NVIDIA suppliers: If the Datacenter Business slows down, AI phones will support the chip Industry.

① NVIDIA supplier Advantest, which controls more than half of the Global Semiconductors testing market, issued a warning; ② The company's CEO is paying attention to whether spending by large Technology companies in the USA on AI is slowing down, which may affect the chip supply chain. ③ However, Lefever believes that demand for AI Smart Phones could partially offset the impact of the Semiconductors Industry downturn, which will not last long.

cls.cn1minutes ago

NVDA Could Go Up To $170 In Q1 After Breaching $145 Level As Traders Turn Bullish On Jensen Huang's AI Giant

Benzinga01:39 ET

The market for Trump's "inaugural Fund" is booming: donations from the USA business community are expected to set a new historical record.

① Business leaders are donating to Trump's inauguration, and the total fundraising is expected to set a historical record; ② Trump boasts that everyone wants to be his friend, while his aides say the donations also provide an opportunity for past corporate executives to apologize for their lack of loyalty; ③ It is reported that those who donate 1 million dollars or raise 2 million dollars will receive six event tickets to participate in a series of events arranged by the Trump team.

cls.cn20:52 ET

Amid Donald Trump's Concerns About Taiwan's Rising Chip Business, Jensen Huang Praises TSMC For Its Unquestionable Innovation — Vows Nvidia's Support For The Incoming US Administration

Benzinga19:37 ET

Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.

Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.

wallstreetcn18:24 ET

In one year, nearly 30 billion was spent: NVIDIA became the favorite of retail investors in 2025.

NVIDIA has become a favorite among retail investors. According to Vanda Research, the net buying amount of NVIDIA has approached 30 billion dollars so far this year, surpassing the SPDR S&P 500 ETF (SPY), and is expected to exceed Tesla. Compared to 2021, the net inflow of retail funds into NVIDIA has grown nearly ninefold.

wallstreetcn18:14 ET