Characteristics: Nvidia Toggles Lower Due to Tariffs

✅️ Characteristics: Nvidia Toggles Lower Due to Tariffs

Nvidia (-3.67%) rose after news of a meeting with Trump on DeepSeek and export regulatory risks, but expanded its range after shifting downward on news of the February 1st tariff. Broadcom (+2.60%) continued its upward trend following the previous day due to news of the use of meta-platforms. Micron (-1.36%) started to decline due to Samsung Electronics' inflow into the HBM market, but turned upward on news of expanding AI memory investment. However, it turned downward on the issue of tariffs. Intel (-2.90%) fell, reflecting sluggish sales despite better-than-expected earnings reports the previous day. AMD (-2.45%) also fell, while Ramsay Search (+0.40%) and KLA (-0.56%), which reported strong earnings, turned downward or returned upward on tariff issues. AMAT (-0.75%), TSMC (+0.56%), and ASML (+0.31%) also fell or returned upward on the news of the tariff. The Philadelphia Semiconductor Index fell 0.29%.

Tesla (+1.08%) continued to rise as buying flowed in citing expectations for robo-taxi and FSD despite its sluggish earnings report. However, some of the gains were returned after the tariff issue. Rivian (+0.40%) and Lucid (+1.47%) also rose. However, Chinese electric vehicles such as Nio (-2.70%), Xpeng (-2.25%) and Li Auto (-2.86%) rose on news of the tariff postponement but fell on the announcement of tariffs on China. Automotive sectors such as GM (-0.08%), Ford (-0.79%, Stellantis (-2.88%), Honda (-1.15%) and Toyota (-1.07%) also returned gains or shifted downward on the announcement that the White House spokesman's tariff enforcement would continue.

Apple (-0.67 percent) rose due to shareholder return policy such as treasury stock purchase and service sales growth, but turned downward to reflect slowing iPhone sales and tariff imposition issues. MS (+0.02 percent) rose after falling sharply the previous day. Meanwhile, Amazon (+1.30 percent) rose on the back of positive outlook ahead of earnings announcement on Thursday (Thursday). However, it returned some of its gains on the news of Chinese tariffs. It is estimated that sales concerns have been highlighted as most of its products are from China. Alphabet (+1.47 percent) is expected to see a positive outlook ahead of its earnings announcement on Tuesday (Tuesday), especially a significant increase in value of DeepMide AI such as TPU chips. Meta (+0.32 percent) is also strong

AST Space Mobile (+11.15 percent) rose sharply on the news that it has signed strategic partnerships with AT&T and Verizon to receive special provisional authorization from the FCC. Redwire (+5.0 percent) rose on the news that it has partnered with Virgin Calacti (+0.42%) to manufacture research storage boxes to be mounted on new Delta-class spacecraft. Space development companies such as Rocket Lab (+1.82%) and Planet Lab (+4.81 percent) also rose. IoT-view machines (-3.30 percent) shifted downward ahead of the market close. Quantum computer-related stocks such as iONQ (+1.75%), RIGET Computing (+7.07 percent), D-wave Quantum (+5.32 percent), and Quantum Computing (+3.80 percent) rose on the news that they can benefit from AI-related cost cuts.

Palantir (+1.56%) rose as the positive outlook was highlighted ahead of Monday's earnings report. Software company Atlantian (+14.92%) surged after reporting good results as cloud revenue surged by 30%. The same company, business management software company Monday Dotcom (+5.62%), also rose. EBV (+4.70%) rose on the back of better-than-expected earnings. Vertex Pharma (+5.31%) rose on news that the FDA approved a pill-type opioid painkiller that does not pose a risk of addiction. Pharmacy chain Wall Green Boots (-10.30%) fell sharply on news of a dividend suspension.

Chinese companies, including Alibaba (-3.80%), Pinduoduo (-3.02%), Jindong dotcom (-3.74%), Baidu (-4.40%), and Trip dotcom (-4.53%) fell when a White House spokesman mentioned imposing tariffs on China on February 1. Casinos and resort companies such as Las Vegas Sands (-5.00%) and Win Resort (-3.07%), which highlighted positive prospects while Chinese New Year's movement reached an all-time high the previous day, fell with their return.

Chevron (-4.56%) fell on weaker-than-expected earnings reports. ExxonMobil (-2.50%) reported better-than-expected earnings but fell, reflecting jitters in the energy industry, with quarterly sales falling. Most energy sectors are also sluggish, including ConocoPhillips (-2.59%), EOG Resources (-3.07%), and Occidental (-4.64%). Vistra (-4.69%), Constellation Energy (-2.78%), and GE Vernova (-2.63%) are among those listed for sale following the previous day's gains