NVDA
NVIDIA
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Tesla
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MicroStrategy
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Super Micro Computer
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Palantir
-- 67.080 【Morning Update】Nvidia and Apple are in negotiations to invest in OpenAI. Citigroup says "Apple is the best AI stock investment for 25 years."
Good morning to all moomoo users!![]()
Here are the key points for this morning's report.
● [Tokyo Stock Market Forecast Range] 0.03 million8000 yen-0.03 million8500 yen (29-day closing price 0.03 million8362 yen 53 sen)
On the 29th, the US stock market was mixed. While the Dow Inc rebounded, the S&P 500 and Nasdaq composite index fell. The closing price of the Dow Industrial Average was 243.63 dollars higher than the previous day at 1335.05 dollars, setting a new record high. The S&P 500 closed at 5591.96, down 0.22 points, and the Nasdaq composite index closed at 7516.43, down 39.60 points. In the Tokyo stock market on the 30th, the Nikkei Stock Average is expected to have a small movement around the previous day's closing price amid conflicting views on strength and weakness.
on Thursday.
Apple and Nvidia are considering investing in OpenAI, according to sources.
In 2025, Apple is expected to surpass Nvidia and become the top AI-related stock, according to Citigroup.
The US existing home sales index in July is the lowest on record, unexpected decline.
Orders for AI servers are rapidly increasing, and Dell's earnings exceed expectations.
moomoo News Sherry
● [Tokyo Stock Market Forecast Range] 0.03 million8000 yen-0.03 million8500 yen (29-day closing price 0.03 million8362 yen 53 sen)
On the 29th, the US stock market was mixed. While the Dow Inc rebounded, the S&P 500 and Nasdaq composite index fell. The closing price of the Dow Industrial Average was 243.63 dollars higher than the previous day at 1335.05 dollars, setting a new record high. The S&P 500 closed at 5591.96, down 0.22 points, and the Nasdaq composite index closed at 7516.43, down 39.60 points. In the Tokyo stock market on the 30th, the Nikkei Stock Average is expected to have a small movement around the previous day's closing price amid conflicting views on strength and weakness.
on Thursday.
Apple and Nvidia are considering investing in OpenAI, according to sources.
In 2025, Apple is expected to surpass Nvidia and become the top AI-related stock, according to Citigroup.
The US existing home sales index in July is the lowest on record, unexpected decline.
Orders for AI servers are rapidly increasing, and Dell's earnings exceed expectations.
moomoo News Sherry
Market Overview
米中古住宅販売成約指数、7月は過去最低 予想外の下げ米GDP、4-6月期は前期比3％増に上方修正 改定値US PCE Price Index revised downward to 2.8% increase for the April-June quarter米新規失業保険申請、0.231 million件に減少Done.
米中古住宅販売成約指数、7月は過去最低 予想外の下げ米GDP、4-6月期は前期比3％増に上方修正 改定値US PCE Price Index revised downward to 2.8% increase for the April-June quarter米新規失業保険申請、0.231 million件に減少Done.
であるだろう。
Top news
ASML's China business, the Dutch government is planning to strengthen regulations, according to reports.
● $NVIDIA (NVDA.US)$According to reports, the Dutch authorities are likely to not renew some of the licenses necessary for ASML to provide services and spare parts in China. This decision is believed to be due to pressure from the United States.デル時間外で3％超上昇、5-7 月期は増収増益 AIサーバー大幅成長で、Approximately $200 billion disappeared in a single day.関連記事
Top news
ASML's China business, the Dutch government is planning to strengthen regulations, according to reports.
● $NVIDIA (NVDA.US)$According to reports, the Dutch authorities are likely to not renew some of the licenses necessary for ASML to provide services and spare parts in China. This decision is believed to be due to pressure from the United States.デル時間外で3％超上昇、5-7 月期は増収増益 AIサーバー大幅成長で、Approximately $200 billion disappeared in a single day.関連記事
Q2 earnings exceeded expectations, and Q3 earnings forecast also exceeded the average analyst expectations, but fell short of the most optimistic market expectations, leading to a sharp decline in stock price.
For many other companies, doubling revenue and profit would be an extraordinary performance, but it is not the case for Nvidia.
According to Ryan Detrick, Chief Market Strategist at Carson Group, Nvidia's performance growth is smaller compared to the past. However, earnings are still increasing at a rate of 122%, and he stated that the standards for this earnings period were too high.
Related Articles
Concerns surrounding Nvidia's involvement with AI investments.
For many other companies, doubling revenue and profit would be an extraordinary performance, but it is not the case for Nvidia.
According to Ryan Detrick, Chief Market Strategist at Carson Group, Nvidia's performance growth is smaller compared to the past. However, earnings are still increasing at a rate of 122%, and he stated that the standards for this earnings period were too high.
Related Articles
Concerns surrounding Nvidia's involvement with AI investments.
Apple and Nvidia are considering investing in OpenAI, according to sources.
USA $Apple (AAPL.US)$And a major US semiconductor company. $NVIDIA (NVDA.US)$They are in discussions to participate in a new funding round for OpenAI, a US-based company that develops AI technology ChatGPT. According to multiple sources, OpenAI's valuation is expected to exceed $100 billion in this round, which is equivalent to about 14.5 trillion yen. The Wall Street Journal (WSJ) reported on the 28th that venture capital firm Thrive Capital is leading the new round with billions of dollars, and Microsoft is also expected to participate.
