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Now time for some of today's trending tickers. We're watching Nvidia, Domino's, and IBM. First up, Nvidia facing increasing competition from China's Huawei. According to the Wall Street Journal, the Chinese tech giant is preparing to test its new AI chip with hopes that it could replace some higher end Nvidia products. Shares of Nvidia, of course, the poster child of the AI semiconductor and chip trade. You're seeing that move lower here, really pre-market by about 1% here as we inch closer to the beginning of today's trading session.

Yeah, this is a big deal, guys. This could potentially be Huawei's most powerful AI chip yet. And also, according to some sources cited by the Wall Street Journal, this Huawei 910D chip could potentially surpass Nvidia's 2022 launched H100 in terms of AI performance. So, this highlights something that we've been covering a lot, this idea of whether or not export controls start to negatively impact some of these companies like an Nvidia, where you start to see out performers in other regions. In this case, of course, that out performer potentially being Huawei. Also talking about here in some of the analyst commentary reacting to this news, the resilience of China's semiconductor sector, despite those export controls, again, highlighting the negative impact those export controls could potentially have on some of these names like Nvidia. We also know from the reporting that Huawei has started approaching Chinese firms to conduct tests on these chips that they are offering potentially moving forward as well.

Well, next up, Domino's pizza missing first quarter revenue estimates hit by a decline in US same store sales. Still, international same store sales rose 3.7% helping to offset the US decline. Those shares down about 1 and a half percent. Really interesting here because Domino's is one of those companies people talk about as a recession indicator, and they say that actually, if we are heading toward a downturn, you might see an increase in sales because pizza, that can be one of your like little luxuries, your little treats. That's not what we saw in the data, but the company saying that this is about a slowdown in the consumer, and that that is why they did have a little bit of that decline here in revenue.

Yeah, a little into the numbers here for Domino's. Revenues increased 12 or $27.4 million or 2 and a half percent in the first quarter of 2025. One of the things that that comes back to is how they look across their advertising business in the US franchise advertising revenues. They actually increased primarily, they say as a result of a decrease in advertising incentives related to certain brand promotions, plus the return to the standard 6% advertising contribution rate at the beginning of the second quarter of 2024. And so, that in mind, the increase partially offset by the transitioning of some of their equipment, some of their supplies, ultimately to a third-party seller there. So, that's just a little bit into the increase in revenue that they were discussing here. And the company's CEO, Russ Weiner, saying that the results demonstrate that their hungry for more strategy continues to drive market share growth in QSR, quick service restaurant pizza across both their US and international businesses.

Love it.

We got plenty of good pizza options here in New York.

Exactly. That is true. That is very true. Any with the grandma slice. All right, finally here, IBM announcing plans to invest a $150 billion figure in America over the next 5 years to accelerate its role in computing. The company's CEO saying the investment ensures that IBM, quote, remains the epicenter of the world's most advanced computing and AI capabilities. Shares of IBM higher pre-market by about 4/10 of a percent. I imagine that every time this company hears generative AI or AI, and it being some type of new phenomenon, they're just saying, "Well, hold my beer. Have you guys heard of Watson?" Because, since we've been in high school, essentially, you've heard and seen them really pounding the pavement about some of their super computing, and how they can really dovetail that into so many different elements that have had different hype cycles and waves, whether that be in cryptocurrency and blockchain, whether that's been in AI in itself. And so, those have been some of the strategic imperatives that the companies have talked, this company has talked about over years now, for the past seven, eight years. And so, now really just trying to invest even further in some of those initiatives.

Yeah, and let's talk about the the news of day here. Great to give that context, Brad. In terms of IBM investing in America here, you can see the comparisons with other tech companies here. Nvidia and Apple both investing up to $500 billion in the United States over the next 4 years according to their proposals. Now, IBM becoming the latest tech company with US investment plans here. This is part of what the Trump administration has been touting off the back of their tariff announcements, the idea that it will lead to an increase in companies investing in the United States. And now, the companies that are putting forward that investment, perhaps supporting that idea here. Really quickly, want to mention this investment includes $30 billion in R&D, focusing on none other than quantum computer manufacturing. We also heard that from Nvidia. You can scan the QR code to track the best and worst performing stocks with Yahoo Finances trending tickers page.