NVDA241108P144000
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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.
How much electricity does AI consume? Technology stocks have a small nuclear reactor in every pair of hands.
Although there are currently no specific numbers indicating the demand for AI in electrical utilities, the market's recognition of the power consumption of AI servers is highly logical, such as the most widely discussed restarting of nuclear power plants or increasing the construction of nuclear power plants.
Dow Tumbles 250 Points As Investors Brace For High-Stakes Presidential Election: Greed Index Enters 'Fear' Zone
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.
Hongteng Precision (06088) surged more than 7% in the afternoon, Nvidia GB200 is about to see a substantial increase in trading volume, expected to contribute significantly to the company's performance.
Fit Hon Teng (06088) rose more than 7% in the afternoon, as of the deadline, up 7.06%, trading at 2.73 Hong Kong dollars, with a turnover of 46.9563 million Hong Kong dollars.
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.
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.
Jim Cramer Keeps Recommending Tesla Because He Loves 'Space Stuff,' But He's Not Keen On Ford: 'I Can't Recommend The Stock'
"Big Six" financial reports revealed Meta (META.US) and amazon (AMZN.US) are considered winners of the AI "burn cash 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.
Prediction: This Stock Will Outperform Nvidia in 2025
Express News | Nvidia-backed cloud computing service provider CoreWeave is aiming for an IPO next year, reportedly having selected multiple major banks for preparation.
Accounting scandal has put super micro computer (SMCI.US) in a new crisis. It is rumored that nvidia (NVDA.US) will transfer orders to other suppliers.
According to sources, nvidia (NVDA.US) is transferring the orders previously placed with super micro computer (SMCI.US) to other suppliers to contain the chaos in the AI server industry.
Futu Morning Post | Countdown to the election! The panic index VIX is burning high and uncertainty is haunting the market nerves; Up nearly 13% after hours! Palantir raises full-year revenue guidance
Jpmorgan warns: If Trump wins on Wednesday, the Fed may pause the easing cycle as early as December; Will the US stock market hit new highs after the election? Jpmorgan: FOMO psychology boosts, S&P may hit 6100 points by the end of the year; US polls: Harris and Trump are neck and neck in key 'swing states'.
Express News | Nvidia is in talks to participate in the current round of financing for Elon Musk's startup xAI. (The Information)
Chip Fever Has Created an $11 Billion Debt Market Backed by Nvidia's AI-enabling GPUs
Heard on the Street Recap: Nvidia Gets the Vote -- WSJ
US stocks closed: Trump, Harris concept stocks rose together, Chinese concept stocks remained stable and rose.
1. The market is filled with a wait-and-see attitude, with all three major indexes collectively falling. 2. Trump's media technology group rebounded after hitting bottom. 3. Photovoltaic and clean energy concept stocks strengthened collectively. 4. Reports claim that Nvidia will distribute Super Micro Computer orders to other suppliers.
US Equities Markets End Lower Monday Ahead of US Elections
Before the US presidential election, the Dow closed 257 points lower on the eve, with all '7 Wonders' except Nvidia falling.
Investors are preparing for possible rate cuts by the Federal Reserve later this week due to the U.S. presidential election. On Monday, U.S. stocks fell, with the Dow dropping by over 400 points at one point, ending the day down 257 points or 0.6% to close at 41,794 points; the S&P 500 index fell 16 points or 0.3% to close at 5,712 points for the day; the Nasdaq closed down 59 points or 0.3% at 18,179 points. Nvidia (NVDA.US) bucked the trend and closed 0.5% higher. The stock replaced Intel (INTC.US) as a component of the Dow Jones Industrial Average, which saw Intel fall by nearly 3%. Apart from Nvidia, the rest of the 'Seven Samurai' all reported declines.