From Financial Modeling Prep: 2025-02-19 05:46:52

Nvidia is expected to exceed Q4 earnings expectations, but faces headwinds in Q1, including architectural transitions and declining sales. BofA sees Nvidia as a top pick in the sector, with an attractive valuation. The upcoming GTC Conference could bring announcements on new chips and expansion into robotics and quantum computing.

The Philadelphia Semiconductor Index outperformed the S&P 500 last week, driven by gains in industrial and auto semiconductor stocks. China stimulus and European market recovery boosted sector performance.

Investors are advised to monitor Nvidia’s Q1 guidance and GTC announcements for signals of future growth. Despite short-term volatility, Nvidia’s long-term AI dominance remains strong.



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