Valuation breaks 40 billion USD! xAI has raised 12 billion in funding in one year, with NVIDIA and AMD already in the game.
In the latest investment lineup revealed by xAI, NVIDIA, AMD, and Morgan Stanley are among the 97 individuals or Institutions participating.
Attraction crushes the broad Index! In 2024, individual investors net bought 29.8 billion USD of NVIDIA Stocks.
①NVIDIA is the second consecutive year to surpass the S&P 500 Index Fund, becoming the "most favored stock among retail investors in the U.S." after Tesla; ②Various signs also indicate that the dark horse in the competition for the most loved stock among retail investors next year has begun to emerge in the fourth quarter.
Express News | Attractiveness crushes the broad Index! In 2024, retail investors net purchased 29.8 billion USD in NVIDIA Stocks.
Should You Buy the Dip in AMD Stock?
Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
NVIDIA and AMD participated! Elon Musk's xAI announced the completion of a 6 billion USD financing.
Gelonghui, December 25 | On December 23 local time, Tesla CEO Elon Musk's AI startup xAI announced on Social Media X that the company has completed a $6 billion Series C financing and disclosed the list of investors. The list shows that a16z, Blackrock, Fidelity, Sequoia Capital, Kingdom Holdings, and Morgan Stanley participated in the Series C financing. Among them, Fidelity, Sequoia Capital, and Kingdom Holdings also previously participated in xAI's Series B financing. In addition, xAI mentioned that semiconductor giants NVIDIA and AMD also participated.
Daily Options Tracking | The "Christmas Market" has arrived as expected! MSTR's Call ratio has surged to 61%, and multiple Tesla Call orders have earned over 5 times; Apple is set to hit 4 trillion dollars, with trading in Call Options heating up.
Bitcoin ETF - IBIT rose over 6% overnight, with an Options Chain Volume of 0.19 million contracts, and Call options accounting for 76%; on the Options Chain, bulls are the market Block Orders, with the highest transaction volume for next year's expiry with a strike price of $55, totaling 8,600 contracts.
Cantor Fitzgerald has lowered the Target Price for AMD to 150 dollars.
Cantor Fitzgerald: Downgraded AMD's Target Price from $180 to $150, maintaining a "Shareholding" rating. (Gelonghui)
Morgan Stanley has lowered the Target Price for AMD to $158.
Gelonghui, December 25 | Morgan Stanley: Downgraded AMD's Target Price from $169 to $158, maintaining a "neutral" rating. (Gelonghui)
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.
European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.
Advanced Micro Devices (AMD) Exceeds Market Returns: Some Facts to Consider
Advanced Micro Devices Options Spot-On: On December 24th, 374.2K Contracts Were Traded, With 3.85 Million Open Interest
On December 24th ET, $Advanced Micro Devices(AMD.US)$ had active options trading, with a total trading volume of 374.2K options for the day, of which put options accounted for 29.29% of the total
Advanced Micro Devices (AMD) Faces Price Target Reductions Amid AI Market Growth and Sector Caution
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
The Zacks Analyst Blog Highlights ServiceNow, AMD, Sanofi, Team and United-Guardian
Daily short sale tracking: Ambev SA's short volume increased by 3 million, with a short sale ratio of 8%
Ambev SA(ABEV.US) ranked top of the list had the largest change in short volume (3.03 million shares), and the short volume ratio of Suncor Energy(SU.US) reached 42.98%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
Zacks Investment Ideas Feature Highlights: Micron Technology, Nvidia and Advanced Micro Devices
Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Tuesday; Advanced Micro to Advance, Nvidia to Decline