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Yahoo
17-05-2025
- Business
- Yahoo
Why the Stock Market's 'Fear Index' Has Normalized Faster Than Ever Before
Between April 10 and May 12, the Cboe Volatility Index declined from above 40 to below 20 at the fastest rate on record. The Trump Administration's various tariff pauses have given investors confidence that tariffs will ultimately settle well below the rates proposed in early April. Strong first-quarter earnings have also reassured investors concerned that tariffs will drag on been a year of such extremes on Wall Street that even volatility measures have been historically volatile. The Cboe Volatility Index (VIX), otherwise known as 'the fear index,' closed above 40 for the first time since 2020 in early April when President Trump sent the stock market into a tailspin with his 'Liberation Day' tariffs. Then, starting on April 9, when Trump paused most of those tariffs for 90 days, the VIX began a rapid descent. From the close on April 10 to May 12, the VIX slid from 40.72 to less than 20, the level that many consider the delineator between normal and elevated volatility. The 21-day slide was the fastest the VIX has settled back into normal territory in its history going back to 1990, according to a recent analysis from Bespoke Investment Management. Easing trade tensions has been the primary driver of the VIX's decline in recent weeks. U.S. and Chinese officials agreed last weekend to slash their respective tariff rates for 90 days while the two countries discuss a more lasting end to their tit-for-tat trade war. When officials announced the agreement on Monday, the VIX fell below 20 and the S&P 500 erased the last of its 'Liberation Day' losses. The VIX closed Friday at 17.24, down more than 20% from a week earlier. Trump's various tariff pauses 'gave a lot of portfolio managers the confidence that the off ramp was there,' said David Kostin, chief U.S. equities strategist at Goldman Sachs Research. But the "off ramp" hasn't returned tariffs to their former levels; it's put them on a new path entirely. Commerce Secretary Howard Lutnick on Sunday wrote off the possibility of lowering tariffs below 10%. The effective U.S. tariff rate is currently 17.83%, up from 2.42% at the beginning of the year and only slightly below the 22.44% rate set on 'Liberation Day.' A solid first-quarter earnings season has helped to smooth over some lingering concerns about the drag tariffs could have on economic growth. Heading into this week, the S&P 500 was on track to report earnings growth of more than 13%, well above the 7% expected at the end of March. Plenty of uncertainty about the outlook remains. 'Liberation Day' tariffs are set to resume in early July, right around the time companies begin reporting earnings for the quarter in which the bulk of tariffs took effect. That period could see a return to April's volatility if the White House can't reach agreements with the dozens of countries it has threatened with tariffs. Read the original article on Investopedia
Yahoo
28-04-2025
- Automotive
- Yahoo
Is Amazon.com, Inc. (AMZN) Among the Best Self-Driving Car Stocks to Buy According to Analysts?
We recently compiled a list of the . In this article, we are going to take a look at where Inc. (NASDAQ:AMZN) stands against the other self-driving car stocks. The term 'self-driving car stocks' describes publicly traded businesses engaged in creating, manufacturing, or using autonomous vehicle technology. These businesses either directly contribute to the development of self-driving systems or offer crucial parts and services to the autonomous driving industry. The autonomous vehicle market is booming. Grand View Research estimates that the global market for autonomous vehicles was worth $68.09 billion in 2024 and is projected to grow at a compound annual growth rate (CAGR) of 19.9% from 2025 to 2030. The industry is driven by the significant demand for tech adoption by customers, road safety, connectivity, advancements in AI, and sensor technology. In 2024, the passenger vehicle segment led the industry and accounted for 69% of the global revenue. The North American autonomous vehicle market dominated the global market with a share of over 37.1% in 2024. On the other hand, according to Goldman Sachs Research, Level 3 autonomous cars, which permit hands-off, eyes-off driving in some situations, might make up as much as 10% of new cars sold globally by 2030, down from a previous estimate of 12%. It is anticipated that level 4 fully autonomous vehicles will account for 2.5% of sales, up from 3.5% in the past. Vehicles classified as Level 2 and Level 2+, which need to be supervised, are projected to rise from 20% at present to 30% by 2027. Adoption is expected to speed up due to AI advancements and declining hardware prices, notwithstanding delays caused by technological, legislative, and business