
Nvidia
Negativesentiment_dissatisfied
Analyst rating: Strong buy
Nvidia is raising prices on its GPUs and facing supply chain issues, which could impact their financials.

SoundHound AI
Positivesentiment_satisfied
Analyst rating: N/A
SoundHound AI experienced significant revenue growth due to the Amelia acquisition.

The Trade Desk
Positivesentiment_satisfied
Analyst rating: Buy
The Trade Desk saw strong revenue and net income growth driven by its Kokai AI platform.

Taiwan Semiconductor Manufacturing
Positivesentiment_satisfied
Analyst rating: Strong buy
TSMC's stock surged after the U.S. and China agreed to scale back tariffs.

Qualcomm
Positivesentiment_satisfied
Analyst rating: Buy
Qualcomm's stock increased due to the US-China trade deal.

Broadcom
Positivesentiment_satisfied
Analyst rating: Strong buy
Broadcom's stock rose after the US-China agreement on tariffs.

Doximity
Neutralsentiment_neutral
Analyst rating: Buy
Doximity expects modest revenue growth and some uncertainty in its health system segment.
Positivesentiment_satisfied
Analyst rating: N/A
Rumors suggest Mediatek is collaborating with Nvidia on Arm-based laptop chips, which could boost their position in the market.

Microsoft
Positivesentiment_satisfied
Analyst rating: Strong buy
Microsoft is developing quantum computing technology with DARPA and has commitments to advancing this field.
Positivesentiment_satisfied
Analyst rating: N/A
IBM is investing heavily in quantum computing R&D and offers Quantum as a Service.

IonQ
Positivesentiment_satisfied
Analyst rating: N/A
IonQ, a quantum computing startup, is publicly traded and offers cloud-based services.
Positivesentiment_satisfied
Analyst rating: N/A
Google is committed to quantum computing and integrates it with AI.

Amazon
Positivesentiment_satisfied
Analyst rating: Strong buy
Amazon's Braket service and Ocelot chip are part of their quantum computing efforts, which could drive growth.

Rigetti Computing
Positivesentiment_satisfied
Analyst rating: N/A
Rigetti offers quantum computing access through its cloud services platform.

Meta
Negativesentiment_dissatisfied
Analyst rating: Strong buy
Meta's products are becoming outdated as newer technologies rise in popularity.

Alphabet
Positivesentiment_satisfied
Analyst rating: Strong buy
Alphabet is part of Chase Coleman's top stock investments, indicating potential growth opportunities.
Positivesentiment_satisfied
Analyst rating: N/A
Included in Chase Coleman's portfolio due to its tech-enabled services.

Target
Neutralsentiment_neutral
Analyst rating: Buy
Mentioned as a best stock to invest in, but no specific financial impact or market position change provided.
Positivesentiment_satisfied
Analyst rating: N/A
High customer satisfaction due to advanced technology and customer-centric approach.
Negativesentiment_dissatisfied
Analyst rating: N/A
Apogee reported a 4.5% YoY decline in Q1 revenue, though they are taking actions to mitigate tariff impacts.

AMD
Positivesentiment_satisfied
Analyst rating: Buy
Tech and chip stocks like AMD saw growth after the US-China trade deal.

Micron
Positivesentiment_satisfied
Analyst rating: Buy
Micron's stock increased due to the positive market sentiment from the US-China agreement.

Apple
Positivesentiment_satisfied
Analyst rating: Buy
Tech and chip stocks, including Apple, saw growth after the US-China trade deal.
Negativesentiment_dissatisfied
Analyst rating: N/A
Nvidia faces a $5.5 billion write-off due to export restrictions but maintains capex plans for data centers.

UBS
Neutralsentiment_neutral
Analyst rating: Neutral
Recommended growth stocks based on GARP strategy, but no direct financial impact on UBS mentioned.
Positivesentiment_satisfied
Analyst rating: N/A
His portfolio includes several tech stocks, indicating confidence in their future performance.
Positivesentiment_satisfied
Analyst rating: N/A
Experienced a 55% YoY revenue increase and joined AWS ISV Accelerate program.
Neutralsentiment_neutral
Analyst rating: Buy
Seeking debt funding after IPO underperformance, indicating potential financial restructuring.
Positivesentiment_satisfied
Analyst rating: N/A
Received $300M in Series D funding to expand enterprise AI offerings.
Negativesentiment_dissatisfied
Analyst rating: N/A
Its products are becoming outdated, which could affect market share and revenue.
Negativesentiment_dissatisfied
Analyst rating: N/A
Seen as potentially outdated due to newer technologies emerging.
Negativesentiment_dissatisfied
Analyst rating: N/A
Likely facing challenges from newer platforms, making it potentially outdated.
Positivesentiment_satisfied
Analyst rating: N/A
Emerging as a significant player in AI technology, which could drive innovation and market presence.
Positivesentiment_satisfied
Analyst rating: N/A
Gaining popularity over older platforms like Facebook and Google Search.
Neutralsentiment_neutral
Analyst rating: N/A
While popular, it's mentioned alongside potentially outdated technologies but no specific impact noted.
Positivesentiment_satisfied
Analyst rating: N/A
Strong AI server shipments and collaborations could enhance their market position in AI hardware.
Negativesentiment_dissatisfied
Analyst rating: N/A
Acknowledged as a formidable competitor by Nvidia's CEO, which could impact Nvidia's market share in China.
Positivesentiment_satisfied
Analyst rating: N/A
A Chinese company developing AI chips, contributing to advancements in the field.

Alibaba
Positivesentiment_satisfied
Analyst rating: Strong buy
Part of China's tech innovations, including e-commerce and digital services.

JD.com
Positivesentiment_satisfied
Analyst rating: Strong buy
Contributing to China's advancements in e-commerce and technology.

Tencent
Positivesentiment_satisfied
Analyst rating: Strong buy
Involved in various tech areas, including AI and digital services.

BYD
Positivesentiment_satisfied
Analyst rating: Strong buy
Leading in electric vehicles and battery technology in China.

NIO
Positivesentiment_satisfied
Analyst rating: Buy
A significant player in the advanced electric vehicle market in China.

XPeng
Positivesentiment_satisfied
Analyst rating: Buy
Contributing to the growth of the electric vehicle sector in China.

Geely
Positivesentiment_satisfied
Analyst rating: —
Involved in advanced electric vehicles and related technologies.

Li Auto
Positivesentiment_satisfied
Analyst rating: Buy
A key player in the Chinese EV market, driving innovation and growth.
Negativesentiment_dissatisfied
Analyst rating: N/A
Its products are becoming outdated, which could lead to a decline in user base and revenue.
Negativesentiment_dissatisfied
Analyst rating: N/A
Likely facing competition from newer AI-driven platforms, potentially affecting its market dominance.
Negativesentiment_dissatisfied
Analyst rating: N/A
Seen as outdated, which could impact user engagement and revenue growth.
Positivesentiment_satisfied
Analyst rating: N/A
Strong performance in AI server shipments and strategic collaborations enhance their market position.

Meta
Negativesentiment_dissatisfied
Analyst rating: Strong buy
Its products are becoming outdated, which could affect its competitive edge in the tech market.