Is it Harris' turn to dominate the market? Wall Street is adjusting its bets.
① Harris continued to make great progress in the polls, which directly led to Wall Street ignoring the "Trump trade"; ② Specific industries and stocks in the US stock market have been affected, but overall they are not as strong as the "Trump trade"; ③ Analysts point out that the results of the "Hart" competition are not absolute, and it is not yet time to lock in positions.
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Whether the global financial market will experience a major quake depends on this financial report from Nvidia!
①Peking time on Thursday (August 29), in the early morning, the "AI total leader", the American chip giant nvidia, will release its performance report for the second quarter of the 2025 fiscal year; ② The Wall Street big shots are currently optimistic overall but still cautious, because the delay in Blackwell's shipments may have short-term impacts.
Trump Media & Technology Group, Box Inc, Lumen Technologies, Tesla, Nvidia: Why These 5 Shares On Investors' Radars Today
Current status of the AI industry: dominated by giants, venture companies seeking a way out.
An AI entrepreneur with a background in science, after experiencing the pain of fundraising and operation, chooses to return to a large corporation once again.
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On the eve of NVIDIA's financial report, OpenAI's next-generation model 'Orion' is 'leaked': 'Lyra' that eats 'strawberries'
GPT-5 has been delayed, but instead we have the release of the 'Strawberry' and 'Orion' models. 'Strawberry' is an inference model, with exceptional reasoning capabilities for handling complex mathematical problems. 'Orion' is the next generation large model that surpasses GPT-4, trained on high-quality data from 'Strawberry', thereby reducing the occurrence of illusions or errors in the model.
The Boeing spacecraft is unreliable, and the astronauts' "staying in space" has been extended by 8 months, and NASA has not been able to escape its reliance on SpaceX.
NASA announced that the Boeing spacecraft Starliner will not carry the two astronauts sent to the International Space Station in June back to Earth, and they will be returned by the SpaceX spacecraft in February next year. The first manned flight of Starliner is a bit disappointing, and SpaceX remains the only company using launch rockets to help American astronauts travel to and from the International Space Station.
The "Super Bowl" of the US stock earnings season is about to arrive, and the cryptocurrency circle has quietly given Nvidia a positive vote?
Some analysis suggests that from the recent performance of AI tokens, the cryptocurrency market seems to have given nvidia's financial report a vote of confidence. AI cryptos have surged in the past week, clearly outperforming the overall cryptocurrency market, with most major AI tokens having fully recovered from the market crash in early August. Some Wall Street traders closely monitor the direction of bitcoin, believing it to be a barometer of market sentiment.
Nvidia's Footprint Stamped Across IBKR's Most-active List Ahead of Q2 Earnings
US stocks closed: the market awaits NVIDIA's financial report, and the three major indexes rose slightly. The Dow once again hit a new high.
① The three major indices rose slightly, with the Dow hitting a new high; ② Large technology stocks were mixed, with Nvidia rising more than 1%; ③ China concept stocks experienced varied gains and losses, with Xpeng rising more than 6%.
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Tesla's well-known long-term investor, siasun robot&automation, has reduced its hold positions: the market is not as interested in Tesla autos or robots as before.
Long-term investor Ross Gerber stated that it seems like no one is interested in purchasing Tesla cars anymore, and Tesla stocks are now in a "quagmire". Due to growing concerns about Tesla, he has sold about half of his approximately $60 million worth of Tesla holdings.
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