Nvidia suddenly exploded with explosive news! Guo Mingchi: Microsoft's orders for GB200 chips surged 3-4 times.
Tianfeng International Securities analyst Guo Mingxi's latest release of the industrial chain order information for Nvidia's Blackwell GB200 chip shows that currently Microsoft is the largest GB200 customer globally, with order volume in the fourth quarter of this year surging by 3-4 times, surpassing the total of all other cloud service providers.
Express News | Promising to reshape the future of AI! nvidia's new nGPT dramatically increases training speed by 20 times.
ROSCon 2024: Orbbec Unveils GMSL2/FAKRA Stereo Vision 3D Camera Gemini 335Lg for AMRs and Robotic Arms
The sky is the limit! Bank of America Merrill Lynch raised nvidia's target stock price: it can rise another 38%
①The Bank of America analyst has raised the target stock price of Nvidia to $190 per share; ② they believe that the artificial intelligence market will grow to $400 billion, which will bring 'generational opportunities' to Nvidia.
Investors Lost Over 95% Of Their Wealth In This Nvidia-Linked ETF While Jensen Huang-Led Chip Giant Gained 220% In The Past Year: Here's More
Nvidia Stock Gains. Big Tech Earnings Are the Test for the AI Chip Maker's Rally. -- Barrons.com
Daily options tracking | Outstanding stocks surge! Netflix earns more than double with multiple call options; Cryptocurrency concept stocks collectively 'celebrate', MSTR, MARA both see price fluctuations exceeding 100%.
Trump Media Technology Group fell slightly over 1% last Friday, extending the historical high volatility to 290.5%, with the call ratio rising to 62.8%; options volume reached 0.21 million contracts, up 34% from the previous trading day.
Nvidia's New Free, Open Source AI Model Reportedly Outperforms OpenAI's GPT-4o, Anthropic's Claude 3.5 Sonnet
Is the US stock market too strong? Wall Street warns: may face a "lost decade".
Wall Street strategists believe that the valuation of the s&p 500 index is becoming increasingly high, which will further squeeze the upside potential.
taiwan semiconductor's strong performance once again ignites the AI craze! Will the AI sector usher in a new round of uptrend?
Wedbush analyst believes that with the establishment of the next generation ai infrastructure, by 2027, the size of the entire ai infrastructure market dominated by nvidia's AI GPU may increase significantly by 10 times. It is estimated that capital expenditures in the field of ai will reach 1 trillion US dollars in the next three years.
Muddy Waters founder: "Buy" seven US giants blindly.
Carson Block, the founder of the well-known short-selling institution Muddy Waters, stated that with a rather robust job market background, the USA stock market will continue to benefit from inflows of funds, and he recommends investors to buy the 'seven technology giants'.
Universal Robots Unveils Its AI Accelerator, Enabling a New Wave of AI-powered Cobot Innovations
Wedbush: US technology giants will usher in a "strong" third-quarter earnings season, with stock prices expected to rise another 20% next year.
Wedbush Securities stated that after the "strong" third quarter earnings season in the technology industry, the ai revolution and the rebound of digital advertising will drive technology stocks higher in the last quarter of this year.
Express News | IBM releases a new version of artificial intelligence model for enterprises.
Bull market in US stocks expected to continue! Survey: s&p 500 expected to close at nearly 6000 points this year.
①According to the latest Markets Live Pulse survey, despite the upcoming US presidential election being a major uncertainty factor, the crazy rebound of US stocks this year is expected to continue until the final stage of 2024; ②According to the median estimate of 411 respondents, the s&p 500 index is expected to close at 5977 points this year, about 2% higher than the closing price of 5865 points last Friday.
Express News | IBM Releases New Granite 3.0 AI Models for Businesses
OpenAI's Chinese Cousins Alibaba, And ByteDance Are Slashing AI Costs And Defying US Chip Sanctions: Beijing's Strength Is To 'Build Fast, Build Reliably And Build Cheap'
Panic buying in the US stock market, s&p 500 is expected to close near 6000 points this year.
U.S. stocks saw the largest net buy since December 2023, with projections indicating s&p 500 will close the year at nearly 6000 points.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
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The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.