by Liang Wenfeng in 2023, the company achieved its results through efficiency innovations and reinforcement learning techniques, despite limited access to advanced U.S. chips.
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&#8220;More investment does not necessarily lead to more innovation,&#8221; Liang told Chinese media outlet 36kr. &#8220;Otherwise, large companies would take over all innovation.&#8221;
The development is catching Silicon Valley&#8217;s attention. OpenAI CEO Sam Altman noted the shift, calling DeepSeek&#8217;s R1 &#8220;an impressive model&#8221; and &#8220;invigorating.&#8221; Meta established an internal team to analyze DeepSeek&#8217;s methods, according to Bloomberg, which cited people familiar with the matter.
Instead of a winner-take-all market, experts predict an oligopoly where multiple firms compete based on specialized applications. Companies like Anthropic, valued at $60 billion, and xAI at $45 billion, suggest investors see room for multiple players despite the high costs.
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<li>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!</a></li>
</ul>

'The Economics Of AI Are About To Change Completely': Why OpenAI's o3 Could Reshape The Industry — Costing Up To $3000 Per Query

Famed investor&nbsp;Ray Dalio&nbsp;has forecasted China&#8217;s supremacy in the AI industry. Concurrently, Chinese AI startup&nbsp;DeepSeek&nbsp;has caused a significant disturbance in the tech market.
What Happened: Dalio expects&nbsp;China to leverage its manufacturing&nbsp;capabilities in the AI race, similar to its strategy with electric vehicles. He pointed out that leading AI firms like&nbsp;Nvidia Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) are confronted with &#8220;risk issues.&#8221;
Dalio underscored China&#8217;s potential in the AI sector, saying,&nbsp;&#8220;I think the Chinese are&nbsp;a bit behind in the&nbsp;chips, but they&#8217;re ahead in&nbsp;the applications.&#8221; He envisions China&#8217;s plan to involve low-cost chips integrated into manufactured products, such as robotics.
&#8220;You want to invest in productivity, but there&#8217;s great disruption, great disruption, that&#8217;s going to take place, and they&#8217;re going to be the disruptors and the disruptees,&#8221; Dalio told the outlet.
DeepSeek, a Chinese AI startup, recently grabbed headlines with the launch of its R1 model, creating a buzz in Silicon Valley and resulting in a significant decline in tech stocks. Nvidia&#8217;s market cap plummeted by nearly $600 billion in the aftermath of the news, reports <a href="https://www.businessinsider.com/ray-dalio-deepseek-china-chips-nvidia-2025-1">the</a> Insider.
Also Read: <a href="https://www.benzinga.com/markets/25/01/42805138/ray-dalios-timeless-advice-if-you-dont-own-gold-you-know-neither-history-nor-economics">Ray Dalio&#8217;s Timeless Advice: &#8216;If You Don&#8217;t Own Gold, You Know Neither History Nor Economics&#8217;</a>
Investors are now reevaluating the substantial&nbsp;investments in AI infrastructure and&nbsp;capital expenditures by companies, particularly in light of potentially cheaper models like DeepSeek&#8217;s. An Nvidia spokesperson recognized DeepSeek as an &#8220;excellent AI advancement.&#8221;
Dalio also cautioned investors about the inflated share prices of AI and technology companies, drawing comparisons with the dot-com bubble of the late 1990s.
Why It Matters: The rise of China in the AI sector and the disruptive innovation by DeepSeek have significant implications for the tech industry. China&#8217;s strategy of integrating low-cost chips into manufactured goods could potentially reshape the AI landscape. 
Furthermore, the success of DeepSeek&#8217;s R1 model raises questions about the viability of&nbsp;massive investments in AI infrastructure&nbsp;by companies. 
The market response to these developments, as evidenced by the drop in Nvidia&#8217;s market cap, indicates the potential for a shift in the tech market dynamics.
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<a href="https://www.benzinga.com/news/24/12/42257531/heres-how-ray-dalio-thinks-trumps-second-term-could-reshape-the-us-and-the-world" target="_blank" rel="noreferrer noopener">Here&#8217;s How Ray Dalio Thinks Trump&#8217;s Second Term Could Reshape the US and the World</a>
Image: Shutterstock

Ray Dalio Predicts China's Rise in AI: Chinese 'Are a Bit Behind in the Chips, But They're Ahead in the Applications'

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), the AI behemoth that has been in the headlines for its artificial intelligence platform, has been the forerunner in providing data analytics tools to government customers for intelligence gathering,<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/02/43420044/benzinga-bulls-and-bears-nvidia-palantir-rigetti-computing-and-shiba-inu-hints-at-major-partnership" target="_blank" rel="noreferrer noopener"> counterterrorism, and military purposes</a>.
The rise of China&#8217;s DeepSeek, with its open-source AI model and lower development costs, raises the question of how it might impact the future growth of Palantir&#8217;s <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43267966/deepseeks-low-cost-model-reshapes-ai-landscape-experts-predict-shift-to-application-layer" rel="noreferrer noopener">stock in an increasingly competitive market</a>.
CEO Alex Karp recently discussed the growing competition in artificial intelligence from DeepSeek, which has raised apprehensions about the U.S.&#8217;s position in the AI race.
In an <a href="https://www.cnbc.com/2025/01/31/palantir-ceo-says-chinas-deepseek-shows-need-for-all-country-effort.html" target="_blank" rel="noreferrer noopener">interview</a> with CNBC, Karp stressed the urgency for the U.S. to accelerate its AI development in light of these emerging threats. He acknowledged that technology, while beneficial, could be misused, especially in the hands of adversaries, and emphasized the need for a coordinated national effort to safeguard American innovation.
Karp remains optimistic that national security will help protect U.S. advancements from manipulation or theft.
Palantir is set to report its <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">fourth-quarter earnings on Monday</a>. The street view for the adjusted earnings per share stands at 11 cents, while the analyst consensus estimate for revenues is $775.907 million.
DeepSeek, an open-source AI model, recently overtook OpenAI&#8217;s ChatGPT as the top free app on Apple&#8217;s U.S. App Store, shaking the tech world.
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This success raised questions about the costs of developing AI models, particularly in comparison to the enormous investments made by tech giants like NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
Karp expressed doubt about the reported low cost of DDeepSeek&#8217;sdevelopment, stating that he does not fully believe the estimates surrounding the mmodel&#8217;screation.
Palantir, a company valued at nearly $200 billion, has seen substantial growth, largely due to increasing demand for AI solutions.
Karp credited the ccompany&#8217;ssuccess to the focus on improving U.S. technological capabilities, positioning Palantir as a leader in the AI space.
In addition to discussing AI, Karp also addressed political controversies, offering support for Israel following the October 7 attack and defending Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk against allegations related to political gestures. Karp also took a firm stance on illegal immigration, asserting that individuals who enter the U.S. illegally, particularly those engaged in criminal activity, should not be allowed to stay.
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</ul>
Image: Shutterstock

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Palantir CEO Alex Karp Sounds Alarm on China's Deepseek – Could This Threaten Palantir's AI Dominance?

