As Nvidia's Stock Gains, One Analyst Shows Why Stargate Could Be so Significant

MarketWatch19:10 ET

Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?

① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.

cls.cn22:43 ET

Under the wave of AI, SK Hynix's profits in Q4 soared more than 20 times, yet investors are not "buying it".

SK Hynix announced that last year's fourth quarter operating profit increased more than 20 times, reaching 8.08 trillion won.

Zhitong Finance21:55 ET

Nvidia Supplier SK Hynix Soars 102% In Revenue, But Stock Drops Despite AI Memory Boom

Benzinga21:36 ET

Bitcoin, Ethereum, Dogecoin Drop Amid Stock Rally, Cooling Investor Sentiment On Trump: Analyst Projects BTC At $150K If History Repeats

Benzinga21:29 ET

Apple's $510 Billion Market Cap Drop Opens Door For Nvidia To Reclaim World's Largest Company Title Amid iPhone Maker's China Struggles

Benzinga21:19 ET