Unpacking the Latest Options Trading Trends in Texas Instruments
August Semiconductor Sales Rise Nearly 21% Year-over-year: SIA
Catalyst Watch: Tesla's Robotaxi Reveal, AI Events for Nvidia, AMD, and HP Enterprise
10 Information Technology Stocks Whale Activity In Today's Session
AI Stocks Ripping, Barn Burner Jobs Report - Could Powell Be Wrong?
Nasdaq, S&P, Dow Mixed After September Jobs Report Blasts Through Expectations
Behind the Scenes of Intel's Latest Options Trends
Tech Stocks That Are Down More Than 20% Over the Past 3 Months
Market Clubhouse Morning Memo - October 4th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META And TSLA)
Amazon To Boost Workforce by 250K for 2024 Holidays, Joining Retail Hiring Surge
S&P 500 Nears Record Highs On Hot Jobs Data: Dollar, Treasury Yields Surge As Aggressive Interest Rate Cut Hopes Fade
Nvidia, Trade Desk And A Financial Stock On CNBC's 'Final Trades'
What's Going On With Cisco Systems Stock Friday?
Mobileye Cut to Neutral at UBS
US stock market outlook: US September non-farm data higher than expected! Three major futures indicators surge in a straight line; will Chinese concept stocks continue to climb? Morgan Stanley: If short positions cover, it will push up the upward trend.
Bank of America: China stock fund saw the second highest inflow scale in history in the past week; European Central Bank Governing Council: inflation is under control, concerns arise as labor market cools down; spirit airlines plunged 33% before the market, the company is discussing potential bankruptcy application terms.
Dividend Roundup: AT&T, General Mills, PNC Financial, CSX, and More
Nvidia soared, due to Blackwell and also due to OpenAI, while institutions are actually underweighted?
Huang Renxun said in an interview with CNBC that the upcoming Blackwell AI "super chip" has a "crazy" demand. At the same time, nvidia invested 0.1 billion US dollars in the funding of OpenAI, and the market views this cooperation as a symbolic step, which may enable nvidia to have a deeper understanding of OpenAI's chip procurement plan.
Investing in the "seven giants": Why are fund managers bullish on Meta and nvidia?
Hedge fund managers are confident in the prospects of Meta and nvidia, believing that Meta has achieved excellent performance through the effective application of ai, while nvidia's leadership position in the ai chip market is unrivaled.
This year, usa actively managed funds are still unable to outperform the index, simply because of underweighting Nvidia.
In 2024, it is not certain industries or even large cap stocks that dragged down actively managed funds from outperforming the market, the main culprit is only one: nvidia. Despite nvidia being the most held semiconductor stock in actively managed funds, with a holding rate of around 70%, its relative weight is still relatively 'low'.
Mark Zuckerberg Bulldozes Past Jeff Bezos To Become World's 2nd Richest Person As Meta Stock Soars: Is Musk's Top Spot In Jeopardy?