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?
Citi Maintains NVIDIA(NVDA.US) With Buy Rating, Maintains Target Price $175
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 USD.
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.
The Volume has soared, let's get to know the latest rising "four monster stocks" in the US market.
Yesterday, the total trading volume of Quantum Computing, Rigetti Computing, financial technology and defense company Nukkleus Inc., and voice recognition and AI company SoundHound AI was close to 10 billion USD, surpassing 476 constituent stocks in the S&P 500 Index.
Why Big Tech Became a Huge Wreck Across the Nasdaq Last Night
Nvidia Partner TuSimple Rebrands As CreateAI Shifts Focus From Autonomous Driving To AI-Powered Gaming And Content
Express News | U.S. stock market night session: Micron Technology plummeted over 16% after earnings, NVIDIA rose over 2%; Quantum Computing concept stocks corrected, Quantum fell over 16%.
NVIDIA's valuation may surpass 5 trillion dollars, Analysts are Bullish on the outlook.
Despite the impact of the antitrust investigation, NVIDIA's stock price has recently declined, but analysts are confident about its long-term development.
Will there be only one interest rate cut next year? The Federal Reserve suddenly releases hawkish signals, causing Wall Street to collectively fall into panic.
The Federal Reserve lowered interest rates by 25 basis points as expected on Wednesday, but this did not stop investors from mass selling off risk Assets.
Top 20 transaction amounts | Quantum computing company QUBT skyrocketed by nearly 53%; MicroStrategy fell by more than 9%.
On Wednesday, Broadcom, ranked 4th in U.S. stock trading volume, fell by 6.91% with a transaction of 12.253 billion USD; MicroStrategy, ranked 8th, dropped by 9.52% with a transaction of 8.878 billion USD; Quantum Computing, ranked 14th, rose by 52.95% with a transaction of 5.102 billion USD.
U.S. stock market close | The Federal Reserve takes a hawkish stance, three major Indexes drop together, with the Nasdaq down over 3%; Tesla falls over 8%, leading the decline among Technology giants, while Quantum Computing concept stock, Quantum, soars
The Dow Jones experienced ten consecutive declines, marking the longest streak of losses since 1974. The S&P fell nearly 3%, and the Nasdaq dropped over 3%. Tesla led the tech giants down with a decline of over 8%. The chip index fell nearly 4%, with Broadcom dropping nearly 7%, and NVIDIA initially rose nearly 5% during the day before turning negative. Micron Technology, which provided disappointing guidance for this fiscal quarter, fell over 10% in after-hours trading.
NVIDIA(NVDA.US) Director Sells US$131.26 Million in Common Stock
$NVIDIA(NVDA.US)$ Director COXE TENCH sold 1 million shares of common stock on Dec 16, 2024 at an average price of $131.2639 for a total value of $131.26 million.Source: Announcement What is