Investor’s Brief 22.04.25: Trump's policies hit Apple,蜘蛛池程序搭建 Nvidia.

April 22, 2025  09:14

The biggest gainer last week among companies with a capitalization of at least $10 billion was the American platform for buying and selling securities and cryptocurrencies Webull Corporation, whose shares increased by 119.05% over the past business week. The price of one share of this company reached $26.33. Next is Summit Therapeutics. The shares of this American pharmaceutical company increased by 22.13% over the past business week, reaching $24.61. This top three is completed by Service Titan, a customer relationship management service provider with Armenian founders, with a growth of 20.27%. The price of one share of this company is $119.89.

The top three largest-cap companies with the biggest losses last week starts with UnitedHealth Group Incorporated. This health insurance company's share price fell by 23.60% in a week and is now at $454.11. Next is Global Payments. This payment services company's share price fell by 16.55% and reached $69.46. This top three is rounded out by AppLovin Corporation. This app advertising company's share price fell by 9.71% and is at $238.22.

Last week, the US market closed with mixed results, as investors had to react to both good and bad news. The last working day of the US stock exchanges was Thursday—as Black Friday is a non-working day for the US financial market. On Thursday, the S&P 500 rose slightly, by 0.13%. The Nasdaq fell by the same amount (0.13%), and the Dow Jones experienced a sharper decline, by 1.33%. Such a decline in the Dow Jones was mainly due to a 22% drop in shares of one of the most important companies on the stock exchange, the healthcare company UnitedHealth. The company had said it expected higher medical costs this year. The news has reduced the shares of other major health insurers, such as Humana and CVS. For the past week, the S&P 500 fell 1.5%, the Nasdaq lost 2.6%, and the Dow Jones fell 2.7%.

Nvidia shares have taken a big hit due to new export restrictions. US President Donald Trump’s administration has banned the company from selling its specialized AI chips, such as the H20, to China. In the two days since this decision, Nvidia shares have fallen by almost 10%, and the company's market value fell by $266 billion to $2.47 trillion.

The lives of the largest technology companies, the so-called Big Tech, have been significantly complicated by President Trump's new tariffs. This is especially evident in the case of Nvidia and Apple shares. Since the beginning of this month, Apple, which makes about 90% of its iPhones in China, has lost almost $773 billion in market value. Apple shares recovered more than 2% this week only after the US customs service announced making an exception for most consumer electronics.

Netflix has shown remarkable resilience in uncertain times. This streaming company had a stellar first quarter, bringing in $10.54 billion in revenue, which was above expectations. Its profit margins also increased, suggesting the company is operating more efficiently. Economists say Netflix’s strong performance is because in difficult times, people often cut back on expensive outings but stick with cheaper entertainment options, such as watching movies at home. And a Netflix subscription costs less than most movie tickets.

Shares of Novo Nordisk, maker of weight-loss drugs Ozempic and Wegovy, fell sharply last week after rival Eli Lilly reported strong results for its new weight-loss drug. The company said trials showed the oral pill was as effective as injectable drugs on the market. Eli Lilly shares rose 14% on the news, while Novo Nordisk shares fell 7% on Thursday.

On Monday, 5 billion drams of government bonds were placed in Armenia’s stock market, and they will be redeemed on February 2, 2026. The respective public auction had three participants, and the amount of proposals submitted by them totaled 15.083 billion drams. The weighted average price of the placed government bonds was 93.9274 drams, and the yield was 8.1380 percent.

The European Central Bank (ECB) has cut its refinancing rate again, bringing it from 2.5% to 2.25%. This is the seventh reduction in a year. In this way, Europe is trying to cope with slow economic growth and trade tensions. ECB president Christine Lagarde has warned that the US tariffs are hitting business confidence, exports, and are likely to slow down investment and consumer spending across Europe.

Last week, only 215,000 Americans filed for unemployment benefits, a better-than-expected figure and the lowest number in two months. This means that the US labor market is still strong, and companies are not yet laying off workers. And many, according to experts, are choosing to reduce working hours instead of hiring. But economists fear that small businesses, which create the majority of US jobs, will become vulnerable if trade tensions continue.

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