What does the future hold for the American economy and stocks amid the punitive customs tariffs, the suppression of immigration, and the reduction of federal spending? This is the question of one million dollars as president and CEO of the hedge fund Point72 Asset ManagementSteve Cohen, warning bells that warn that the American economy may be on the edge of the abyss amid the total economic uncertainty.
The billionaire investor launched warning shots, Egypt that President Donald Trump’s aggressive policy can cause the economy to grow at a slower rate of 1.5 % in the second half of the year, down from initial growth forecast by 2.5 %. The warning of Trump’s tariff comes for various purposes, including reducing commercial imbalances and gaining more negotiating authority over other countries. However, its negative impact continues as the service sector, which is a major economic engine, which grows slowly from 2023.
“The definitions cannot be positive, well? I mean, it is a tax,” Cohen said on Friday at Fii’s priority in Miami Beach, Florida. “Moreover, we have a slowdown, which means that the workforce will not grow quickly like … in the past five years and so on.”
Cohen warned that the good times that witnessed the stock market to register the highlands have ended because the expectations of the American economy are not certain due to the tariff tariff plan. According to Cohen’s warnings, the US stock market has declined significantly from record levels. Looking at the unconfirmed total environment, the S&P 500 has already decreased by about 8 % for this year and on the doorstep of the correction stage.
The echo of similar feelings is Morgan Stanley Seo Mike Wilson, who insists on a great correction on the cards since 2023. According to Lilson, investors have paid the shares up, with the raised evaluation over historical standards and beyond the value of their basics. Therefore, a rapid descent should be expected with the height of the left, left, oath and medium winds.
“I am really very negative for the first time in a while,” Cohen said. “This year may last or so, but it is definitely a period I think the best gains have got it and will not surprise me with an important correction.”
On the other hand, Cohen is still optimistic about the expectations of artificial intelligence despite the revelation and the development of Depsic on developing effective artificial intelligence models in terms of cost that shakes American markets. According to Cohen, Debceic’s development of active intelligence models in terms of cost is positive despite raising concerns about spending on the strong artificial intelligence chips developed by American companies.
Cohen is one of the billionaire investors who benefit from the mutation of artificial intelligence through strategic investments. His portfolio is proud of Point72 Asset Management Endege with great exposure to technology giants who develop many innovations of artificial intelligence and benefit from them. Likewise, Point72 Asset Management has already revealed a new fund -focused fund that recorded 14 % profit in the past three months from 2024 to $ 1.5 billion.
We combed Point 72 SEC Q4 2024 13F Files to determine the Billionaire Steve Cohen 10 choices of the large stock with enormous potential. We focused on market value of more than $ 40 billion with great important potential. Then we analyzed the shares about the reason for its appearance as strong investments preparing well to generate great value even in the total stock market. Finally, we included the stocks in an upward arrangement of the potential of the upward trend.
Why are we interested in the arrows that accumulate hedge boxes? The reason is simple: Our research showed that we can outperform the market by imitating the best stock choices for the best hedge boxes. The quarterly newsletter strategy chooses 14 small stocks of large and large rule every quarter, and has returned by 373.4 % since May 2014, overcoming its standard by 218 percentage points (See more details here).
Nvidia Corporation (NVDA): Among the large stock of billionaire Steve Cohen with huge climbing capabilities
Stephen Cohen from Point72 Asset Management
The maximum market from April 24: 2.51 trillion dollars
Point 72: 562.55 million dollars
The potential of the upcoming analysts from April 24: 64.04 %
Number of hedge boxes: 223
Nvidia Corporation (NASDAQ: NVDA) is a technology company that designs and develops the most advanced chip systems and programs for artificial intelligence. It also provides computing solutions and networks for graphics for computing platforms in the data center and network platforms from one end.
NVIDIA Corporation (NASDAQ: NVDA) was put pressure as the company remains the subject of customs tariffs and export control gardens. Likewise, CITI analysts have reduced their share price to $ 163 from $ 150, as it is about slowing the spending on the data center in the United States. High competition in the artificial intelligence chips market and a significant increase in manufacturing costs due to commercial wars are the other opposite wind.
The administration has already released that the new US controls on artificial intelligence chips will cost the company about $ 5.5 billion. The United States government has already informed the company that it would request a special license to export H20 chips for Chinese markets.
Since 2022, Nvidia Corporation (NASDAQ: NVDA) has produced a number of chips for Chinese clients, including A800, H800 and behind H800. The company was forced to develop Chinese chips to adhere to the American regulations that seek to reduce the access of China to the devices required to innovate artificial intelligence. The focus on China is not a surprise, as the Chinese market formed 13 %, or 17 billion dollars of NVIDIA revenue in its financial year 2025.
Generally, nvda First rank In our list of billionaire stocks Steve Cohen, the large stock chooses with enormous potential. While we acknowledge the capabilities of NVDA as an investment, our conviction lies in the belief that artificial intelligence shares have a greater promise to provide higher returns and do so in a shorter time frame. Amnesty International has increased since the beginning of 2025, while famous artificial intelligence shares have lost about 25 %. If you are looking for the most promising Amnesty International share than NVDA, but this is trading in less than 5 times his profits, check our report on this The cheapest inventory of artificial intelligence.
