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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.
J.P. Morgan Maintains NVIDIA(NVDA.US) With Buy Rating, Maintains Target Price $155
Hong Kong stocks abnormal movement | Fit Hon Teng (06088) rose more than 20%, nvidia is expected to ship a large number of Blackwell orders in Q4, and the company previously raised its network interconnection business revenue guidance.
Fit Hon Teng (06088) rose more than 20% in the morning session, up 18.45% as of the time of publication, at HK$2.76, with a turnover of HK$87.3659 million.
News Highlights: Top Company News of the Day - Thursday at 11 PM ET
Cisco (CSCO.US) is close to investing in Nvidia's "core child" CoreWeave with a valuation of 23 billion US dollars.
According to sources, cisco Systems has agreed to invest in CoreWeave, a leading provider of cloud computing, which is one of the hottest startups in the field of ai.
OpenAI Secures $4B Credit Line To Supercharge AI Ambitions And Expand Nvidia-Powered Infrastructure: 'Provides Flexibility To Seize Future Growth Opportunities'
Buy Broadcom Stock. Its $12 Billion in AI Revenue Has Room to Grow, Analyst Says. -- Barrons.com
