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Stock price soared by 33%! "Snowflake" overshadowed Nvidia, analyst: AI software is superior to semiconductors or is the trend.
① After the AI software company Snowflake announced its financial report, its stock price surged by 32.71%, driving up the sectors of software, cybersecurity, and cloud. ② The number of Snowflake's major customers increased by 25% year-on-year, reaching 542. ③ Snowflake also announced a long-term partnership with the large model startup Anthropic.
How does OpenAI's CEO hope AI will "love humanity"?
OpenAI's CEO proposed a unique idea, suggesting engaging in long conversations with users through AI chatbots to determine how to adjust AI based on human values to protect humanity.
Jim Cramer Doubles Down On Nvidia: 'Demand Is Accelerating' As AI Customers 'Have No Choice' But To Buy Its Chips
Wall Street is raising nvidia's target price across the board: the Blackwell craze is coming, and there is a "secret technique" to boost the stock price.
①Wall Street analysts expect that Nvidia's next generation Blackwell chip will be released, triggering a sales boom, leading to them raising their target prices. ②Goldman Sachs forecasts that Nvidia's revenue will exceed $200 billion next year, emphasizing its potential large-scale share buyback plan.
Should investors be worried about the decline in nvidia's gross margin?
The pressure on gross margin from product transformation and Blackwell pricing being below expectations is already anticipated, and investors who are overly concerned about the decline in gross margin have made the mistake of "focusing on the trees rather than the forest."
US stocks closed | The three major indexes rose together, with the Dow rising by more than 1%, nvidia shaking after the performance and closing up; bitcoin broke through 0.099 million US dollars to hit a new high again, microstrategy fell by more than 16%
Trump trade rises, with cycles related to the economy and small-cap stocks leading the way. The Dow rose 1%, the Nasdaq turned higher in the late session, Google Class A fell the most by 7%, nvidia initially rose nearly 5% to hit a new high before falling 3.6%, ultimately closing higher, Snowflake surged over 32% for its best performance since going public.