AI application stocks shine with outstanding performance breaking through concerns about capital expenditures! Is it once again a good investment opportunity for the AI sector?
Recently, companies including AppLovin, Palantir, Innodata, Shopify, and Duolingo, after announcing their performance, their stock prices continued to rise, prompting the market to once again focus on the investment opportunities of AI concept stocks.
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This week, it's time for the nvidia moment again!
Wall Street estimates that nvidia's revenue for the third fiscal quarter will reach 33.28 billion dollars, an 84% year-on-year increase, and datacenter revenue will continue to set historical records. However, how long can the long-term near triple-digit rocket growth continue? nvidia needs a big surprise to please investors, focusing on the shipment status of Blackwell.
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U.S. stock investors are crazy again: betting on nvidia to experience a 12% volatility!
Before the earnings report is released, traders are betting again, wagering that nvidia will see a market cap fluctuation of about 407 billion dollars this week.
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nvidia fell more than 2% in pre-market, as the Blackwell chip has a 'heating issue'; super micro computer rose over 10% in pre-market, as the company plans to submit a compliance plan to avoid (delisted) risk.