USA $Apple (AAPL.US)$And a major US semiconductor company. $NVIDIA (NVDA.US)$They are in discussions to participate in a new funding round for OpenAI, a US-based company that develops AI technology ChatGPT. According to multiple sources, OpenAI's valuation is expected to exceed $100 billion in this round, which is equivalent to about 14.5 trillion yen. The Wall Street Journal (WSJ) reported on the 28th that venture capital firm Thrive Capital is leading the new round with billions of dollars, and Microsoft is also expected to participate.
In 2025, Apple is expected to surpass Nvidia as the leading AI-related stock, according to Citi.
- Citi $Apple (AAPL.US)$ToConsidered as the best AI stock investment destination for 2025.And
● AI trading is shifting from infrastructure to devices and is expected to bring profits to Apple's next iPhone 16 cycle, according to Citi.
● After starting production in China, Apple has also started mass production of the new iPhone in India.
● Production in Indiato mitigate geopolitical risksas well as demonstrating the desire toTechnological progress in India's supply chain.Reflecting on it.
Previously, the latest and high-end models were produced in Chinese factories, while India was limited to low-priced and old models. However, this year, the latest models are being produced simultaneously in both countries. This is likely to be the biggest change in Apple's supply chain this year.But Ivan Lam of Counterpoint Research stated that India's growth is limited to the assembly of finished products, and the production of major components is still centered in China.Dell rises more than 3% after hours, significant growth in revenue and profit in the AI server sector from May to July.
However, Ivan Lam of Counterpoint Research stated that India's growth is limited to the assembly of finished products, and the production of major components is still centered in China.
- Citi $Apple (AAPL.US)$ToConsidered as the best AI stock investment destination for 2025.And
● AI trading is shifting from infrastructure to devices and is expected to bring profits to Apple's next iPhone 16 cycle, according to Citi.
● After starting production in China, Apple has also started mass production of the new iPhone in India.
● Production in Indiato mitigate geopolitical risksas well as demonstrating the desire toTechnological progress in India's supply chain.Reflecting on it.
Previously, the latest and high-end models were produced in Chinese factories, while India was limited to low-priced and old models. However, this year, the latest models are being produced simultaneously in both countries. This is likely to be the biggest change in Apple's supply chain this year.But Ivan Lam of Counterpoint Research stated that India's growth is limited to the assembly of finished products, and the production of major components is still centered in China.Dell rises more than 3% after hours, significant growth in revenue and profit in the AI server sector from May to July.
However, Ivan Lam of Counterpoint Research stated that India's growth is limited to the assembly of finished products, and the production of major components is still centered in China.
ASML's China business, Dutch government to tighten regulations, according to reports.
The Dutch government is planning to restrict the repair and maintenance services of semiconductor manufacturing equipment provided by a major Dutch semiconductor equipment manufacturer to Chinese semiconductor manufacturers. $ASML Holding (ASML.US)$According to reports, the Dutch authorities are likely not to renew some of the licenses necessary for ASML to provide services and spare parts in China. This decision is believed to be a result of pressure from the United States. Netherlands has already prevented ASML from exporting certain lithography (exposure) equipment essential for advanced microprocessor manufacturing to China.
The Dutch government is planning to restrict the repair and maintenance services of semiconductor manufacturing equipment provided by a major Dutch semiconductor equipment manufacturer to Chinese semiconductor manufacturers. $ASML Holding (ASML.US)$According to reports, the Dutch authorities are likely not to renew some of the licenses necessary for ASML to provide services and spare parts in China. This decision is believed to be a result of pressure from the United States. Netherlands has already prevented ASML from exporting certain lithography (exposure) equipment essential for advanced microprocessor manufacturing to China.
Dell rises more than 3% after hours, significant growth in revenue and profit in the AI server sector from May to July.
USA $Dell Technologies (DELL.US)$The financial results for the May-July quarter (Q2) announced by [company] exceeded market expectations in both sales and profits. The continued rapid expansion of demand for artificial intelligence (AI) servers has provided favorable conditions. After-market trading on the U.S. stock market on the 29th has increased by about 3% compared to the closing price of regular trading.
Related Articles
Dell is reportedly considering selling its subsidiary SecureWorks.
USA $Dell Technologies (DELL.US)$The financial results for the May-July quarter (Q2) announced by [company] exceeded market expectations in both sales and profits. The continued rapid expansion of demand for artificial intelligence (AI) servers has provided favorable conditions. After-market trading on the U.S. stock market on the 29th has increased by about 3% compared to the closing price of regular trading.
Related Articles
Dell is reportedly considering selling its subsidiary SecureWorks.
USA Economic Indicators
The US existing home sales contract index hit a record low in July, unexpectedly declining.
U.S. GDP for the April-June quarter has been revised upward to a 3% increase from the previous quarter.
The US PCE Price Index for the 4th-6th quarter has been revised downward to a 2.8% increase.
The number of initial jobless claims in the U.S. has decreased to 0.231 million.
The US existing home sales contract index hit a record low in July, unexpectedly declining.
U.S. GDP for the April-June quarter has been revised upward to a 3% increase from the previous quarter.
The US PCE Price Index for the 4th-6th quarter has been revised downward to a 2.8% increase.
The number of initial jobless claims in the U.S. has decreased to 0.231 million.
Foreign exchange
Key Market Events
Sources: moomoo, Bloomberg, Dow Inc, MINKABU
This article uses auto-translation in some parts.
This article uses auto-translation in some parts.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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