model obstacles. By 2030, a market for robotaxis valued at over $25 billion would develop, driven by commercial AV fleets. By 2030, the cost of an AV mile might be less than $1, and by 2040, it could be $0.58. Long-term, AVs may account for 60% of new light vehicle sales worldwide by 2040, with China dominating (90%), followed by Europe (80%), and the United States (65%). As per S&P Global's report, the industry's focus on self-driving cars has changed from lofty Level 5 autonomy to practical, incremental applications. Tech firms and manufacturers came together at CES 2025 with realistic objectives, especially in the area of Level 4 autonomy. Companies increasingly prefer deployable technology, such as ride-hailing services and automated shuttles, above completely autonomous personal vehicles. Leading this shift is Waymo, which reports more than 4 million trips overall and 150,000 paid rides weekly. It displayed new Hyundai and Zeekr automobiles, growing its business in additional American cities and adjusting to local laws. These actions show ride-hailing's scalability in light of the present limitations. Meanwhile, conventional automakers showcased autonomous shuttle concepts, while Level 2+ and Level 3 ADAS systems continue to be used in consumer vehicles. As startups with specialized inventions, like AI chips or sensor software, work with larger companies that have the resources and manufacturing capacity, partnerships are growing. Smaller players struggle to operate on their own because of high R&D expenses and regulatory complexity. As the market transitions from hype to practical implementation, Level 4 geo-fenced applications and delivery systems are expected to be the next big thing. The autonomous future is increasingly defined by gradual, cooperative progress rather than disruptive leaps. For this list, we thoroughly reviewed reputable sources and compiled an initial list of 20 self-driving stocks. Then we selected the 11 stocks that had the highest upside potential as of April 22, 2025. We have only included stocks in our list with an upside potential of 14% or higher. The stocks are ranked in ascending order of the upside potential. Note: Not every company included in the list is solely focused on self-driving technology. Some of the stocks highlighted below are involved indirectly by investing in businesses that specialize in autonomous driving. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here). Analysts' Upside Potential as of April 22: 34.93% Inc. (NASDAQ:AMZN) is much more than just a massive online retailer. The actual reason that makes the firm a very successful digital giant is Amazon Web Services, the pioneer of public cloud computing. As with other cloud platforms, Amazon Web Services includes a self-driving car segment that assists manufacturers and other vehicle innovators in managing their autonomous driving data. It is ranked fifth on our list of the Best Autonomous Driving Stocks. In 2020, Inc. (NASDAQ:AMZN) purchased the autonomous ride-hailing startup Zoox, which it now owns. Driverless taxis are anticipated to be introduced by Zoox in Las Vegas in 2025. Moreover, businesses like Tier IV, an autonomous driving start-up, use AWS (Amazon Web Services) to create driverless cars. The cloud-based infrastructure and computational power needed by Tier IV to run simulations and machine learning to assist its development processes are made possible by AWS. The company runs a massive logistics and delivery company and is the world leader in e-commerce. Transportation automation may be a game-changer in the long run, making the retail division of the company much more profitable and efficient. Beyond robotaxis and other consumer-facing automotive technologies, Inc. (NASDAQ:AMZN) clearly sees value in developing vehicle autonomy. Harding Loevner Global Developed Markets Equity Strategy stated the following regarding Inc. (NASDAQ:AMZN) in its Q4 2024 investor letter: 'During the quarter, we benefited from strong stocks within the Communication Services and Consumer Discretionary sectors. In Consumer Discretionary, Inc. (NASDAQ:AMZN) reported strong third-quarter results. Revenue increased by double digits, led by growth in advertising and Al products, while the company's operating margins also hit an all-time high of 11%. The key reasons for the higher margins were that its international e-commerce operations turned profitable, and there was faster growth in its high-margin cloud-computing business.' Overall, AMZN ranks 5th among the best self-driving car stocks to buy according to analysts. While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AMZN but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stock To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
28-04-2025
- Automotive
- Yahoo
Is Aurora Innovation, Inc. (AUR) Among the Best Self-Driving Car Stocks to Buy According to Analysts?
