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Trending Industry Today: NEBIUS Leads Gains Pre-Market In NVIDIA Portfolio Stocks
Nvidia in Focus as Q4 Results, 2026 Guidance Top Expectations on 'Amazing' Blackwell Demand
What Does the Market Think About ARM Holdings?
Express News | Shares of Major Semiconductor Companies Are Trading Higher in Anticipation of Nvidia's Q4 Earnings Which Are Scheduled to Be Reported After Hours Today. Additionally, Large AI Investment Announcements From Apple and Meta This Week May Be Buoying the...
Trending Industry Today: Applied Digital Leads Losses In NVIDIA Portfolio Stocks
Morgan Stanley: Generative AI is expected to achieve positive returns this year, with revenue likely to exceed one trillion dollars by 2028.
Morgan Stanley indicates that 2025 may see the ROI critical point, with a gross margin of 34% marking the Industry's formal crossing of the break-even line; by 2028, the total revenue from generative AI is expected to approach 1.1 trillion dollars, with the ROI likely improving to around 67%, and several Technology giants like Amazon and Meta are expected to benefit from the AI wave.