Technology

Nvidia Stock Had a Bright Start to 2025. Why Investors Face a Fresh Fear.

By George Glover and Adam Clark Nvidia could soon face tighter restrictions on sales to China, according to a report. The stock slid 1.1% to $138.54 after the closing bell Wednesday. Stock markets were closed Thursday for a national day of mourning for former U.S. President Jimmy Carter. Nvidia shares climbed 4.3% over the first five trading days of 2025. According to Dow Jones Market Data, the stock rose 6.9% over the first five days of 2023 and 5.5% over the same period in 2024. It went on to rack up triple-digit gains in both of those years as the artificial-intelligence craze drove up demand for its products and led to its profit surging. The dip late Wednesday came after a report said the Biden administration plans to impose a final round of chip export restrictions before leaving office. The regulations, which could be issued on Friday, would create three […]

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How Facebook Helps EBay in a Billion Ways

Emily Dattilo The recent team-up with Meta Platforms could mean growth for eBay, Citi analysts argued. On Wednesday, eBay announced some of its listings can now be found on Meta’s Facebook Marketplace, and the stock soared 9.9% on the news. “While eBay listings will be shown on Facebook Marketplace, the entire process (from product inquiries to transaction and payment) will be handled by eBay,” analysts led by Ygal Arounian wrote in a Wednesday note. “We expect the channel expansion into Facebook Marketplace should significantly expand the audience and reach for eBay sellers’ listings.” They rate eBay stock at Buy with a price target of $75. It’s difficult to pinpoint a gross-merchandise-value estimate for Facebook Marketplace since the majority of its transactions are done off the platform, the analysts noted. But the platform has over 1 billion monthly visitors, while eBay had only 133 million active buyers as of the third

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Microsoft Plans Layoffs

Microsoft (MSFT) plans to reduce less than 1% of its 228,000 employees in the next few months, The Information reported Wednesday, citing sources familiar with the matter. The layoffs will reportedly be based on employee performance and span multiple divisions. Microsoft said in a statement to MT Newswires it is “planning terminations related to performance across the company, and that when people leave for performance reasons, the company typically backfills the roles.” A Microsoft spokesman added, “At Microsoft we focus on high performance talent. We are always working on helping people learn and grow. When people are not performing, we take the appropriate action.”

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AMD Stock Falls After Downgrade. Why It’s Trailing in the AI Chips Race.

By Brian Swint Advanced Micro Devices, stock was falling in premarket trading Wednesday after it caught a downgrade. The semiconductor maker that competes with Nvidia and Intel, is not keeping up in the race to produce chips for artificial intelligence. Strategists at HSBC led by Frank Lee lowered their price target on the shares to $110 from $200 and cut the rating to Reduce from Buy. After noting the stock’s decline in the past three months, Lee said it could drop further. The company’s road map for producing AI graphics processors “is less competitive than we previously thought,” the analysts said in a note Wednesday. While Nvidia is still clearly the leader among AI chip makers, AMD, Broadcom, and Marvell Technology are also competing for market share as Big Tech firms such as Google-parent Alphabet and Facebook-owner Meta Platforms ramp up investment. AMD stock slid 2.3% to $124.54 in premarket

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EBay Stock Is Top S&P 500 Performer. What Meta Platforms Has to Do With That.

Shares of eBay were trading sharply higher after the online marketplace said some of its listings can now be found on Meta Platforms’ Facebook Marketplace. “This week kicks off our collaboration, with a pilot of select eBay listings appearing on Facebook Marketplace in the US, Germany, and France,” eBay said in a statement Wednesday. The announcement arrived after Meta last year was fined EUR797.72 million by the European Commission for breaching EU antitrust rules by tying Facebook Marketplace to Facebook and “by imposing unfair trading conditions on other online classified ads service providers.” EBay stock gained 11% to $70.32 in trading Wednesday, and was on track for its largest daily percentage increase since Feb. 1, 2018, according to Dow Jones Market Data. It also the best performer Wednesday in the S&P 500. Meta shares fell 0.7% to $613.54.

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Nvidia’s Stock Falls Further – but Analysts See a Future That’s Brighter Than Ever

Nvidia’s talk of huge market opportunities in autonomous driving and robotics is ‘potentially comforting for investors thinking about what might come next for the company’ Nvidia Corp. shares have turned lower Wednesday, adding to sharp losses from a day earlier, even as analysts urged investors to think big picture. While Chief Executive Jensen Huang’s Monday night keynote didn’t impress Wall Street, executives got another crack at things with a Tuesday afternoon analyst meeting, which touched on everything from attempts to get more on the specifics of January-quarter guidance to management’s perceived opportunity in areas like robotics and autonomous driving. Nvidia’s stock (NVDA) is down about 1% in Wednesday’s session after it had been up as much as 2.7% earlier in the trading day. It lost 6.2% on Tuesday. See also: Quantum-computing stocks sink as Nvidia CEO delivers a reality check Analysts saw some upbeat signs, particularly when taking a wide

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AI PCs and Chips Are a Highlight at CES. Demand Concerns Remain.