We recently compiled a list of the . In this article, we are going to take a look at where Aurora Innovation, Inc. (NASDAQ:AUR) stands against the other self-driving car stocks. The term 'self-driving car stocks' describes publicly traded businesses engaged in creating, manufacturing, or using autonomous vehicle technology. These businesses either directly contribute to the development of self-driving systems or offer crucial parts and services to the autonomous driving industry. The autonomous vehicle market is booming. Grand View Research estimates that the global market for autonomous vehicles was worth $68.09 billion in 2024 and is projected to grow at a compound annual growth rate (CAGR) of 19.9% from 2025 to 2030. The industry is driven by the significant demand for tech adoption by customers, road safety, connectivity, advancements in AI, and sensor technology. In 2024, the passenger vehicle segment led the industry and accounted for 69% of the global revenue. The North American autonomous vehicle market dominated the global market with a share of over 37.1% in 2024. On the other hand, according to Goldman Sachs Research, Level 3 autonomous cars, which permit hands-off, eyes-off driving in some situations, might make up as much as 10% of new cars sold globally by 2030, down from a previous estimate of 12%. It is anticipated that level 4 fully autonomous vehicles will account for 2.5% of sales, up from 3.5% in the past. Vehicles classified as Level 2 and Level 2+, which need to be supervised, are projected to rise from 20% at present to 30% by 2027. Adoption is expected to speed up due to AI advancements and declining hardware prices, notwithstanding delays caused by technological, legislative, and business model obstacles. By 2030, a market for robotaxis valued at over $25 billion would develop, driven by commercial AV fleets. By 2030, the cost of an AV mile might be less than $1, and by 2040, it could be $0.58. Long-term, AVs may account for 60% of new light vehicle sales worldwide by 2040, with China dominating (90%), followed by Europe (80%), and the United States (65%). As per S&P Global's report, the industry's focus on self-driving cars has changed from lofty Level 5 autonomy to practical, incremental applications. Tech firms and manufacturers came together at CES 2025 with realistic objectives, especially in the area of Level 4 autonomy. Companies increasingly prefer deployable technology, such as ride-hailing services and automated shuttles, above completely autonomous personal vehicles. Leading this shift is Waymo, which reports more than 4 million trips overall and 150,000 paid rides weekly. It displayed new Hyundai and Zeekr automobiles, growing its business in additional American cities and adjusting to local laws. These actions show ride-hailing's scalability in light of the present limitations. Meanwhile, conventional automakers showcased autonomous shuttle concepts, while Level 2+ and Level 3 ADAS systems continue to be used in consumer vehicles. As startups with specialized inventions, like AI chips or sensor software, work with larger companies that have the resources and manufacturing capacity, partnerships are growing. Smaller players struggle to operate on their own because of high R&D expenses and regulatory complexity. As the market transitions from hype to practical implementation, Level 4 geo-fenced applications and delivery systems are expected to be the next big thing. The autonomous future is increasingly defined by gradual, cooperative progress rather than disruptive leaps. For this list, we thoroughly reviewed reputable sources and compiled an initial list of 20 self-driving stocks. Then we selected the 11 stocks that had the highest upside potential as of April 22, 2025. We have only included stocks in our list with an upside potential of 14% or higher. The stocks are ranked in ascending order of the upside potential. Note: Not every company included in the list is solely focused on self-driving technology. Some of the stocks highlighted below are involved indirectly by investing in businesses that specialize in autonomous driving. