Hotter Inflation But Jobless Claims Cushion The Blow – Selling In Nvidia And AI Stocks
Goldman Sees a 'Relief Rally' Potential for These Option Calls Ahead of Earnings
Applied Mat's Options Frenzy: What You Need to Know
Market Clubhouse Morning Memo - October 10th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META And TSLA)
Daiwa Heavy Report: Will brain-computer interface be the next major medical technology opportunity?
It is stated by DaMo that BCI technology may become an important breakthrough in future medical technology, providing new treatment options for nearly 10 million BCI candidates (patients with neurological diseases), and bringing about a $400 billion market opportunity.
Jim Cramer Likes Reddit Very Much, Calls Accenture A 'Great Buy'
NVIDIA Analyst Ratings
Recursion, Exscientia Seek Support for Merger Ahead of Special Meeting
What did Nvidia reveal in the closed-door meeting? Goldman Sachs: Inference computing will boost long-term demand for AI chips.
nvidia stated in a closed-door meeting that with the release of the OpenAI o1 model, a new AI narrative is unfolding, and the increased demand for inference computing power has brought new growth opportunities for nvidia. Goldman Sachs predicts that nvidia's AI processor market share will continue to increase in 2024 and 2025, with a projected ongoing growth trend in shipments.
The significant cooling of inflation in the usa, what does it mean for the presidential election?
The retreat of inflation does not mean a decrease in prices. With less than a month left until the usa election, price issues continue to worry voters and become a focal point in the campaign.
Technology stocks are on fire again! S&P hits its 44th record high this year, with this company's value soaring over 160% year-to-date.
Due to signs of a strong labor market, resilient economy, and loose interest rates in the usa, Wall Street's optimism about US stocks is increasing day by day.
usa's 'most controversial' election is approaching, investors are starting to prepare for political risks.
①Investors expect the voting results to be questioned in various ways, potentially the most controversial election in US history; ②UBS Group analyst Kurt Reiman suggested that investors should consider popular safe-haven assets such as utility stocks and gold to hedge against potential political risks.
Daily options recap | Apple closes up nearly 2%, Friday's call options with the highest profit reaching 150%; SPY, QQQ put options ratio increases, now tens of millions of dollars large order selling call options.
Nvidia fell slightly by 0.18%, the call ratio rose to 62.7%; In Nvidia options, the highest number of unclosed call options with a strike price of $110 expiring on December 30 this year reached 0.203 million contracts.
Nvidia's stock price hits a new high, taiwan semiconductor's performance is at full throttle!
As taiwan semiconductor released explosive sales data, nvidia's stock price is making a push towards historical highs.
Is nvidia still undervalued? European asset management giant criticizes huge investment as "intervening halfway".
①Some analysts still believe that nvidia's valuation is undervalued; ②He said, "nvidia's energy-saving capability makes it more valuable."
Japan's new prime minister made a stunning move! He announced the dissolution of the Japanese House of Representatives just 8 days after taking office.
①Japanese Prime Minister Shigeru Ishiba announced the dissolution of the Japanese House of Representatives on Wednesday and called for an early election on October 27; ②Critics believe that Ishiba's "hasty" move prioritizes the election over allowing scrutiny of new government policies, with suspicions of evasion.
European asset management giant who spends big money to buy nvidia on dips: nvidia's value is still undervalued
Impax is best known for its institutional investor identity in green transformation; due to missing the earlier rebound, deep selling pressure drove Impax to buy nvidia on dips.
OpenAI hints: may lose up to 14 billion US dollars in 2026, three times the expected loss for this year.
OpenAI previously completed a 6.6 billion US dollar financing, with a valuation already exceeding 150 billion US dollars.
Futu Morning Post | The minutes of the Federal Reserve meeting 'extinguished' expectations of a significant interest rate cut, with serious internal divisions within FOMC; gtja's absorption and merger of haitong sec proposal is finalized, both will resume
Federal Reserve voting committee members expect one or two more rate cuts this year, while next year they reiterate caution; Huang Renxun: The future of AI lies in 'reasoning', significant reduction in chip costs is key.
Huang Renxun: The future of AI lies in "reasoning", and a significant reduction in chip costs is key!
①Huang Renxun's latest statement that the future of ai will be able to provide "reasoning" services, but to reach this stage, the computational cost needs to be reduced; ②He said that nvidia will improve chip performance by two to three times each year while keeping the same cost and energy consumption levels, laying the foundation for these advancements.