Beyond Tariffs Look Out For Amazon, Alphabet and CoreWeave ?

We have seen how the market react after 4pm ET on Wednesday (02 April), President Donald Trump has announced the implementation of reciprocal tariffs, marking a significant shift in trade policy.

A 25% tariff will be imposed on all foreign-made automobiles starting 02 April. Trump argues that these measures will boost competition, reduce prices, and help pay down the national debt. The tariffs are expected to have wide-ranging impacts on international trade and domestic manufacturing.

There are also a list of tariffs starting for 10% for multiple U.S. partner, but I think as investors we need to continue to look out for good quality stocks which are showing progress and potential, the market and companies would not stop producing and consumer would continue to use products and services.

Here are some of the companies which have some news updates:

Tesla (TSLA) reported its lowest quarterly deliveries since 2022, with only 336,681 vehicles delivered, falling short of the consensus estimate. The disappointing numbers have raised concerns among analysts, with some suggesting that the weak performance was anticipated due to production changes. Tesla's stock has been volatile, reflecting investor reactions to these developments.

Neuralink, co-founded by Elon Musk, has expanded its patient registry globally. This move is part of the company's efforts to advance its brain-computer interface technology, which aims to assist patients with neurological conditions. Musk, also the CEO of $Tesla Motors(TSLA)$ , has indicated that the first human implantation of their brain chip could occur by late 2025, signaling a significant milestone for the company.

$Amazon.com(AMZN)$ is preparing to launch its initial batch of satellites for Project Kuiper on 09 April. This project aims to provide high-speed internet globally through a network of over 3,200 low Earth orbit satellites. The first launch will deploy 27 satellites, with service expected to roll out later this year. This initiative positions Amazon as a significant player in global internet connectivity.

Based on analysts' views, Amazon's stock price appears attractive for long-term investors, despite short-term volatility, with many recommending it as a buy due to its strong growth potential in e-commerce, cloud computing, and AI. 

$AppLovin Corporation(APP)$ is reportedly in talks with the Trump administration regarding a potential bid for TikTok. This development adds another contender to the list of companies interested in acquiring the popular social media platform. The outcome of these negotiations could significantly impact AppLovin's market position and strategy.

$Alphabet(GOOGL)$ is nearing a deal with $CoreWeave, Inc.(CRWV)$ to rent data center servers using Nvidia's (NVDA) GPUs. This partnership would enhance Google's access to advanced processing capabilities, supporting its data-intensive operations. The agreement highlights ongoing efforts to secure technological resources amid growing demand.

Based on analysts' views and recent performance, Alphabet's stock (GOOGL) appears to be attractive for a buy with a strong consensus rating and potential for growth, especially considering its strong cash flow and strategic investments in AI and cloud computing. 

Summary

While there will be tariffs impacting businesses, we need to understand that there are still essential product and service to be used by companies to continue their business.

There are still continual development for those companies offering these products and services, so we will need to continue to look out for these companies as I would say their share price looks attractive now.

Appreciate if you could share your thoughts in the comment section whether you think you are monitoring the above-mentioned stocks for potential buy?

@TigerStars @Daily_Discussion @Tiger_Earnings @TigerWire appreciate if you could feature this article so that fellow tiger would benefit from my investing and trading thoughts.

Disclaimer: The analysis and result presented does not recommend or suggest any investing in the said stock. This is purely for Analysis.

# 💰Stocks to watch today?(19 Dec)

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  • Merle Ted
    ·04-04
    if Tesla can take over Ubers revenue in the next couple years we’re looking at an additional 1.29 trillion market cap (49 billion (revenue)) x 30 P/E = 1.29 trillion
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  • Amazon had higher valuation in 2021 with 6B revenue 3% margins. Now it has 8% margins, 80B net income. Panic sell low is never longterm strategy
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  • twiddly
    ·04-03
    Insightful perspective! Thanks for sharing! [Heart]
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