Tariff Uncertainty Returns: Why Selling Into Fear Has Rarely Paid Off
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy NVDA?
Source: Yahoo Finance
- Tariff Hike Speculation: President Trump may raise tariffs to 15%, as White House trade advisor Peter Navarro states it's 'in the process to happen', which could negatively impact consumer spending and narrow profit margins, potentially leading to increased market volatility.
- Historical Market Reaction: In 2025, the S&P 500 dropped over 10% in the first week of April due to tariff news, despite starting the year down nearly 20%, it ultimately ended the year up 18%, demonstrating market resilience against short-term tariff impacts.
- Unchanged Fundamentals: While tariffs pose short-term headwinds, the fundamentals of most companies remain intact, with sectors like artificial intelligence continuing to show long-term growth potential, leading many AI stocks to reach all-time highs by the end of 2025.
- Investment Strategy Advice: Amid market volatility and negative headlines, investors should focus on fundamentals and avoid panic selling, as maintaining long-term positions in quality assets has historically proven to be a successful investment strategy.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 182.080
Low
200.00
Averages
264.97
High
352.00
Current: 182.080
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Impact on Stakeholders: The acquisition may affect various stakeholders, including investors and employees, highlighting the importance of transparency and communication during the process.
Regulatory Compliance: Emphasis is placed on ensuring compliance with relevant regulations and guidelines throughout the acquisition process to mitigate risks.
Future Considerations: The notice suggests that further assessments and evaluations will be conducted post-acquisition to determine the long-term impact on the organization.
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- Chinese Market Recovery: After the sales ban imposed by the Trump administration, Nvidia has received approval to resume shipments to China, and successfully regaining market share could provide a new growth impetus, further solidifying its leadership in the global AI market.
- Accelerating Revenue Growth: Wall Street analysts project Nvidia's revenue growth to reach 79% next quarter and 85% the following quarter, indicating a reversal of previous tapering trends, which will significantly boost investor confidence and market expectations.
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- Future Exploration Plans: Despite the pause, OpenAI stated it will continue to explore the Stargate project and plans to restart when appropriate regulatory conditions and lower energy costs are in place, indicating the company's confidence in the UK's AI future and its long-term investment intentions.
- Talent Investment and Local Expansion: During the project pause, OpenAI is still investing in talent and expanding its local presence in the UK, aiming to support the government's commitment to adopting frontier AI in public services, demonstrating the company's ongoing commitment to the market.
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- Strategic Investor Involvement: The entry of Nvidia as a strategic investor not only brings financial backing to Nebius but also enhances product market recognition through potential technological synergies, thereby strengthening the company's long-term growth prospects.
- Cost-effective Financing: Nebius successfully raised billions at unusually low rates, providing ample liquidity to support its expansion plans and technological development, further solidifying its leadership position in the AI sector.
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See More
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- Impact of AI Model Release: The new model released by Anthropic, capable of detecting flaws in operating systems, has already identified numerous vulnerabilities in major tech platforms, raising concerns about existing cybersecurity measures and potentially undermining industry confidence.
- Chip Design Potential: Anthropic's plans to design its own chips could diminish reliance on existing suppliers such as Alphabet and Amazon, a strategic shift that may reshape the AI supply chain and impact the market positions of related companies.
- TSMC Revenue Growth: Taiwan Semiconductor reported a 35% year-over-year revenue increase for Q1, indicating strong demand for AI applications, with expectations of nearly 30% sales growth in 2026, generating optimism among investors.
See More
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