{"id":3312,"date":"2025-08-31T13:42:04","date_gmt":"2025-08-31T13:42:04","guid":{"rendered":"https:\/\/thetradingdictionary.com\/index.php\/2025\/08\/31\/tech-5-nvidia-results-rattle-investors-trump-signals-more-tech-deals-to-come\/"},"modified":"2025-08-31T13:42:04","modified_gmt":"2025-08-31T13:42:04","slug":"tech-5-nvidia-results-rattle-investors-trump-signals-more-tech-deals-to-come","status":"publish","type":"post","link":"https:\/\/thetradingdictionary.com\/index.php\/2025\/08\/31\/tech-5-nvidia-results-rattle-investors-trump-signals-more-tech-deals-to-come\/","title":{"rendered":"Tech 5: NVIDIA Results Rattle Investors, Trump Signals More Tech Deals to Come"},"content":{"rendered":"<\/p>\n

Artificial intelligence (AI) stocks saw continued pressure this week as concerns about overvaluation weighed on the sector ahead of NVIDIA’s (NASDAQ:NVDA) results release for its second fiscal quarter. <\/strong><\/p>\n

The company beat Wall Street projections on revenue, earnings and profits, but shares still fell in extended trading on Tuesday (August 26) after it reported no H20 sales to China, where competition from domestic firms is heating up.<\/p>\n

John Murillo, chief business officer at B2BROKER, suggested the pullback could present a short-term buying opportunity for high-quality names with strong fundamentals, but cautioned that it could be the start of a broader correction. <\/p>\n<\/p>\n

Reports that DeepSeek will train its newest AI models on Huawei chips and Cambricon Technologies’ (SHA:688256) 4,300 percent revenue surge underscore the shifting AI landscape. Still, optimism wasn\u2019t absent: NVIDIA CEO Jensen Huang pointed to accelerating global demand and unveiled a US$60 billion buyback program to reassure investors.<\/p>\n

\u201cAll in all, the sector\u2019s long-term trajectory remains bullish, with AI adoption accelerating across industries,\u201d said Murillo.<\/p>\n<\/p>\n

<\/small><\/p>\n

Nasdaq Composite, NVIDIA and Dell Technologies performance, August 26 to 29, 2025.<\/em> <\/p>\n

<\/small><\/p>\n

Chart via Google Finance. <\/em><\/p>\n

However, it wasn\u2019t enough to reassure the public, and NVIDIA’s share price fell over 4 percent between Wednesday (August 27) and Friday (August 29). As investors analyzed new inflation data that indicates tariffs are impacting prices, other AI-related stocks saw losses too, pulling the S&P 500 (INDEXSP:.INX) from its recent record highs.<\/p>\n

With that, here’s a look at some of the other drivers that shaped the tech sector this week.<\/p>\n<\/div>\n

\n

1. Intel warns of adverse reactions to government equity stake <\/h3>\n

In a US Securities and Exchange Commission Form 8-K filing dated August 22, Intel (NASDAQ:INTC) warns that the federal government\u2019s 10 percent stake in its business could cause \u201cadverse reactions,\u201d including litigation from investors, employees, customers, suppliers, partners and foreign governments. <\/p>\n

The company also discloses a clause in the agreement that would raise the government\u2019s stake to 15 percent if the company fails to meet set manufacturing thresholds. <\/p>\n

Moreover, the filing states that, if this agreement prompts other government bodies to seek similar stakes, the varied agendas could diminish the voting power of other shareholders.<\/p>\n

The comments come after the White House announced last week that it would take a 10 percent stake in the company in a deal worth around US$8.9 billion. On Monday, (August 25), President Donald Trump suggested he might pursue similar agreements with other American companies, posting on Truth Social:<\/p>\n

\n

\u201cI will also help those companies that make such lucrative deals with the United States. I love seeing their stock price go up, making the USA RICHER, AND RICHER.\u201d<\/p>\n<\/blockquote>\n

Meanwhile, White House economic advisor Kevin Hassett told CNBC that the deal is part of a broader strategy to create a sovereign wealth fund that may include additional companies.<\/p>\n

Later, during an interview on CNBC\u2019s Squawk Box on Tuesday, Secretary of Commerce Howard Lutnick said Pentagon officials are considering acquiring equity stakes in leading defense contractors such as Lockheed Martin (NYSE:LMT).<\/p>\n<\/div>\n

\n

2. Apple sets date to reveal fall product lineup <\/h3>\n

On Tuesday, Apple (NASDAQ:AAPL) invited media members and analysts to its next launch event, which is scheduled for September 9 at 10:00 a.m. PST. <\/p>\n

The event, which will be live streamed from the iPhone maker’s campus, is expected to be the venue for the introduction of the new iPhone 17 lineup and updated Apple Watch models. <\/p>\n