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here). Analysts' Upside Potential as of April 22: 36.27% Aurora Innovation, Inc. (NASDAQ:AUR) provides self-driving technology in a safe, efficient, and widely accessible manner. The Aurora Driver is a self-driving system that can drive a variety of vehicles, including ride-hailing passenger cars and freight-hauling trucks. It serves as the foundation for its transportation and ride-hailing driver-as-a-service offerings, Aurora Horizon and Aurora Connect. The company is working on the Aurora Driver, an innovative and expandable set of data services, software, and hardware for self-driving cars that can be used as a platform to adapt to and work with different kinds of vehicles and applications. Hence, it is one of the Best Autonomous Driving Stocks. Aurora Innovation, Inc. (NASDAQ:AUR) plans to commercially introduce its self-driving technology, beginning with the Dallas to Houston route. The firm claims that its vehicles achieved an Autonomy Readiness Measure score of 99% throughout rigorous testing, which included lengthy travels. The degree to which the business's self-driving system is prepared to drive trucks on its own is measured by the ARM score. Regarding finances, the business anticipates making mid-single-digit million dollars this year. Additionally, the business aims to generate a gross profit in 2026. TD Cowen increased Aurora Innovation, Inc. (NASDAQ:AUR)'s price objective from $4 to $5. When management released the initial 2025 revenue projection of mid-single-digit millions, the company revised its model in response to Q4 results. Overall, AUR ranks 4th among the best self-driving car stocks to buy according to analysts. While we acknowledge the potential of AUR as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AUR but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stock To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at .
Yahoo
28-04-2025
- Automotive
- Yahoo
Is QUALCOMM Incorporated (QCOM) Among the Best Self-Driving Car Stocks to Buy According to Analysts?
We recently compiled a list of the . In this article, we are going to take a look at where QUALCOMM Incorporated (NASDAQ:QCOM) stands against the other self-driving car stocks. The term 'self-driving car stocks' describes publicly traded businesses engaged in creating, manufacturing, or using autonomous vehicle technology. These businesses either directly contribute to the development of self-driving systems or offer crucial parts and services to the autonomous driving industry. The autonomous vehicle market is booming. Grand View Research estimates that the global market for autonomous vehicles was worth $68.09 billion in 2024 and is projected to grow at a compound annual growth rate (CAGR) of 19.9% from 2025 to 2030. The industry is driven by the significant demand for tech adoption by customers, road safety, connectivity, advancements in AI, and sensor technology. In 2024, the passenger vehicle segment led the industry and accounted for 69% of the global revenue. The North American autonomous vehicle market dominated the global market with a share of over 37.1% in 2024. On the other hand, according to Goldman Sachs Research, Level 3 autonomous cars, which permit hands-off, eyes-off driving in some situations, might make up as much as 10% of new cars sold globally by 2030, down from a previous estimate of 12%. It is anticipated that level 4 fully autonomous vehicles will account for 2.5% of sales, up from 3.5% in the past. Vehicles classified as Level 2 and Level 2+, which need to be supervised, are projected to rise from 20% at present to 30% by 2027. Adoption is expected to speed up due to AI advancements and declining hardware prices, notwithstanding delays caused by technological, legislative, and business model obstacles. By 2030, a market for robotaxis valued at over $25 billion would develop, driven by commercial AV fleets. By 2030, the cost of an AV mile might be less than $1, and by 2040, it could be $0.58. Long-term, AVs may account for 60% of new light vehicle sales worldwide by 2040, with China dominating (90%), followed by Europe (80%), and the United States (65%). As per S&P Global's report, the industry's focus on self-driving cars has changed from lofty Level 5 autonomy to practical, incremental applications. Tech firms and manufacturers came together at CES 2025 with realistic objectives, especially in the area of Level 4 autonomy. Companies increasingly prefer deployable technology, such as ride-hailing services and automated shuttles, above completely autonomous personal vehicles. Leading this shift is Waymo, which reports more than 4 million trips overall and 150,000 paid rides weekly. It displayed new Hyundai and Zeekr automobiles, growing its business in additional American cities and adjusting to local laws. These actions show ride-hailing's scalability in light of the present limitations. Meanwhile, conventional automakers showcased autonomous shuttle concepts, while Level 2+ and Level 3 ADAS systems continue to be used in consumer vehicles. As startups with specialized inventions, like AI chips or sensor software, work with larger companies that have the resources and manufacturing capacity, partnerships are growing. Smaller players