Nvidia Stock Steadies. Why The Chip Maker Benefits From 'Buy-the-Dip' Mentality. -- Barrons.com

Dow Jones04-04

By Adam Clark

Nvidia looked to steady on Friday after a sharp drop the previous day in the market rout following President Donald Trump's tariff announcement. Bargain-hunting could help the chip maker's stock.

Nvidia shares were up 0.6% at $102.42 in after-hours trading. The stock closed down 7.8% on Thursday.

That left the stock at its lowest levels since last summer when there were fears about delays to the rollout of its Blackwell hardware. Some rushed to buy the stock at an apparent discount, with J.P. Morgan reporting retail-investor inflows of $913 million into the name on Thursday.

"Despite a sea of red, retail investors stood firm and not only bought the dip but did so at a historic pace," wrote the bank's analysts.

Chips were exempted from the tariffs but that may not be the end of the story. Products such as semiconductors, pharmaceuticals and lumber will be addressed separately, a senior administration official said.

Truist analyst William Stein said Nvidia should be relatively shielded from a tariff hit because of its key role in artificial-intelligence infrastructure.

"Their AI customers appear to be in a race to develop AI and specifically Artificial General Intelligence $(AGI)$ at (perhaps) any cost, " wrote Stein.

Among other chip makers, Advanced Micro Devices and Broadcom both edged higher after dropping 8.9% and 10.5% respectively on Thursday.

Write to Adam Clark at adam.clark@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

April 04, 2025 03:48 ET (07:48 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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The stock closed down 7.8% on Thursday. \n</p>\n<p>\n     That left the stock at its lowest levels since last summer when there were fears about delays to the rollout of its Blackwell hardware. Some rushed to buy the stock at an apparent discount, with J.P. Morgan reporting retail-investor inflows of $913 million into the name on Thursday. \n</p>\n<p>\n     \"Despite a sea of red, retail investors stood firm and not only bought the dip but did so at a historic pace,\" wrote the bank's analysts. \n</p>\n<p>\n     Chips were exempted from the tariffs but that may not be the end of the story. 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Bargain-hunting could help the chip maker's stock. \n\n\n     Nvidia shares were up 0.6% at $102.42 in after-hours trading. The stock closed down 7.8% on Thursday. \n\n\n     That left the stock at its lowest levels since last summer when there were fears about delays to the rollout of its Blackwell hardware. Some rushed to buy the stock at an apparent discount, with J.P. Morgan reporting retail-investor inflows of $913 million into the name on Thursday. \n\n\n     \"Despite a sea of red, retail investors stood firm and not only bought the dip but did so at a historic pace,\" wrote the bank's analysts. \n\n\n     Chips were exempted from the tariffs but that may not be the end of the story. Products such as semiconductors, pharmaceuticals and lumber will be addressed separately, a senior administration official said. \n\n\n     Truist analyst William Stein said Nvidia should be relatively shielded from a tariff hit because of its key role in artificial-intelligence infrastructure. \n\n\n     \"Their AI customers appear to be in a race to develop AI and specifically Artificial General Intelligence $(AGI)$ at (perhaps) any cost, \" wrote Stein. \n\n\n     Among other chip makers, Advanced Micro Devices and Broadcom both edged higher after dropping 8.9% and 10.5% respectively on Thursday. \n\n\n     Write to Adam Clark at adam.clark@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. 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