Nvidia’s GTC 2025 conference in San Jose was overshadowed by external factors like tariffs and China’s DeepSeek. Despite being a Wall Street favorite, Nvidia shares dropped ~3% as investors focused on broader tech challenges. Partnerships and collaborations announced during the event failed to impress, with mixed results for stakeholders and rivals.
Nvidia's stock fell despite being a favorite on Wall Street.
BAH stock fell ~10% this week as rival Accenture’s warning about the consequences of federal spending cuts weighed on the shares of the
T-Mobile announced a collaboration with Nvidia to develop AI-native wireless network hardware, software, and architecture for 6G.
Cisco announced a collaboration with Nvidia to develop AI-native wireless network hardware, software, and architecture for 6G.
Super Micro Computer shares closed flat this week after rising ~6% on Wednesday following the announcement of a new optimized storage server in partnership with Nvidia.
Notable decliners included Analog Devices, Broadcom, and Microchip Technology.
Notable decliners included Analog Devices, Broadcom, and Microchip Technology.
Notable decliners included Analog Devices, Broadcom, and Microchip Technology.
Notable decliners included Analog Devices, Broadcom, and Microchip Technology.
Micron Technology fell ~7% after the company’s Q2 FY25 results indicated a decline in gross margins despite exceeding Street forecasts on Thursday.
Advanced Micro Devices, Taiwan Semiconductor Manufacturing, Marvell Technology, and ON Semiconductor closed in positive territory.
Advanced Micro Devices, Taiwan Semiconductor Manufacturing, Marvell Technology, and ON Semiconductor closed in positive territory.
Advanced Micro Devices, Taiwan SemiconductorManufacturing, Marvell Technology, and ON Semiconductor closed in positive territory.
Advanced Micro Devices, Taiwan Semiconductor Manufacturing, Marvell Technology, and ON Semiconductor closed in positive territory.
Quantum computing companies were among the major losers even as Nvidia conducted its first-ever Quantum. D-Wave Quantum (), Rigetti Computing (), and IonQ () posted double-digit percentage declines while Quantum Computing () closed ~4% higher this week.
Quantum computing companies were among the major losers even as Nvidia conducted its first-ever Quantum. D-Wave Quantum (), Rigetti Computing (), and IonQ () posted double-digit percentage declines while Quantum Computing () closed ~4% higher this week.
Quantum computing companies were among the major losers even as Nvidia conducted its first-ever Quantum. D-Wave Quantum (), Rigetti Computing (), and IonQ () posted double-digit percentage declines while Quantum Computing () closed ~4% higher this week.
Quantum computing companies were among the major losers even as Nvidia conducted its first-ever Quantum. D-Wave Quantum (), Rigetti Computing (), and IonQ () posted double-digit percentage declines while Quantum Computing () closed ~4% higher this week.
Optical companies represented a rare pocket of outperformance after Nvidia unveiled products and partnerships with those firms at the event. Coherent () and Lumentum Holdings () closed ~6% and ~5% higher, respectively, while Fabrinet () traded flat.
Optical companies represented a rare pocket of outperformance after Nvidia unveiled products and partnerships with those firms at the event. Coherent () and Lumentum Holdings () closed ~6% and ~5% higher, respectively, while Fabrinet () traded flat.
Optical companies represented a rare pocket of outperformance after Nvidia unveiled products and partnerships with those firms at the event. Coherent () and Lumentum Holdings () closed ~6% and ~5% higher, respectively, while Fabrinet () traded flat.
However, BAH stock fell ~10% this week as rival Accenture’s warning about the consequences of federal spending cuts weighed on the shares of the
Event Context:
Nvidia Performance:
Booz Allen Hamilton (BAH):
Super Micro Computer (SMCI):
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Semiconductor Sector:
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Regulatory and Geopolitical Risks:
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Quantum Computing Uncertainty: