NVIDIA firmly holds the throne of AI Chips: Will Broadcom's challenge succeed?
NVIDIA's Stocks have recently declined, while investor interest in Broadcom is rising. However, why does NVIDIA still hold the upper hand in the AI Chip field?
NVIDIA Supplier SK Hynix Granted $458 Million Direct Funding, $500 Million in Loans Under CHIPS Incentives Program
Trending Tickers: Nvidia, Micron, Coinbase, Nissan and Severn Trent
Nvidia Vs. Broadcom: Which Is the Better AI Chip Stock to Own in 2025?
Annual review | The "report card" for Global major asset classes is out! Bitcoin has surged 136% this year, leading the world, with strong performances from US stocks, China assets, and Japanese stocks.
In this spectacular year, which asset classes have been dominant globally? Which market symbols have underperformed? Let's review together!
Super Micro Stock Was Hurt by the Fed. Why SMCI Is Rising Now. -- Barrons.com
Cantor Fitzgerald Adjusts Price Target on NVIDIA to $200 From $175, Keeps Overweight Rating
Nvidia Stock Recovers. Why the Fed Rate Scare Can Boost the Chip Maker. -- Barrons.com
Will Broadcom Stock Have Its 'Nvidia Moment' in 2025?
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Jeff Bezos-Backed Perplexity Raises $500 Million, Tripling Its Valuation To $9 Billion As Competition With Google And OpenAI Heats Up
Zacks Earnings Trends Highlights: Nvidia and Meta Platforms
Express News | Perplexity has completed its latest round of financing, with a valuation rising to 9 billion dollars.
1 Unstoppable Stock That Could Join Nvidia, Apple, and Microsoft in the $3 Trillion Club in 2025
Daily Options Tracking | Musk is being investigated by the U.S. military! Tesla's Put ratio has risen to 39%; Micron fell over 14% before the market opened, with yesterday's options trading being very active, and many Put options earning over double.
The Federal Reserve breaks the bullish sentiment! The new member of the trillion Market Cap club, Broadcom, dropped nearly 7% yesterday, with Options Volume continuing to decline to 0.578 million contracts, and the Put ratio is 35%. On the Options Chain, the bullish forces are strong. The highest Call volumes for contracts expiring this Friday at $260, $250, $240, and $235 are 0.022 million, 0.019 million, 0.016 million, and 16,000 contracts respectively.
Express News | Nvidia Shares up 2.9% Premarket, Intel Shares up 1.7%
"The next NVIDIA" is emerging, A-shares tapping into ASIC must be booming, is there a new narrative for AI Chip?
① Broadcom's performance has surged, and Morgan Stanley estimates that the AI ASIC market size will increase from 12 billion dollars in 2024 to 30 billion dollars by 2027; ② Compared to general GPUs, ASICs have advantages in terms of energy consumption and cost; ③ Most AI ASIC-related stocks in the A-share market have different business directions from Broadcom, and the segments driven by AI ASIC, such as optical modules and Switches, are receiving considerable attention.
AI applications are accelerating penetration, and the stocks of Microsoft, ServiceNow, and other software companies continue to rise.
Stifel indicates that Microsoft and some Software companies are expected to continue their growth through AI monetization by 2025.
9 billion dollars! In less than a year, the valuation of the new AI search star Perplexity has increased 17 times.
On December 17th, San Francisco time, the AI Search Engine company Perplexity completed its fourth round of financing this year, raising 0.5 billion USD, and the company valuation surged to 9 billion, increasing 17 times compared to the beginning of the year. At the start of this year, Perplexity's valuation was only 0.52 billion USD, and by this summer, the company's valuation had grown to 3 billion USD.