📈 What's next for Nvidia?

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Good Morning & Happy Wednesday!

Wall Street braces for the Fed’s next move, Tesla tumbles on China news, and Google seals a $32B cybersecurity deal. Meanwhile, Nvidia just unveiled its next-gen AI chips, and China’s markets are outpacing the U.S.

Grab your flat white and let's get into it! ☕️👇️

Markets

😟 Wall St Braces for FED’s next move on interest rates
The Federal Reserve is expected to keep interest rates unchanged this week, but all eyes are on its updated economic outlook. Key focus: the "dot plot," which reveals policymakers' rate predictions. In December, officials expected two rate cuts this year, down from four, partly factoring in Trump's policies. With tariffs now in play, the big question is whether the Fed will adjust its growth and inflation forecasts, and, in turn, its stance on future rate changes.

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🔋 Tesla Stock Continues to Fall on China News
Tesla shares tumbled over 4% Tuesday, extending their 2025 slump past 40%. Investors reacted to fresh concerns, including BYD’s unveiling of a five-minute ultra-fast charger and bearish Wall Street projections. RBC Capital slashed its Tesla price target, citing hurdles in self-driving and robotaxi expansion. Meanwhile, Oppenheimer trimmed its 2025 revenue forecast, expecting 30,000 fewer vehicle deliveries. As Tesla struggles, BYD’s stock surged on news of its rapid-charging breakthrough, set to hit the market next month.

🇨🇳 China markets are set to outperform Wall Street
Chinese stocks are surging, outpacing their U.S. counterparts as investors bet on attractive valuations. While the S&P 500 dipped into correction territory last week, the MSCI China index has soared 19%, its best-ever start to a year. This marks a sharp reversal from months ago when U.S. markets were seen as uniquely resilient. Now, fading regulatory fears and renewed confidence in China's economy are fueling the rally.

💰️ Google-Wiz deal goes ahead in $32bn acquisition
Google has officially acquired cybersecurity start-up Wiz for $32 billion, nearly $10 billion more than its initial offer. The Israeli-founded company previously walked away from a $23 billion deal last year, citing IPO ambitions. However, negotiations resumed, and Wiz will now join Google Cloud. CEO Sundar Pichai says the move will “turbocharge” cloud security.

🗣️ The Stock Market doesn’t care what you say
The stock market isn’t emotional. As Michael Cembalest puts it, it can’t be arrested, bullied, or spun, it only reacts to earnings, stability, and policy impacts. Right now, it’s signaling strong disapproval of tariffs, which drive up prices, slow growth, and cut profits. While markets can overreact, they always price in risk, and they’re clearly uneasy about the administration’s approach.

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NVIDIA

What’s next for Nvidia?

Nvidia’s CEO Jensen Huang took the stage at GTC 2025, unveiling a powerful new lineup of AI chips and a bold vision for the future of computing. The headline announcements? Blackwell Ultra, an upgraded family of AI chips launching later this year, and Vera Rubin, a next-generation GPU set for 2026. Named after the astronomer who discovered dark matter, Rubin promises a staggering 900x performance boost over Nvidia’s earlier Hopper chips.

Huang, donning his signature black leather jacket, called GTC “the Super Bowl of AI” as he addressed a crowd of 25,000 in San Jose. He highlighted Nvidia’s dominance in AI, revealing that the company shipped 3.6 million Blackwell GPUs to tech giants like Microsoft, Google, Amazon, and Meta, nearly triple last year’s numbers.

Nvidia also announced a partnership with General Motors to develop AI-powered manufacturing and self-driving technology. However, despite the hype, Nvidia’s stock dipped 2% on Tuesday, continuing its 13% decline this year. Some analysts see this as a buying opportunity, with Bank of America maintaining a $200 price target, well above the current consensus.