Tariffs, Inflation And Tumbling Markets: These 5 ETFs Thrived Amid Last Week's Chaos
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 31 2025
0mins
Should l Buy NVDA?
Source: Benzinga
Market Reaction to Tariffs: President Trump's announcement of a 25% tariff on auto imports heightened inflation concerns, leading to a decline in consumer confidence and significant market volatility, particularly affecting automotive stocks like General Motors and Ford.
Performance of ETFs: Despite the market turmoil, several ETFs performed well, including those focused on gold and inverse strategies related to AI and cryptocurrency, as investors sought safe-haven assets amid rising inflation and economic uncertainty.
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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: 198.480
Low
200.00
Averages
264.97
High
352.00
Current: 198.480
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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- Market Reaction: Investors reacted positively to the earnings reports from these three companies, driving stock prices higher, which reflects a renewed confidence in tech stocks and may attract more capital inflows into the technology sector.
- Industry Impact: The robust performance of these companies not only enhances their market valuations but may also lead to upward revisions in earnings expectations for other tech firms, creating a virtuous cycle that could further drive the recovery of the entire industry.
- Future Outlook: As the global economy gradually recovers, the success stories of Apple, Amazon, and TSMC may inspire other companies to adopt similar growth strategies, fostering innovation and investment that drive long-term growth.
See More
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- Outstanding Annual Performance: Micron's stock has surged 125% this year and 700% over the past 12 months, reflecting the company's robust performance amid a global memory shortage and the AI boom, further solidifying its market position.
- Soaring Memory Demand: The rapid development of artificial intelligence has led to a surge in memory demand, resulting in a global shortage, with chipmakers like Nvidia and AMD driving growth for Micron and other memory manufacturers due to their need for high-performance AI processors.
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See More
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See More
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See More
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See More
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See More
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- Earnings Highlights: Apple, Amazon, and TSMC have all achieved a 'triple play' this quarter, delivering growth in earnings, revenue, and guidance, which underscores strong market demand and business resilience, further solidifying their leadership positions in their respective industries.
- Market Reaction: Investors reacted positively to the earnings reports from these three companies, driving stock prices higher, which reflects a renewed confidence in tech stocks and may attract more capital inflows into the technology sector.
- Industry Impact: The robust performance of these companies not only enhances their market valuations but may also lead to upward revisions in earnings expectations for other tech firms, creating a virtuous cycle that could further drive the recovery of the entire industry.
- Future Outlook: As the global economy gradually recovers, the success stories of Apple, Amazon, and TSMC may inspire other companies to adopt similar growth strategies, fostering innovation and investment that drive long-term growth.
See More
Micron's Stock Soars 12% After Launching High-Capacity SSD
- Stock Surge: Micron announced the shipment of its highest-capacity solid-state drive, leading to a 12% stock increase on Tuesday, pushing its market cap past $700 billion for the first time and positioning it among the top 10 U.S. tech companies, indicating strong market demand for its products.
- Outstanding Annual Performance: Micron's stock has surged 125% this year and 700% over the past 12 months, reflecting the company's robust performance amid a global memory shortage and the AI boom, further solidifying its market position.
- Soaring Memory Demand: The rapid development of artificial intelligence has led to a surge in memory demand, resulting in a global shortage, with chipmakers like Nvidia and AMD driving growth for Micron and other memory manufacturers due to their need for high-performance AI processors.
- Cost Optimization for Data Centers: Micron's senior vice president stated that the newly launched solid-state drives provide data center operators with a critical new lever to improve rack-level total cost of ownership, especially as power availability becomes a defining constraint for scaling AI infrastructure.
See More
Google in Talks with Private Equity Firms for AI Access
- AI Tool Collaboration: Google is reportedly in discussions with private equity firm EQT AB to sell AI tools to multiple companies, aiming to expand its market share and enhance competitiveness.
