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Now it’s time to get some of today’s trend standby people. This morning, we are watching Nvidia, Qualcomm and Roblox. First, NVIDIA shares today’s jump. The last time I could check, they went up over 4%. This comes after CEO Jensen Huang urged the Trump administration to reconsider U.S. rules on exporting global AI chips. Speaking at the White House Business Leaders Conference yesterday, Huang warned that China is behind us in developing AI chips. He also touted NVIDIA’s pledge to produce $500 billion in chips in the U.S., calling on President Trump to increase energy supply to meet the increase in AI-related electricity demand. Of course, this move is partly due to the increase in capital expenditures listed behind its revenues by Meta and Microsoft. Continue to Qualcomm. The stock moved to a decline this morning after the company released a slightly weaker revenue forecast. The renewal guidance involves the need for the use of Qualcomm chips in most smartphones, which will be lower due to tariffs. Despite these concerns, Qualcomm CEO said no direct impact of tariffs has been seen. Roblox has raised its estimates of full-year bookings, and even macroeconomic concerns are expected to spend in-game. The company now expects its annual booking revenue to be between 5.29 billion and 5.36 billion. In the first quarter, the company’s daily active users jumped 26% to 98.7 million. The game can also remain unchanged in the face of economic uncertainty.
