Options Market Statistics: Nvidia Shares Up While Apple and Tesla Drop Amid Tariffs Uncertainty; Options Pop
Monday, Apr 7, 2025 9:57 pm ET
Ladies and gentlemen, buckle up! The options market is on fire, and we’re diving headfirst into the chaos. nvidia shares are soaring while apple and tesla are plummeting amidst the tariffs uncertainty. Let’s break it down and see what’s really going on!
Nvidia: The AI Powerhouse
Nvidia has been the talk of the town, and for good reason. The company’s stock has been on a rollercoaster ride, but it’s currently on an upward trajectory. The AI boom has driven Nvidia’s growth, and the company’s AI data center sales are still increasing. But here’s the kicker: the pace has slowed, and competition is heating up. DeepSeek’s low-power AI chatbot is a game-changer, and Nvidia needs to step up its game.
But don’t count Nvidia out just yet. The company has its eyes on robotics, PC gaming, and autonomous driving. These are the next big things, and Nvidia is positioning itself to dominate these markets. Jensen Huang, the CEO, has valued the opportunity in AI-powered robotics and automation at $50 trillion. That’s right, trillion with a T! Nvidia’s GeForce Now service is already turning any device into a gaming PC, and its automotive line-up includes a platform for in-vehicle computing plus solutions for training AI driving models and simulating environments for testing. Nvidia expects its automotive business to deliver fiscal 2026 revenue of $5 billion, up from $1.7 billion in fiscal 2025. That’s a 194% increase, folks! BOOM!
Apple: The Tech Giant Under Siege
Apple, on the other hand, is feeling the heat. The Trump administration’s tariffs are a nightmare for the tech giant, and the stock has taken a beating. Apple’s stock fell 19% in the days following Trump’s tariff announcement, and the market is on edge. The supply chain disruptions are real, and the cost of components is skyrocketing. Analysts estimate an iPhone price hike of $2,500 per unit, which would likely reduce demand. But here’s the thing: Apple is a survivor. The company has weathered storms before, and it will weather this one too. The key is to diversify the supply chain and absorb some of the tariff costs temporarily to prevent price hikes that could deter buyers.
Tesla: The Electric Vehicle Revolution
Tesla is in a world of hurt. The stock has plummeted 40% year-to-date, and the brand crisis is real. Elon Musk’s alignment with Trump has fueled consumer backlash, particularly in China, where protests and vandalism have eroded loyalty. Analysts estimate Tesla has lost 10% of its global customer base due to reputational damage. But here’s the thing: Tesla is still the king of electric vehicles, and the company is pushing hard on autonomous driving. The robotaxi service and AI-driven vehicles are the future, and Tesla is at the forefront of this revolution. The company needs to localize its supply chains, accelerate the development of its robotaxi service, and distance itself from Trump’s policies to rebuild consumer trust.
The Bottom Line
The options market is a wild ride, and these three companies are at the center of the storm. Nvidia is soaring, Apple is under siege, and Tesla is in a world of hurt. But here’s the thing: all three companies have the potential to bounce back. Nvidia needs to step up its game in AI and robotics, Apple needs to diversify its supply chain, and Tesla needs to localize its supply chains and accelerate its autonomous driving push. The market hates uncertainty, but these companies are survivors. So, buckle up, folks. The ride is just beginning!
Ask Aime: What impact will Nvidia's AI strategy have on its stock performance?