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XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF Newsroom
Needham Maintains Buy on Applied Mat, Lowers Price Target to $225
Applied Mat Analyst Ratings
Nvidia Discloses New Stake in Applied Digital; Maintains Arm Holdings, SoundHound Stakes
Biggest Stock Movers Today: AMAT, DPZ, ASTS, and More
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.
Why Domino's Pizza Shares Are Trading Higher By Around 8%; Here Are 20 Stocks Moving Premarket
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.
Applied Materials in Charts: FQ4 Sales in China Drop ~28%, While U.S. Sales Jump Y/Y
Druckenmiller made significant portfolio changes in the third quarter: initiated positions in bank of america and broadcom, continued to increase holdings in the top position Natera.
Natera's position increased significantly by 80.61% compared to the previous quarter. Drew Ken Miller also opened new positions in broadcom, bank stocks, and pharmaceutical stocks, while clearing positions in News Corporation and telecommunications company Liberty Global, and reducing shareholding in microsoft.
The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
Alibaba, Applied Materials And 3 Stocks To Watch Heading Into Friday
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%.
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
Third Point Hedge Fund Buys Tesla, Dumps Micron
Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3
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.
Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks