According to The Information, investment bankers pitched Apple on large AI deals this summer, but the company’s lukewarm response hinted at its reluctance toward major acquisitions.
Nvidia (NASDAQ: NVDA) is a major influencer of tech- and semiconductor-oriented ETFs, with a 22% weight in VanEck Semiconductor ETF and significant holdings in other funds. Its earnings can impact the performance of these ETFs, with three potential scenarios: a beat with strong guidance, in-line results, or weak performance. Suppliers and component companies may also be affected. September's earnings should provide clarity on hyperscaler spending, product roadmap, export control, and China revenue.
The specter of a significant stock market correction, or even a full-blown crash, in 2025 is increasingly occupying the minds of financial analysts and investors. While not a universally accepted base case, a growing chorus of experts points to a confluence of macroeconomic headwinds that could trigger substantial market volatility.
A second day of selling pressure hit technology stocks tied to the AI theme on Wednesday, as sentiment cooled after an MIT report questioned the broad profitability of the new technology.
Foxconn's earnings show a shift from consumer electronics to AI servers, impacting ETFs. Apple's decline, Taiwan's role in AI production and niche ETFs are affected.
