Nvidia became the first company to reach a $5 trillion dollar market cap. We speak to Wall Street insiders about the company's record climb, the outlook for the stock, what it means for the future of AI and the rest of the tech sector. #Nvidia #stocks #AI #tech #investing About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest n ...

We've taken China out of our forecast. We're currently assuming China is going to be 0% of our business. And if it comes back, if President Trump was able to negotiate um or if China would like us to come back to to China, um it's going to be a huge bonus for us.I have 100% confidence in President Trump's ability to cut a great deal for America. ...

Industry Trend & Wealth Gap - Hollywood reflects America's widening wealth gap, indicating potential instability even with success [1] - The rise of AI and shrinking job opportunities contribute to financial anxieties within the industry [1] - Significant debt levels exacerbate financial instability [1] Intellectual Property - Creating intellectual property is highlighted as a potentially smart financial strategy [1] Media & Platform - The "Living Not So Fabulously" podcast and video series explores these financial themes [1] - Yahoo Finance provides resources for managing personal finances, including stock data and market news [1] - Yahoo Finance can be found on various social media platforms, including X, Instagram, TikTok, Facebook, and LinkedIn [1]

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. The business of pushing your physical max is lucrative. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with HYROX co-founder and CEO Christian Toetzke. HYROX was co-founded by Toetzke in 2017 and has grown rapidly ever since. The fitness competition isn’t for the week of mind and heart, and will test one’s endurance. That’s likely why alphas and the average Joe ...

Corporate Structure & Valuation - OpenAI has completed its recapitalization, simplifying its corporate structure with the non-profit remaining under the control of the for-profit entity [1] - The for-profit entity is valued at approximately $130 billion [1] - Microsoft will acquire a 27% stake in the for-profit entity, implying a value of $35.1 billion for the stake [1] - The non-profit will be renamed the OpenAI Foundation [2] Strategic Partnership & Technology - OpenAI has committed to purchasing $250 billion worth of Azure services from Microsoft [2] - Microsoft retains some IP rights and Azure exclusivity until the achievement of artificial general intelligence (AGI) [2]

Industry Perspective - The software industry has evolved from creating tools to leveraging AI as a workforce [1] - AI is not just a tool, but a worker capable of using tools, marking a significant shift [1] - The AI sector's potential surpasses the limitations of the traditional tools industry [1]

Key Themes for Investors - Big Tech earnings season is approaching, with companies like Amazon, Microsoft, Alphabet, Meta, and Apple reporting quarterly results [1] - Investors should watch key themes including AI, stock valuations, and layoffs [1] Companies Mentioned - Companies to watch: Amazon, Microsoft, Alphabet, Meta, and Apple [1] Yahoo Finance Resources - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, and advanced tools [1] - Yahoo Finance offers an app available on Apple (https://applecom/3Rten0R) and Android (https://bitly/3t8UnXO) [1] - Stay connected with Yahoo Finance on social media platforms like X, Instagram, TikTok, Facebook, and LinkedIn [1]

AI Market & Nvidia's Position - Nvidia CEO Jensen Wong announced partnerships with Uber, Crowdstrike, and the Department of Energy at the GTC conference [1] - Nvidia is partnering with the Department of Energy to build seven new AI supercomputers [1] - Jensen Wong stated Nvidia has line of sight to $500 billion in revenue for Blackwell Rubin through the end of 2026 [5] - Nvidia invests $1 billion in Nokia to accelerate Nokia software for 5G and 6G networks [7] - Nvidia's market cap is closely approaching the $5 trillion mark, having hit $4 trillion in July [15] Partnerships & Collaborations - Partnerships with CrowdStrike, Palantir, and Service Now represent commitments to consume massive amounts of AI and GPUs [5] - Nvidia's chips will be used to accelerate Nokia software for 5G and 6G networks [7] - Lily will take 1,000 GPUs to work on drug discovery [14] - The Department of Energy is building seven supercomputers, including one with 10,000 GPUs, using Nvidia technology [14] Industry Trends & Future Outlook - The AI sector is experiencing a boom, with companies willing to spend money to get value from AI [6] - AI working with 5G and 6G communications technologies can improve connectivity and energy efficiency [9] - Cloud companies like Microsoft, Amazon, and Alphabet are expected to show growth in AI consumption by enterprises and government entities [10] - The US is currently ahead in AI and chip technology but needs continued investment and immigration to maintain its lead [14]

AI Development & Cost Reduction - AI 经过 15 年发展，已进入虚拟循环阶段 [1] - 行业需要降低 AI 成本，以改善用户体验，加快 AI 响应速度 [2][3] - 降低成本能促进 AI 智能化，吸引更多用户，维持虚拟循环 [2][3] Virtual Cycle Mechanism - 使用越多，利润越高；利润越高，算力投入越多 [2] - 更多算力投入 AI 工厂，AI 变得更智能，更多人使用，更多应用被开发，更多问题被解决 [2] - 虚拟循环正在加速运转 [2] Nvidia's Achievement - 英伟达（Nvidia）在 30 年后实现了虚拟循环 [1]

Mergers and Acquisitions (M&A) Trends - M&A deal volume is up approximately 9% year-over-year, and deal value is up about 36% year-over-year [4] - The technology sector accounts for about one-third of M&A deals, followed by oil and gas, and life sciences [6] - The industry anticipates a roughly 3% year-over-year increase in deal-making activity, with private equity potentially seeing a 5% increase [13] - Artificial Intelligence (AI) is a significant driver in technology deals [15] Market and Economic Factors - Capital markets are strong, with the S&P 500 expected to end the year at its highest since 2009 [5] - The market anticipates the cost of capital potentially decreasing by approximately 100 basis points over the next 12 months [5][12] - Regulatory bodies are perceived as more M&A-friendly compared to the previous administration, although this is tempered by a rising unemployment rate and moderate GDP growth [6] - The bid-ask gap in deal valuations is narrowing as private equity firms seek to deploy capital and adjust their selling prices [9][10][11][12] Stock Market Performance - Nvidia's market capitalization is nearing $5 trillion [19][20] - The S&P 500 is up 17% this year, but there's a divergence between the traditional market cap weighted index and the equal weighted index, indicating concentrated market participation [23] - Gold prices experienced a crash after reaching all-time highs, with central bank buying being a key factor in the previous surge [26][28] - The market is pricing in rate cuts, with the 13-week T-bill yield already reflecting expectations below the Fed's target range of 4% to 425% [33][34] SNAP Benefits and Economic Impact - A potential freeze on SNAP benefits could result in an average loss of $335 for participating families in Michigan [39] - Approximately 42 million Americans participate in the SNAP program, representing about 12% of the population [41] - The potential loss of SNAP benefits, totaling around $8 billion nationwide, could negatively impact food retailers and lead to increased food insecurity, affecting health and economic stability [40][47]