Market Clubhouse Morning Memo - October 4th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META And TSLA)
This Is What Whales Are Betting On Apple
Meta Enters Gen-AI Video Arena With Movie Gen, but Release Date Unknown
Decoding Microsoft's Options Activity: What's the Big Picture?
Elon Musk Says 'Larry Ellison Is Awesome' After Oracle CTO's Old Video Praising Tesla CEO Resurfaces
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?
CrowdStrike Likely Remains With Microsoft, No Serious Churn Seen: TD Cowen
Apple Set To Open 4 New Retail Stores In India As Tech Giant Looks To Build On Retail Success
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.
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?
OpenAI Secures $4B Credit Line To Supercharge AI Ambitions And Expand Nvidia-Powered Infrastructure: 'Provides Flexibility To Seize Future Growth Opportunities'
Just finished financing, OpenAI has received a credit line of $4 billion, with liquid assets exceeding $10 billion
OpenAI stated that the company plans to use this funding to invest in research and products, expand infrastructure, and attract talent.
Silicon Valley giants are showing their magic in using electricity for AI: Microsoft plans to restart abandoned nuclear power plants, while Google is also eyeing nuclear energy.
Last month, microsoft reached a 20-year agreement to purchase nuclear power, restarting the Three Mile Island nuclear power plant in the usa, which had experienced a severe nuclear accident before. Google's CEO stated this Thursday that Google is considering additional investments in solar energy and evaluating technologies such as small modular nuclear reactors.
Internal staff at Nvidia cashed out over $1.8 billion in stocks this year, with more shareholding reductions on the way.
Although nvidia CEO Huang Renxun's 6 million shares have been sold, other insiders are still selling, for example, nvidia director Mark Stevens has already sold 1.6 million shares of stocks this year, and disclosed a plan to sell an additional 3 million shares.