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The tech sector experienced significant volatility this week, with major companies seeing sharp movements. Nvidia (NASDAQ:NVDA) plunged over 16% on Monday following the launch of DeepSeek, a Chinese AI platform offering competitive performance at lower costs. The news triggered a broader sell-off in AI-related stocks, impacting Broadcom (NASDAQ:AVGO), Dell (NYSE:DELL), and Super Micro Computer (NASDAQ:SMCI). Morgan Stanley lowered Nvidia’s price target from $166 to $152, citing short-term risks despite strong demand for its upcoming Blackwell products.
Meanwhile, Tesla (NASDAQ:TSLA) defied expectations, posting gains despite missing earnings forecasts. CEO Elon Musk’s bullish outlook, emphasizing autonomous driving and the upcoming "Cybercab," appeared to fuel investor optimism. JPMorgan analysts noted uncertainty over the stock’s rise, speculating it may stem from Musk’s ambitious growth projections, including claims of potential revenue exceeding $10 trillion from a single product.
Microsoft (NASDAQ:MSFT) saw declines after a weaker-than-expected earnings report, with UBS lowering its price target from $525 to $510. The firm cited concerns over Microsoft’s cloud segment, Azure, which has now disappointed for three consecutive quarters. In contrast, Meta (NASDAQ:META) and Apple (NASDAQ:AAPL) both surged after exceeding earnings expectations. Evercore ISI noted Apple’s resilience despite weak China demand, while JPMorgan highlighted Meta’s strong Q4 performance and its long-term AI infrastructure investments.
As AI competition intensifies, investor sentiment remains mixed. While innovation is driving new opportunities, concerns over market disruption continue to impact valuations.
