Squawk on the Street More Pain for Tech, Tug-of-War over Musk's DOGE, Home Depot Beats 2/25/25
Feb 25, 2025
Tech stocks face more struggles, with the Nasdaq falling into negative territory for 2025. Jim Cramer highlights Nvidia's precarious situation ahead of earnings. A tug-of-war emerges over Elon Musk's DOGE demands, as government agencies provide mixed signals. Home Depot’s strong quarterly results bolster housing stocks, while Palantir and Unilever face challenges. As economic trends shift, the impacts on consumer spending and the tech industry remain hot topics of discussion.
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Artificial Sell-Off in Tech
- Tech stocks experienced a late sell-off, possibly due to deliberate market manipulation.
- Jim Cramer expresses concern, noting this isn't driven by fundamentals but large players influencing the market.
NVIDIA's Stock Volatility
- NVIDIA's stock is a battleground, with some believing it is overvalued.
- Concerns arise about potential government restrictions on NVIDIA's chip exports to China, impacting forecasts.
Investing in NVIDIA
- Investors in NVIDIA should inquire about customer concentration and government regulations' impact.
- Use tools to question companies about their customer base and external risks.