Meta, Microsoft, Alphabet, and Amazon Just Delivered Incredible News for Nvidia Stock Investors
Like much of the stock market, Nvidia (NASDAQ: NVDA) has experienced significant volatility in 2025. Even after recovering some of its losses, the stock remains down 15% year to date. Investors are concerned that President Donald Trump's tariffs could reduce demand for the company's data center chips, which are the best in the industry for developing artificial intelligence (AI) applications.Although semiconductors are exempt from the most aggressive tariff policies, many of Nvidia's customers still face increased costs and potential sales declines, which could force them to reduce their capital expenditures (capex).Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), and Amazon (NASDAQ: AMZN) are four of the biggest buyers of Nvidia's AI chips, and they just gave Nvidia investors a positive update on their planned AI spending for this year.Continue reading
Like much of the stock market, Nvidia (NASDAQ: NVDA) has experienced significant volatility in 2025. Even after recovering some of its losses, the stock remains down 15% year to date. Investors are concerned that President Donald Trump's tariffs could reduce demand for the company's data center chips, which are the best in the industry for developing artificial intelligence (AI) applications.
Although semiconductors are exempt from the most aggressive tariff policies, many of Nvidia's customers still face increased costs and potential sales declines, which could force them to reduce their capital expenditures (capex).
Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), and Amazon (NASDAQ: AMZN) are four of the biggest buyers of Nvidia's AI chips, and they just gave Nvidia investors a positive update on their planned AI spending for this year.
