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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.
Shorting tesla results in a tragic loss! Stock prices have risen by 17% for two consecutive days, leaving the short position with a floating loss of 3.5 billion US dollars.
Looking at a longer period of time, since hitting bottom in April this year, Tesla's stock price has soared more than 70%. For short sellers, these have been painful months.
Express News | The probability of the Fed maintaining the interest rate unchanged in August is 91.2%.
AI Has 'The Hallmarks Of An Inflating Bubble,' Warns Veteran Wall Street Investor
Signs are emerging that the market boom surrounding artificial intelligence (AI) might be taking on the characteristics of a bubble.This warning comes from Wall Street veteran investor Ed Yardeni, Pre
$1000 Invested In Microsoft 10 Years Ago Would Be Worth This Much Today
Microsoft (NASDAQ:MSFT) has outperformed the market over the past 10 years by 16.33% on an annualized basis producing an average annual return of 27.16%. Currently, Microsoft has a market capitalizati
10 Communication Services Stocks With Whale Alerts In Today's Session
This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scan
10 Consumer Discretionary Stocks Whale Activity In Today's Session
This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scan
10 Information Technology Stocks With Whale Alerts In Today's Session
This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scan
How Is The Market Feeling About Meta Platforms?
Meta Platforms's (NYSE:META) short percent of float has risen 3.91% since its last report. The company recently reported that it has 29.17 million shares sold short, which is 1.33% of all regular shar
AI Boom Pushes Four S&P 500 Communication Stocks to an All-time High in 2024
With its stock price rising for seven consecutive days, has Tesla passed its darkest moment?
Most comments on Tesla's delivery results are positive, and some views attribute the stock's rise to its energy storage business.
The worst case scenario of the US debt crisis: if Trump orders a default on debt payments!
Nomura and other analysts pointed out that if the United States chooses to default, the credibility of the US dollar will be damaged, which may lead investors to demand higher risk premiums for US bonds, resulting in a sharp increase in government interest payments. Without a large-scale fiscal overhaul, the Federal Reserve loses its monetary policy independence, and the government implements strict financial regulation to try to push real US bond yields into deep negative values to settle federal debt.
Musk delivers! Tesla short sellers lost $3.5 billion in two days.
Since the release of delivery data in the second quarter, investors who have shorted Tesla have lost $3.5 billion in just two trading days; At the close on Wednesday, the stock closed at $246.39, with a year-to-date decline of 0.84%.
Will a big mystery of the US economy be revealed soon? The answer may lie in the non-farm payroll data!
Economists debate: Is the US labor market normalizing, or is it an indication that the economy is about to slow down?
In the next three weeks, the "Trump trade" will be crucial.
JPMorgan stated that if Biden's support rate in swing states falls significantly in the next three weeks, he will face huge pressure to withdraw. If Biden is forced to step down, the preferred replacement is Vice President Kamala Harris.
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
How does Wall Street predict the strongest global theme for the second half of the year, with expectations of a rate cut, election suspense, and the trend of US stocks?
As the global central bank interest rate cuts arrive, major events such as inflation rebound, the U.S. presidential election, and earnings season tests may all intensify volatility risks, but they also bring many opportunities for positioning.
There has been no news from Musk's team, and tesla's india car manufacturing plan may be put on hold indefinitely.
①After Musk's no-show, the Tesla team did not make any further inquiries or contact with Indian government officials; ②The Indian government understands that Tesla has funding issues and does not plan to make new investments in India in the short term; ③As an alternative, the Indian government will rely more on local auto manufacturers such as Tata Motors and Mahindra.
The US Federal Reserve has been slow to cut interest rates, and the size of the US money market has surpassed 6.15 trillion US dollars, reaching a new high.
In the week ending on the 2nd, there was a inflow of approximately $51.2 billion into the US fund market, the largest inflow in three months. Some analysts pointed out that as long as the Federal Reserve continues to hold steady, funds will continue to flow into currency funds.
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.