Nvidia Discloses New Stake in Applied Digital; Maintains Arm Holdings, SoundHound Stakes
Daily options tracking | Electric car companies are about to face a "storm?" Large options trades still bet on Tesla's rise; the audit turmoil continues! Super micro computer put trade surges.
Disney's performance exceeded expectations, with strong growth in its streaming business, surging over 6% overnight. Call options saw a rush in buying, accounting for 70% of the trading volume, with the 115-dollar strike price call options expiring today being the most traded, totaling over 0.0261 million contracts.
Buffett's latest hold positions have been made public! Continuing to reduce shareholding in apple and silver, and these two stocks have become new favorites.
From the latest operational trends, Berkshire has newly established positions in two stocks — domino's pizza and pool supplies distributor Pool.
"Minister Ma" announced recruitment requirements: super high IQ, working 80 hours per week, and zero salary.
① The US Government's Department of Efficiency posted recruitment information on social media, seeking “small government” reformers with extremely high intelligence, who work more than 80 hours a week to focus on boring cost reduction work; ② Musk advocates cutting federal spending by 2 trillion dollars and believes that excessive government spending is the cause of inflation.
US Stocks Have Already Returned a Third of Post-election Gains
A preview in one image | Strongly bullish on the performance before earnings! nvidia's earnings are coming next week, and Blackwell may become a catalyst for the stock price. Will it lead the US stock market to continue its frenzy?
According to Bloomberg consensus estimates, as nvidia's most critical business - datacenter is expected to achieve revenue of 29.083 billion USD, a year-on-year increase of 100.38%. This indicates that the share of this business in the company's revenue is expected to continue to expand to 88.06%, compared to 87.5% in the last quarter.
Decision analysis: Market enthusiasm is dwindling! China's rare bullish signals are hard to save the situation, and the dollar remains strong as Powell shows his hawkish stance.
On Friday (November 15), the asia stock market seems to be ending the week's dismal performance with a more stable trend. At the same time, the dollar is approaching a one-year high, likely to welcome a huge weekly gain. The Federal Reserve chairman's hawkish shift pushed up short-term usa treasury yields, causing wall street and europe stock market futures to decline.
Bullish on the AI leader! Applied Digital soared over 4% in pre-market trading, nvidia announced it holds about 3% of the shares.
Applied Digital's pre-market surge exceeded 4%, with filings showing that nvidia holds about 3% of the company's shares. The company focuses on the design and operation of datacenters, aiming to support high-performance computing and ai applications, with first-quarter revenue increasing by 67% year-on-year.
Tesla Offers 3 Months Of Free Supercharging, FSD Subscription For North American Buyers Till Year-End To Boost Deliveries
Ultraman's friendly signal was completely ignored? OpenAI receives another lawsuit from Musk!
① Musk refiled a lawsuit against OpenAI on Thursday, criticizing its collaboration with microsoft to eliminate competitors like xAI, using tactics including discouraging investors from funding other companies; ② The latest lawsuit filed by Musk lists 26 items and adds the Attorney General of the state of california as a co-defendant. He is also concerned that contracts between OpenAI and the Department of Defense might lead to the use of AI technology in weapon development.
Nvidia clearly explains their understanding and layout of AI here.
Huang Renxun believes that in the future, AI will develop in two directions: the scalability and multimodality of capabilities, as well as the application of the "Cambrian Explosion." Future AI agents and robotics technology will be the two most popular forms of artificial intelligence in the future. Nvidia's future layout focuses on AI technology and ecosystem cooperation, enhancing CPUs through accelerated computing and GPU, providing rich software and library support for AI development, and promoting the new industrial revolution through enterprise cooperation, enabling every company to produce its own AI.
Tesla's market cap has fallen below one trillion, and Trump may cancel tax incentives for electric vehicles.
Tesla's stock price fell by 5.8%, as the market worries that Trump will cancel the $7,500 tax credit for electric vehicles. Analysts say Tesla will be minimally affected, but the competitive landscape in the industry may change.
The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.
Druckenmiller made significant portfolio changes in the third quarter: initiated positions in bank of america and broadcom, continued to increase holdings in the top position Natera.
Natera's position increased significantly by 80.61% compared to the previous quarter. Drew Ken Miller also opened new positions in broadcom, bank stocks, and pharmaceutical stocks, while clearing positions in News Corporation and telecommunications company Liberty Global, and reducing shareholding in microsoft.
With the election risks dissipated, investors are frantically scooping up risk assets! Is there now no obstacle to the rise of the U.S. stock market?
Options investors are flocking into the US stock market to bet heavily on higher-risk stocks, which has supported the rising trend of US stocks against the backdrop of fading concerns over the election and the expectation that the Republicans will securely hold power in Congress next year.
International Think Tank Warning: "Trump 2.0" will boost the US dollar, causing global market turmoil!
① Researchers at the Chatham House claim that Trump's policies could lead to a rise in the dollar, triggering chaos in global markets; ② The researcher warned that a rising dollar is bad news for the global economy, potentially suppressing global trade and increasing the difficulty of controlling inflation.
The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
Dow Dips Over 200 Points Following Economic Reports, Tesla Tumbles On Potential Removal Of EV Tax Credit: Fear Index Remains In 'Greed' Zone
Sundar Pichai Praises Google-Backed Apian Drones For Cutting Blood Sample Delivery Time From 30 To 2 Minutes: 'Quicker Care For Patients In Critical Need'
Be cautious! A new wave of inflation may be on the way.
Greenlight Capital's President David Einhorn expressed that the election results are good for avoiding the political stability issues he was worried about not long ago. However, in terms of the economy, he expects that Trump's second term policies will bring about higher inflation, thus leading to a bigger problem.