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Nvidia Corp (NVDA) is facing antitrust charges from French regulators, leading to a decline in its stock price. However, Nvidia has positive news with a $504 million funding package from the Biden administration to support technology hubs in the U.S. Additionally, Nvidia supplier Taiwan Semiconductor Manufacturing Co (TSM) plans to boost capital expenditures significantly in 2025. Nvidia shares have gained 188% in the last 12 months, and investors can gain exposure via Vanguard Total Stock Market ETF (VTI) and SPDR Select Sector Fund – Technology (XLK).
July 02, 2024 | 4:53 pm
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POSITIVE IMPACT
Taiwan Semiconductor Manufacturing Co plans to significantly boost its capital expenditures in 2025 due to high demand and progress in its 2nm technology.
The planned increase in capital expenditures by TSMC indicates strong demand and technological progress, which is likely to positively impact its stock price in the short term.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 80
NEUTRAL IMPACT
Investors can gain exposure to Nvidia through the Vanguard Total Stock Market ETF, which includes Nvidia in its portfolio.
While VTI includes Nvidia in its portfolio, the impact on the ETF's price is likely to be neutral in the short term due to its diversified holdings.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Investors can gain exposure to Nvidia through the SPDR Select Sector Fund – Technology, which includes Nvidia in its portfolio.
While XLK includes Nvidia in its portfolio, the impact on the ETF's price is likely to be neutral in the short term due to its diversified holdings.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
NEGATIVE IMPACT
Nvidia faces antitrust charges from French regulators, leading to a decline in its stock price. However, the company has positive news with a $504 million funding package from the Biden administration and strong demand for its Hopper builds.
The antitrust charges from French regulators are likely to have a negative short-term impact on Nvidia's stock price. However, the $504 million funding package and strong demand for its products provide positive long-term prospects.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100