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Geopolitics, Tariffs Offset AI Prospects in Semis: 2 Stocks [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
The semiconductors they produce enable the cloud to function and help analyze data into actionable insights that can be used by companies to operate more efficiently. Therefore, the long-term outlook can only be considered bright. In the immediate future, however, challenges appear to be mounting. While geopolitical instability and the arms race among nations may sound like positive drivers for some, actual wars disrupt supply chains, delay deliveries and drive up prices. The U.S. government's tariffs at this juncture will only exacerbate the inflation on end products using semiconductors and potentially disrupt trade routes, resulting in more of the same challenges. Given the growing uncertainty, we are concerned that share prices continue to soar, leading to a rich valuation. Despite this, we continue to like NVIDIA Corp. NVDA and think that Texas Instruments TXN is also worth tracking. The latest data coming out of WSTS, which is also typically quoted by the Semiconductor Ind
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