Artificial intelligence personal computers have made a splash at the CES conference this week, but concerns regarding demand haven’t gone away. Investors and consumers have been tuned into the annual CES trade show this week as tech companies from around the world visit Las Vegas to unveil their newest product and software updates. One highlight from the week has been the display of new gen-AI PCs and chips. Nvidia unveiled Project Digits, a $3,000 AI personal supercomputer. Dell Technologies announced that it has redesigned its entire PC portfolio to make it more simple for the consumer as it develops new AI hardware. Meanwhile, Qualcomm and Advanced Micro Devices both showed off new AI PC processors. But while all of these new announcements are being made, there is still the question as to what the PC market will look like in the year to come. On one end, there’s excitement about

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This Analyst Likes Software for 2025 — With 1 Notable Exception

Software stocks finished 2024 with a bang, and a Deutsche Bank analyst sees that trend continuing for the sector, minus Adobe. Stocks including Salesforce, ServiceNow, and Palantir Technologies saw strong returns last year as investors bought up shares of software companies with exposure to generative artificial intelligence. Enterprises are spending big to improve productivity, giving Wall Street optimism on the space. The Technology Select Sector SPDR ETF rose 20.80% in 2024. Deutsche Bank’s Brad Zelnick believes this trend will continue in the new year. “Our conversations with CIOs, industry constituents, and analysis of third-party data indicate the spending environment for software will improve in 2025 vs 2024,” Zelnick wrote in a research note Wednesday. Zelnick added that monetization of gen-AI is still in its early days, but an “AI halo effect” will help drive revenue dollars. Essentially, the analyst believes excitement over AI software could help bring in new customers,

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Financial Advisors, Get Ready for AI Agents

In late November, a start-up called “/dev/agents” captured headlines with its $56 million seed funding round at a $500 valuation. Not bad for a company without a commercial product. It’s easy to see why the buzz was electric: the founding team boasts alumni from Google, Stripe, and Meta Platforms. The company is building an operating system for AI agents. These agents are poised to redefine how we interact with software. The idea is that they run in the background, acting autonomously based on user-provided guidelines and with minimal human oversight. AI agents have become a hot pursuit of tech giants. At Microsoft’s Ignite conference, CEO Satya Nadella sang their praises, while Salesforce rolled out Agentforce, its take on this transformative technology. Not to be outdone, ServiceNow, Workday, and Oracle have joined the race with their own AI agent offerings. “The rapid adoption of AI agents stems from their transformative impact

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Don’t Punish Google for Being Good at What It Does

About the author: Jay Ezrielev is the founder of the economic consulting firm Elevecon and in 2018-2020 was an economic advisor to the chair of the Federal Trade Commission. He holds a doctorate in economics from New York University. The U.S. Department of Justice recently scored a victory in its war against big tech. The agency is using the opportunity to push a radical policy agenda that is likely to harm consumers and reduce economic growth. Courts should reject these harmful policies and save consumers from the very agencies that are meant to be protecting them. The D.C. District Court found in August that Alphabet subsidiary Google violated antitrust law by entering exclusive distribution agreements that made Google’s search engine the default option. The DOJ and state plaintiffs have now proposed a remedy to undo the effects of these agreements. In addition to forbidding these agreements, the proposed remedy forces

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Apple, Indonesia in Talks Over Investment to Lift iPhone 16 Sales Ban

Apple (AAPL) executives held talks with Indonesia’s industry minister to discuss a potential investment required to lift the country’s ban on iPhone 16 sales, Reuters reported Tuesday, citing the minster, Agus Gumiwang Kartasasmita. The minister met Apple’s vice president of global government affairs, Nick Ammann, and investment negotiations are underway, the report said. Another Indonesian cabinet minister previously said Apple proposed a $1 billion investment to lift the sales ban, but Kartasasmita deemed it “not sufficient,” while Ammann called the talks “great discussion” but gave no details, the report said. Indonesia banned iPhone 16 sales last year for lacking 40% locally made components, Reuters said, and Apple currently has no manufacturing facilities in Indonesia.

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