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2025-10-29 22:12:02
Swissquote Bank on Nvidia's Record Market Value: Nvidia Doesn't Need Trump for Revenue, Just That He Doesn't Interfere] Swissquote Bank senior market analyst Ipek Ozcadeskaia stated that Nvidia has enormous potential for more partnerships, such as the anticipated collaboration with Nokia. The question isn't whether Nvidia will sign new partnerships, but rather who their next partner will be. They are expanding overseas, and we believe this international footprint will help alleviate market concerns about the cyclical nature of their business. Nvidia doesn't need Trump's support like Intel does. What Nvidia is doing is bringing itself closer to the White House to secure potentially costly deals—such as investing in Intel or manufacturing chips in Arizona. These are operating costs associated with dealing with Washington. But beyond that, Nvidia doesn't need Trump for revenue. It just needs him to stop interfering.
