AMD Jun 2025 85.000 put
- Yahoo Finance Video
ASML trims outlook and sends AI chip stocks Nvidia, AMD lower
ASML Holdings (ASML) leads chipmaker stocks like Nvidia (NVDA) and Advanced Micro Devices (AMD) lower after the company trimmed its 2025 guidance which seemingly sounded the alarm that there's trouble in the chip sector. The Futurum Group CEO Daniel Newman joins Market Domination's Julie Hyman and Josh Lipton to break down ASML's guidance amid reports that the Biden administration is weighing capping AI chip sales to certain countries. “I don't think what ASML came out with is actually negative for the AI trade,” Newman tells Yahoo Finance, noting that “in fact, their CEO said that when he came out and made the announcements, talked about the strength of AI.” “What we did see is a bifurcation. We see this kind of lagging recovery that's going on with some of the more traditional communication networks, industrial and IoT chips (Internet of Things), [and] even PCs and devices. We saw some early shipment data on these AI PCs, maybe not being as strong, but that data center AI number wasn't affected.” Newman finds Nvidia's sell-off after hitting an all-time high share price yesterday "surprising." "I think some of the other areas could have sold, but [for] Nvidia... maybe it was just more about the run-up and people just looking for some sort of reason to sell," Newman says, noting that Nvidia and AMD stocks are pulling back from recent gains. He views it as a "two-sided argument" as recovery slows: "And that means that investment in capital equipment is slower, and clearly not being able to sell to China is going to have an impact on ASML as well.” To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.
- Yahoo Finance Video
Hyperscalers in 'existential arms race' over chip spending: Analyst
Nvidia (NVDA) stock has been running and seems unstoppable as it in on the threshold to a new all-time high. The AI chipmaker announced that its Blackwell graphics processing unit (GPU) is currently sold out for the next 12 months, while Advanced Micro Devices' (AMD) newly unveiled Instinct MI325X AI chip was met with underwhelming enthusiasm by investors. Bernstein managing director and senior analyst Stacy Rasgon sits down with Julie Hyman and Josh Lipton for a conversation around the deepening race between AI chip makers and hyperscalers. "The gap in terms of timing between what Nvidia is delivering, what AMD is delivering is still very, very wide. I think it's still Nvidia's game to lose," Rasgon says. "People are foreseeing demand continuing, and they're actually making investments to enable that. And with with all these stocks, like there's a big worry that just the numbers have gotten so big so quickly. They're just worried about sustainability. "But, clearly everything we're seeing from the supply chain and the customers, it doesn't suggest that there's any sort of faltering of demand anytime soon." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan.
- Barrons.com
Nvidia Stock Falls After ASML Earnings Leak Early. Why the Drop Is an Overreaction.
A small decline in Nvidia shares picked up speed Tuesday after ASML’s earnings appeared to leak out. ASML stock quickly tumbled 17% on the report, while Nvidia shares were down more than 4%.