President Donald Trump unveiled a $500 billion private-sector AI investment package on his second day in office last week, just as Chinese startup DeepSeek demonstrated it can match U.S. technology at a fraction of the cost.
The &#8220;Stargate&#8221; project, backed by OpenAI&#8217;s Sam Altman, SoftBank&#8217;s Masayoshi Son, and Oracle&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) Larry Ellison, aims to build massive data centers in Texas over four years. &#8220;This is money that normally would have gone to China,&#8221; Trump said during the announcement.
DeepSeek&#8217;s breakthrough <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/01/43253190/deepseek-ai-etfs-take-a-hard-hit-amid">threatens to upend the AI landscape</a>. The nascent Chinese company&#8217;s latest models match leading U.S. chatbots while using fewer resources, challenging the assumption that AI advances require ever-increasing computing power and investment.
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The timing heightens tensions in the U.S.-China tech rivalry. Trump&#8217;s administration includes China hawks like AI czar David Sacks and Under Secretary of State nominee Jacob Helberg, who each view the AI race as crucial to national security.
Silicon Valley executives hope Trump will loosen domestic regulations while maintaining pressure on China. The president already scrapped Biden-era requirements for AI companies to share information with the government, promising Stargate partners to make development &#8220;as easy as it can be.&#8221;
DeepSeek&#8217;s rise suggests U.S. export controls on advanced semiconductors haven&#8217;t prevented Chinese innovation, according to a report by The Economist. The company&#8217;s mobile app topped U.S. iPhone downloads in January, with investor Marc Andreessen calling it &#8220;AI&#8217;s Sputnik moment.&#8221;
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&#8220;More investment does not necessarily lead to more innovation. Otherwise, large companies would take over all innovation,&#8221; DeepSeek founder Liang Wenfeng told Chinese media, noting U.S. chip restrictions remain his main challenge.
The contrast between Trump&#8217;s massive investment push and DeepSeek&#8217;s efficient approach highlights diverging strategies in the AI race. While U.S. firms bet on overwhelming resources, Chinese companies focus on maximizing limited computing power.
The battle extends beyond raw investment numbers. The Biden administration&#8217;s &#8220;Framework for Artificial Intelligence Diffusion,&#8221; now under Trump&#8217;s review, aims to tighten controls on GPU exports and AI data sharing. Critics, including semiconductor giant Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), argue such restrictions could backfire, pushing allies toward Chinese technology.
Meanwhile, DeepSeek&#8217;s models remain constrained by Chinese censorship, automatically deflecting queries about sensitive topics like the Tiananmen Square protests or President Xi Jinping. The company also faces infrastructure challenges, <a href="https://www.benzinga.com/25/01/43257133/chinese-ai-startup-deepseek-hit-by-cyberattacks-after-toppling-us-giants-like-nvidia-with-new-ai-model-dubbed-as-chatgpt-killer">experiencing outages as user numbers surge</a>.
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ORCL

'As Easy As It Can Be': Trump Promises AI Giants Support With $500B Investment Plan, How Does It Compare With DeepSeek?

Benzinga examined the prospects for<a href="http://www.benzinga.com/trading-ideas"> many investors&#8217; favorite stocks</a> over the last week — here&#8217;s a look at some of our top stories.
The Nasdaq ended the week down 1.6%, with the S&amp;P 500 losing 1% and the Dow gaining 0.3%, as markets attempted to recover from earlier losses. 
Strong earnings and a more dovish tone from Fed Chair Jerome Powell helped lift sentiment, reinforcing hopes for future rate cuts. However, by Friday, concerns over new U.S. tariffs on China, Mexico, and Canada weighed on the market, leading to renewed volatility. 
White House press secretary Karoline Leavitt confirmed that the 25% and 10% tariffs would take effect Saturday, raising fears <a href="https://www.benzinga.com/25/01/43404983/stocks-trim-deepseek-losses-fed-holds-steady-trump-slaps-25-tariffs-on-canada-mexico-this-week-in-the-markets">of economic disruptions.</a>
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week&#8217;s most bullish and bearish posts that are worth another look.
<h3 class="wp-block-heading">The Bulls</h3>
&#8220;<a href="https://www.benzinga.com/25/01/43196106/rigetti-computing-quantum-stargate">Rigetti Computing, Quantum Stocks Soar On Project Stargate</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/erica-kollmann">Erica Kollmann</a>, highlights Rigetti Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) surging 42% after Donald Trump announced Project Stargate, a $500 billion AI investment initiative backed by Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), OpenAI, NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and SoftBank, aiming to build AI data centers and enhance computational systems.
&#8220;<a href="https://www.benzinga.com/25/01/43293760/shiba-inus-shytoshi-kusama-teases-extremely-powerful-partnership-for-ecosystemcoin-themed-on-mysterious-personality-rallies-25">Shiba Inu&#8217;s Shytoshi Kusama Teases &#8216;Extremely Powerful Partnership&#8217; — Coin Themed On Him Rallies 25%</a>,&#8221; by <a href="https://www.benzinga.com/author/aniket-verma">Aniket Verma</a>, highlights Shytoshi Kusama's cryptic announcement of a major partnership for the Shiba Inu (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>) ecosystem, fueling speculation about potential collaborations with Binance or Elon Musk's X.
&#8220;<a href="https://www.benzinga.com/tech/25/01/43242360/jensen-huang-mania-mirrors-taylor-swift-people-are-camping-outside-retailers-for-nvidia-5000-series-gpus">Jensen Huang Mania Mirrors Taylor Swift: People Are Camping Outside Retailers For Nvidia 5000 Series GPUs</a>,&#8221; by <a href="https://www.benzinga.com/author/chris-katje">Chris Katje</a>, highlights soaring demand for Nvidia RTX 5000 series GPUs, with enthusiasts camping outside stores ahead of the Jan. 30 launch, reminiscent of Black Friday rushes for Taylor Swift merchandise.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/general/social-media/25/01/43277294/visa-stock-moves-higher-as-company-becomes-first-partner-of-musks-xmoney-whats-going-on">Visa Stock Moves Higher As Company Becomes First Partner Of Musk&#8217;s XMoney: What&#8217;s Going On?</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/01/43310673/trump-media-technology-group-stock-jumps-on-expansion-into-financial-services">Trump Media &amp; Technology Group Stock Jumps On Expansion Into Financial Services</a>
<a href="https://www.benzinga.com/25/01/43242497/twilio-set-for-strong-growth-after-key-strategic-shifts-says-analyst">Twilio&#8217;s Turnaround Story Is Underway, Analyst Turns Bullish And Boosts Price Forecast</a>
The Bears
&#8220;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43267966/deepseeks-low-cost-model-reshapes-ai-landscape-experts-predict-shift-to-application-layer">DeepSeek&#8217;s Low-Cost Model Reshapes AI Landscape: Experts Predict Shift To &#8216;Application Layer&#8217;</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/piero-cingari">Piero Cingari</a>, highlights how DeepSeek&#8217;s R1 model, trained for just $5.6 million, challenges billion-dollar AI investments from U.S. tech giants, with Goldman Sachs warning that AI capital expenditures may shift from infrastructure to applications, impacting firms like Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
&#8220;<a href="https://www.benzinga.com/analyst-ratings/downgrades/25/01/43255575/fannie-mae-freddie-mac-stock-a-considerable-risk-say-analysts-who-downgrade-both-to-underperform">Fannie Mae, Freddie Mac Stock A &#8216;Considerable Risk,&#8217; Say Analysts Who Downgrade Both To Underperform</a>,&#8221; by <a href="https://www.benzinga.com/author/erica-kollmann">Erica Kollmann</a>, reports that analysts downgraded Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) to Underperform, citing risks despite raising their price targets, as privatization attempts remain uncertain following the stocks&#8217; sharp post-election gains.
&#8220;<a href="https://www.benzinga.com/25/01/43373954/cathie-woods-ark-invest-dumps-over-10-million-worth-of-palantir-stock-as-ai-competition-heats-up">Cathie Wood&#8217;s Ark Invest Dumps Over $10 Million Worth Of Palantir Stock As AI Competition Heats Up</a>,&#8221; by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal">Shivdeep Dhaliwal</a>, reports Ark Invest selling 127,969 shares of Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) worth $10.4 million amid growing AI competition from DeepSeek.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/trading-ideas/technicals/25/01/43238883/stock-of-the-day-nvidia-breaks-support-after-deepseek-ai-disruption">Stock Of The Day: Nvidia Breaks Support After DeepSeek AI Disruption</a>
<a href="https://www.benzinga.com/25/01/43269986/taiwan-semiconductor-bounces-back-after-selloff-risks-remain">Taiwan Semiconductor Stock Rebounds After Selloff, US-Taiwan Chip Partnership Still Faces Tariff Threats</a>
<a href="https://www.benzinga.com/25/01/43287042/amd-downgraded-as-nvidias-arm-cpus-threaten-x86-market-and-long-term-revenue-growth-analyst">AMD Gets A Downgrade And It&#8217;s Not DeepSeek Related</a>
Keep up with all the latest breaking news and trading ideas by following<a href="https://twitter.com/Benzinga"> Benzinga</a><a href="http://twitter.com/Benzinga"> on Twitter</a>.
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Benzinga Bulls And Bears: Nvidia, Palantir, Rigetti Computing And Shiba Inu Hints At Major Partnership

