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Tech Stocks That Are Down More Than 20% Over the Past 3 Months
Market Clubhouse Morning Memo - October 4th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META And TSLA)
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This year, usa actively managed funds are still unable to outperform the index, simply because of underweighting Nvidia.
In 2024, it is not certain industries or even large cap stocks that dragged down actively managed funds from outperforming the market, the main culprit is only one: nvidia. Despite nvidia being the most held semiconductor stock in actively managed funds, with a holding rate of around 70%, its relative weight is still relatively 'low'.
Nvidia soared, due to Blackwell and also due to OpenAI, while institutions are actually underweighted?
Huang Renxun stated in an interview with CNBC that the upcoming Blackwell AI 'super chip' has a 'crazy' demand. At the same time, nvidia invested 0.1 billion US dollars in the financing of OpenAI, the market sees this cooperation as a symbolic step, and it may enable nvidia to have a deeper understanding of OpenAI's chip procurement plan.
Palantir, Amazon, Meta, Spirit Airlines, Tesla: Why These 5 Stocks Are On Investors' Radars Today
OpenAI Secures $4B Credit Line To Supercharge AI Ambitions And Expand Nvidia-Powered Infrastructure: 'Provides Flexibility To Seize Future Growth Opportunities'
Options Market Statistics: Nvidia Stock Jumps After CEO Jensen Huang Says 'Demand for Blackwell Is Insane', Options Pop
Is Tesla's largest battery project? Four new versions of the 4680 battery are planned to be launched in 2026, including a special Robotaxi version.
The media reported that Tesla plans to mass produce a new generation of 4680 batteries using dry electrode coating technology in the second quarter of next year. Among the four dry cathode 4680D versions to be launched in 2026, Musk intends to unveil the battery dedicated to Robotaxi when he announces the Robotaxi next week. The other two batteries are Tesla's first use of silicon-carbon material in the anode, one of which is for performance-oriented vehicles like the new generation Roadster, while the other is for the Cybertruck and a sedan.
OpenAI's Latest 'Eye-Popping' Valuation Ignites Analyst Expectations For 'Tidal Wave' Of AI Spending