Zacks Investment Ideas feature highlights: Nvidia, CoreWeave, Nebius, Apple, T-Mobile US, Intel and CrowdStrike

23.09.25 17:19 Uhr

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108,00 EUR -4,50 EUR -4,00%

408,00 EUR -13,60 EUR -3,23%

28,50 EUR -0,04 EUR -0,14%

24,90 EUR 0,49 EUR 1,99%

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151,08 EUR -4,52 EUR -2,90%

200,30 EUR 0,64 EUR 0,32%

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2.000,6 PKT 7,9 PKT 0,40%

2.080,3 PKT 7,4 PKT 0,36%

23.611,3 PKT 84,3 PKT 0,36%

8.845,8 PKT 31,6 PKT 0,36%

1.897,8 PKT 10,6 PKT 0,56%

2.975,3 PKT 0,8 PKT 0,03%

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521,5 PKT 5,5 PKT 1,06%

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46.292,8 PKT -88,8 PKT -0,19%

578,1 PKT 2,8 PKT 0,48%

5.472,4 PKT 30,3 PKT 0,56%

12.428,0 PKT 43,8 PKT 0,35%

23.538,0 PKT -45,0 PKT -0,19%

23.542,7 PKT -28,3 PKT -0,12%

3.629,4 PKT 0,8 PKT 0,02%

3.142,3 PKT -23,5 PKT -0,74%

24.580,2 PKT -180,9 PKT -0,73%

22.573,5 PKT -215,5 PKT -0,95%

9.251,6 PKT 58,8 PKT 0,64%

9.129,4 PKT 30,9 PKT 0,34%

915,6 PKT -17,3 PKT -1,85%

3.318,8 PKT -26,1 PKT -0,78%

6.656,9 PKT -36,8 PKT -0,55%

4.780,5 PKT 1,2 PKT 0,03%

4.599,9 PKT 4,3 PKT 0,09%

3.643,6 PKT 15,3 PKT 0,42%

2.630,3 PKT 11,1 PKT 0,42%

23.554,8 PKT -16,8 PKT -0,07%

For Immediate ReleaseChicago, IL – September 23, 2025– Today, Zacks Investment Ideas feature highlights Nvidia NVDA, CoreWeave CRWV, Nebius NBIS, Apple AAPL, T-Mobile US TMUS, Intel INTC and CrowdStrike CRWD.What to Know in Tech: iPhone Sales Deliver, AI Dominates2025 is a perfect example of how Wall Street is bent on fooling the masses. Following the Trump Administration's 'Liberation Day' tariffs, the major US equity indexes fell into bear market territory, led by tech stocks.Meanwhile, several prominent Wall Street pundits called for a 'Black Monday' type correction – a reference to the 1987 stock market crash, where the S&P 500 Index dropped 20% in a single session. However, not only has the stock market not crashed, Wall Street bulls have enjoyed one of the most robust intra-year turnarounds in history, with the Nasdaq 100 Index 29% off its lows!Not only have tech stocks not crashed, but they have led the market on the way up, mirroring what occurs historically in robust bull markets like 2025. Below are some of the most important tech headlines currently:Nvidia Invests $100B into OpenAIToday, Nvidia announced that it is investing $100 billion into 'ChatGPT' parent company OpenAI to provide 10GW of computing capacity. CEO Jensen Huang said:"This is the biggest infrastructure project in history. Computing demand is going through the roof for OpenAI. Every person I know uses ChatGPT."Data center infrastructure stocks like CoreWeave and Nebius rallied strongly on the news.Apple: New iPhone Sales ImpressApple has been one of the most doubted stocks of 2025, and for good reason. With much of its manufacturing in China, the company was one of the most impacted by President Trump's tariffs. Meanwhile, the company was seen by Wall Street investors as a laggard in the cutthroat race for AI supremacy.Nevertheless, AAPL shares have rallied strongly amid tariff exemptions and a key partnership with OpenAI to integrate the wildly popular 'ChatGPT' large language model into its operating systems. Monday, T-Mobile US announced that it had its 'biggest weekend' ever in terms of iPhone sales, with 75% of the sales being the expensive iPhone Pro and Pro Max.Nvidia Investment Gives Intel LifeLast week,Nvidia, the leading AI chip company, announced that it will invest $5 billion inIntel stock and collaborate on AI and data centers. Intel jumped more than 20% on the news, printing its highest level since mid-2024. Intel, once the undisputed leader in the semiconductor industry, has largely been left behind as it has fallen behind companies like AMD and NVDA. However, the deal with Nvidia breathes new life into the company.CrowdStrike Provides Robust Outlook Amid Demand for its AI-Driven CyberSecurity SolutionCrowdStrike leans on the most up-to-date artificial intelligence and machine learning to drive superior security outcomes. CRWD uses AI to detect and prevent malware and ransomware before they can cause issues. Additionally, "Charlotte AI," its generative AI-powered platform, automates security operations, improves response times, and enhances overall protection.Last week, CRWD announced a record-breaking second quarter with significant revenue and Annual Recurring Revenue (ARR) growth. Additionally, the company expects $20 billion in ARR by the end of the decade, far above its previous $10 billion goal. The robust guidance shows that CRWD management has clarity and confidence in the company's long-term financial picture.Bottom LineWhile fear-mongering headlines and bearish calls dominated the early part of the year, the market's swift recovery, led by groundbreaking developments in AI, highlights the resilience and adaptability of the US economy.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Apple Inc. (AAPL): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report T-Mobile US, Inc. (TMUS): Free Stock Analysis Report CrowdStrike (CRWD): Free Stock Analysis Report Nebius Group N.V. (NBIS): Free Stock Analysis Report CoreWeave Inc. (CRWV): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Nachrichten zu NVIDIA Corp.

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Analysen zu NVIDIA Corp.

DatumRatingAnalyst
23.09.2025NVIDIA BuyUBS AG
23.09.2025NVIDIA OutperformBernstein Research
19.09.2025NVIDIA OverweightJP Morgan Chase & Co.
12.09.2025NVIDIA BuyJefferies & Company Inc.
09.09.2025NVIDIA BuyUBS AG
DatumRatingAnalyst
23.09.2025NVIDIA BuyUBS AG
23.09.2025NVIDIA OutperformBernstein Research
19.09.2025NVIDIA OverweightJP Morgan Chase & Co.
12.09.2025NVIDIA BuyJefferies & Company Inc.
09.09.2025NVIDIA BuyUBS AG
DatumRatingAnalyst
20.08.2025NVIDIA HoldDeutsche Bank AG
10.01.2025NVIDIA HoldDeutsche Bank AG
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
29.08.2024NVIDIA HoldDeutsche Bank AG
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

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