- Stock Price Increase: Following reports of talks with Blackstone and KKR, Alphabet's (GOOGL) stock inched higher, reflecting market optimism regarding the potential applications of its AI models.
- Cloud Business Expansion: Strong growth in Google's cloud business has led to its best performance in April 2023, with a year-to-date stock increase of 23.4%, positioning it to potentially surpass Nvidia as the world's most valuable company.
- Private Equity Investment Trends: Top private equity firms like Blackstone and KKR are actively investing in data centers and energy management companies to bolster their influence in the rapidly growing AI sector, demonstrating their commitment to AI technology and its future potential.
See More
Semiconductor ETF Outperforms Nasdaq-100 Significantly
- Historic Breakout: The VanEck Semiconductor ETF (SMH) has broken out to a 26-year high relative to the Nasdaq-100 (QQQ), indicating a strong performance in the semiconductor sector that may signal the onset of a new bull market cycle.
- Robust Growth Trend: Since 2020, SMH has experienced two major bullish waves with gains of 232% and 239%, while the current third bull trend has risen 207%, suggesting that the semiconductor industry's growth momentum remains strong and could continue to drive the market upward.
- Fundamental Support: NVIDIA (NVDA) is projected to see revenue growth from tens of billions in 2021 to over $200 billion in 2023, with year-over-year growth rates that are astonishing, and its current forward P/E ratio of 23.7 indicates a relatively cheap valuation that may attract more investor interest.
- Portfolio Adjustment: With SMH leading the broader market, Inside Edge Capital plans to increase its semiconductor allocation, reflecting confidence in the sector's future growth potential while emphasizing the importance of technical analysis in timing investment decisions.
See More
Nvidia Shares Surge Due to AI Collaborations
- Stock Surge: Nvidia's shares rose 14.4% in March, according to S&P Global Market Intelligence, driven by both general market enthusiasm and specific company catalysts, reflecting investor confidence in its growth prospects.
- Collaborative Innovation: At the Google Cloud Next event, Nvidia and Alphabet announced their collaboration on the A5X AI infrastructure, which reduces the cost per token for AI inference by 90% and increases speed by tenfold, likely attracting more companies to adopt AI technology and further expanding Nvidia's market share.
- Quantum Computing Advances: Nvidia released the open-source AI model Ising, which enhances efficiency in quantum computing, achieving 2.5 times faster and 3 times more accurate quantum error correction than existing methods, a breakthrough that will propel future developments in quantum computing and strengthen Nvidia's competitive edge in high-tech sectors.
- Optimistic Market Outlook: While these announcements are not game-changers, they provide incremental improvements within the AI ecosystem, indicating that ongoing adoption of AI could lead to new upward momentum for Nvidia's stock, especially following Palantir Technologies' release of its best financial report in history, which further supports the growth trend in AI adoption.
See More
Oracle's AI Business Sees Strong Growth Amid Concerns
- Strong Financial Performance: Oracle reported total revenue of $17.2 billion for Q3 FY2026, marking a 22% year-over-year increase, with cloud revenue surging 44% to $8.9 billion, highlighting robust demand in AI infrastructure services, particularly with infrastructure-as-a-service growing 84% year-over-year.
- Record Contract Backlog: Oracle's remaining performance obligations (RPO) reached $553 billion at the end of the quarter, more than quadrupling year-over-year and increasing by $29 billion from the previous quarter, indicating strong market demand in the AI sector that exceeds its current market capitalization of $525 billion.
- Improved Profitability: The company's gross margin stood at 32%, surpassing the 30% guidance, while non-GAAP earnings per share rose 21% to $1.79, marking the first quarter since 2009 where both organic revenue and adjusted EPS grew by over 20%.
- Debt Financing Risks: Despite Oracle's AI capacity expansion being supported by customer prepayments, its long-term debt of approximately $125 billion and negative cash flow raise investor concerns, particularly regarding its reliance on a $300 billion compute contract with OpenAI, which could impact future financial stability.
See More
