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How much revenue can Nvidia's H20 chip generate? Industry analysis institutions estimate almost 90 billion.
① SemiAnalysis expects chip shipments to exceed 1 million in H2 this year; ② Whether this optimistic expectation can be realized depends on Nvidia's specific performance in the following quarters. The company is expected to release its Q2 financial report at the end of August; ③ Morgan Stanley also gave a positive evaluation of the H20 shipment situation in its research report this week.
Nvidia, Apple, Amazon, Google, Microsoft And Their Journeys: The Tech Icons That Put America On The World Stage
On July 4th, as Americans celebrate independence, it's also a time to reflect on the iconic companies that have shaped the nation's economy and global influence. From humble beginnings to global giant
Technology stocks are the biggest winners in the first half of the year, how does the US stock market view the future?
In the first half of 2024, the US stock market continued to rise, with the Dow Jones Industrial Average up 3.93% and the S&P 500 index far exceeding historical average gains. The Nasdaq index has repeatedly hit new highs and is still leading the US stock market.
Nvidia brings abundant profits! Who are the winners? And who missed the opportunity?
The fund holdings of Nvidia and its position ratios largely determine the winners and losers of this quarter.
Global markets are betting on the Fed's interest rate cut, and stock markets in many places have risen across the board!
The global market's expectation of a rate cut by the US Federal Reserve is heating up, with stock markets throughout Asia rising across the board. Japan's stock market has reached a historic high, with the TOPIX index reaching its highest point since December 1989. At the same time, stock markets in South Korea, Taiwan, Australia, India and others are also showing positive performance.
These Funds Made Heady Gains. Thank Nvidia. -- Barrons.com
By Lewis Braham The market cap of AI chip maker Nvidia passed $3 trillion in the second quarter. Because microchips are made from silica, it's tempting to say that Nvidia's entire capitalization is b
Kaiyuan Macro: AI will drive the US stock market up another 27%, but we need to beware of complacency leading to sorrow!
Kaitu Macro's chief economist pointed out that AI is a bubble that is doomed to burst, but it will continue to expand until then.
Tesla Stake Cut Defended By Gary Black, Says Strategy Shift 'Additive To Our Performance' — Mega Bull Highlights Positives, Negatives Of Elon Musk's Auto Company
Future Fund Managing Partner Gary Black has defended the decision to reduce the fund's stake in Tesla Inc. (NASDAQ:TSLA), citing a shift in investment strategy and the electric vehicle maker's perform
Nvidia, Koss Corp, Broadcom, Nio, Tesla: Why These 5 Stocks Are On Investors' Radars Today
On Wednesday, major U.S. indices showed mixed performance: the Dow Jones Industrial Average dipped slightly by 0.06% to 39,308, while the S&P 500 climbed 0.5% to 5,537.02, and the Nasdaq increased by
In June, Nvidia's stock holdings were reduced by US$169 million, and Huang Renxun's “sell-off stocks to cash out” set a new record!
① Hwang In-hoon reduced his holdings of the company's shares worth nearly US$169 million in June, which is also the biggest reduction in a single month; ② The data shows that since the beginning of 2020, including the June sell-off, Hwang In-hoon has cashed out nearly 1.1 billion US dollars of shares.
"Stock God of Capitol Hill" makes a move: shareholding in Nvidia, selling Tesla.
Former speaker of the United States House of Representatives Pelosi and her husband have had a remarkable track record in the stock market, so their investment trends have received widespread attention from the market.
'Congressional stock god' takes action! Pelosi purchases call options on Broadcom, 10,000 shares of Nvidia, sells Tesla and Visa.
Analysis shows that if Nvidia continues to perform well in the second half of the year, even if the increase is only half of that in the first half of the year, Pelosi's new purchase of 10,000 shares will bring her about $1 million in profits, which is more than five times her annual salary.
US stocks closing | S&P, Nasdaq hit new highs again! Tesla rose nearly 35% in seven days, and Nvidia rose more than 4.5% overnight.
S&P has reached a new high for two consecutive days, NASDAQ has reached a new high for three consecutive days, and Dow's intraday decline has significantly narrowed. Google, Apple, Microsoft, Taiwan Semiconductor in the US stock market have all reached new highs. Tesla has risen by 35% in seven days, and the chip stock index has risen by nearly 2%.
Bitcoin, Ethereum Decoupling From Tech Stocks Is Positive, Experts Claim
Bloomberg ETF analyst James Seyffart and macro trader Alex Krüger discussed the decoupling of cryptocurrency markets from tech stocks in recent weeks.
Nvidiea CEO Takes Advantage of YTD Price Surge, Sells 1.3M Shares
S&P 500, Nasdaq 100 Climb To Record Highs As Data Fosters Rate Cut Optimism Ahead Of Fed Minutes; Gold, Bonds Rally: What's Driving Markets Wednesday?
The S&P 500 and Nasdaq 100 indices surged to new all-time highs on Thursday, as investors heightened their expectations for rate cuts following June's sharply lower-than-expected services sector activ
NVIDIA Shares Are Trading Higher Amid Strength in Chip Stocks. The Stock May Also Be Rising After Nancy Pelosi Purchased Shares of the Stock.
NVIDIA Shares Are Trading Higher Amid Strength in Chip Stocks. The Stock May Also Be Rising After Nancy Pelosi Purchased Shares of the Stock.
Like the S&P 500, Japan's Topix Equity Index Is Highly Concentrated and Flying High
Is the market becoming impatient? More and more people are discussing the fact that AI burns so much money but earns so little.
So far, AI technology has produced almost no economic benefits. Faced with the huge gap between burning and earning money with AI, the market's patience for technology stocks is gradually disappearing.
Express News | Pelosi strikes again! Buy call options for Broadcom, shareholding in NVIDIA stocks, sell stocks of Tesla.