Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

NVIDIAÂ Corp. (NASDAQ:NVDA) continues to remain an industry leader and the most valuable company in the world. ...

从2022年底ChatGPT面世以来，背后的技术引擎英伟达真正走向台前，成为AI时代的重要缔造者之一。 美东时间10月29日美股收盘，英伟达股价上涨2.99%至207美元/股，总市值高达5.03万亿美元；"黄教 主"的身价也水涨船高，截至10月29日，英伟达创始人兼CEO黄仁勋位列福布斯富豪榜第八。 两年前，英伟达的市值还不到1万亿美元，随后开启涨涨涨模式。2023年6月突破1万亿美元大关，不到 一年时间，2024年3月，突破2万亿美元。当年6月，市值直接飚到3万亿美元，从2万亿美元到3万亿美 元，英伟达仅用时3个月。从3万亿美元到4万亿美元，英伟达又用了一年左右的时间。 而不到4个月前的7月9日，英伟达市值刚刚超4万亿美元，现在它的体量已经超过2024年德国、日本的 GDP。 与此同时，AI泡沫的声音一直伴随，黄仁勋用超预期的数据来回应。就在前一天，英伟达在华盛顿举 行了GTC(GPU技术大会)，黄仁勋的主题演讲成为这场历史性突破的催化剂。 这场演讲到底有什么魔力？演讲中，黄仁勋再次强调摩尔定律(Moore's Law)已正式终结。当前是一个AI 算力需求呈双重指数级增长的时代，更是一场新的算力竞赛起点。 ...

Key Takeaways Joby teams with NVIDIA as the exclusive aviation launch partner for the new IGX Thor platform.The collaboration advances Joby's Superpilot system toward certifiable autonomous flight functions.JOBY stock surged over 9% after the NVIDIA deal, easing pressure from recent underperformance.Joby Aviation (JOBY) announced a groundbreaking collaboration with NVIDIA (NVDA) , becoming the exclusive aviation launch partner for the newly introduced NVIDIA IGX Thor platform. Built on the powerful NVIDIA B ...

10月30日，商务部新闻发言人就中美吉隆坡经贸磋商联合安排答记者问时表示，中美经贸团队通过吉隆坡磋商，达成的成果共识主要有以下几方面： 一、美方将取消针对中国商品（包括香港特别行政区和澳门特别行政区商品）加征的10%所谓"芬太尼关税"，对中国商品（包括香港特别行政区和澳门特 别行政区商品）加征的24%对等关税将继续暂停一年。中方将相应调整针对美方上述关税的反制措施。双方同意继续延长部分关税排除措施。 二、美方将暂停实施其9月29日公布的出口管制50%穿透性规则一年。中方将暂停实施10月9日公布的相关出口管制等措施一年，并将研究细化具体方案。 今日财讯要览 1 中美吉隆坡磋商达成多方面成果共识 三、美方将暂停实施其对华海事、物流和造船业301调查措施一年。美方暂停实施相关措施后，中方也将相应暂停实施针对美方的反制措施一年。 此外，双方还就芬太尼禁毒合作、扩大农产品贸易、相关企业个案处理等问题达成共识。双方进一步确认了马德里经贸磋商成果，美方在投资等领域作出 积极承诺，中方将与美方妥善解决TikTok相关问题。 2 免税店政策11月1日起升级 财政部、商务部、文化和旅游部、海关总署、税务总局印发通知，明确自202 ...

NVIDIA Corp.‘s (NASDAQ:NVDA) market cap just did what no company in history has: crossed the $5 trillion threshold, and ETF investors are racing to catch the wave. The milestone, fueled by blockbuster AI deals and surging chip demand, has turned semiconductor ETFs into the hottest trade in town.Nvidia is up in double digits in the past 5 days. Track its prices in real time.ETFs Riding The Nvidia SupercycleThe rally has rippled across funds with heavy Nvidia exposure. The VanEck Semiconductor ETF (NASDAQ:SMH ...

Play offense in bull markets.Most investors fail to take real advantage of the types of moves we’ve seen this year for one simple reason: they’re not bullish enough.That’s because we remain in the midst of one of the most important technological revolutions of our time. And the AI boom is (and will continue to be) backed by corporate earnings, which as we know, are one of the most important drivers of stock market returns over time.Back in the late ‘90s, the dot-com bubble portrayed several alarming charact ...

The semiconductor rally has gone from hot to overheated. Chip-stocks-tracking VanEck Semiconductor ETF (NASDAQ:SMH) is now stretched far above its 200-day moving average — the widest gap since July 2024, right before chip stocks cratered 30% in a matter of weeks.Track SMH ETF here.Chart created using Benzinga ProDeja Vu For AI BullsBack then, the euphoria was also AI-fueled — Nvidia Corp (NASDAQ:NVDA) was breaking records, and every chipmaker was suddenly a "picks-and-shovels" play on artificial intelligenc ...

All right, good Thursday morning. We made it almost from Yahoo Finance New York City headquarter studios. I'm Yo Finance executive editor Brian Saz.You can see the opening bells on Wall Street doing their thing. They're ringing and I have a powerp packed 30 minutes for you today. Fresh with the no BS analysis on big tech earnings from Microsoft, Alphabet, and Meta that you are craving.I think all three of these quarters reaffirm the bullish AI investment thesis and investors are going to have to just deal w ...

格隆汇10月30日｜英伟达持仓股Coreweave宣布收购Marimo，以统一生成式AI开发者的工作流程。交易 条款未披露。 ...