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Proshares Ultra S&P500 Newsroom
nvidia's stock fell more than 3% in pre-market trading, with reports of overheating issues with the Blackwell chip potentially delaying delivery, and the company will face a "big test" with its earnings report this week.
Recently, there were reports that nvidia's new generation Blackwell ai chip was found to have overheating issues, causing concerns for nvidia's main clients such as Google, microsoft, Meta, etc. They will not have enough time to deploy and start up new datacenters. In response to this, an nvidia spokesperson stated that the company is closely collaborating with cloud computing service providers to design adjustments as part of the normal research and development process.
Here's When Google Gemini Could Be Integrated With Apple Intelligence
As US bond yields soar, how much longer can the US stock market party last?
Currently, there are no signs of a bear market in the US stock market, but the surging yields on US Treasury bonds may become a turning point for the situation. Bank of America Merrill Lynch states that when the 10-year US Treasury yield exceeds 5%, investors tend to shift from the stock market to the bond market, limiting the rise of US stocks. This yield has climbed by 80 basis points since mid-September, although the bank indicates that the current interest rate risk is manageable.
nvidia faces a heated challenge: Blackwell GPU overheating triggers delivery delay crisis.
As the Blackwell GPU is about to be released on the market, nvidia has encountered a new technical challenge: it is reported that this AI core product is experiencing severe overheating issues in high-density servers.
Dow Tumbles Over 300 Points Following Economic Reports, Nvidia, Microsoft Decline: Fear & Greed Index Moves To 'Neutral' Zone
Asia Markets Mixed, BOJ's Ueda Offers Few Rate Hints; Eyes on LPR Decision and Nvidia Results
Steve Jobs's lingering regret is about to be realized? Renowned informant: Apple-branded television is in the works.
① Apple is considering launching its own brand of television after releasing asia vets display products; ② Apple released the Macintosh TV television as early as 1993, but it was taken off the market after just five months.
Earnings Week Ahead: NVDA, WMT, SNOW, TGT, BIDU, NIO, ZIM, and More
The second largest net inflow of capital since 2008! Investors go all in on US stocks
According to EPFR data, in the week up to last Wednesday, US stock etf and mutual funds attracted nearly 56 billion dollars in inflow, marking the second largest weekly inflow record since 2008. These funds have attracted inflow for seven consecutive months, marking the longest duration since 2021.
Are good days coming? American technology companies are looking forward to Trump 2.0, which will be crucial in reducing regulations.
①With Trump winning the election, many American technology company executives feel excited because Trump's victory means that the United States' fiscal spending is expected to increase, trade regulations will be relaxed, which is crucial for technology enterprises; ②Although Trump's anti-monopoly agenda is still uncertain, people seem to be increasingly optimistic that compared to Biden, he will take a less interventionist approach towards giant monopolies.
After the AI craze of "empty steps" led to a sharp drop in stock prices, Samsung's $7 billion buyback helped the stock price rebound significantly.
Samsung's stock price soared due to a $7 billion share buyback plan, after the company missed the ai frenzy due to slow progress in HBM development; jpmorgan stated that management is actively taking steps to support the stock price.
Investors are betting on a rise in US stocks! Analysts warn: the market is dangerously optimistic.
The animal spirits of U.S. stock investors are exceptionally active, but analysts indicate that the "market has become very expensive."
China International Capital Corporation: Trump 2.0 accelerates economic recovery, with ckh holdings and small cap styles favored.
The recovery of the fundamentals will continue to drive the cyclical sectors such as discretionary consumer goods, capital goods, and raw materials, and before the implementation of Trump's tariffs, it will be bullish for the relevant domestic export sectors (seizing exports).
Nvidia's Blackwell Chips Are Extra Toasty, Server Overheating Issues Impact Meta, Microsoft And Elon Musk's XAI
Trump's trade vs. Powell's panic: How will the global market decide this week?
①After the risk assets went crazy following the election, investors in the US stock market finally began to calm down last week; ②Fed Chairman Powell seems to be intentionally slowing down the pace of interest rate cuts, which has cooled the excitement generated by the 'Trump trade'.
Express News | U.S. stock market overnight: super micro computer surged 21%, tesla rose over 3%.
A new round of trade war dubbed "Trump 2.0" may trigger global economic turmoil! However, Wall Street firmly believes that U.S. stocks will never decline.
Trump's "scorecard" is the s&p 500 index, which is the biggest hope for bullish strength in Wall Street; Strategists generally say that the next USA president will not at least harm the market with economic plans.
Before nvidia's third quarter report is released this week, bad news has surfaced...
①According to the media reports, nvidia's new generation Blackwell ai chip will be delayed due to overheating issues, which will affect customers such as Google and microsoft in deploying new datacenters. ②Nvidia will release its third quarter report this Wednesday local time, which will also be its first financial report after being included in the Dow.
The nvidia Blackwell chip has "heating issues," raising concerns among customers.
nvidia Blackwell is facing challenges of overheating, requiring a redesign of the framework which may lead to customer delays. Some customers are starting to shift towards purchasing more Hopper chips, this will boost nvidia's short-term earnings, but it is not a good sign for long-term revenue growth.
Futu Morning Post | Suspense Rising Again? Risk of no rate cut by the Fed in December increases, US bonds erase gains for 2024; Foreign giants are making moves! Chinese concept stocks become new targets for additional investment.
BoA's Hartnett: Investment market turning point before inauguration in January, allocating to US bonds, Chinese and European stock markets, gold; 'Most lethal' US Health Secretary nominee, vaccine stocks plummeting for consecutive days; DJT's major shareholder perfect timing to completely reduce shareholding, missing out on 'sudden fortune and wealth'.