A preview in one image | Strongly bullish on the performance before earnings! nvidia's earnings are coming next week, and Blackwell may become a catalyst for the stock price. Will it lead the US stock market to continue its frenzy?
According to Bloomberg consensus estimates, as nvidia's most critical business - datacenter is expected to achieve revenue of 29.083 billion USD, a year-on-year increase of 100.38%. This indicates that the share of this business in the company's revenue is expected to continue to expand to 88.06%, compared to 87.5% in the last quarter.
Bullish on the AI leader! Applied Digital soared over 4% in pre-market trading, nvidia announced it holds about 3% of the shares.
Applied Digital's pre-market surge exceeded 4%, with filings showing that nvidia holds about 3% of the company's shares. The company focuses on the design and operation of datacenters, aiming to support high-performance computing and ai applications, with first-quarter revenue increasing by 67% year-on-year.
Nvidia clearly explains their understanding and layout of AI here.
Huang Renxun believes that in the future, AI will develop in two directions: the scalability and multimodality of capabilities, as well as the application of the "Cambrian Explosion." Future AI agents and robotics technology will be the two most popular forms of artificial intelligence in the future. Nvidia's future layout focuses on AI technology and ecosystem cooperation, enhancing CPUs through accelerated computing and GPU, providing rich software and library support for AI development, and promoting the new industrial revolution through enterprise cooperation, enabling every company to produce its own AI.
The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.
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Bridgewater Q3 shareholding report: significantly reduced shareholding in nvidia and other technology stocks, slightly reduced shareholding in pdd holdings.
①The total market value of Bridgewater, the world's largest hedge fund, in the third quarter was $17.7 billion, a decrease of 7.8% compared to the previous quarter. 79 new symbols were added, 260 positions were increased, 183 were cleared, and 428 shareholdings were reduced. ②In the third quarter, Bridgewater significantly reduced its shareholdings of technology stocks such as Nvidia, Meta, Microsoft, and Amazon, but increased its holdings of Apple by 0.562 million shares, with an increase of 119.86%.
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
Pershing Square Capital's Q3 2024 13F Filing Reveals Reduced Stakes In Hilton Worldwide By 18% To 7.37M Shares, Chipotle Mexican Grill By 8%, Restaurant Brands Intl By 1% To 23.0M Shares, And Alphabet Class C And Class A By 9%
Nvidia 13F Shows Increased Value In Serve Robotics Inc By 308% From 7,267,714 Dollars To 29,629,912 Dollars; Increased Value In SoundHound AI By 18% From 6,836,988 Dollars To 8,065,915 Dollars. Stakes Stayed the Same.
Third Point 13F Shows Exited Position In Alphabet, Previously Holding 1,980,000 Shares; American Intl Group, Previously Holding 3,450,000 Shares; Verizon Communications, Previously Holding 4,675,000 Shares; Uber Technologies Inc, Previously Holding...
U.S. stocks closed: Powell suppressed rate cut expectations, the three major indexes accelerated their decline in the last minutes.
1. China concept stocks were generally down, with the Nasdaq Golden Dragon Index falling by 1.81%; 2. The Trump transition team is planning to cancel the $7,500 tax credit for electric autos; 3. Ford was fined $0.165 billion for failing to comply with recall requests; 4. Blackrock aggressively bought Apple in Q3 and continued to increase its shareholding in the 'Big Seven' companies.
Whale Rock Capital Dumps Apple, Adds Applied Optoelectronics, Among Q3 Trades
13F Shows Nvidia Corp Added Stake In Applied Digital Corp With 7,716,050 Shares
Subject to strict regulation like Wall Street? Google caught the attention of the American 'Financial Industry Consumer Association'.
If the Consumer Financial Protection Bureau (CFPB) of the usa truly places Google under direct federal oversight, Google will be subject to the same strict monitoring as banks and other financial institutions. The CFPB also seeks to develop a set of more comprehensive regulations that apply to the entire technology industry.
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