NASDAQ 100 Forecast: Nvidia Gains Despite Export Curbs, Salesforce Boosts Revenue View

CEO Jensen Huang Prevenly Projected A $ 15 Billion Revenue Hit Tied to US-CHINA Trade Policies, Reflection Mounting Pressure on Nvidia’s Access to One of Its Largest Foreign Market. Still, Core Demand for ai Infrastructure Remains Strong in the US and Other International Markets.

While Nvidia’s Stock Rose 3% In Extended Trading, It Has UnderFerForMed Broader Semiconductor Peers This Year Following Last Year’s Rally. It Wall Street IncreA vising scrutinizing Suppply chain exposure and geopolitical risk, nvidia’s near-term Upside May Depend More on Western Enterprise and Hyperscaler.

Market Forecast: Cautiooously Bullish on Us Demand Strenguth Nvidia’s Short-Term Outlook Remains Cautiously Bullish, Supported by Robust ai Infrastructure Demand from Us Tech Majors. However, Continued Trade Restrictions Introduce Downside Risk, Particularly If Export Policies TIGTEN FURTHER. Traders Should Monitor License Developments and Hyperscaler Capex Commitments for Directional Cues.

Salesforce Raises Guidance As Enterprise Ai Spending and AgentForce Monetization Gain Momentum