Nvidia and several AI semiconductor companies have faced challenges due to growth concerns, supply chain issues, and regulatory risks. After years of strong performance, Nvidia's stock has declined 17% year-to-date, underperforming both the semiconductor market index (SOX) and the S&P 500.
What Are The Market's Concerns About NVIDIA?
Bernstein is focusing on increased regulatory risks due to upcoming AI diffusion rules in May and potential further...
What Are The Market's Concerns About NVIDIA?
Bernstein is focusing on increased regulatory risks due to upcoming AI diffusion rules in May and potential further...
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Nvidia and several AI semiconductor companies have faced challenges due to growth concerns, supply chain issues, and regulatory risks. After years of strong performance, Nvidia's stock has declined 17% year-to-date, underperforming both the semiconductor market index (SOX) and the S&P 500.
What Are The Market's Concerns About NVIDIA?
Bernstein is focusing on increased regulatory risks due to upcoming AI diffusion rules in May and potenti...
What Are The Market's Concerns About NVIDIA?
Bernstein is focusing on increased regulatory risks due to upcoming AI diffusion rules in May and potenti...
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JD.com $JD.com (JD.US)$ is scheduled to release its fourth quarter earnings for 2024 before the U.S. market opens on Thursday, March 6th. Following a recovery rally in Chinese assets that began in late September last year and extended into this year, JD.com's stock has demonstrated a robust rebound. As of the latest updates, JD.com's U.S. stock has soared over 60% since the third quarter of...
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U.S. President Donald Trump recently announced the establishment of the "Trump Crypto Reserve," including Ripple, $Solana (SOL.CC)$, $Cardano (ADA.CC)$, $Bitcoin (BTC.CC)$, and $Ethereum (ETH.CC)$ in the country's strategic cryptocurrency reserves. This move has sparked widespread attention and discussion in the market and regulatory sectors.
Analysts note President Trump's recent policy shift to include cryptocurrencies like B...
Analysts note President Trump's recent policy shift to include cryptocurrencies like B...
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Columns 4 Days of Declines: Why the US Stock Market is Sliding and How to Stay Calm Amid the Turmoil
Over the past four trading sessions, risk assets have been on a downward trajectory, with the Nasdaq Index dropping 5.13% and Bitcoin falling 8.47%, raising concerns about whether these declines signal deeper troubles ahead. While market pullbacks can be unsettling, it's important to remember that fluctuations are natural and driven by various factors—from macroeconomic pressures to short-term market sent...
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$Super Micro Computer (SMCI.US)$ announced its preliminary financial results for Q2 of fiscal year 2025 (ending December 31, 2024) on February 11, 2025. According to the company, revenue is expected to be between $5.6 billion and $5.7 billion, slightly below analysts' expectations of $5.77 billion. Adjusted earnings per share (Non-GAAP EPS) are expected to be between $0.58 and $0.60, also slightly below the market forecast of $...
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Analysts Notebook
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The attention of AI Medteck stocks are rapidly increasing.
Pelosi's new holdings have doubled $Tempus AI (TEM.US)$ value in just a few weeks, and $Firefly Neuroscience (AIFF.US)$'s inclusion in NVIDIA's Connect program has also caused its stock price to soar.
In addition, DeepSeek's rapid rise has boosted the AI application sector, particularly in medicine/healthcare. Cathie Wood believes medical AI is undervalued, with untapped pot...
Pelosi's new holdings have doubled $Tempus AI (TEM.US)$ value in just a few weeks, and $Firefly Neuroscience (AIFF.US)$'s inclusion in NVIDIA's Connect program has also caused its stock price to soar.
In addition, DeepSeek's rapid rise has boosted the AI application sector, particularly in medicine/healthcare. Cathie Wood believes medical AI is undervalued, with untapped pot...
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In 2025, Chinese startup DeepSeek disrupted the AI industry by releasing two groundbreaking models that matched OpenAI's GPT performance and were open-sourced. This caused Nvidia's value to drop $120 billion in one day and impacted US AI stocks. The achievement suggested that top-tier AI development might not require expensive computing power, potentially undermining US chip embargoes.
A Game Changer in AI Efficiency
• Low-Cost Technolog...
A Game Changer in AI Efficiency
• Low-Cost Technolog...
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Meta Platforms will report its Q4 2024 earnings on January 29th after market close. This release marks a key moment for the company to showcase its performance over the past few months. Still, it also serves as a crucial opportunity for the market to evaluate the effectiveness of its strategic shifts.
With external challenges and internal innovation pressures, $Meta Platforms (META.US)$'s earnings could reveal the true performance of its advertising bus...
With external challenges and internal innovation pressures, $Meta Platforms (META.US)$'s earnings could reveal the true performance of its advertising bus...
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The U.S. stock market has recently seen exceptional performance in the nuclear power sector. Companies like $Constellation Energy (CEG.US)$ and $Vistra Energy (VST.US)$ have surged nearly 41% and 26% year-to-date, respectively. As a stable and clean energy source, nuclear power holds profound potential for future development.
Nuclear energy is emerging as a cornerstone solution for achieving global carbon neutrality.Globalnuclear power ca...
Nuclear energy is emerging as a cornerstone solution for achieving global carbon neutrality.Globalnuclear power ca...
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