What is the most important project in this era? Trump's "Interstellar Gateway" plan ignites the market, and these companies are likely to take off with it!
Bank of America Analyst Justin Post stated that in the short term, the Stargate project may drive positive construction in infrastructure and Datacenter, while Other long-term investment areas may include chip manufacturing, component manufacturing (packaging, memory, integrators), network infrastructure, Energy production, and power management.
The Trump-Musk Bromance Is Stronger Than the Stargate Fuss -- Barrons.com
UBS Strategist Andrew Garthwaite Says 6 Out of 7 Preconditions for a Bubble Met
The 500 billion AI Infrastructure plan faced criticism from Musk, and Altman rarely took a hard stance.
① Trump announced that OpenAI, SoftBank, and Oracle will jointly invest 100 billion dollars to create the "Interstellar Gate" AI project, expanding to 500 billion dollars over the next four years; ② Musk stated that SoftBank's investment is less than 10 billion dollars, which was rebutted by Altman.
Chip Stocks Fall as Nvidia Supplier Highlights Market Uncertainty
Huang Renxun has reportedly left Shanghai. Flight records indicate that the next stop is Osaka, Japan.
NVIDIA (NVDA.US) founder Jensen Huang has concluded his trip to China and left Shanghai on January 22. According to local media reports, Jensen Huang took a private jet to Osaka, Japan. NVIDIA confirmed to local media that Jensen Huang has left Shanghai. Based on the flight tracking website FlightRader24, Jensen Huang's private jet flew to Osaka, Japan around noon on that day. NVIDIA did not comment on Jensen Huang's future itinerary.
U.S. stock market update丨Semiconductor stocks collectively declined: ARM fell over 6%, Micron Technology fell more than 4%, NVIDIA dropped 2%.
On January 23, Gelonghui reported that U.S. semiconductor stocks collectively fell, with ARM down more than 6%, Micron Technology down over 4%, NVIDIA down 2%, and AMD down nearly 2%. In terms of news, SK Hynix warned that the demand for Commodity Memory Chips will decrease significantly.
BofA Securities Maintains NVIDIA(NVDA.US) With Buy Rating
Express News | U.S. stocks opened slightly lower, with the Dow down 0.05%, the Nasdaq down 0.51%, and the S&P 500 Index down 0.15%. Chip stocks generally fell, with Micron Technology down over 4%, ASML Holding down over 3%, and NVIDIA, AMD, and Taiwan Semiconductor down
Super Micro Receives Buy Rating on Nvidia Blackwell Ramp: Loop
Tesla, Nvidia ETFs In The Works To Tap Rising Interest In Same-Day Stock Options
Daily short sale tracking: NVIDIA's short volume increased by 9 million, with a short sale ratio of 11%
NVIDIA(NVDA.US) ranked top of the list had the largest change in short volume (9.94 million shares), and the short volume ratio of TELUS(TU.US) reached 40.69%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
Nvidia Stock Falls Despite Stargate. Why SK Hynix Is Weighing on Chip Makers
Newegg Lists NVIDIA RTX 50 Series GPUs and Exclusive ABS Gaming PCs
Express News | Newegg Lists Nvidia RTX 50 Series Gpus and Exclusive ABS Gaming Pcs
OpenAI, SoftBank to Each Commit $19B to Stargate Project: Report
PLTR Stock Is Up 166% In Last 6 Months. Now Dan Ives Sees Room For 17% More Growth: 'Our Recent Checks And Growing Confidence...Is Key To The Bull Thesis'
UBS Group: The stock market bubble in the US has not yet formed, but it is very close!
UBS Group's Global Equity strategists have identified seven conditions for forming a bubble, six of which have already been met.
Express News | The United Kingdom's Institutions have announced the top 100 CEOs in the Global ranking: the CEOs of Microsoft, Apple, and NVIDIA secured the top three spots, while Lei Jun and Wang Chuanfu made it into the Top 10.
Social Buzz: Wallstreetbets Stocks Mostly Lower Premarket Thursday; AST SpaceMobile, Trump Media & Technology Group to Decline