📰 Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOGL) Stocks Decline Amid China AI Threat and Tariff Uncertainty

📅 Jul 18, 2025, 10:23 EDT | 🔗 Source: Zacks

🧠 Summary

In 2025, AI competition intensified with China’s 'DeepSeek' chatbot reducing costs, pressuring US AI leaders including Microsoft, Nvidia, and Alphabet, amid tariff uncertainty. Despite early losses, the market showed resilience and recovery after trade negotiations eased tensions.

💡 Why this signal?

  • The rise of China’s DeepSeek AI, with comparable performance at a fraction of the cost, threatens the market dominance of NVIDIA, Microsoft, and Alphabet in AI technology.
  • Tariff announcements and trade tensions added volatility and downward pressure on U.S. tech giants’ stocks in 2025, limiting near-term growth prospects.
  • Despite setbacks, the U.S. market’s resilience and subsequent trade deals provide some recovery potential, though Nvidia still faces heavier losses given its large AI exposure.

📈 GOOGL Price Trend

⏱️ Impact Timing
as soon as the news was out, ongoing
👥 Competitor Impact
  • ➡️ AMD: sell
  • ➡️ ARM: nothing
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