CrowdStrike Likely Remains With Microsoft, No Serious Churn Seen: TD Cowen
Apple Set To Open 4 New Retail Stores In India As Tech Giant Looks To Build On Retail Success
Tesla Reportedly Starts Inviting Reservation Holders To Order More Affordable Non-Foundation Series Cybertruck
Tesla Robotaxi Event Might Have 3 Product Announcements But Will Likely Be Light On Details, Says Analyst: This Is What He Is 'Hyper-Focused' On
Mark Zuckerberg Bulldozes Past Jeff Bezos To Become World's 2nd Richest Person As Meta Stock Soars: Is Musk's Top Spot In Jeopardy?
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'.
Mark Zuckerberg's Meta Asked To Foot The Bill Partly In Fraud Cases By UK Fintech: 'These Platforms Share No Responsibility'
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
Silicon Valley giants are showing their strengths in using electricity for AI: Microsoft is planning to restart abandoned nuclear power plants, and Google is also eyeing nuclear energy.
Last month, microsoft reached a 20-year agreement to purchase nuclear power, restarting the Three Mile Island nuclear power plant in the usa where a serious nuclear accident once occurred. Google's CEO stated this Thursday that Google is considering further investments in solar energy and evaluating technologies such as small modular nuclear reactors.
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.
Mark Zuckerberg's Facebook Paid $2B To Content Creators In The Past Year — And It Wants To Pay Out More
OpenAI's Latest 'Eye-Popping' Valuation Ignites Analyst Expectations For 'Tidal Wave' Of AI Spending
Market Falls For What Feels Like the Fourth Day | Wall Street Today
East Coast Port Strike Could Be Over by Monday, Analyst Says
Xbox Co-Founder Joins Amazon To Work On Devices, Services: 'Too Early To Have Anything To Say'
Reported Earlier, Attorney General Ken Paxton Sues TikTok For Sharing Minors' Personal Data In Violation Of Texas Parental Consent Law
Wells Fargo's 'Core' Stocks: GOOGL, HD, KO, and More