Stock Movers Weekly Roundup: Nvidia Lower, Dayforce Rises, Palantir Drops
Aug 22, 2025
The discussion kicks off with Nvidia's stock hitting a snag, revealing production halts related to its H20 AI chip due to pressures from Beijing. In contrast, Dayforce is on the upswing after a major acquisition deal, promising big returns for shareholders. Meanwhile, Palantir faces a steep drop, leaving investors uneasy as losses mount in the tech sector. The implications of these shifts spark a debate on market volatility and investor strategies, making for a lively conversation about navigating the unpredictable landscape of stocks.
AI Snips
Chapters
Transcript
Episode notes
Nvidia Faces China H20 Headwind
- Nvidia shares fell after reports China urged suppliers to stop H20-related production and analysts raised focus on the issue ahead of earnings.
- Analysts still lifted NVDA price targets to a record average of $194 even amid the China H20 concerns.
Analyst Consensus Remains Positive
- Almost every analyst tracked on Bloomberg rates Nvidia neutral or positive, with a lone sell from Jay Goldberg at Seaport Global.
- That contrarian sell rating sits against Nvidia trading around $178 and highlights differing views ahead of earnings.
Treat Takeover Moves As Price Signals
- Note takeover premiums when assessing sudden stock jumps, as Thoma Bravo offered a 32% premium for Dayforce at $70 per share.
- Consider operational risks too, since Dayforce still faces headwinds from global layoffs despite improved revenue and profitability.