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Today’s Stocks to Watch: Nvidia and ASML

January 29, 2025 OnEquity

Key Points To Watch Out For:

  • ASML, Manhattan Associates, and Nvidia stocks show significant movements in the semiconductor sector.
  • Alibaba and F5 rise due to AI and software advancements, while LVMH declines amid reduced demand in China.
  • Starbucks, T-Mobile, and Tesla create market expectations with financial reports and stock performance.

ASML (ASML): Quarterly Orders Exceed Expectations

ASML shares surged on the Amsterdam Stock Exchange and in the US pre-market after reporting higher-than-expected quarterly orders. Strong demand for advanced semiconductor manufacturing equipment has benefited the company, solidifying its leadership in the chip industry.

Manhattan Associates (MANH): Sharp Decline After Profit Forecast Cut

Manhattan Associates shares plummeted 25% in after-hours trading after the company announced a potential decline in profits this year. The supply chain management software provider faces weaker sector demand, raising concerns among investors.

Nvidia (NVDA): Volatility Following Recent Fluctuations

Nvidia shares have experienced strong movements after Monday’s DeepSeek impact, which triggered a significant drop in its stock price. Although the stock partially recovered on Tuesday, after-hours trading remains volatile, reflecting uncertainty in the semiconductor and AI markets.

Alibaba (BABA): Rise Following AI Advancements

Alibaba unveiled a new version of its artificial intelligence model, claiming it outperforms DeepSeek’s technology. This announcement boosted its US shares by over 2% in pre-market trading. However, Hong Kong markets have yet to react as they remain closed.

LVMH (MC): Decline Due to Drop in Annual Net Profits

LVMH shares fell on the Paris Stock Exchange after the luxury giant reported a 17% decline in annual net profits. Slowing consumer demand in China has negatively impacted sales, causing uncertainty in the luxury goods sector.

F5 (FFIV): Growth Driven by Software and AI Adoption

F5 shares rose in after-hours trading after the company projected continued revenue and profit growth. Expanding into multi-cloud software solutions and AI-driven tools has strengthened its market position.

Starbucks (SBUX): Stock Hit by Falling Profits

Starbucks reported a decline in quarterly profits despite improvements in its in-store customer experience. Nevertheless, its shares fell slightly, reflecting market caution regarding the company’s financial slowdown.

Earnings Reports Before Market Open:

  • T-Mobile (TMUS), General Dynamics (GD), and Hess (HES)
    T-Mobile, General Dynamics, and Hess will release their financial results early in the session. Investors will closely monitor these figures, as they could influence market trends throughout the day.

Earnings Reports After Market Close:

Tesla (TSLA), Meta (META), Microsoft (MSFT), and IBM (IBM)
At the close of the market, Tesla, Meta, Microsoft, and IBM will publish their quarterly results. The tech and automotive sectors could see heightened volatility based on these figures, keeping investors on high alert.

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