AI heats up and blows away the total market value of the Nasdaq 100 Index by 1 trillion dollars
2024/7/25 10:09 JST (some excerpts)
NVIDIA, Microsoft, and Apple lead the decline in the US stock market
Concerns about the return on investment of large AI investments - there is also a view that the burst of the bubble is inevitable
Expectations for artificial intelligence (AI) dwindled in the US stock market on the 24th, and the total market value of the Nasdaq 100 Index blew by 1 trillion dollars (about 154 trillion yen). The question of how long it will take for large AI investments to generate profits has spread.
　　The Nasdaq 100 index fell sharply by just over 3%. Popular brands related to AI technology declined across the board, led by semiconductor-related companies such as NVIDIA, Broadcom, and Arm Holdings.

$NVIDIA (NVDA.US)$Stock splits were carried out several times in the early 2000s, but most recently, 1 share was split into 4 shares in 2021/7.
Of course, since the split just 3 years ago, the stock price has risen 5 times, and the stock price has reached 947.8 dollars at the time of writing this article, so it is not an exaggeration to think that there is a possibility that the company will choose a stock split again.
NVIDIA predicted the AI revolution much faster than other competitors in the same industry and built a long lead spanning several years. In fact, Nvidia has been investing in the CUDA software ecosystem since 2006. CUDA enables developers to program Nvidia graphics processors for data processing, and realizes AI. ChatGPT will be introduced in the latter half of 2022, and that foresight seems like a genius blow. Being 17 years ahead of competitors, AI developers have built most of their applications with CUDA, making it difficult for competitors to advance.
Last October, management changed the speed of announcing new chip architectures from once every 2 years to 1 year...

$Microsoft (MSFT.US)$ A financial results briefing for the 3rd quarter of fiscal year 2024 is scheduled to be held at 6:30 a.m. on 2024/4/26 (Friday) Japan time. This briefing sessionSubtitle translation formatIt will be distributed by If you would like to watch it,“reservation”Click on the button.
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Good evening to all Moomoo users!This is the reading for tonight's NY stock.
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 179.65 dollars to 39461.98 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 109.06 points to 16424.76. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 22.73 points to 5226.31.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
NVIDIA's stock price has skyrocketed, and the bullies are uneasy -- will this include several years' worth of profit
US semiconductor manufacturers that occupy an overwhelming market share in semiconductors for artificial intelligence (AI), $NVIDIA (NVDA.US)$The sharp rise in stock prices from the beginning of 2023 was so rapid and strong that even bullish investors can't help but feel uneasy about the extent to which there is room for growth left. 55 since the beginning of last year...

NVIDIA in the USMarch 18 to 21NVIDIA's world's largest AI and GPU conference “GTC 2024” will be held over (US time).
According to NVIDIA, “GTC 2024” includes keynote speeches by CEO Jenson Huang, over 900 sessions, over 300 exhibitions, and more than 20 technical workshops covering topics such as generative AI. The most advanced examples and technology will be shown.
Meanwhile, what was the keynote speech by CEO Jen Sung HuangTue, Mar 19 at 5 a.m. (Japan time)。
＞＞＞Click here! Watch Mr. Huang's keynote speech for free on moomoo!
Why is NVIDIAGTC important?
According to market participants, in the current GTC, it is a next-generation architecture“Blackwell”、New chip “B100”、humanoid robotInformation on this is expected.
Blackwell was adopted in the 2024 and 2025 roadmaps, and it is expected that TSMC's 3nm process will be used. Note...