It took only four sessions for the U.S. stock market to recover most of the losses triggered earlier in the week after the Chinese startup DeepSeek launched a more efficient and cost-effective AI platform than OpenAI&#8216;sChatGPT, sparking a sharp <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43239042/magnificent-seven-broadcom-lose-nearly-900-billion-in-value-as-deepseek-sparks-ai-carnage-why-this-expert-is-still-bullish-on-us-tech">selloff on Wall Street.</a>
Investors began questioning the need to allocate capital to higher-cost AI-related companies, sending shares of top chipmakers and data <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43267966/deepseeks-low-cost-model-reshapes-ai-landscape-experts-predict-shift-to-application-layer">centers into a tailspin.</a>
Yet resilient quarterly earnings reports and a significantly less hawkish Federal Reserve Chair Jerome Powell compared to his stance in December gave bulls the confidence to buy the dip.
As widely expected, the Federal Reserve left interest rates <a href="https://www.benzinga.com/25/01/43316048/fed-holds-interest-rates-steady-halts-streak-of-consecutive-cuts-as-inflation-remains-elevated">unchanged at 4.25%–4.5%.</a> Surprisingly, Powell instilled greater hopes for potential rate cuts in the future, stating that monetary <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43318325/a-different-powell-emerges-fed-chair-softens-hawkish-tone-on-interest-rates-bitcoin">policy remains "meaningfully restrictive."</a>
The scars remained visible for Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which lost about 15% in a week, with the chipmaker falling again on Friday following reports that U.S. plans to levy a 10% tariff on China.
Risk sentiment deteriorated during Friday afternoon trading in New York amid escalating tariff concerns.
President Donald Trump said again he plans to introduce 25% tariffs on imports from Mexico and Canada, though reports differed on when it would go into effect. 
On Friday, White House press secretary Karoline Leavitt said tariffs are coming Saturday.
&#8220;The President will implement 25% [tariffs] on Mexico, Canada and 10% on China,&#8221; Leavitt stated. 
Analysts warn that such a measure could cause significant economic disruptions in North America, with the U.S. automotive industry<a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43398182/trumps-25-tariffs-could-slaughter-canada-mexico-economies-hit-us-auto-industry-analysts-warn"> among the most affected.</a>
Cruise liners were among the best performers in the S&amp;P 500 for the week, with Royal Caribbean Cruise Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>), Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) and Carnival Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>) all posting double-digit percentage gains following strong <a href="https://www.benzinga.com/general/travel/25/01/43312480/royal-caribbean-cruises-posts-q4-beat-a-compelling-long-term-strategy-says-analyst">earnings from Royal Caribbean.</a>
United Parcel Service Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) was one of the worst laggards, plunging about 15% — its worst week since September 2008 — after the parcel service agreed with Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) to phase out more than 50% of the e-commerce giant&#8217;s volume by <a href="https://www.benzinga.com/25/01/43389661/these-analysts-cut-their-forecasts-on-ups-following-q4-earnings">the second half of 2026.</a>
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<h3 class="wp-block-heading">Microsoft AI Strength</h3>
Wall Street analysts assessed Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>)'s quarterly results, weighing Azure's slowing growth against its AI-driven potential. Despite cloud challenges, analysts said Microsoft remains a compelling investment due to its strategic <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43351098/microsoft-analysts-weigh-azure-weakness-against-ai-strength-most-compelling-investment-opportunities">advancements in artificial intelligence.</a>
<h3 class="wp-block-heading">Musk Wins Back Advertisers</h3>
Amazon.com is increasing its ad spending on X, reversing previous cuts. Apple Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NYSE">AAPL</a>) is also considering resuming ads on the platform, signaling a potential recovery in advertiser confidence <a href="https://www.benzinga.com/general/social-media/25/01/43373012/elon-musk-bringing-advertisers-back-to-x-amazon-boosts-spending-apple-considers-return">under Elon Musk's leadership.</a>
<h3 class="wp-block-heading">GM Earnings Beat</h3>
General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) exceeded earnings expectations last quarter, posting strong revenue growth. Yet the company incurred over $5 billion in charges after halting funding for its Cruise robotaxi business and <a href="https://www.benzinga.com/25/01/43263700/general-motors-stock-gains-after-q4-earnings-beat-incurs-charges-from-funding-halt-of-cruise-robotaxi-business">restructuring operations in China</a>. Analysts remain optimistic about GM&#8217;s long-term <a href="https://www.benzinga.com/25/01/43315953/general-motors-turnaround-on-track-despite-ev-roadblocks-analysts-view">growth and turnaround potential.</a>
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Stocks Trim DeepSeek Losses, Fed Holds Steady, Trump Slaps 25% Tariffs On Canada, Mexico: This Week In The Markets

Macro Economic Events

Economics

Trump Says We Will Put Tariffs On Chips And Oil And Gas, Says Oil And Gas Tariffs By Feb 18

After cutting the federal funds rate three straight times to end 2024, the Federal Reserve left <a href="https://www.benzinga.com/25/01/43316048/fed-holds-interest-rates-steady-halts-streak-of-consecutive-cuts-as-inflation-remains-elevated">rates unchanged in January</a>.
A new Benzinga reader poll asks which Magnificent 7 stock could be most hurt by the decision.
What Happened: The Fed kept the federal funds rate steady in January at 4.25% to 4.5%, a decision that comes after three straight cuts totaling 100 basis points in 2024.
Cutting interest rates can help make borrowing more affordable and can lead to economic growth.
The Magnificent Seven stocks are among the largest companies in the world and can sometimes be insulated from economic pressures. Better borrowing rates could be more attractive to some of the companies that sell more expensive items.
"Which Magnificent 7 stock will be most negatively impacted by the Fed's rate decision?" Benzinga asked.
The results were:
<ul>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): 39%</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>): 30%</li>
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): 9%</li>
<li>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): 9%</li>
<li>Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>): 8%</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>): 5%</li>
<li>Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>): 0%</li>
</ul>
Tesla won the poll with 39% saying the stock would be impacted the worst by the Fed's decision. This is likely due to borrowing rates and Tesla having more expensive items than the other stocks. Ranking second was Nvidia, a company that likely benefits from other companies seeing growth as it supplies products to both companies and consumers.
The poll found Amazon, Microsoft, Apple and Meta having similar impacts based on readers' opinions.
Alphabet received no votes in the poll, which could suggest the company will benefit or not be negatively impacted at all by Fed rate cut decisions.
Read Also: <a href="https://www.benzinga.com/tech/25/01/43302711/nvidia-hardest-hit-among-mag-7-stocks-by-deepseek-and-this-stock-ranked-second">EXCLUSIVE: Nvidia Hardest Hit Among Mag 7 Stocks By DeepSeek, Poll Shows — And This Stock Ranked Second</a>
Why It's Important: With the Federal Reserve&#8217;s decision to keep rates steady,&nbsp;<a href="https://www.benzinga.com/25/01/43319060/first-rate-cut-in-june-if-at-all-in-2025-economist-says-as-federal-reserve-holds-rates-steady" target="_blank" rel="noreferrer noopener">economists now predict&nbsp;</a>that the first&nbsp;rate cut will not come until June or later, with a 30% chance in March, a 45% chance in June, and a 28% chance in September.
<a href="https://www.benzinga.com/25/01/43395891/was-feds-decision-to-keep-rates-steady-the-right-move-72-say">Benzinga also asked</a> if the Fed's decision was correct. The majority of readers (72%) said the Fed's decision to keep rates steady was the current one with 22% saying they should have cut rates and 5% saying the Fed should have raised rates.
The Fed&#8217;s statement said that &#8220;economic activity has continued to expand at a solid pace&#8221; and said inflation was moving closer to the 2% target. While the Fed talked positively about inflation progress, they noted that the metric &#8220;remains somewhat elevated,&#8221; which was less positive than comments at the December meeting.
President&nbsp;Donald Trump&nbsp;has been calling for more rate cuts and&nbsp;<a href="https://www.benzinga.com/news/25/01/43332996/trump-slams-feds-terrible-job-on-bank-regulation-after-rate-hold-vows-to-unleash-lending-for-all-ame" target="_blank" rel="noreferrer noopener">spoke out after</a>&nbsp;the Fed&#8217;s decision Wednesday.
&#8220;The Fed has done a terrible job on Bank Regulation,&#8221; Trump said in a post on Truth Social.
The president promised that his administration would &#8220;unleash lending for all American people and businesses.&#8221;
The next FOMC meeting is scheduled for March 18-March 19, which could see the Fed deciding to keep rates unchanged again or making another cut.
Read Next: 
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<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/01/43041374/exclusive-how-high-will-sp-500-go-under-donald-trump-in-2025-readers-are-optimistic-26-say-this">EXCLUSIVE: How High Will S&amp;P 500 Go Under Donald Trump In 2025? Readers Are Optimistic, 26% Say This…</a></li>
</ul>
The study was conducted by Benzinga from Jan. 29, 2025 through Jan. 30, 2025. It included the responses of a diverse population of adults 18 or older. Opting into the survey was completely voluntary, with no incentives offered to potential respondents. The study reflects results from 89 adults.
Image: Shutterstock

