The great debate that affects nvidia's fundamental logic: What does OpenAI's change in strategy mean? Who is lying?

So far, the AI hardware market is mainly dominated by the infinite demand for nvidia training chips. However, by increasing training and testing (inference) time, models can achieve better results. Market demand may shift from large-scale pre-training clusters to inference cloud, where nvidia may face more competition in the inference chip market.

wallstreetcn20minutes ago

Ross Gerber, Cathie Wood Or Gary Black? Whose Funds Stack Up Against S&P 500's Gains In 2024?

Benzinga00:09 ET

On the eve of nvidia's financial report, Wall Street raised the target price.

Analysts generally believe that the current development of AI applications is still in the early stages, and the Blackwell cycle will continue to drive nvidia's performance higher. Credit Suisse expects that the new Blackwell product line will boost company revenue in the January quarter, with sales expected to be between $5 billion and $6 billion.

wallstreetcn22:35 ET

Options Market Statistics: Tesla Stock Soars 9% as Wall Street Grows More Bullish After 'Game-Changer' Election; Options Pop

Options Newsman20:14 ET

350, 6000, 44000, 88000! Last night, these four numbers interpreted the 'Trump trade'...

1) 350, 6000, 44000, 88000 - Do you know the meaning of these series of numbers? 2) They represent the integer positions reached by Tesla, s&p 500 index, Dow Jones, and Bitcoin respectively yesterday's breakthrough.

cls.cn20:02 ET

Blackwell supplier MPWR plummets! Analyst backs it: No technical issues.

Previously, Edgewater Research pointed out issues with the products of Core Source Systems, which could lead to losing the opportunity to supply parts to nvidia's Blackwell graphics cards, resulting in a significant stock price drop of nearly 25%. However, analyst Mosesmann from Rosenblatt believes there are no issues with the products, and if there were, nvidia would notify the company. Although Core Source Systems may have a reduced share in Blackwell chips, it will still be a major supplier, likely maintaining a large market share, leading to a narrowing of the decline in stock price.

wallstreetcn18:02 ET