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BullDigest's May 12 Pre-Market Summary of NVIDIA Corporation

  • 12.05.2025 15:03
  • bulldigest.com
  • Keywords: Pre-Market, Summary, NVIDIA Corporation

Check out BullDigest's May 12 Pre-Market Summary of NVIDIA Corporation. We provide a summary of the key news before the market opens.

Pre-Market SummaryNVDAsentiment_dissatisfiedSOUNsentiment_satisfiedTTDsentiment_satisfiedTSMsentiment_satisfiedQCOMsentiment_satisfiedAVGOsentiment_satisfiedDOCSMSFTsentiment_satisfiedIONQsentiment_satisfiedAMZNsentiment_satisfiedRGTIsentiment_satisfiedMETAsentiment_dissatisfiedGOOGLsentiment_satisfiedTGTCPTsentiment_satisfiedMUsentiment_satisfiedAAPLsentiment_satisfiedUBSCRWVBABAsentiment_satisfiedJDCMFsentiment_satisfiedTCEHYsentiment_satisfiedBYDDYsentiment_satisfiedUNPsentiment_satisfiedXPEVsentiment_satisfiedGELYYsentiment_satisfiedLIsentiment_satisfiedMETAsentiment_dissatisfied

Estimated market influence

Nvidia

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

SoundHound AI

Positivesentiment_satisfied
Analyst rating: N/A

SoundHound AI experienced significant revenue growth due to the Amelia acquisition.

The Trade Desk

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

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

Qualcomm

Positivesentiment_satisfied
Analyst rating: Buy

Qualcomm's stock increased due to the US-China trade deal.

Broadcom

Broadcom

Positivesentiment_satisfied
Analyst rating: Strong buy

Broadcom's stock rose after the US-China agreement on tariffs.

Doximity

Doximity

Neutralsentiment_neutral
Analyst rating: Buy

Doximity expects modest revenue growth and some uncertainty in its health system segment.

Mediatek

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

Microsoft

Positivesentiment_satisfied
Analyst rating: Strong buy

Microsoft is developing quantum computing technology with DARPA and has commitments to advancing this field.

IBM

Positivesentiment_satisfied
Analyst rating: N/A

IBM is investing heavily in quantum computing R&D and offers Quantum as a Service.

IonQ

IonQ

Positivesentiment_satisfied
Analyst rating: N/A

IonQ, a quantum computing startup, is publicly traded and offers cloud-based services.

Google

Positivesentiment_satisfied
Analyst rating: N/A

Google is committed to quantum computing and integrates it with AI.

Amazon

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

Rigetti Computing

Positivesentiment_satisfied
Analyst rating: N/A

Rigetti offers quantum computing access through its cloud services platform.

Meta

Meta

Negativesentiment_dissatisfied
Analyst rating: Strong buy

Meta's products are becoming outdated as newer technologies rise in popularity.

Alphabet

Alphabet

Positivesentiment_satisfied
Analyst rating: Strong buy

Alphabet is part of Chase Coleman's top stock investments, indicating potential growth opportunities.

Sea Ltd

Positivesentiment_satisfied
Analyst rating: N/A

Included in Chase Coleman's portfolio due to its tech-enabled services.

Target

Target

Neutralsentiment_neutral
Analyst rating: Buy

Mentioned as a best stock to invest in, but no specific financial impact or market position change provided.

Atomic Access

Positivesentiment_satisfied
Analyst rating: N/A

High customer satisfaction due to advanced technology and customer-centric approach.

Apogee

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

AMD

Positivesentiment_satisfied
Analyst rating: Buy

Tech and chip stocks like AMD saw growth after the US-China trade deal.

Micron

Micron

Positivesentiment_satisfied
Analyst rating: Buy

Micron's stock increased due to the positive market sentiment from the US-China agreement.

Apple

Apple

Positivesentiment_satisfied
Analyst rating: Buy

Tech and chip stocks, including Apple, saw growth after the US-China trade deal.

Nvidia (again)

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

UBS

Neutralsentiment_neutral
Analyst rating: Neutral

Recommended growth stocks based on GARP strategy, but no direct financial impact on UBS mentioned.

Chase Coleman

Positivesentiment_satisfied
Analyst rating: N/A

His portfolio includes several tech stocks, indicating confidence in their future performance.

Beamr Cloud SaaS

Positivesentiment_satisfied
Analyst rating: N/A

Experienced a 55% YoY revenue increase and joined AWS ISV Accelerate program.