The new iPhone series is rumored to include four models:<\/p>\n

    \n
  • iPhone 17<\/li>\n
  • iPhone 17 Pro<\/li>\n
  • iPhone 17 Pro Max<\/li>\n
  • A new iPhone 17 Air that will reportedly replace the iPhone 16 Plus. This new model is rumored to be exceptionally thin, potentially as slim as 5.5 millimeters, a major new design direction for Apple.<\/li>\n<\/ul>\n

    The new iPhones are also expected to feature a new ‘Liquid Glass’-based interface as part of iOS 26.<\/p>\n

    According to Bloomberg journalist Mark Gurman, who has a reputation for being one of the most accurate and prolific sources of leaks about Apple’s future products, the company is planning three years of major iPhone redesigns, starting with the September release. Apple\u2019s first foldable iPhone, code-named V68, is slated to arrive in 2026, according to Gurman. Apple’s 2027 ‘iPhone 20’ will feature curved glass edges to complement the upcoming Liquid Glass-based interface for iOS and other operating systems.<\/p>\n<\/div>\n

    \n

    3. IBM, AMD to partner on quantum supercomputer <\/h3>\n

    IBM (NYSE:IBM) and Advanced Micro Devices (AMD) (NASDAQ:AMD) said on Tuesday that they plan to collaborate to develop quantum-centric supercomputing. <\/p>\n

    The two companies, which have each fundamentally advanced the frontiers of quantum hardware and software, AI accelerators, CPUs and GPUs, said they will work together to \u201cdevelop scalable, open-source platforms that could redefine the future of computing\u201d by combining their strengths in quantum and high-performance computing. <\/p>\n

    \u201cQuantum computing will simulate the natural world and represent information in an entirely new way,\u201d said Arvind Krishna, chairman and CEO of IBM, adding that the firms’ collaborative efforts will \u201cbuild a powerful hybrid model that pushes past the limits of traditional computing.\u201d<\/p>\n

    \u201cWe see tremendous opportunities to accelerate discovery and innovation,\u201d said Dr. Lisa Su, chair and CEO of AMD. <\/p>\n

    In an interview with Axios, Jay Gambetta, IBM’s quantum vice president, said he aims to get fault-tolerant quantum computers, a set of techniques and architectural designs that ensure a computation can proceed accurately even in the presence of errors, \u201cby the end of this decade.\u201d<\/p>\n<\/div>\n

    \n

    4. Cost of Meta data center to exceed original estimate <\/h3>\n

    During a cabinet meeting on Tuesday, Trump told reporters that Meta Platforms’ (NASDAQ:META) Louisiana data center will cost the company around US$50 billion to build. <\/p>\n

    That’s over 70 percent of the company\u2019s projected CAPEX spending in its latest quarterly report. <\/p>\n

    \u201cWhen they said US$50 billion for a plant, I said, \u2018What the hell kind of plant is that?\u2019\u201d said Trump, revealing a photo of the proposed data center, Hyperion, superimposed over the island of Manhattan. <\/p>\n

    \u201cWhen you look at this, you understand why it\u2019s US$50 billion,\u201d he added.<\/p>\n

    When the data center was announced, officials in Louisiana estimated the project would cost around US$10 billion. Meta has not confirmed this new estimate and declined to comment on Trump’s remarks.<\/p>\n<\/div>\n

    \n

    5. Fusion developer raises US$863 million for energy development <\/h3>\n

    On Thursday (August 28), Commonwealth Fusion Systems, a leading nuclear fusion developer in the US, announced it has secured US$863 million in an oversubscribed Series B2 funding round. <\/p>\n

    Investors including Morgan Stanley (NYSE:MS) and NVIDIA contributed to this capital raise, which will facilitate the completion of Commonwealth’s Spac fusion demonstration machine, as well as the commencement of construction on a new ARC power plant in Virginia.<\/p>\n

    \u201cInvestors recognize that CFS is making fusion power a reality. They see that we are executing and delivering on our objectives,\u201d said the company\u2019s CEO and co-founder, Bob Mumgaard. \u201cThis funding recognizes CFS\u2019 leadership role in developing a new technology that promises to be a reliable source of clean, almost limitless energy \u2014 and will enable investors to have the opportunity to capitalize on the birth of a new global industry.\u201d<\/p>\n<\/div>\n

    <\/strong><\/p>\n

    <\/span><\/strong>Securities Disclosure: I, Meagen Seatter, hold no direct investment interest in any company mentioned in this article.<\/strong><\/p>\n<\/p>\n

    This post appeared first on investingnews.com<\/div>\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    Artificial intelligence (AI) stocks saw continued pressure this week as concerns about overvaluation weighed on the sector ahead of NVIDIA’s (NASDAQ:NVDA) results release for its second fiscal quarter. The company beat Wall Street projections on revenue, earnings and profits, but shares still fell in extended trading on Tuesday (August 26) after it reported no H20…<\/p>\n","protected":false},"author":1,"featured_media":3313,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-3312","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/posts\/3312","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/comments?post=3312"}],"version-history":[{"count":0,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/posts\/3312\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/media\/3313"}],"wp:attachment":[{"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/media?parent=3312"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/categories?post=3312"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/tags?post=3312"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}