struggle to operate on their own because of high R&D expenses and regulatory complexity. As the market transitions from hype to practical implementation, Level 4 geo-fenced applications and delivery systems are expected to be the next big thing. The autonomous future is increasingly defined by gradual, cooperative progress rather than disruptive leaps. For this list, we thoroughly reviewed reputable sources and compiled an initial list of 20 self-driving stocks. Then we selected the 11 stocks that had the highest upside potential as of April 22, 2025. We have only included stocks in our list with an upside potential of 14% or higher. The stocks are ranked in ascending order of the upside potential. Note: Not every company included in the list is solely focused on self-driving technology. Some of the stocks highlighted below are involved indirectly by investing in businesses that specialize in autonomous driving. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here). Analysts' Upside Potential as of April 22: 40.22% QUALCOMM Incorporated (NASDAQ:QCOM) is well-known for producing electronic components that are present in practically all smartphones. Nonetheless, the firm's expertise in mobility chips is reviving in the auto industry. The Snapdragon Digital Chassis is a complete platform that drives ADAS, computing, and vehicle communication. QUALCOMM Incorporated (NASDAQ:QCOM) recently purchased Arriver, a self-driving car software company that was previously part of auto supplier Veoneer, to help hasten the development of a vehicle autonomy platform, making it one of the Best Autonomous Driving Stocks. The company achieved remarkable achievements in fiscal Q1 2025, as revenue grew to $11.7 billion, a 17.6% rise over the same time the previous year. This set a new record for QUALCOMM Incorporated (NASDAQ:QCOM) and was the third consecutive quarter of double-digit sales growth. The QCT business, which comprises core chip activities, generated $10.1 billion, a 20% jump from the previous year. Notable factors that contributed to this gain were the 61% increase in automotive revenue to $961 million, the 36% gain in IoT-related sales to $1.5 billion, and the 13% surge in smartphone chip sales to $7.6 billion. At the end of the quarter, the company's cash and cash equivalents were over $3.1 billion. Furthermore, it generated operating cash flow of almost $4.6 billion and paid dividends to stockholders of $942 million. For the past 21 years, the firm has been paying out increasing dividends to its stockholders. Overall, QCOM ranks 3rd among the 11 Best Self-Driving Car Stocks to Buy According to Analysts. While we acknowledge the potential of QCOM as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than QCOM but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stock To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
28-04-2025
- Automotive
- Yahoo
Is NVIDIA Corporation (NVDA) Among the Best Self-Driving Car Stocks to Buy According to Analysts?
We recently compiled a list of the . In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other self-driving car stocks. The term 'self-driving car stocks' describes publicly traded businesses engaged in creating, manufacturing, or using autonomous vehicle technology. These businesses either directly contribute to the development of self-driving systems or offer crucial parts and services to the autonomous driving industry. The autonomous vehicle market is booming. Grand View Research estimates that the global market for autonomous vehicles was worth $68.09 billion in 2024 and is projected to grow at a compound annual growth rate (CAGR) of 19.9% from 2025 to 2030. The industry is driven by the significant demand for tech adoption by customers, road safety, connectivity, advancements in AI, and sensor technology. In 2024, the passenger vehicle segment led the industry and accounted for 69% of the global revenue. The North American autonomous vehicle market dominated the global market with a share of over 37.1% in 2024. On the other hand, according to Goldman Sachs Research, Level 3 autonomous cars, which permit hands-off, eyes-off driving in some situations, might make up as much as 10% of new cars sold globally by 2030, down from a previous estimate of 12%. It is anticipated that level 4 fully autonomous vehicles will account for 2.5% of sales, up from 3.5% in the past. Vehicles classified as Level 2 and Level 2+, which need to be supervised, are projected to rise from 20% at present to 30% by 2027. Adoption is expected to speed up due to AI advancements and declining hardware prices, notwithstanding delays caused by technological, legislative, and business model obstacles. By 2030, a market