1. Nvidia becomes world's most valuable company 2. CrowdStrike shares slide 6.3% despite Q1 results 3. Him & Hers closes session 3.6% higher 4. Rémy Cointreau gains 5.6% on Q1 results 5. WH Smith shares up 3.2% on Q1 results
PorAinvest
miércoles, 4 de junio de 2025, 6:35 am ET2 min de lectura
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Nvidia's resurgence can be attributed to several factors. In January, the company's shares fell following the shock of a Chinese artificial intelligence (AI) start-up, Dipsyck. Additionally, U.S. President Donald Trump's announcement of high tariffs on China further impacted Nvidia's stock, which plunged to $86.62 on April 7. However, investor sentiment has since recovered as the U.S. administration has eased some of its tariff policies on China.
Nvidia's first-quarter earnings report, which exceeded market expectations, has also contributed to the positive sentiment. The company reported $44.1 billion in revenue and 96 cents in earnings per share (EPS), a 69% increase in sales and a 26% increase in EPS compared to the same period last year. Investment Bank (IB) Jefferies has classified Nvidia as the best recommended stock and offered a target price of $185, forecasting a rise of more than 30% from the current level.
The semiconductor industry as a whole has shown strength, with Broadcom also reaching a new high. Broadcom closed at $256.85 on the day, up 3.27% from the previous day, marking a new all-time high. The company's stock has risen by 66.63% since April 7, with a market capitalization of $1.207 trillion, higher than Tesla's $1.108 trillion. Broadcom is expected to announce its fiscal second quarter results on June 6, with analysts predicting that the earnings announcement will exceed the consensus.
Meanwhile, CrowdStrike shares fell 6.3% after its first-quarter results, despite beating earnings per share expectations. The decline was attributed to a weaker-than-expected second quarter outlook. Other companies such as Him & Hers, Rémy Cointreau, and WH Smith also saw stock movements amidst market fluctuations.
The Philadelphia Semiconductor Index has surged 34.36% since April 7, reflecting the overall strength of the semiconductor sector. Despite the volatility, the U.S. trade policy uncertainty index has decreased, indicating a decrease in tariff sensitivity. However, the stock market will remain exposed to volatility as the talks between President Trump and President Xi Jinping progress.
References:
[1] https://www.mk.co.kr/en/stock/11334412
[2] https://www.mk.co.kr/en/stock/11334630
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Nvidia regained its title as the world's most valuable company, with a market capitalization of $3.444tn, eclipsing Microsoft's $3.441tn. Nvidia stock has gained around 50% since hitting a 12-month low in April, adding over $1tn to its market capitalization. CrowdStrike shares fell 6.3% after its first quarter results, despite beating earnings per share expectations, due to a weaker-than-expected second quarter outlook. Him & Hers, Rémy Cointreau, and WH Smith saw stock movements amidst market fluctuations.
Nvidia has reclaimed its position as the world's most valuable company, with a market capitalization of $3.444 trillion, surpassing Microsoft's $3.441 trillion. This is the first time Nvidia has held this title in over four months, since January 24. The company's stock has gained around 50% since hitting a 12-month low in April, adding over $1 trillion to its market capitalization.Nvidia's resurgence can be attributed to several factors. In January, the company's shares fell following the shock of a Chinese artificial intelligence (AI) start-up, Dipsyck. Additionally, U.S. President Donald Trump's announcement of high tariffs on China further impacted Nvidia's stock, which plunged to $86.62 on April 7. However, investor sentiment has since recovered as the U.S. administration has eased some of its tariff policies on China.
Nvidia's first-quarter earnings report, which exceeded market expectations, has also contributed to the positive sentiment. The company reported $44.1 billion in revenue and 96 cents in earnings per share (EPS), a 69% increase in sales and a 26% increase in EPS compared to the same period last year. Investment Bank (IB) Jefferies has classified Nvidia as the best recommended stock and offered a target price of $185, forecasting a rise of more than 30% from the current level.
The semiconductor industry as a whole has shown strength, with Broadcom also reaching a new high. Broadcom closed at $256.85 on the day, up 3.27% from the previous day, marking a new all-time high. The company's stock has risen by 66.63% since April 7, with a market capitalization of $1.207 trillion, higher than Tesla's $1.108 trillion. Broadcom is expected to announce its fiscal second quarter results on June 6, with analysts predicting that the earnings announcement will exceed the consensus.
Meanwhile, CrowdStrike shares fell 6.3% after its first-quarter results, despite beating earnings per share expectations. The decline was attributed to a weaker-than-expected second quarter outlook. Other companies such as Him & Hers, Rémy Cointreau, and WH Smith also saw stock movements amidst market fluctuations.
The Philadelphia Semiconductor Index has surged 34.36% since April 7, reflecting the overall strength of the semiconductor sector. Despite the volatility, the U.S. trade policy uncertainty index has decreased, indicating a decrease in tariff sensitivity. However, the stock market will remain exposed to volatility as the talks between President Trump and President Xi Jinping progress.
References:
[1] https://www.mk.co.kr/en/stock/11334412
[2] https://www.mk.co.kr/en/stock/11334630

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