The largest decline in four months! NVIDIA launched new products at CES and Huang Renxun delivered a stunning speech, why did the stock price still fall?
NVIDIA's release at CES has instilled optimism about the long-term prospects, but has not met investors' expectations for short-term bullish news; there is little detail provided about the highly profitable AI Chip, and there is a lack of more specific progress on the Blackwell chip. After reaching a historic high on Monday, the stock price's retreat seems like a "buy the rumor, sell the news" reaction.
NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
Express News | Stocks related to Quantum Computing collectively declined before the market opened. NVIDIA CEO Jensen Huang stated that practical applications of quantum computers will likely take at least 15 years to be realized.
NVIDIA's flash crash! The "Technology Spring Festival Gala" shows no short-term Bullish prospects, and traders are heavily selling Call Options.
Traders abandon bullish options bets as NVIDIA's stock price declines.
Samsung's Preliminary Q4 Profit Rises 130% Y/Y, but Misses Estimates
GIGABYTE Presenta Una Diversa Línea De Ordenadores Con IA Con El Innovador GiMATE AI Agent En CES 2025
These Stocks Are Moving the Most Today: Nvidia, Palantir, Tesla, Rigetti Computing, and More -- Barrons.com
Stocks to Watch Wednesday: Moderna, Nvidia, Albertsons, Flutter -- WSJ
How Does NVIDIA Stack Up Against Palantir in the AI Investment Race?
Daily Options Tracking | NVIDIA fell 6% after the CES press conference! A large investor bought Call options worth 12.62 million dollars, bullish against the trend; trading volume of options on China Large Cap stock ETFs surged, with a concentration of op
Bitcoin has fallen to $97,000, with "whale" MSTR dropping nearly 10%, and several Put Options with strike prices around $340 have more than doubled overnight this Friday.
Samsung Electronics wraps up the fourth quarter report with poor results! The AI Chip received "NVIDIA certification," but it remains a difficult hurdle to overcome.
① On Wednesday, January 8, Samsung Electronics reported that both its fourth-quarter sales and operating profit fell short of expectations; ② Contributing factors include: lagging AI Chips, rising research and development costs, a slowdown in traditional memory chip demand, setbacks in the non-memory chip business, and declining mobile device revenue; ③ NVIDIA's CEO Jensen Huang stated that Samsung is working hard to design new HBM chips and is confident that Samsung will overcome these challenges.
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
Prediction: This 1 Artificial Intelligence Development Will Be a Once-in-a-Generation Opportunity for Nvidia
Express News | Shares of Quantum-Computing Firms Fall Premarket as Nvidia CEO Says Technology Is Years Away
NVIDIA responds directly: What makes GPUs stronger than ASICs?
NVIDIA believes that commercial GPUs have a platform advantage, while custom ASICs are only suitable for specific applications, resulting in limited scale and scope of application. In the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and Software support will provide Global support in a way that custom ASICs cannot achieve.
S&P 500 Down Over 1% As Nvidia, Tesla Tumble: Greed Index Remains In 'Fear' Zone
Active Funds have once again underperformed Large Cap, has the investors' "stock picking dream" been shattered?
In 2024, actively managed Large Cap Funds have once again been left behind by the Index. Can the stock-picking skills of renowned fund managers break through the monopoly of "Technology giants"?
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
MediaTek, Nvidia to Design Chip for AI Super Computers
Track Hyper | Apple launches AR glasses: domestic companies are gearing up.
The company's share of AR glasses-related products is still quite small, but the direction is correct.