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Nvidia Stock Slumps. Tariffs Make Everyone Forget Earnings Are Next Week. - Barron's

1. Nvidia stock dropped 2.2% amid tariff concerns from Trump. 2. Earnings expected to show strong AI demand: $43.3 billion revenue forecast. 3. Potential loss of $15 billion in sales from H20 chip restrictions in China. 4. Analysts maintain Buy ratings despite potential revenue downturn this quarter. 5. Market reaction to tariffs negatively impacted other semiconductor stocks.

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FAQ

Why Bearish?

The announcement of tariffs created immediate selling pressure, reminiscent of previous tariff impacts on tech stocks, like during the U.S.-China trade war.

How important is it?

Tariff news is likely to influence investor sentiment and market behavior surrounding Nvidia's stock in the short-term.

Why Short Term?

Short-term impacts from tariffs could limit Nvidia's revenue, with expectations reverting post earnings report if results exceed expectations.

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