AI application stocks shine with outstanding performance breaking through concerns about capital expenditures! Is it once again a good investment opportunity for the AI sector?
Recently, companies including AppLovin, Palantir, Innodata, Shopify, and Duolingo, after announcing their performance, their stock prices continued to rise, prompting the market to once again focus on the investment opportunities of AI concept stocks.
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.
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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.
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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.
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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.
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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%.
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'.
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Companies such as Xiaomi, pdd holdings, Xiaopeng autos, and Kuaishou will also gradually release their reports.
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