Tariff exemptions boost ASML and NVIDIA stocks, presenting a good investment opportunity.

From Nasdaq: 2025-04-15 15:00:00

President Trump’s tariffs caused chaos on Wall Street, impacting semiconductor stocks. However, tariff exemptions led to a market recovery, making it a good time to invest in ASML and NVIDIA. ASML dominates EUV lithography systems, while NVIDIA holds a strong position in GPUs. Both stocks offer growth potential despite potential trade volatility.

ASML expects strong first-quarter earnings due to increased demand for its EUV equipment. NVIDIA benefits from rising AI data center spending, indicating room for stock growth. Both stocks have a Zacks Rank #2 (Buy) and show promise for investors looking for long-term growth opportunities.

Investors can take advantage of the current discounts on ASML and NVIDIA stocks. ASML’s expected earnings growth rate is 23.1%, with a price target increase to $953.61. NVIDIA predicts a 47.5% growth in earnings, with a price target of $173.95. Both companies offer potential for significant returns in the future.



Read more at Nasdaq: 2 Wide Moat Semiconductor Stocks a Bargain Buy Now: ASML and NVDA