nvidia's inclusion in the Dow behind: nvidia was early prepared for inclusion, and the Dow also needs nvidia.
Nvidia surpasses Intel to become the chip manufacturer with the highest revenue, creating a clear one-to-one exchange opportunity. Since Intel is the only chip manufacturer in the Dow Jones Industrial Average, the industry's weight in the Dow is much lower than its position in the economy or market. It is important to note that the Dow is a price-weighted index, so stock prices and their volatility determine the weight in the Dow, analysis and estimation place Nvidia's impact on the Dow Jones Industrial Average in eighth place.
Surpassing apple to become the global market cap first! Nvidia becomes the 'new nobility' of the Dow, how will the stock price perform in the future?
Market analysis believes that this adjustment may also make more investors aware of the potential impact of ai on the future economy, thereby increasing the valuation of related sectors. This will guide market investment trends, further increasing the weight of the technology sector in the overall market.
Nvidia has been exposed to abandon the super micro computer, old orders have been transferred to other suppliers.
①Super micro computer fell into the delisting crisis last week due to the resignation of auditors, which has caused great concern in the semiconductor industry; ②Its largest customer, nvidia, reportedly has transferred its orders to other suppliers to control risk; ③The fate of super micro computer has become even more uncertain.
AI GPU demand is too strong, nvidia urges sk hynix to prepare HBM4 six months in advance.
Choi Tae-won, the chairman of SK Group, one of South Korea's large conglomerates, stated in an interview on Monday that Nvidia CEO Jensen Huang had previously requested SK Hynix, the storage chip manufacturing giant under SK Group, to release its next generation of HBM - HBM4 six months ahead of schedule.
Cloud computing rising star CoreWeave prepares for IPO: supported by top investment banks, with a valuation reaching 23 billion US dollars.
Cloud computing provider CoreWeave has selected Morgan Stanley, Goldman Sachs, and JPMorgan to lead its upcoming IPO, with plans to go public next year.
The financial reports of the 'Big Six' have been revealed. Meta and amazon are considered the winners of the AI 'burning money wave'.
Compared to other giants, D.A. Davidson is more bullish on the stock price prospects of Meta and Amazon in the next 12 months, especially the potential upside of Meta.