Nasdaq, S&P, Dow Futures Tread Cautiously With All Attention on Nvidia
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Global Stock Indices Mixed Ahead of NVIDIA Results
Apple and Bati Telecom reached a heavy cooperation, trying to get a bigger share in the media streaming market in India!
①Apple is currently collaborating with the telecommunication giant Bharti Telecom in India to provide free music and video streaming services for the latter's high-end customers; ②This move will allow Apple to reach out to the world's largest population of online entertainment consumers; ③Bharti Telecom will announce new subscription fee plans in the coming days.
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Turbulence or celebration? The market will welcome "nvidia time" tomorrow morning!
It is widely expected in the market that Nvidia's Q2 revenue will double year-on-year. Morgan Stanley said that if Nvidia's revenue exceeds expectations, it may drive AI stocks to rise by 3-15%; otherwise, it may cause the market to collapse. However, what really affects the stock is whether the company can alleviate concerns about the delay of Blackwell.
Apple rare layoffs! The service department is reported to have fired about 100 people, involving teams such as Apple Books.
①According to insider sources, on Tuesday (US East Coast Time), Apple Company unusually laid off about 100 employees in its digital services division, indicating that Apple is undergoing a strategic adjustment of its business focus; ②Since the beginning of 2024, Apple has already conducted at least four rounds of layoffs.
With the heavyweight financial report coming, Nvidia's pre-market trading is slightly up, and European stocks are opening higher.
On Wednesday, after-market trading, Nvidia will release its Q2 financial report, which will affect the entire stock market. In pre-market trading, index futures are relatively stable, with Nvidia rising by 0.11%. Super Micro Computer fell by about 2% in pre-market trading after being targeted for short-selling.
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How big is the impact of nvidia? Well-known investor: If you don't hold it, you will miss the revolution!
①Renowned investor Ross Gerber says, "If you don't hold its stocks, you'll miss a revolution."; ②Gerber believes that those who don't invest in nvidia are like people who "didn't invest in Napoleon during the French Revolution."
Nvidia's financial report anticipates precision sniping? This unicorn is aggressively entering the field of AI reasoning and achieving the world's fastest speed without using HBM.
① Cerebras has released an AI inference service that is claimed to be the fastest in the world, based on its own chip computing system; ② Cerebras embeds memory directly into its massive chips, resulting in large on-chip memory and extremely high memory bandwidth.
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Will AI bring new demands? IDC raises the global smart phone shipment forecast for the whole year.
On Tuesday, Eastern Time, the authoritative research company International Data Corporation (IDC) raised its forecast for global smart phone shipments, stating that with the recovery of consumer electronics demand, the generation artificial intelligence (GenAI) functionality is attracting more buyers, and smart phone shipments in the first half of this year will show strong growth.
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