Shopify Should Beat Q4 Earnings, But Tariff Risks Are A Concern (NYSE:SHOP)

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Headlines:

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: NVIDIA's recent partnership with Google Cloud to co-develop cloud gaming technology has sent its stock soaring. Analysts predict that the partnership will drive growth in the cloud gaming market, "sparking excitement among investors." (Source: Bloomberg) • Huawei Hit with New 5G Patent Infringement Lawsuit

: A Chinese company has filed a patent infringement lawsuit against Huawei... alleging that the telecom giant's 5G technology infringes on its own patents. The move has sparked tension between the two companies. (Source: Reuters) • Amazon Web Services Cloud Revenue Beats Expectations

: Amazon Web Services (AWS) reported higher-than-expected revenue growth, sending its stock up by over 10% in pre-market trading. Analysts attribute the boost to strong demand for cloud computing services. (Source: The Wall Street Journal) • WeWork's Startup Training Program Gets a $500 Million Boost

: SoftBank is investing $500 million in WeWork's startup training program... aiming to develop a new wave of entrepreneurs. The investment is part of SoftBank's broader efforts to support startups in the US and Asia. (Source: Fortune) • TSMC Warns of Chip Shortage Worries Amid COVID-19 Resurgence

: Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest chipmaker, has expressed concerns over a possible shortage of semiconductors due to a resurgence in COVID-19 cases. The warning has sent ripples through the global electronics industry. (Source: Bloomberg)

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I first wrote about Shopify Inc. ( NYSE: SHOP ) in late April 2024 with a "Hold" rating, warning investors to avoid buying the dip at the time, as the firm's slowing top-line growth seemed like a major problem to me back then. And

Oakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping readers find a reasonable balance between growth and value by sharing proprietary Wall Street information.

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.