Insider Trades: Berkshire Adds OXY, Nvidia & Salesforce Among Notable Names This Week
A retrospective on the OpenAI series of conferences: From tools to AGI, the evolution of OpenAI in 12 days.
In the first four days, the official version of o1, Sora, and Canvas were launched with great impact; after a few days of 'silence' in between, the last day directly revealed a game-changer—GPT-o3, which broke the skepticism surrounding the bottleneck in AI development.
Weekend reading | Zuckerberg and Ultraman launch the "second chip war".
Looking back at 2024 and looking forward to 2025, let insights transcend time to seek certainty for the future. This issue focuses on the chip networks and computing power of Silicon Valley giants.
Notable Analyst Calls This Week: Tesla, Zoom and Micron Stocks Among Top Picks
Morgan Stanley Maintains Overweight on Broadcom, Raises Price Target to $265
Broadcom Analyst Ratings
J.P. Morgan's Top Technology Stocks for 2025
Nvidia Reiterated as 'Top Pick' on Dominant Blackwell Demand: MS
US Stock Preview | USA PCE data overall underperformed expectations, and the declines in the three major futures indices significantly narrowed; US stocks face another test: the largest "Triple Witching" day in history arrives tonight!
The latest weight loss drug's phase 3 trial results were below expectations, resulting in Novo-Nordisk A/S's shares dropping nearly 20% in Pre-Market Trading; the Trump Media Technology Group's shares fell over 4% in Pre-Market Trading as Trump transferred all his shares to a revocable REITs.
Broadcom, Astera Labs, Marvell Get Price Target Boosts at Morgan Stanley
Dividend Roundup: Mastercard, Broadcom, Southwest Airlines, Waste Management, and More
Broadcom Expects Decade-Long AI Chip Boom as Big Tech Invest Billions
Daily Options Tracking | The "Triple Witching Day" is heavily upon us today! Micron's earnings report has crashed, and Put options trading is hot, with multiple put contracts earning over 2 times; Bitcoin has dropped below $100,000, and MSTR's Put options
The "mining stocks" MARA fell over 5% overnight, with an Options Chain Volume of 0.436 million contracts, implied volatility rising to 112%, and the proportion of Puts increasing to 28%; on the Options Chain, the top five contracts are all calls, with the highest volume being the $21 expiration option, reaching 0.019 million contracts, and an open interest of 3,700 contracts.
Major technology companies are buying like crazy! Broadcom CEO: The AI spending frenzy will continue until 2030.
The CEO of Broadcom also stated that the company's clients are developing a three to five-year investment plan for AI infrastructure, progressing very rapidly. By 2027, Broadcom's clients will deploy up to 1 million chips in AI Chip clusters, and Broadcom's AI Chips could bring the company hundreds of billions of dollars in annual revenue growth.
The Dow barely ended its longest continuous decline in 50 years, Micron fell by 16%, the US dollar reached a two-year high again, and US bonds, oil, and Bitcoin all dropped.
U.S. stock market's other Indexes turned down towards the end, Tesla rose by nearly 4% before closing down, NVIDIA reached a high of 4%, and Micron Technology had its steepest decline in five years. The yield on the 10-year U.S. Treasury bonds briefly increased by nearly 10 basis points approaching 4.60%, close to a seven-month high, while short-term bond yields fell, with the 2/10-year yield spread at its widest in two and a half years. The Bank of England held rates steady, but more officials supported a rate cut, leading to a decline in the British Pound. The Governor of the Bank of Japan suppressed interest rate hike expectations, causing the yen to fall towards 158, and the offshore renminbi briefly dropped below 7.32 yuan to its lowest in 15 months. Bitcoin fell by 5%, approaching $0.096 million. Spot Gold rose by 1.6% before narrowing back below $2,600, while the futures silver fell by 5%, and U.S. crude oil fell below $70.
EXCLUSIVE: Nvidia, Broadcom Tipped To Dominate AI Compute Wave By Kurv CEO
10 Information Technology Stocks With Whale Alerts In Today's Session
U.S. stocks are entering a year-end sprint: these stocks are the biggest winners, who will ultimately claim the title of the largest percentage increase?
With the conclusion of the last Federal Reserve meeting of 2024, all major agendas for the US stock market this year have been completed. Taking advantage of the market's emotional stabilization after yesterday's significant drop is just the right time to review the big winners of this year's thematic speculation.
Daily Options Tracking | Musk is being investigated by the U.S. military! Tesla's Put ratio has risen to 39%; Micron fell over 14% before the market opened, with yesterday's options trading being very active, and many Put options earning over double.
The Federal Reserve breaks the bullish sentiment! The new member of the trillion Market Cap club, Broadcom, dropped nearly 7% yesterday, with Options Volume continuing to decline to 0.578 million contracts, and the Put ratio is 35%. On the Options Chain, the bullish forces are strong. The highest Call volumes for contracts expiring this Friday at $260, $250, $240, and $235 are 0.022 million, 0.019 million, 0.016 million, and 16,000 contracts respectively.
NVIDIA firmly holds the throne of AI Chips: Will Broadcom's challenge succeed?
NVIDIA's Stocks have recently declined, while investor interest in Broadcom is rising. However, why does NVIDIA still hold the upper hand in the AI Chip field?