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Nvidia Is Most-owned Chip Stock in Active Funds - but Another Is Moving up Fast
By Emily Bary Broadcom continues to see its ownership grow It's perhaps no surprise that the most-owned semiconductor stock among active fund managers is Nvidia Corp., according to data from BofA Eq
Jibang Consulting: Server demand will show a growing trend, with an estimated increase in shipments of 4-5% in the third quarter.
According to TrendForce's observation, server demand will show a growth trend from the second to the third quarter, with Enterprise OEMs' shipments driving the most significant growth, including Dell, HPE and Lenovo all benefiting significantly.
Nvidia May Be Appealing, but One Fund Manager Has a Warning About Some AI Stocks
By Philip van Doorn Ken Laudan of Buffalo Funds has changed his opinion about how long it will take for 'AI adopters' As Nvidia Corp. has maintained a streak of hitting quarterly revenue and profit
Express News | Powell: Feels like AI will bring about significant changes.
US stocks in early trading | The three major indexes fluctuated slightly, with the Nasdaq slightly up; large technology stocks rose and fell, with Tesla up more than 7% and Nvidia down more than 1%.
The U.S. stock market opened lower on Tuesday, with major indices partially giving back the gains from the previous trading day. Investors are watching labor market data and a speech from Federal Reserve Chairman Powell.
Top asset management giants support the AI craze: Nvidia and other AI leaders will continue to drive the bull market.
Top asset management giants believe that ai still has a lot of driving force to push the stock market up; investors expect the US stock market to rise by as much as 9% in the second half of this year; ai is still a big theme, closely related to profits.