for robotaxis valued at over $25 billion would develop, driven by commercial AV fleets. By 2030, the cost of an AV mile might be less than $1, and by 2040, it could be $0.58. Long-term, AVs may account for 60% of new light vehicle sales worldwide by 2040, with China dominating (90%), followed by Europe (80%), and the United States (65%). As per S&P Global's report, the industry's focus on self-driving cars has changed from lofty Level 5 autonomy to practical, incremental applications. Tech firms and manufacturers came together at CES 2025 with realistic objectives, especially in the area of Level 4 autonomy. Companies increasingly prefer deployable technology, such as ride-hailing services and automated shuttles, above completely autonomous personal vehicles. Leading this shift is Waymo, which reports more than 4 million trips overall and 150,000 paid rides weekly. It displayed new Hyundai and Zeekr automobiles, growing its business in additional American cities and adjusting to local laws. These actions show ride-hailing's scalability in light of the present limitations. Meanwhile, conventional automakers showcased autonomous shuttle concepts, while Level 2+ and Level 3 ADAS systems continue to be used in consumer vehicles. As startups with specialized inventions, like AI chips or sensor software, work with larger companies that have the resources and manufacturing capacity, partnerships are growing. Smaller players struggle to operate on their own because of high R&D expenses and regulatory complexity. As the market transitions from hype to practical implementation, Level 4 geo-fenced applications and delivery systems are expected to be the next big thing. The autonomous future is increasingly defined by gradual, cooperative progress rather than disruptive leaps. For this list, we thoroughly reviewed reputable sources and compiled an initial list of 20 self-driving stocks. Then we selected the 11 stocks that had the highest upside potential as of April 22, 2025. We have only included stocks in our list with an upside potential of 14% or higher. The stocks are ranked in ascending order of the upside potential. Note: Not every company included in the list is solely focused on self-driving technology. Some of the stocks highlighted below are involved indirectly by investing in businesses that specialize in autonomous driving. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here). Analysts' Upside Potential as of April 22: 63.26% NVIDIA Corporation (NASDAQ:NVDA) is a semiconductor company that creates mobile processors and graphics cards for use in workstations, wireless devices, and personal computers. The fundamental components of all computer systems, including those used in self-driving cars, are semiconductors. Thus, it is the Best Autonomous Driving Stock. Through its DRIVE platform, the firm also provides a variety of end-to-end AV solutions, encompassing in-car AV hardware and software as well as artificial intelligence infrastructure. NVIDIA Corporation (NASDAQ:NVDA) is a multifaceted AV technology player. Before Tesla decided to create its own self-driving chips using Samsung's design and manufacturing platform, the company was a strategic partner of Tesla for many years. Mizuho Securities kept its "Outperform" rating on NVIDIA Corporation (NASDAQ:NVDA) with a price objective of $168 as of April 16. This reaffirmation comes after the company disclosed additional export limitations imposed by the US government in its most recent 8-K filing. Shipments of its H20 series products to China, including Hong Kong, and other nations subject to US arms embargoes will be impacted by these limitations. A substantial amount of the expected $16 billion in H20 orders, or about $5.5 billion in revenue, may be impacted by these new laws, according to the firm. This suggests that over $10 billion in merchandise may have already been sent for the calendar year 2025. Mizuho analysts are upbeat about the firm's near-term prospects despite the difficulties caused by the export restrictions, particularly with the shipment of the GB200 series and expanded testing capacity for more sophisticated GPU racks. As a crucial consideration for investors, the analysts also emphasized the company's long-term capital investment in AI for the year 2026. The business has the potential to take on massive markets such as the $50 trillion robotics market, the $500 billion enterprise AI sector, and the $1 trillion+ AI market. Overall, NVDA ranks 1st among the best self-driving car stocks to buy according to analysts. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stock To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at . Sign in to access your portfolio
