Stock Movers Nvidia Rebounds; Roche Higher; Palantir Pop
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Sep 18, 2025 Nvidia is experiencing a rebound thanks to a Fed cut and positive news from Huawei about AI technology. Roche's strategic acquisition of biopharmaceutical company 89bio aims to enhance its obesity treatment pipeline. Meanwhile, Palantir is making headlines by planning a significant investment in the UK Defense sector. On the downside, Red Cat Holdings is struggling due to a new stock offering and shifts in focus, while Cracker Barrel faces challenges with disappointing sales projections.
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AI Rally Persists Despite New Competition
- NVIDIA rallied despite Huawei announcing new AI chips that could challenge its dominance.
- The Fed's rate cut fueled a broad risk-on move lifting AI-related stocks across the U.S. and Europe.
Huawei Enters The AI Chip Battle
- Huawei unveiled new AI chip technology and SuperPod cluster designs aiming to challenge NVIDIA.
- Despite that announcement, investors continued to buy AI-related hardware stocks in both the U.S. and Europe.
Roche Bulks Up In Obesity Drug Race
- Roche is buying 89bio to strengthen its position in the obesity drug race and paid an 80% premium.
- The deal includes $14.50 per share now and $6 per share in potential milestone payments to secure a late-stage obesity therapy.