Exclusives

GOOGL

EXCLUSIVE: This 'Magnificent 7' Stock Will Feel The Pinch Of Fed's Rate Decision, Poll Shows

Despite the fractious nature of U.S. politics, the American public has reached a consensus: former House Speaker Nancy Pelosi is the undisputed investing champion. 
As a result, her <a href="https://www.benzinga.com/trading-ideas/movers/25/01/43097979/tempus-ai-stock-is-trading-higher-tuesday-whats-going-on">acquisition</a> of Tempus AI Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) call options has generated considerable buzz, leading to significant activity in the stock. Still, only the most advanced traders should take the bait.
At first glance, Tempus AI might seem like an alluring investment. A health technology firm, Tempus — as its name suggests — utilizes artificial intelligence to create precision medicine solutions. In addition, the company is involved in diagnostics-based solutions for oncology, cardiology, radiology and depression. Analysts at SkyQuest note that the precision medicine market <a href="https://www.benzinga.com/content/40011033/precision-medicine-market-cagr-to-expand-exponentially-at-11-4-by-2023">could reach a valuation of $75.3 billion</a> by 2031, implying a compound annual growth rate of 11.4% from 2024.
While the underlying relevance and potential of Tempus AI has certainly boosted TEM stock, Pelosi has generated substantial buzz. Much of the enthusiasm centers on her uncanny ability to read the market. At the end of December, Pelosi sold 10,000 shares of Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) worth between $1 million and $5 million.
Not long after, the Chinese AI model DeepSeek sent the tech sector tumbling. Sure enough, NVDA represented the <a href="https://www.benzinga.com/tech/25/01/43302711/nvidia-hardest-hit-among-mag-7-stocks-by-deepseek-and-this-stock-ranked-second">worst-hit name</a> among the so-called Magnificent 7 stocks.
Not surprisingly, retail traders are making the logical connection that if Pelosi knows when to sell a security, she offers an insightful barometer regarding when to buy. Since selling a hot hand takes extraordinary discipline and conviction, it's not at all an unreasonable conclusion. Nevertheless, TEM stock warrants sober analysis before entry.
<h2 class="wp-block-heading">Tempus Prices in the Expected Filibuster</h2>
According to the website of the U.S. Senate, a <a href="https://www.senate.gov/about/powers-procedures/filibusters-cloture.htm#:~:text=The%20Senate%20tradition%20of%20unlimited,amendment%2C%20or%20other%20debatable%20question.">filibuster</a> is "a loosely defined term for action designed to prolong debate and delay or prevent a vote on a bill, resolution, amendment, or other debatable question." Thus, Tempus represents Wall Street's filibuster in that it consumes considerable trading activity but without clear direction.
For one thing, prospective investors must consider the financial framework. Without <a href="https://www.benzinga.com/quote/TEM/earnings">earnings</a> and also without a clear path to near-term profitability, Tempus stock is highly speculative. On the top line, analysts are projecting revenue to land somewhere north of $693 million. That puts the projected annual sales growth to approximately 30%.
While the growth sounds impressive, Tempus stock also trades at a sales multiple of <a href="https://finance.yahoo.com/quote/tem/key-statistics">nearly 14-times trailing-12-month (TTM) revenue</a>. Generally speaking, the individual segments within the broader healthcare ecosystem feature a <a href="https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/psdata.html">revenue multiple no greater than five times</a>. So, from that perspective, Tempus is significantly overvalued.
Sure enough, the hot premium explains the negative bias of Tempus stock. To be 100% clear, there is very limited data available for Tempus, which had its initial public offering last June. Nevertheless, from the data gathered, the negative bias is apparent.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31140829/TEM-stock-probability-gambit-1024x576.jpg" alt="" class="wp-image-760791" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31140829/TEM-stock-probability-gambit-1024x576.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31140829/TEM-stock-probability-gambit-300x169.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31140829/TEM-stock-probability-gambit-768x432.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31140829/TEM-stock-probability-gambit.jpg 1280w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image by author</figcaption></figure>
On a week-to-week basis, the stochastic framework (devoid of any other context aside from the temporal) shows that a position entered at the beginning of the period only has a 45.45% chance of rising by the end of it. Over a four-week basis, the odds improve slightly (but are still poor) at 46.67%.
From the time-of-writing trend, Tempus is trending for a 20%-plus return for this week. So far, whenever Tempus posted a double-digit-percentage gain in a one-week period, only one-third of the time did it rise by the end of the fourth subsequent week.
Did You Know?
<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades" target="_blank" rel="noreferrer noopener">Get Tips On What They Bought And Sold With Our Easy-to-Use Tool</a></li>
</ul>
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/gov-trades"><img loading="lazy" decoding="async" width="1024" height="331" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31160551/gov-trades2-1024x331.png" alt="" class="wp-image-760923" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31160551/gov-trades2-1024x331.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31160551/gov-trades2-300x97.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31160551/gov-trades2-768x248.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31160551/gov-trades2-1536x497.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/31160551/gov-trades2.png 1890w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
<h2 class="wp-block-heading">Neither Bulls Nor Bears Have an Edge</h2>
Based on the dynamic condition of Tempus stock posting a one-week double-digit gain, the best odds that traders can hope for is in the next week following the extreme-greed event. Even then, the odds are 50/50, which really means that neither the bulls nor the bears have an edge. And while subsequent weeks technically favor the bears, the sampling size is extremely small. Therefore, Tempus is an advanced volatility hedge.
From the limited statistical evidence available, the median four-week return following an extreme-greed event under the positive scenario stands at a hearty 35.28%. On the other hand, the median loss under the same conditions sits at 11.17%. Assuming that Friday's session closes at $60, Tempus stock could potentially either rise to $81.17 or fall to $52.34 by the options chain expiring Feb. 28.
The problem is that market makers appear to be anticipating high volatility for that expiration date. Therefore, the condors available are unfavorable. Instead, it may be more prudent to consider the options chain expiring one week earlier on Feb. 21.
Again, from the limited data available, it's possible that Tempus stock could rise to $80.63 or fall to $52.36 for that cycle. The most aggressive (but arguably still rational) idea is the 55P &#x7C; 60P &#x7C;&#x7C; 75C &#x7C; 80C long iron condor for the Feb. 21 expiration date. This transaction combines the 55/60 bear put spread and the 75/80 bull call spread, allowing traders to win by an extreme movement in either direction.
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<li><a href="https://www.benzinga.com/news/global/25/01/43401971/white-house-confirms-tariffs-on-key-us-trade-partners-this-weekend">White House Confirms Tariffs On Key US Trade Partners This Weekend</a></li>
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Image: Shutterstock

Options Corner: Tempus AI Stock Soars On Nancy Pelosi's Call Options — But Should Investors Follow?