CoreWeave

Neutralsentiment_neutral
Analyst rating: Buy

Seeking debt funding after IPO underperformance, indicating potential financial restructuring.

AI21 Labs

Positivesentiment_satisfied
Analyst rating: N/A

Received $300M in Series D funding to expand enterprise AI offerings.

Meta (again)

Negativesentiment_dissatisfied
Analyst rating: N/A

Its products are becoming outdated, which could affect market share and revenue.

Google Search

Negativesentiment_dissatisfied
Analyst rating: N/A

Seen as potentially outdated due to newer technologies emerging.

Facebook

Negativesentiment_dissatisfied
Analyst rating: N/A

Likely facing challenges from newer platforms, making it potentially outdated.

OpenAI

Positivesentiment_satisfied
Analyst rating: N/A

Emerging as a significant player in AI technology, which could drive innovation and market presence.

TikTok

Positivesentiment_satisfied
Analyst rating: N/A

Gaining popularity over older platforms like Facebook and Google Search.

Instagram

Neutralsentiment_neutral
Analyst rating: N/A

While popular, it's mentioned alongside potentially outdated technologies but no specific impact noted.

Nvidia (again)

Positivesentiment_satisfied
Analyst rating: N/A

Strong AI server shipments and collaborations could enhance their market position in AI hardware.

Huawei

Negativesentiment_dissatisfied
Analyst rating: N/A

Acknowledged as a formidable competitor by Nvidia's CEO, which could impact Nvidia's market share in China.

DeekSeek

Positivesentiment_satisfied
Analyst rating: N/A

A Chinese company developing AI chips, contributing to advancements in the field.

Alibaba

Alibaba

Positivesentiment_satisfied
Analyst rating: Strong buy

Part of China's tech innovations, including e-commerce and digital services.

JD.com

JD.com

Positivesentiment_satisfied
Analyst rating: Strong buy

Contributing to China's advancements in e-commerce and technology.

Tencent

Tencent

Positivesentiment_satisfied
Analyst rating: Strong buy

Involved in various tech areas, including AI and digital services.

BYD

BYD

Positivesentiment_satisfied
Analyst rating: Strong buy

Leading in electric vehicles and battery technology in China.

NIO

NIO

Positivesentiment_satisfied
Analyst rating: Buy

A significant player in the advanced electric vehicle market in China.

XPeng

XPeng

Positivesentiment_satisfied
Analyst rating: Buy

Contributing to the growth of the electric vehicle sector in China.

Geely

Geely

Positivesentiment_satisfied
Analyst rating:

Involved in advanced electric vehicles and related technologies.

Li Auto

Li Auto

Positivesentiment_satisfied
Analyst rating: Buy

A key player in the Chinese EV market, driving innovation and growth.

Meta (again)

Negativesentiment_dissatisfied
Analyst rating: N/A

Its products are becoming outdated, which could lead to a decline in user base and revenue.

Google Search (again)

Negativesentiment_dissatisfied
Analyst rating: N/A

Likely facing competition from newer AI-driven platforms, potentially affecting its market dominance.

Facebook (again)

Negativesentiment_dissatisfied
Analyst rating: N/A

Seen as outdated, which could impact user engagement and revenue growth.

Nvidia (again)

Positivesentiment_satisfied
Analyst rating: N/A

Strong performance in AI server shipments and strategic collaborations enhance their market position.

Meta

Meta

Negativesentiment_dissatisfied
Analyst rating: Strong buy

Its products are becoming outdated, which could affect its competitive edge in the tech market.

Context

Business Insights and Market Implications Summary

Nvidia's GPU Pricing & Supply Chain Issues

  • Price Increases: Nvidia is raising prices on GeForce GPUs by 5-10% and AI GPUs by up to 15%.
  • Reasons: Driven by export restrictions to China, new trade tariffs, and increased costs of moving Blackwell chip production to TSMC's US factory.
  • Temporary Relief: Despite a temporary tariff reduction agreement between the US and China.

SoundHound AI & The Trade Desk Growth Stocks

  • SoundHound AI: Q1 YoY revenue growth of 151%, boosted by the Amelia acquisition.
  • The Trade Desk: Q1 2025 YoY revenue growth of 25% and net income surge of 67%, driven by its Kokai AI platform.

Semiconductor Stock Rally

  • Stock Performance: Nvidia (+3.9%), Taiwan Semiconductor Manufacturing (+4.8%), Qualcomm (+3.6%), and Broadcom (+4.9%) surged after the U.S.-China tariff agreement.
  • Impact: The rally reflects optimism around reduced trade tensions.

