SA Sentiment: What's Currently the Biggest Portfolio Risk?
Citigroup: Why did Apple replace Nvidia as the preferred AI stock?
Citi believes that the AI industry will transition from the infrastructure phase to the device phase, and Apple is expected to shine in the AI device era with "Apple Intelligence". AI will also be a major highlight of Apple's September new product launch event. IDC forecasts that by 2028, over 70% of smart phones will have generative AI capabilities.
Apple Intelligence Will Play 'Starring Role' In iPhone 16 Launch, Says Analyst: No Price Hike Expected, But Accelerating Replacement Cycle 'Key Factor' For The Stock
Dow Notches New Record Close But Nasdaq Falls Amid Decline In Nvidia Shares: Fear Index Enters 'Greed' Zone
Did NVIDIA fall? Wall Street calls it a good buying opportunity!
After the latest financial report was released, Nvidia's stock price fell 6.38% on Thursday. But Wall Street doesn't seem to be worried and unanimously considers this a good buying opportunity.
September's Must-See Financial Events: Apple Event, Presidential Debate, Fed Interest Rate Decision, Inflation Data
After Google's big move to hire away the founder, Character.AI is undergoing layoffs.
1. Character.AI has conducted layoffs of at least 5%, mainly involving marketing and recruitment positions; 2. Previously, Google paid a high licensing fee to Character.AI and hired several co-founders of Character.AI.
'Don't Fight Nvidia' Or The Fed, Says Mohamed El-Erian, Urges Investors To Recognize Dual Influence On Market Dynamics
Bitcoin, Ethereum, Dogecoin Remain Choppy — Trader Says 'Still Holding Long, Ready To Add ' If King Crypto Dips Lower
"Buffett's New Darling" and "Yoga Pants King" performed poorly, is the downgrade of usa consumer becoming more prominent?
Lululemon's second-quarter performance fell short of expectations and lowered its full-year performance expectations. Beauty retailer ULTA and discount retailer Dollar General both reported unfavorable financial reports, and American consumers seem to be becoming more frugal, no longer purchasing expensive non-essential commodities, and turning to products that offer better value for money.
Options Market Statistics: Affirm Stock Surges On Earnings Beat; Options Pop
Nvidia Earnings Show AI Is a Long Game
Mihayo has established a new company in Shanghai; Teslink has received another large investment with a valuation of over 20 billion; Apple and Nvidia are reportedly in talks to invest in OpenAI|AI daily morning news.
① Huawei announces its half-year performance; ② Blizzard China: "Netease's lawsuit against Blizzard wins in the first trial" is not true, this case has not entered the substantive trial stage of the first trial; ③ Security of data and privacy "Self-discipline initiative for the generative artificial intelligence industry" released.
Apple is reportedly in talks to invest in OpenAI, and Nvidia is also interested in participating in the investment.
①On Wednesday, there was news that OpenAI is in talks for a new round of financing, planning to raise billions of dollars with a valuation of over $100 billion; ②Insiders said that Apple is negotiating to invest in OpenAI, and Nvidia has also discussed joining the latest financing of OpenAI.
Staggering trillion-dollar valuation, three giants competing! Sam Altman deserves the title of "the strongest financing in history".
OpenAI's new round of financing is estimated to exceed $100 billion, 16% higher than the valuation at the beginning of the year, and may even reach $125 billion. Global top 3 companies by market cap, Microsoft, Apple, and Nvidia, are all involved.
8/30 [Strength and Weakness Materials]
[Bullish and Bearish Factors] Bullish factors: Dow Jones Industrial Average rose (41335.05, +243.63), 1 dollar = 144.80-90 yen, VIX index decreased (15.65, -1.46), US crude oil futures rose (75.91, +1.39), expectations of easing inflation in the USA, active share buyback, request from the Tokyo Stock Exchange to improve corporate value. Bearish factors: Nikkei average declined (38362.53, -9.23), NASDAQ Composite Index decreased (17516.43, -39.60), Chicago Nikkei futures declined.
Traders Scale Back Bets On 50-Basis-Point September Rate Cut Ahead of Friday's Key Fed Inflation Gauge Data
Wall Street Today | Market Flat Despite Nvidia's Drop, Direction is Changing
Market Unbalanced After Nvidia Falls Thursday
'Meta's AI Assistant Wins Millions of Users in Challenge to ChatGPT' - The Information