On Friday, Taiwan&#8217;s digital ministry urged government departments to abstain from using Chinese startup&nbsp;DeepSeek&#8217;s <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">artificial intelligence&nbsp;(AI)</a> service citing security concerns. It also reinforced its allegiance to the U.S.
Taiwan, home to contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), has long been skeptical of Chinese tech given Beijing&#8217;s sovereignty claims over the island, Reuters reports.
France, Italy, Ireland, and other country regulators have also been investigating DeepSeek&#8217;s use of personal data.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/24/10/41518452/taiwan-semiconductor-halts-shipments-after-huawei-link-discovered-us-sanctions-cited" rel="noreferrer noopener">Taiwan Semiconductor Halts Shipments After Huawei Link Discovered, US Sanctions Cited</a>
U.S. is currently probing the Chinese AI startup for violation of the <a target="_blank" href="https://www.benzinga.com/25/01/43390988/deepseek-and-nvidia-under-us-investigation-ai-market-shakeup-wipes-out-1-trillion-in-tech-value" rel="noreferrer noopener">U.S. artificial intelligence</a> technology embargo against China by gaining access to Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chips.
By Monday, DeepSeek&#8217;s free AI assistant had overtaken U.S. rival ChatGPT in downloads from Apple Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) app store, wiping $593 billion off chipmaker Nvidia&#8217;s&nbsp;market value.
Also this week, <a target="_blank" href="https://www.benzinga.com/25/01/43306451/taiwan-semiconductor-gains-government-support-faces-trumps-tariff-threats-in-us-trade-battle" rel="noreferrer noopener">Taiwan pledged support</a> for Taiwan Semiconductor as U.S. President Donald Trump threatened chip tariffs against countries including Taiwan.
The Taiwan government maintained that the&nbsp;semiconductor business between&nbsp;Taiwan and the U.S. was a mutually beneficial model for both sides, given the high level of interconnectivity.
Meanwhile, Taiwan Semiconductor&#8217;s total U.S. investment now stands at $65 billion. The company also joined the U.S. in restricting access to its sophisticated AI technology in China.
<h2 class="wp-block-heading">TSM Stock Prediction For 2025</h2>
Equity research can be a valuable source of information for learning about a company's fundamentals. Analysts create financial models based on the fundamentals and expected future earnings of a company to arrive at a price target and recommendation for the stock.
Shares of Taiwan Semiconductor have an average 1-year price target of $240.0, representing an expected upside of 12.77%.
Because of differences in assumptions, analysts can arrive at very different price targets and recommendations. No analysts have bearish recommendations on Taiwan Semiconductor, while 3 analysts have bullish ratings. The street high price target from Barclays is $255.0, while the street low from Needham is $225.0.
Price Action:&nbsp;TSM stock traded higher by 1.60% to $211.48 at the last check on Friday.
Also Read:
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<li><a href="https://www.benzinga.com/news/earnings/25/01/43391270/booz-allen-q3-earnings-revenue-and-eps-beat-dividend-hike-raises-fy25-outlook-as-backlog-hits-39-4-billion" target="_blank" rel="noreferrer noopener">Booz Allen Q3 Earnings: Revenue And EPS Beat, Dividend Hike, Raises FY25 Outlook as Backlog Hits $39.4 Billion</a></li>
</ul>
Image via Shutterstock

Media

Taiwan Bans DeepSeek AI Over Security Concerns, Joins Global Scrutiny of Chinese Tech

<a href="https://www.youtube.com/watch?v=OFNahTj3XcE" title="https://www.youtube.com/watch?v=OFNahTj3XcE">https://www.youtube.com/watch?v=OFNahTj3XcE</a>

White House Says Don't Have Details On Nvidia Meeting; Meeting Is At 2:30 pm ET

Major stock indices have completed their recovery following Monday's sharp drop, buoyed by tech stocks rallying on the back of solid earnings <a href="https://www.benzinga.com/news/econ-s">and positive macroeconomic data.</a>
The S&amp;P 500 index stands at 6,118 points at midday trading in New York, not far from the all-time high of 6,128 points reached last Friday.
The Personal Consumption Expenditure price index — the Fed's preferred inflation gauge — <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43390001/feds-favorite-inflation-gauge-rises-as-predicted-consumer-spending-jumps-at-fastest-pace-in-9-months">came in line with expectations in December</a>, easing market participants&#8217; concerns over interest rates. Fed futures continue to reflect expectations for two rate cuts by the end of the year.
Meanwhile, personal spending posted a robust 0.7% increase in December, signaling strong consumer appetite in the final month of the year — a promising sign for corporate earnings.
The Magnificent Seven — as tracked by the Roundhill Magnificent Seven ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#NASDAQ">MAGS</a>) – soared 1.6% on Friday, effectively erasing weekly losses after plunging as much as 3.1% on Monday due to the DeepSeek selloff.
Yet, within the elite group, NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) remains 12% lower than last Friday's close, with Friday&#8217;s gains primarily driven by Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)
The Dow Jones, flat on the day, attempted to break its all-time highs at the open but faced resistance from sellers. Sector-wise, tech leads the charge, while energy lags following mixed earnings results from oil giants Exxon Mobil Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) and Chevron Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>).
Gold climbed above $2,800 per ounce, extending new records as demand for the ultimate safe-haven asset surges amid rising geopolitical and trade risks. This comes after President Donald Trump confirmed on Thursday his plan to introduce 25% tariffs on Mexico and Canada starting Feb. 1.
WTI crude oil prices were down 0.3% at $72.3 per barrel, potentially marking their second consecutive weekly decline.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) paused for a breather, holding steady at $104,800.
<h1 class="wp-block-heading">Friday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day % chg</td>
</tr>
<tr>
<td>• Nasdaq 100</td>
<td>21,814.96</td>
<td>1.4%</td>
</tr>
<tr>
<td>• S&amp;P 500</td>
<td>6,118.40</td>
<td>0.8%</td>
</tr>
<tr>
<td>• Russell 2000</td>
<td>2,315.94</td>
<td>0.4%</td>
</tr>
<tr>
<td>• Dow Jones</td>
<td>44,973.98</td>
<td>0.2%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:24 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent013125&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)&nbsp;rose 0.7% to $609.38.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) edged up by 0.1% to $449.30.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rallied 1.4% to $530.49.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.5% to $229.68.</li>
<li>The Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 1.2%; the Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) lagged, down 1.7%.</li>
</ul>
<h2 class="wp-block-heading">Friday&#8217;s Stock Movers</h2>
<ul>
<li>Stocks reacting to earning reports included:
<ul>
<li>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), up 0.72%</li>
<li>Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) up 0.80%</li>
<li>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) up 0.17% </li>
<li>KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) up 2.11%, </li>
<li>PPG Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPG#NYSE">PPG</a>) down 6.12%, </li>
<li>ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>) down 6.36%, </li>
<li>Baker Hughes Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) up 5.52%, </li>
<li>Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) down 16.5%,</li>
<li>LPL Financial Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) up 1.99%.</li>
<li>Exxon Mobil Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>): down 1.31%</li>
<li>AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>): up 6.7%</li>
<li>Chevron Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>): down 3.7%</li>
<li>Colgate-Palmolive Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>): down 4.5%</li>
<li>Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>): down 0.8%</li>
<li>Charter Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>): up 3.6%</li>
<li>Booz Allen Hamilton Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>): down 0.6%</li>
</ul>
</li>
</ul>
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43398182/trumps-25-tariffs-could-slaughter-canada-mexico-economies-hit-us-auto-industry-analysts-warn">Trump&#8217;s 25% Tariffs Could Slaughter Canada, Mexico Economies, Hit US Auto Industry, Analysts Warn</a></li>
</ul>
Photo: Shutterstock

