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'.
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.
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.
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
Xbox Co-Founder Joins Amazon To Work On Devices, Services: 'Too Early To Have Anything To Say'
Wells Fargo's 'Core' Stocks: GOOGL, HD, KO, and More
10 Information Technology Stocks Whale Activity In Today's Session
Advanced Micro Devices Analyst Ratings
Salesforce Rises as Baird Makes It Top Large-cap Software Pick
Apple Analyst Ratings
Nvidia chips are hot, Huang Renxun reveals that Blackwell's demand is 'too crazy'.
①Huang Renxun's latest statement, the external demand for the company's next-generation ai chip Blackwell is "too crazy"; ②Huang Renxun said, nvidia plans to update its AI platform annually to improve performance by two to three times.
What's Going On With Nvidia Stock?
Broadcom Unusual Options Activity
Oracle Vs. Salesforce: Cloud Wars Heat Up, Stocks Take Off
Rezolve AI Shares Surge On Microsoft Partnership Announcement: What You Need To Know
Opera Among Group Complaining to European Commission Over Microsoft Edge: Report