Hello mooers! Explore the latest dynamics in the technology sector this week.
Upcoming Earnings Preview
On Thursday, Alibaba, the titan of Chinese e-commerce, will unveil its financial results for the March quarter and the entire fiscal year of 2025. Investors are keenly awaiting updates on the company's advancements in AI technology and the effects of current US trade policies.
Alibaba has been strategically ...

On May 7th, Bloomberg reported that Apple is actively working on improving its Safari browser, aiming to switch to an AI-driven search engine. This suggests that Apple's long-standing partnership with Google may come to an end. This news led to a more than 7% drop in Google's stock price on Wednesday. Although Google may face challenges such as a decline in search traffic and pressure on advertising revenue in the short term, its customer loyalty and busin...

In yesterday's overall US stock market rebound, the semiconductor sector, as measured by the PHLX Semiconductor Index (SOX), led the gains.
A closer look at the index components reveals that the "analog IC (including power)" sub-sector actually outperformed the widely-watched "logic IC" sub-sector, which includes companies like NVIDIA and AMD.
The difference in performance has a cause. Yesterday, Chinese Customs announced a new chip policy. Eigh...

It seems like the worst case scenario of the trade war has been taken off the table for now, and things are moving in a slightly more positive direction.
Last week, new tariff policies from China and the U.S. regarding the semiconductor and electronics industries eased trade war tensions. On Monday, Apple, NVIDIA, and the overall U.S. stock market showed signs of rebounding in pre-market trading.
New Tariff Policies Be...

Due to market concerns and pressure from various parties, Trump authorized a 90-day tariff suspension for certain countries, significantly reducing tariffs to 10% during this period.
Benefiting from this positive news, the S&P 500 saw its largest gain since 2008 and the third-largest daily increase since WWII. The Nasdaq rose 12%, marking its second-largest gain in history, narrowing the gap to 2% from before Trump's tariff announcement.
U.S. stock trading vo...

Nvidia and several AI semiconductor companies have faced challenges due to growth concerns, supply chain issues, and regulatory risks. After years of strong performance, Nvidia's stock has declined 17% year-to-date, underperforming both the semiconductor market index (SOX) and the S&P 500.
What Are The Market's Concerns About NVIDIA?
Bernstein is focusing on increased regulatory risks due to upcoming AI diffusion rules in May and potential further...