In today’s briefing:
- Ohayo Japan | Nvidia’s Sales Boom, but Stock Down on Pricing Power Concerns
- Japan Morning Connection: Nvidia + Trump Tariff Worries Sparks Tech Swoon
- What’s New(s) in Amsterdam – 26 February (ASM Int’l | Unilever | Wolters Kluwer | JDE Peet’s)
Ohayo Japan | Nvidia’s Sales Boom, but Stock Down on Pricing Power Concerns
- The S&P 500 fell 1.6%, the Nasdaq Composite dropped 2.8%, and the Dow declined 0.4% as tech stocks sold off following Nvidia’s earnings report
- Nvidia’s Q4 revenue jumps on strong demand for AI chips, but gross margin guidance disappoints due to pricing pressure.
- Seven & i’s founding family has abandoned its buyout plan due to inability to secure financing, with shares falling 11.7% to 2,118 yen
Japan Morning Connection: Nvidia + Trump Tariff Worries Sparks Tech Swoon
- NVDA started the day in the green but was sold aggressively off the open pulling everything lower.
- Dell rebounded in later trading after strong numbers in a bright spot for sentiment.
- Advantest taking a minority stake in Micronics a big positive and todays weakness may be the chance to buy.
What’s New(s) in Amsterdam – 26 February (ASM Int’l | Unilever | Wolters Kluwer | JDE Peet’s)
- ASM intends to declare a regular dividend of EUR 3.00 per share [FY23 EUR 2.75 per share].
- Besides the company authorized a new repurchase program of up to EUR 150m within the 2025/26 timeframe.
- ASM expects revenue in the range of EUR 810m to EUR 850m for 25Q1 [24Q1 EUR 639.0m], with a projected further increase in 25Q2 compared to 25Q1 [24Q2 EUR 706.1m].
Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
Unlock all research summaries