Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors Evaluate CES...
"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.
① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.
SA Sentiment: What's the Best AI Stock to Watch in 2025?
What happened? Global chip stocks have collectively surged, with NVIDIA and Taiwan Semiconductor both reaching new closing highs.
NVIDIA's intraday stock price has broken through $150 for the first time since last November, with semiconductor stocks in Asia, Europe, and the USA seeing a broad rise. The demand for AI stimulated Foxconn's revenue to reach a record high in the fourth quarter of last year, becoming the main driver for leading chip stocks. At the same time, Microsoft and OpenAI have both released bullish signals for AI demand, and the market is also looking forward to Jensen Huang's significant speech on Monday, which has boosted sentiment.
Schwab Trading Activity Index Gains for Third Straight Month
Nvidia, Micron Lead Charge as Semi Stocks Climb Higher on Foxconn's Record Revenue
Countdown to Jensen Huang's "CES Personal Show"! A speech concerning "AI faith" is about to make a huge impact.
NVIDIA's investors expect Jensen Huang's speech at CES to trigger a new round of breakthroughs in stock prices; the market's core focus will be the demand outlook for NVIDIA's Blackwell AI GPU and humanoid robots.
Ultraman New Year post: OpenAI's weekly activity surpassed 0.3 billion, we have found the path to AGI.
Source: Tencent Technology, Authors: Hao Boyang, Wu Ji. On January 6, news reported that OpenAI CEO Sam Altman published a New Year blog post titled "Reflections" on Sunday night, stating that OpenAI already knows how to build General AI and is gradually approaching it. Prior to this, Altman had posted a meaningful "six-word maxim" on Social Media X: "near the singularity; unclear which side" - the singularity is near; it is unclear which side one is on. This was on January 3.
Israel Englander's Millennium Management Dumps Nvidia, Loads Up On Broadcom — Here's What The $70 Billion Hedge Fund Sees
What will you see in 2025? Microsoft outlines six major AI trends!
① AI models will become stronger and more useful; ② AI entities will completely change the way of working; ③ AI companions will provide support in daily life; ④ The utilization of AI resources will become more efficient; ⑤ Testing and customization will become key in building AI; ⑥ AI will accelerate scientific breakthroughs.
The competition among Technology giants in AI has intensified! Microsoft has made the first move with an investment of 80 billion dollars. What investment opportunities are available in the field of AI?
NVIDIA and other AI "shovel sellers" have received another bullish piece of news!
Nvidia, AMD, Among Chip Companies Likely to Make News at CES
NVIDIA's "alternative" competition: Is Maywell a better fit than Broadcom?
Currently, Broadcom holds about 70% of the custom AI Chip market. However, analysts believe that Mywell, with its advantageous position among Cloud Computing customers, greater growth potential, and more attractive valuation, may have the edge in future competition.
Decoding Broadcom's Options Activity: What's the Big Picture?
Evercore ISI Predicts Tech Will Lead the S&P 500 to Another 20% Upside Year in 2025
PLTR, NVDA, Among Top Technology Gainers in 2024; INTC and ENPH Among Losers
Nvidia Expands Reach as Most Widely Owned Semi Among Fund Managers: BofA
Best and Worst Performing S&P 500 Stocks in a Rosy Year for Index
Are the seven giants of the U.S. stock market out of date? A new combination of "BATMMAAN" is born, and the strongest growth is expected to exceed 60% by 2025!
In short, "BATMMAAN" is the original seven giants plus Broadcom, namely Broadcom, Apple, Tesla, Microsoft, Meta, Amazon, Google, and NVIDIA.
In 2024, the number of members in the 'trillion dollar club' increased to eight, with the total market value nearly doubling!
In 2024, the total market value of these eight companies nearly doubled, reaching 19 trillion dollars.