The US stock earnings season has kicked off, with AI leading the market, is nvidia still the best investment symbol?
As the new round of financial reporting season unfolds, investors are eagerly looking forward to seeing how ai investments in s&p 500 index constituent companies generate returns.
Small cap stocks take over! Four potential stocks are expected to fill the market gap left by the 'big seven'.
As the recent performance of the "seven giants" dominating the market has been sluggish, small cap stocks are gradually becoming the new favorite in the market.
Goldman Sachs reiterates the "AI Trading Four Stages": the second stage of "AI Infrastructure" is already mature, don't overlook the application of the third stage.
As the most clear beneficiaries of AI, nvidia belongs to the "first stage", the "second stage" includes companies focusing on AI infrastructure, the "third stage" focuses on companies with the potential to monetize AI through incremental revenue generation, and the "fourth stage" is mainly for companies with the greatest profit potential in the widespread adoption and productivity improvement of AI.
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Express News | Huang Renxun called Musk a superhero: built the 'strongest' AI training cluster in 19 days.
Goldman Sachs raised Nvidia's target price to $150 in the latest update and continues to list it as a strong buy.
Goldman Sachs and Nvidia (NVDA.US) held an investor meeting for senior management, gaining a deeper understanding of the company's competitive moat, as well as the expected increase in complexity of ai inference work and its impact on future computational needs. The bank raised its revenue and non-GAAP earnings per share forecasts for the company's 2026 and 2027 fiscal years by an average of 7% and 8%, reflecting recent industry developments, including increased capital expenditures in cloud computing, strong trends in orders from major ai server companies, and improved prospects for Taiwan Semiconductor's (TSM.US) CoWoS (chip-on-wafer-on-substrate) technology. The bank's forecast for the company's 2026 fiscal year
Small-Cap Stocks Can Fill the Mag 7 Market Void. 4 to Play
Will AI threaten humanity? 'Godfathers' also have different opinions: Meta's Chief Scientist says it's all nonsense!
①Meta's chief ai scientist, known as the "AI godfather" Yann LeCun, does not seem to be worried about artificial intelligence posing a threat to humanity; ②he said, "Excuse my poor French, but this is complete nonsense."
TD Cowen Initiates NVIDIA(NVDA.US) With Buy Rating, Announces Target Price $165
Futu Morning Post | Hong Kong stocks heavy! Hong Kong Chief Executive Carrie Lam will deliver her third policy address in office; Can Nvidia reach a new high? Morgan Stanley reveals: Blackwell's future one-year supply has been sold out.
The Ministry of Finance has released an important signal! It will introduce a package of incremental policy measures; the first china stocks etf's net assets have exceeded one hundred billion, overseas institutions emphasize the undiminished valuation advantages; the stock buyback trend in the Hong Kong stock market continues! Tencent is expected to complete the billion-dollar buyback ahead of schedule.
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