Earnings

Broad U.S. Equity ETFs

Commodities

ETFs

ABBV

CHTR

DECK

SPDR Dow Jones Industrial Average ETF Trust

INTC

KLAC

LPLA

MAGS

Tech Stocks Rally, S&P 500 Flirts With Records, Gold Extends All-Time Highs: What's Driving Markets Friday?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/31/25</td>
<td>$126.00</td>
<td>$53.5K</td>
<td>37.9K</td>
<td>219.2K</td>
</tr>
<tr>
<td>VIAV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$11.00</td>
<td>$28.7K</td>
<td>6.0K</td>
<td>6.4K</td>
</tr>
<tr>
<td>WDC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$70.00</td>
<td>$46.6K</td>
<td>15.0K</td>
<td>4.9K</td>
</tr>
<tr>
<td>VSH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$17.50</td>
<td>$32.1K</td>
<td>2.9K</td>
<td>3.2K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/07/25</td>
<td>$237.50</td>
<td>$25.3K</td>
<td>771</td>
<td>1.3K</td>
</tr>
<tr>
<td>CRDO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$80.00</td>
<td>$39.7K</td>
<td>4.9K</td>
<td>1.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/31/25</td>
<td>$347.50</td>
<td>$27.2K</td>
<td>905</td>
<td>1.2K</td>
</tr>
<tr>
<td>CLS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/31/25</td>
<td>$116.00</td>
<td>$96.7K</td>
<td>198</td>
<td>1.1K</td>
</tr>
<tr>
<td>ARM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$140.00</td>
<td>$50.0K</td>
<td>4.9K</td>
<td>908</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$435.00</td>
<td>$71.0K</td>
<td>2.2K</td>
<td>703</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, is expiring today. Parties traded 955 contract(s) at a $126.00 strike. This particular call needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $53.5K, with a price of $56.0 per contract. There were 37936 open contracts at this strike prior to today, and today 219229 contract(s) were bought and sold. 
• Regarding VIAV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VIAV#NASDAQ">VIAV</a>), we observe a call option sweep with bullish sentiment. It expires in 21 day(s) on February 21, 2025. Parties traded 261 contract(s) at a $11.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $28.7K, with a price of $110.0 per contract. There were 6070 open contracts at this strike prior to today, and today 6403 contract(s) were bought and sold. 
• Regarding WDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>), we observe a call option sweep with bullish sentiment. It expires in 21 day(s) on February 21, 2025. Parties traded 279 contract(s) at a $70.00 strike. This particular call needed to be split into 37 different trades to become filled. The total cost received by the writing party (or parties) was $46.6K, with a price of $167.0 per contract. There were 15028 open contracts at this strike prior to today, and today 4958 contract(s) were bought and sold. 
• For VSH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSH#NYSE">VSH</a>), we notice a call option sweep that happens to be bullish, expiring in 49 day(s) on March 21, 2025. This event was a transfer of 247 contract(s) at a $17.50 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $32.1K, with a price of $130.0 per contract. There were 2939 open contracts at this strike prior to today, and today 3239 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on February 7, 2025. Parties traded 100 contract(s) at a $237.50 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $25.3K, with a price of $253.0 per contract. There were 771 open contracts at this strike prior to today, and today 1302 contract(s) were bought and sold. 
• Regarding CRDO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>), we observe a call option trade with bullish sentiment. It expires in 21 day(s) on February 21, 2025. Parties traded 150 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $39.7K, with a price of $265.0 per contract. There were 4954 open contracts at this strike prior to today, and today 1285 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a put option sweep that happens to be bullish, is expiring today. Parties traded 100 contract(s) at a $347.50 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $27.2K, with a price of $274.0 per contract. There were 905 open contracts at this strike prior to today, and today 1275 contract(s) were bought and sold. 
• For CLS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLS#NYSE">CLS</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 78 contract(s) at a $116.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $96.7K, with a price of $1240.0 per contract. There were 198 open contracts at this strike prior to today, and today 1151 contract(s) were bought and sold. 
• Regarding ARM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), we observe a put option sweep with bearish sentiment. It expires in 21 day(s) on February 21, 2025. Parties traded 189 contract(s) at a $140.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $50.0K, with a price of $265.0 per contract. There were 4936 open contracts at this strike prior to today, and today 908 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bullish, expiring in 49 day(s) on March 21, 2025. This event was a transfer of 100 contract(s) at a $435.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $71.0K, with a price of $710.0 per contract. There were 2294 open contracts at this strike prior to today, and today 703 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CRDO

MSTR

VIAV

10 Information Technology Stocks With Whale Alerts In Today's Session

Analyst Ratings

Live On CNBC, Steve Weiss Announces Bought More Nvidia

<a href="https://cloud.google.com/nvidia#whats-new" title="https://cloud.google.com/nvidia#whats-new">https://cloud.google.com/nvidia#whats-new</a>

Google Says Bringing Nvidia Blackwell GPUs To Google Cloud With Preview Of A4 VMS

In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) alongside its primary competitors in the Semiconductors &amp; Semiconductor Equipment industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and shed light on company's performance within the industry.
<h3>NVIDIA Background</h3>
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVIDIA Corp</td>
<td>49.21</td>
<td>46.32</td>
<td>27.36</td>
<td>31.13%</td>
<td>$22.86</td>
<td>$26.16</td>
<td>93.61%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Manufacturing Co Ltd</td>
<td>30.27</td>
<td>8.28</td>
<td>12.27</td>
<td>9.05%</td>
<td>$596.09</td>
<td>$512.38</td>
<td>38.84%</td>
</tr>
<tr>
<td>Broadcom Inc</td>
<td>167.18</td>
<td>14.94</td>
<td>19.98</td>
<td>6.49%</td>
<td>$7.29</td>
<td>$9.0</td>
<td>51.2%</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc</td>
<td>105.19</td>
<td>3.38</td>
<td>8</td>
<td>1.36%</td>
<td>$1.55</td>
<td>$3.42</td>
<td>17.57%</td>
</tr>
<tr>
<td>Qualcomm Inc</td>
<td>19.23</td>
<td>7.23</td>
<td>4.99</td>
<td>11.46%</td>
<td>$3.21</td>
<td>$5.78</td>
<td>18.69%</td>
</tr>
<tr>
<td>Texas Instruments Inc</td>
<td>35.63</td>
<td>10</td>
<td>10.89</td>
<td>7.05%</td>
<td>$2.09</td>
<td>$2.47</td>
<td>-3.47%</td>
</tr>
<tr>
<td>ARM Holdings PLC</td>
<td>253.32</td>
<td>26.79</td>
<td>46.06</td>
<td>1.83%</td>
<td>$0.11</td>
<td>$0.81</td>
<td>4.71%</td>
</tr>
<tr>
<td>Analog Devices Inc</td>
<td>64.76</td>
<td>3</td>
<td>11.24</td>
<td>1.36%</td>
<td>$1.12</td>
<td>$1.42</td>
<td>-10.06%</td>
</tr>
<tr>
<td>Micron Technology Inc</td>
<td>26.50</td>
<td>2.20</td>
<td>3.57</td>
<td>4.07%</td>
<td>$4.3</td>
<td>$3.35</td>
<td>84.28%</td>
</tr>
<tr>
<td>Monolithic Power Systems Inc</td>
<td>71.79</td>
<td>13.21</td>
<td>15.28</td>
<td>6.35%</td>
<td>$0.17</td>
<td>$0.34</td>
<td>30.59%</td>
</tr>
<tr>
<td>Microchip Technology Inc</td>
<td>38.31</td>
<td>4.72</td>
<td>5.46</td>
<td>1.24%</td>
<td>$0.34</td>
<td>$0.67</td>
<td>-48.37%</td>
</tr>
<tr>
<td>ON Semiconductor Corp</td>
<td>13.22</td>
<td>2.64</td>
<td>3.14</td>
<td>4.75%</td>
<td>$0.63</td>
<td>$0.8</td>
<td>-19.21%</td>
</tr>
<tr>
<td>ASE Technology Holding Co Ltd</td>
<td>20.32</td>
<td>2.33</td>
<td>1.22</td>
<td>3.16%</td>
<td>$28.59</td>
<td>$26.43</td>
<td>3.85%</td>
</tr>
<tr>
<td>STMicroelectronics NV</td>
<td>9.27</td>
<td>1.15</td>
<td>1.49</td>
<td>1.98%</td>
<td>$0.74</td>
<td>$1.23</td>
<td>-26.63%</td>
</tr>
<tr>
<td>First Solar Inc</td>
<td>14.42</td>
<td>2.36</td>
<td>4.67</td>
<td>4.22%</td>
<td>$0.45</td>
<td>$0.45</td>
<td>10.81%</td>
</tr>
<tr>
<td>United Microelectronics Corp</td>
<td>9.35</td>
<td>1.31</td>
<td>2.09</td>
<td>4.0%</td>
<td>$29.73</td>
<td>$20.43</td>
<td>5.99%</td>
</tr>
<tr>
<td>Skyworks Solutions Inc</td>
<td>24.23</td>
<td>2.27</td>
<td>3.46</td>
<td>0.95%</td>
<td>$0.18</td>
<td>$0.43</td>
<td>-15.9%</td>
</tr>
<tr>
<td>MACOM Technology Solutions Holdings Inc</td>
<td>125.83</td>
<td>8.64</td>
<td>13.20</td>
<td>2.67%</td>
<td>$0.05</td>
<td>$0.11</td>
<td>33.47%</td>
</tr>
<tr>
<td>Lattice Semiconductor Corp</td>
<td>55.62</td>
<td>11.13</td>
<td>13.97</td>
<td>1.03%</td>
<td>$0.03</td>
<td>$0.09</td>
<td>-33.87%</td>
</tr>
<tr>
<td>Qorvo Inc</td>
<td>299</td>
<td>2.31</td>
<td>2.12</td>
<td>1.22%</td>
<td>$0.14</td>
<td>$0.39</td>
<td>-14.67%</td>
</tr>
<tr>
<td>Universal Display Corp</td>
<td>30.40</td>
<td>4.53</td>
<td>11.20</td>
<td>4.29%</td>
<td>$0.08</td>
<td>$0.13</td>
<td>14.57%</td>
</tr>
<tr>
<td>Average</td>
<td>70.69</td>
<td>6.62</td>
<td>9.71</td>
<td>3.93%</td>
<td>$33.84</td>
<td>$29.51</td>
<td>7.12%</td>
</tr>
</tbody>
</table>
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 </style>When conducting a detailed analysis of NVIDIA, the following trends become clear: 
<ul>
<li>
A Price to Earnings ratio of 49.21 significantly below the industry average by 0.7x suggests undervaluation. This can make the stock appealing for those seeking growth.
</li>
<li>
The elevated Price to Book ratio of 46.32 relative to the industry average by 7.0x suggests company might be overvalued based on its book value.
</li>
<li>
The Price to Sales ratio of 27.36, which is 2.82x the industry average, suggests the stock could potentially be overvalued in relation to its sales performance compared to its peers.
</li>
<li>
With a Return on Equity (ROE) of 31.13% that is 27.2% above the industry average, it appears that the company exhibits efficient use of equity to generate profits.
</li>
<li>
With lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $22.86 Billion, which is 0.68x below the industry average, the company may face lower profitability or financial challenges.
</li>
<li>
With lower gross profit of $26.16 Billion, which indicates 0.89x below the industry average, the company may experience lower revenue after accounting for production costs.
</li>
<li>
The company's revenue growth of 93.61% is notably higher compared to the industry average of 7.12%, showcasing exceptional sales performance and strong demand for its products or services.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738335612_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio measures the financial leverage of a company by evaluating its debt relative to its equity.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By considering the Debt-to-Equity ratio, NVIDIA can be compared to its top 4 peers, leading to the following observations:
<ul>
<li>
NVIDIA has a stronger financial position compared to its top 4 peers, as evidenced by its lower debt-to-equity ratio of 0.16.
</li>
<li>
This suggests that the company has a more favorable balance between debt and equity, which can be perceived as a positive indicator by investors.
</li>
</ul>
<h3>Key Takeaways</h3>
The low P/E ratio suggests NVIDIA is undervalued compared to its peers in the Semiconductors &amp; Semiconductor Equipment industry. However, the high P/B and P/S ratios indicate that the market values the company's assets and sales more favorably. On the other hand, the high ROE and revenue growth, along with low EBITDA and gross profit, highlight potential for strong performance and expansion in the future.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Competitor Analysis: Evaluating NVIDIA And Competitors In Semiconductors &amp; Semiconductor Equipment Industry

China&#8217;s <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">artificial intelligence</a> startup DeepSeek has sparked regulatory scrutiny by the U.S. over possible violation of the U.S. artificial intelligence technology embargo against China.
The regulators are investigating DeepSeek&#8217;s possible access to advanced&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) semiconductors via intermediaries in Singapore, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-31/us-probing-whether-deepseek-got-nvidia-chips-through-singapore?sref=TBDibEcD" rel="noreferrer noopener">reported</a> Friday, citing unnamed sources familiar with the matter.
Howard Lutnick, President Donald Trump&#8217;s contender to lead the Commerce Department,&nbsp;hinted at the possibility of DeepSeek bypassing the U.S. embargo.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43127416/anthropic-gains-big-with-google-backing-aiming-for-60-billion-valuation-and-surging-ai-revenue" rel="noreferrer noopener">Anthropic Gains Big With Google Backing, Aims for $60 Billion Valuation and Surging AI Revenue</a>
Singapore accounts for about 20% of Nvidia&#8217;s revenue, Bloomberg cites regulatory filings. Reportedly, Nvidia shipments to Singapore were insignificant. The country had remained unscathed by the semiconductor embargoes so far.
<a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/43260751/not-just-deepseek-alibaba-unveils-ai-model-to-rival-openais-operator" rel="noreferrer noopener">U.S. tech stocks</a> plunged on Monday as DeepSeek chatbot R1&nbsp;triggered market jitters over the sustainability of the AI investment.&nbsp;Nvidia&nbsp;lost $600 billion in market value on Monday.
DeepSeek&#8217;s open-source AI model, developed for under $6 million, reportedly outperformed OpenAI&#8217;s U.S. models.
R1&#8217;s dexterity, cost, and efficiency prompted speculation that it employs Western technology. R1&#8217;s release led to a $1 trillion market wipeout.
Officials in the White House and Federal Bureau of Investigation are also scrutinizing whether DeepSeek exploited intermediaries in the Southeast Asian nation to procure the banned Nvidia chips.
Reportedly, DeepSeek trained its V3 model on Nvidia&#8217;s tailor-made H800 chips for China, which the U.S. banned in October 2023. This prompted Nvidia to design the H20 chips. The Trump administration is now weighing the restriction of the H20 chips.
At the same time, the U.S. has expanded its semiconductor technology restrictions on China, including the geographic scope of the trade rules.
In 2023, the Biden administration restricted access to advanced semiconductor technology for over 40 countries, including China&#8217;s allies. Earlier this year, Biden officials&nbsp;expanded the rules&nbsp;even further geographically.
<a target="_blank" href="https://www.benzinga.com/24/12/42644888/biden-administration-targets-chinese-firm-over-taiwan-semiconductor-chip-found-in-huawei-tech" rel="noreferrer noopener">Last year, Chinese firm</a> Sophgo drew U.S. attention over the alleged use of a&nbsp;Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) chip in&nbsp;Huawei Technologies Co&#8217;s&nbsp;AI processor. The companies denied the reports.
Meanwhile, Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/01/43311376/alibaba-ups-ai-game-says-its-qwen2-5-max-beats-deepseek-and-openai-in-performance" rel="noreferrer noopener">showcased a new</a> version of its Qwen large language model, which reportedly outperformed DeepSeek, OpenAI&#8217;s GPT-4o, and Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) &#8216;s Llama-3.1 in key benchmarks.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/upgrades/25/01/43284333/nvidia-positioned-for-400-billion-ai-boom-with-advanced-gpus-new-product-launches-driving-revenue-growth-say-analysts" target="_blank" rel="noreferrer noopener">Nvidia Positioned For $400 Billion AI Boom With Advanced GPUs, New Product Launches Driving Revenue Growth, Say Analysts</a></li>
</ul>
Image via DeepSeek

Emerging Markets

BABA

How Did DeepSeek Get Access To Nvidia Chips? US Investigates Possible Embargo Violation

