2026년 2월 11일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) shares slipped on Tuesday, as investor concerns around potential tariffs on imported semiconductors showed signs of easing.
The stock was down about 1% in morning trade after rising more than 2% in the previous session. Nvidia has been hovering near its highest level so far this year, reflecting continued optimism around demand for artificial intelligence chips.
Confidence in the AI supply chain has been supported by results from Taiwan Semiconductor Manufacturing (TSM), Nvidia's key manufacturing partner. TSM said January revenue jumped 37% from a year earlier, pointing to strong orders for advanced chips used in data centers and AI workloads.
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Broader AI demand signals also appeared positive. OpenAI, a major buyer of high-performance processors, is seeing monthly growth of more than 10%, CNBC reported, citing an internal message from Chief Executive Sam Altman. The growth could translate into higher future spending on AI infrastructure.
Nvidia may also benefit from possible tariff relief. The Financial Times reported that large U.S. technology companies could receive exemptions from planned semiconductor levies, linked to TSMC's pledge to invest $165 billion in U.S. manufacturing.
Elsewhere in the sector, Advanced Micro Devices (AMD) edged higher, while Broadcom (AVGO) also posted modest gains.
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