Benzinga Bulls And Bears: Nvidia, Rivian, Plug Power, Palantir — And Dogecoin's 'Beautiful Bounce'
Another player in the lineup for the listing of domestic GPUs? Super unicorn Moore Thread completes stock reform over 24 billion.
①A knowledgeable source told the Star Market Daily reporter that Moor Thread has completed the shareholding reform, is preparing to go public, and may soon start the IPO guidance; ②Recently, domestic GPU unicorn ushered in an IPO wave.
Weekend Reading | Trump returns to the White House, how does the US election tear apart the entire Silicon Valley technology circle?
The technology sector is no longer a monolithic entity.
Jinglin's Q3 positions are out: selling microsoft, nvidia, adding 0.59 million shares of apple.
①The well-known Chinese private equity firm Jinglin Assets' Q3 holding value in the US stock market decreased to $3.15 billion, down from $3.79 billion; ②Jinglin Assets' Q3 reduced all of its top ten holdings, cleared multiple technology and pharmaceutical concept stocks, and the largest increase was 0.591 million shares of Apple Inc.
Salesforce Plans to Hire 1,000 to Help Market AI Agent Platform: Report
10 Information Technology Stocks Whale Activity In Today's Session
Bull market in US stocks is accelerating! S&P, Nasdaq hit new highs together, how long will the "Trump trade" last?
French Industrial Bank believes that 'Trump trades are at their peak', and U.S. cyclical trades should last at least until the inauguration day (January 20, 2025), while stocks dependent on Fed rate cuts, such as small-cap stocks, will need to be reassessed by then.
US Stock Outlook | The enthusiasm for the 'Trump trade' cools down! The market questions the difficulty of policy implementation; nvidia continues to rise before the market opens, refreshing the historical market cap of the US stock market
Is the demand for ai chips slowing down? taiwan semiconductor's sales in October increased by 29.2% year-on-year, the lowest growth rate since February; upstart's Q3 revenue was $0.162 billion, a 20% increase year-on-year.
Nvidia Names Ex-NASA Johnson Space Center Director to Board
Amazon Looking at Making Additional Investment in Anthropic: Report
Daily Options Recap | Large options bet of over a hundred million US dollars! Institutional investors collectively buy into nvidia; super micro computer rebounds by over 12%, with call options expiring in the money this Friday doubling in value.
Energy Transfer, the oil & gas pipeline company in the usa, revealed strong Q3 performance the day before yesterday, with options volume soaring to 2.75 million contracts and a call ratio of 99.4%.
The era of "Trump 2.0" has begun, and the technology industry may face huge changes! Who will be the biggest winner in the "Mag7"?
After Trump took office, multiple new policies are expected to be implemented. In the field of AI, Trump advocates for promoting the development of AI and relatively relaxed regulations. Meanwhile, the "Mag7" have deep layouts in the AI field, and this policy clearly has a positive impact on the development of the seven giants.
Is the demand for ai chips slowing down? Taiwan Semiconductor's sales in October increased by 29.2% year-on-year, the lowest growth rate since February.
taiwan semiconductor's sales in October were 314.24 billion new **** dollars, a year-on-year increase of 29.2%, significantly slower than the nearly 40% growth in September. Media reports point out that taiwan semiconductor's sales data in October sound the alarm for the resilience of demand for ai chips.
Nvidia's market cap exceeds 3.6 trillion US dollars, refreshing the history of the US stock market
Nvidia has refreshed the history of the U.S. stock market, becoming the first company in history with a market cap exceeding $3.6 trillion, also the company with the highest market cap globally. Nvidia's market cap has now exceeded the sum of eli lilly and co, walmart, jpmorgan, Visa, unitedhealth group, and Netflix's market cap.
The Biden administration is urgently pushing the "Chip Act" negotiations, aiming to secure a billion-dollar investment before Trump.
The Biden administration is accelerating negotiations on the "Chip Act" agreement with companies such as intel and Samsung Electronics, in order to consolidate the important achievements of its industrial policy before Trump returns to power.
Futu Morning Post | The Fed cut interest rates by 25 basis points as scheduled! The financial markets are all celebrating, with the S&P and Nasdaq hitting record highs; Chinese concept stocks are all booming! Foreign institutions believe it is a good time
USA inflation concerns resurface! Labor costs unexpectedly surged in the third quarter; Trump triggers a frenzy in ETFs, with risk asset ETFs attracting 16 times the daily average inflow; Nvidia's stock price hits a new high, with a total market value exceeding 3.65 trillion US dollars, receiving a "buy" rating reaffirmed by Goldman Sachs.
Wall Street Closes At Record Highs After Reassurance From Powell: Magnificent 7 Hit $17 Trillion, Treasury Yields Erase Post-Election Spike
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Chips Mostly Rise as Earnings Fly In; Qualcomm Gives up Gains
Nvidia to Limit Game Streaming Time on GeForce Now Instead of Hiking Fees