Trump to Meet With Nvidia CEO At White House

Enterprises can now access DeepSeek-R1, a Chinese reasoning model, through cloud giants Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Web Services, or AWS.&nbsp;
What Happened: Microsoft has made DeepSeek-R1 accessible on GitHub and through the Azure AI Foundry&#8217;s model catalog.
The Foundry provides developers with tools for experimentation, iteration, and integration of the model&#8217;s capabilities into various workflows, along with security and evaluation tools.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
AWS offers DeepSeek-R1 on its SageMaker platform, which is designed for building, training, and deploying custom models. AWS customers can use the Hugging Face open-source platform to train DeepSeek on SageMaker.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">DeepSeek-R1 now available on both Amazon Bedrock and SageMaker AI. Have at it. <a href="https://t.co/PE80xYvzYu">pic.twitter.com/PE80xYvzYu</a>
&mdash; Andy Jassy (@ajassy) <a href="https://twitter.com/ajassy/status/1885120938813120549?ref_src=twsrc%5Etfw">January 31, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://in.benzinga.com/25/01/43379565/deepseeks-ai-model-shook-wall-street-but-a-new-report-says-chinese-state-accounts-helped-fan-the-flames">DeepSeek&#8217;s AI Model Shook Wall Street, But A New Report Says Chinese State Accounts Helped Fan The Flames</a>
Why It Matters: DeepSeek's R1 has gained recognition for its performance, reportedly surpassing other leading AI models, including OpenAI's ChatGPT.
API access to DeepSeek-R1 starts at $0.14 per million tokens, roughly equivalent to 750,000 words. The latest DeepSeek model is considered closest in capability to OpenAI&#8217;s &#8220;o1&#8221; model, which is priced at $7.50 per million tokens.
In just two months and with under $6 million, the startup said it built a highly cost-effective AI model. This achievement also challenges the notion that <a href="https://www.benzinga.com/tech/25/01/43258810/ross-gerber-slams-deepseeks-privacy-policy-as-the-chinese-ai-models-rise-triggers-market-chaos-i-dont-trust-a-thing-china-does">large-scale GPU investments</a> are essential.
On Monday, Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), the top U.S. producer of high-performance AI chips, experienced a 17% drop in its stock, <a href="https://www.benzinga.com/markets/equities/25/01/43256425/nvidia-says-deepseek-an-illustration-of-how-new-ai-models-can-be-created-while-being-export-control-compliant-amid-600-billion-market-value-plunge">wiping out around $600 billion</a> in market value—marking its largest single-day loss.
Meanwhile, the Nasdaq 100 fell over 3% on the same day, its <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43244872/tech-stocks-tumble-on-ai-nightmare-nvidia-eyes-worst-day-since-march-2020-bitcoin-drops-below-100000-whats-driving-markets-monday">steepest decline since</a> Dec. 18.
Previously, Jeff Bezos-backed Perplexity AI also launched a <a href="https://www.benzinga.com/25/01/43293869/jeff-bezos-backed-perplexity-rolls-out-self-hosted-deepseek-r1-model-amid-controversy-over-chinese-ai-influence-ceo-aravind-srinivas-says-theres-a-lot-of-misconception">self-hosted version</a> of DeepSeek-R1.
The availability of DeepSeek-R1 on these platforms comes amid <a href="https://www.benzinga.com/25/01/43293506/chinas-deepseek-under-white-house-scrutiny-over-potential-national-security-risks">heightened scrutiny from the U.S. government</a>. The White House has announced that the National Security Council is examining the implications of DeepSeek, citing potential national security risks.
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://www.benzinga.com/tech/25/01/43221770/apples-ipad-turns-15-today-heres-a-throwback-to-when-steve-jobs-explained-called-it-the-third-category-after-phones-and-notebooks" target="_blank" rel="noreferrer noopener">Apple's iPad Turns 15 Today: Here's A Throwback To When Steve Jobs Explained Called It The ‘Third Category' After Phones And Notebooks</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Image created using artificial intelligence via Midjourney.

China's DeepSeek-R1 Lands On Microsoft Azure And AWS — The Same Model That Shook Silicon Valley

Chinese state-affiliated social media accounts reportedly promoted DeepSeek&#8217;s AI models, just days before a significant <a href="https://www.benzinga.com/tech/25/01/43302711/nvidia-hardest-hit-among-mag-7-stocks-by-deepseek-and-this-stock-ranked-second">downturn in U.S. tech stocks</a>.
What Happened: These accounts, including those of Chinese diplomats and state media, amplified media coverage of DeepSeek&#8217;s launch, reported Reuters, citing a report by online analysis firm Graphika.
They promoted the narrative that DeepSeek was challenging U.S. dominance in the AI sector. The messaging was disseminated on platforms like Elon Musk&#8217;s X, Instagram and Facebook owned by Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Chinese services Toutiao and Weibo.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: Graphika noted a spike in discussions about DeepSeek&#8217;s advancements compared to OpenAI&#8217;s ChatGPT on X.
​​By Monday, DeepSeek&#8217;s AI assistant had surpassed ChatGPT <a href="https://www.benzinga.com/tech/25/01/43223228/satya-nadella-said-we-should-take-development-out-of-china-very-very-seriously-now-deepseeks-r1-has-emerged-as-chatgpt-killer-outperforming-openai-with-50x-cheaper-prices-heres-more">in downloads</a> on the App Store.&nbsp;
On the same day, global investors offloaded U.S. tech stocks, leading to a staggering <a href="https://www.benzinga.com/tech/25/01/43294552/palmer-luckey-blasts-hysteria-over-deepseek-oculus-founder-says-chinese-hedge-funds-psyops-targeted-us-ai-giants-like-nvidia">$593 billion decline</a> in Nvidia Corporation&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) market value—the largest single-day loss ever recorded for a Wall Street company.
Previously, billionaire investor Bill Ackman speculated on the potential financial gains for <a href="https://www.benzinga.com/markets/equities/25/01/43293842/bill-ackman-questions-whether-deepseek-ais-hedge-fund-affiliate-profited-from-nvidias-sell-off-a-fortune-could-have-been-made">DeepSeek&#8217;s hedge fund affiliate</a> from the tech stock rout.
OpenAI has accused DeepSeek of using its <a href="https://www.benzinga.com/news/25/01/43354099/openai-alleges-deepseek-used-proprietary-models-without-permission-as-microsoft-investigates-ai-secu">proprietary models without</a> authorization, intensifying concerns over intellectual property protection. The White House has also placed <a href="https://www.benzinga.com/25/01/43293506/chinas-deepseek-under-white-house-scrutiny-over-potential-national-security-risks">DeepSeek under scrutiny</a> for potential national security risks.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://www.benzinga.com/tech/25/01/43221770/apples-ipad-turns-15-today-heres-a-throwback-to-when-steve-jobs-explained-called-it-the-third-category-after-phones-and-notebooks" target="_blank" rel="noreferrer noopener">Apple&#8217;s iPad Turns 15 Today: Here&#8217;s A Throwback To When Steve Jobs Explained Called It The ‘Third Category&#8217; After Phones And Notebooks</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Image via MidJourney

DeepSeek's AI Model Shook Wall Street, But A New Report Says Chinese State Accounts Helped Fan The Flames

Bulls vs. Bears: Nvidia after DeepSeek rout

Notable analyst calls this week: Nvidia, Coca-Cola and AMD stocks among top picks

AMD: DeepSeek's Perceived Efficiency May Drive Demand For Cheaper AI Chips

Apple: Huge Winner From DeepSeek Innovations

Busy Earnings Season Continues With Alphabet, Disney, Palantir To Report Results

Trending stocks in a week dominated by DeepSeek, tariff jolt

Here is a short look at the 7 largest companies by market capitalization as of Saturday, Feb. 1, 2025. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.

The 7 Largest Companies - Saturday, Feb. 1

OpenAI reconsiders closed-source approach after DeepSeek shocker

In this brief video, I review the conditions of the overall market as we kick off the historically/seasonally weak month of February.

Tariff News Sent The Market Swooning Into The Close

Masayoshi Son may be about to pull off his signature move – doubling down. Having already invested over $1.5 billion into OpenAI, the SoftBank boss could throw another $25 billion into the artificial intelligence company.

Masayoshi Son Picks Odd Time To Bet Big On OpenAI

ACCD

AFRM

AMGN

ASML

ASMLF

CBOE

DDOG

FCEL

GOLD

ICAD

IDXX

MARK

MRNA

NBIX

NXPI

PMNT

QCOM

RDDT

REKR

SDST

SFTBY

TEAM

TSX:RCT

TTAM

TWLO

UBER

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Movers & Shakers

HIVE

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Fintech news covering the emerging Financial Technology services sector

Fintech

DELL

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KRUZ

NANC

ETFs Aligned With U.S. Political Divides: Perspectives Ahead Of The Election

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Quantum Resistant Ledger (QRL) Strikes Key Industry Partnerships, Fortifying Its Position As Quantum Computing Era Nears

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SOXL

Direxion Daily Semiconductor Bear 3X Shares

SOXS

Leveraging Trades On Semiconductors With SOXL And SOXS

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Buffet Shifts To Cash, DoJ Launches Nvidia Investigation – Is It Time To Invest In Gold And Other Stores Of Value?

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AEVA

NINOY

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Press Releases

NVIDIA Expands Omniverse With Generative Physical AI

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NVDX Is The Best Performing ETF of 2024!

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Comments

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