Bridgewater's big move: reducing shareholding in nvidia, heavy positions in SMCI and AMD
The world's largest hedge fund, Bridgewater Fund, caused quite a stir with its investment operations in Q3: it chose to reduce its holdings amidst the surge in nvidia's stock price.
Nvidia Can Grow Twice the Size of Apple. Strategist Explains His 'Outrageous' Forecast.
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
The hidden winner in the USA election? Cathie Wood's ARKK hit a new high for the year, all thanks to these heavily weighted stocks!
The strong rise of ARKK is mainly attributed to the increase in its heavy holdings, Tesla, and cryptos-related companies, Coinbase and Robinhood.
Advanced Micro Devices (AMD) Boosts Linux Driver Support Ahead of Launch of Versal2 Evaluation Kits for AI-Driven Embedded Systems
Looking back at 2024: Why did the rising trend of US stocks shock Wall Street?
①The US stock market has shown strong performance this year, with the s&p 500 index rising by about 27% year-to-date, expected to achieve the best performance in many years, far exceeding Wall Street's expectations at the beginning of the year. ②So, what are the factors that the US stock market relies on to achieve such a strong increase?
Express News | China Communications Enterprise Association: To ensure the security and stability of the information communication industry chain and supply chain, caution should be exercised in purchasing American chips.
Billionaire Philippe Laffont Is Dumping Shares of Artificial Intelligence (AI) Leaders Nvidia and AMD in Favor of a Tasty Stock-Split Stock
Express News | The China Semiconductor Industry Association: USA chip products are no longer safe and reliable; relevant industries in China will have to be cautious in procuring American chips.
Express News | The China Association of Automobile Manufacturers: To ensure the security and stability of the automotive industry chain and supply chain, it is recommended that Chinese auto companies be cautious in purchasing chips from the USA.
Express News | The china internet association calls on domestic enterprises to proactively take countermeasures and carefully choose to purchase usa semiconductors.
Every day options tracking | China assets etf call options heavily bought; super micro computer stock price skyrocketed, call orders earned 4 times more
Apple rose nearly 1% yesterday, with its stock price surpassing its historical high, reclaiming the top position in global market cap, as a major investor bought 4,000 call options expiring on September 19, 2025, involving an investment of 4.38 million dollars.
Marvell's Chip Sales Should Get a Lift From AI
Cathie Wood's Monday Moves: $4.8M Spotify Stock Sale Meets $4.7M Pinterest Shopping Spree
Amazon founder invests in Jim Keller, targeting nvidia.
Recently, Tenstorrent, led by industry renowned figure Jim Keller as CEO, announced the completion of a $0.693 billion Series D financing round led by Samsung Securities and AFW Partners. Following this round of financing, the valuation of this AI chip startup is approximately $2.6 billion.
Intel (INTC.US) CEO Kissinger retires. Analysts are bullish on the new leadership bringing transformative opportunities.
Recently, intel announced that its CEO Pat Gelsinger will resign from his leadership position, a change that has garnered widespread attention in the investment community.
Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
Advanced Micro Devices Options Spot-On: On December 2nd, 503.33K Contracts Were Traded, With 3.4 Million Open Interest
On December 2nd ET, $Advanced Micro Devices(AMD.US)$ had active options trading, with a total trading volume of 503.33K options for the day, of which put options accounted for 29.62% of the total
Jim Cramer Says AMD Stock Is a Buy on Intel's CEO Shakeup — 'It's Winning'
Hedge Fund Billionaire Steve Cohen Invests $143 Million in Advanced Micro Devices, Inc. (AMD) Amid AI Innovation Boom