Doximity's Q4 Earnings Expectations

  • Revenue Growth: Expected modest 13% YoY growth for Q4 fiscal 2025, with strong product momentum in point-of-care and formulary modules.
  • Uncertainty: Health system segment may face challenges.

Nvidia & Arm CPU for Laptops

  • ** Rumor**: Nvidia and MediaTek may reveal an Arm-based laptop chip (GB10 Blackwell) at Computex 2025, targeting gaming capabilities on Windows on Arm laptops.

Quantum Computing Stocks

  • Key Players:
    • Microsoft: Developing QPC with DARPA.
    • IBM: $30 billion R&D commitment and Quantum as a Service (QaaS).
    • IonQ: Publicly traded startup offering Aria systems.
    • Nvidia: Integrating AI supercomputers with quantum hardware.
    • Google: Combining AI and quantum computing.
    • Amazon: Amazon Braket service and Ocelot chip.
    • Rigetti Computing: Quantum Cloud Services platform.

Nvidia Stock - Buy Now?

  • Historical Trend: Nvidia stock typically rises post-Q1 earnings in May.
  • Challenges: $5.5 billion write-off due to China export restrictions, but hyperscalers maintain capex plans.

UBS: "Growth At A Reasonable Price" Stocks

  • Strategy: UBS recommends GARP stocks with 30x 2025 earnings and 19% expected returns.
  • List: Includes 29 stocks meeting criteria.

Apogee Q1 Earnings

  • Revenue: $345.7M (4.5% YoY decline).
  • EPS: Adjusted EPS of $0.89.
  • Guidance: FY2026 revenue guidance of $1.4B, beating estimates.

Tech & Chip Stocks Soar on US/China Trade Deal

  • Stocks Impacted: Nvidia, AMD, Qualcomm, Micron, TSMC, Apple, and Amazon rallied post-tariff agreement.

Coleman's Top Stock Investments

  • Portfolio Focus: 68% in 10 stocks: Meta, Microsoft, Apollo Global Management, Alphabet, Sea Ltd, Amazon, Nvidia, Take-Two Interactive, Eli Lilly, Flutter Entertainment.
  • Top Pick: Amazon for e-commerce and cloud services growth at a discounted valuation.

Tariffs and Stock Market

  • Agreement: Trump administration paused China tariffs for 90 days.
  • Market Impact: S&P 500 up 3% in pre-market trading.

China's Tech Innovations

  • Technological Advancements:
    • Drone swarms, advanced EVs (BYD, NIO, XPeng, Geely, Li Auto), battery tech (CATL, BYD), robotics, high-speed trains, modular construction, AI chips (DeekSeek), shipbuilding, eVTOL, 6G, e-commerce (Alibaba, JD.com, Tencent), digital services, and renewable energy.

Outdated Tech

  • Declining Popularity: iPhone, Google Search, Facebook may be becoming outdated as newer platforms like OpenAI, Nvidia, TikTok, and Instagram rise in popularity.

Atomic Access ISP

  • Performance: High customer satisfaction (4.9/5) due to focused approach, cutting-edge technology, and customer-centric ethos.

India Tech Lacking

  • Tech Sector: India has tech-enabled companies but lacks pure-play tech firms with deep R&D and scalability.
  • AI Investments: Lagging behind the US despite some VC interest.

Nvidia AI Server Shipments

  • Shipment Increase: 1500 units shipped in April 2025, up from 1000 units in Q1 2025.

Nvidia's China Stance

  • Market Importance: Jensen Huang calls losing the China market a "tremendous loss" and acknowledges Huawei as formidable.

AI Dominance of Tech Stocks

  • Rebound: "Magnificent Seven" tech stocks rebounding but face volatility risks due to Trump's trade tariffs.

xAI's Supercomputer

  • Expansion: Elon Musk's xAI Colossus supercomputer in Memphis expanding to 1 million GPUs, currently operating Phase One with 200,000 GPUs.

Beamr Cloud SaaS

  • Growth: Q1 2025 revenue of $0.63M (55% YoY increase) due to rising demand and AWS ISV Accelerate program membership.

CoreWeave Debt

  • Funding Update: Seeking $1.5 billion in debt post-IPO after raising less capital than expected.

AI21 Labs Funding

  • Investment: Raised $300M in Series D funding from Google and Nvidia to expand enterprise AI offerings.

Best Stocks to Invest In

  • Recommendations: Nvidia, Target, and Amazon for AI, cost structure revamps, new lines, economic downturn resilience, and solid growth forecasts.