Motley Fool Money Nvidia, Apple, and Eli Lilly: Manufacturing the Future
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Feb 28, 2025 Josh Isner, President of Axon, shares insights on the growing demand for body cameras and tasers, shedding light on the company's expansion opportunities amid increasing government budgets. He discusses Axon's impressive earnings and how they navigate challenges posed by tariffs and the competitive landscape. The conversation touches on the broader impact of AI and GLP-1 drugs on the market, along with the ongoing evolution of tech giants like Nvidia and Apple in U.S. manufacturing.
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Nvidia's Performance and Market Expectations
- NVIDIA continues to deliver impressive numbers, demonstrating strong growth in data center revenue.
- However, high market expectations contribute to share price volatility despite positive performance.
AI Workloads and Chip Demand
- Concerns around AI workloads and chip demand are rising, impacting investor sentiment.
- Conflicting perspectives exist, with some suggesting overbuilding while others highlight insufficient chip supply for AI.
Shifting Market Focus
- The market's focus may be shifting away from the mega-cap tech stocks that drove performance over the last two years.
- Companies like Apple, Meta, Amazon, Microsoft, Alphabet, NVIDIA, and Tesla have experienced declines, while other sectors are performing well.