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Nvidia Faces Volatility Amid Trade and AI Competition
5 articles I'm watching carefully
Tyler Dupont
February 05, 2025
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Tyler Dupont  Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
Nvidia Faces Volatility Amid Trade and AI Competition
Nvidia stock climbed despite China’s trade retaliation but remains below key moving averages. Analysts see minimal tariff impact but warn of broader risks. AI competition is intensifying, with DeepSeek offering cost-efficient models. Despite short-term pressure, Nvidia's data center revenue could hit $113B, driven by Blackwell chip demand.
Palantir Hits $200B Market Cap Amid AI-Driven Surge
Palantir's stock soared 28% to a record $106.91 after beating Q4 expectations, pushing its market cap to $240B. Revenue hit $828M, up 7% from forecasts, with a 30% growth outlook for 2025. Despite its AI-driven success, Palantir's 70x price-to-sales ratio dwarfs Nvidia's 35x, raising valuation concerns.
AI Agents to Reshape Corporate Finance Jobs
Microsoft's Georg Glantschnig predicts AI agents will transform corporate finance by automating processes like financial close, potentially making some jobs obsolete. While still in early development, AI agents could act as 'skilled virtual coworkers,' improving accuracy and compliance in financial operations.
🪙 Crypto
Trump Administration Eyes Stablecoins for Dollar Dominance
David Sacks, Trump’s crypto czar, argued that stablecoins could bolster U.S. dollar dominance, aligning with Senator Hagerty’s GENIUS Act. Congress may prioritize stablecoin regulation, potentially requiring reserves in U.S. Treasury Bills. Lawmakers also discussed expanding the U.S. Bitcoin stockpile.
🌎 Global Economy
Asian markets signal global fallout from Trump's tariffs
Trump's new tariffs triggered a sharp selloff in Asia, with Japan’s Nikkei dropping over 1,000 points. The strong dollar is pressuring global capital, and China's yuan faces devaluation risks. Beijing may retaliate with targeted economic measures, adding to inflationary pressures and global market instability.
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