HANGING IN LIKE A CHAMP MELISSA LEE. >> ALL RIGHT THANKS FOR WATCHING FAST MONEY MAD MONEY WITH JIM. Hey >> HEY I'M CRAMER. WELCOME TO MAD MONEY. WELCOME TO CRAMER ERICA. LET'S BE FRIENDS I'M JUST TRYING TO SAVE YOU SOME MONEY. I THINK IT WILL HURT THE PRICE TO EARNINGS MULTIPLES, WHAT WE PAY FOR A HOST OF STOCKS, CAUSING THEM TO DROP WITHOUT SEEMING, WELL, LET'S SAY ANYTHING BEING WRONG. SEE, YESTERDAY AN OUTFIT CALLED CITRINE RESEARCH AND ALOPECIA, TWO SOURCES I NEVER HEARD OF UNTIL TODAY, FRANKLY, PUT OU ...

In this articleNVDAJensen Huang, president and CEO of Nvidia, attends the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 21, 2026.Denis Balibouse | ReutersIt's been a tough start to the year for technology investors. Shares of seven of the eight trillion-dollar tech companies have notched losses so far.The lone exception is Nvidia. The chipmaker's stock is up 2.7% in 2026 as of Monday's close, while the Nasdaq has dropped more than 2.5%. Microsoft, Amazon and Tesla have all seen double ...

Meta Platforms(META.US)近日宣布，将部署算力规模达6吉瓦、基于AMD(AMD.US)处理器的数据中心 设备。这笔重磅交易标志着AMD在追赶英伟达(NVDA.US)的征途中取得关键胜利。 根据协议，Meta将从2026年下半年起，在五年内采购AMD专为AI模型设计的芯片及服务器设备。AMD 首席执行官苏姿丰透露，每吉瓦容量的交易金额将达"数百亿美元"级别。 作为合作条款之一，Meta将分阶段获得购买1.6亿股AMD股票的认股权证。当项目进度与AMD股价达到 特定里程碑时，这些权证将逐步生效，使Meta成为AMD的重要股东。 这笔交易是Meta持续扩张的最新举措。首席执行官马克.扎克伯格已将AI列为首要战略，承诺投入数千 亿美元"激进布局"算力基础设施建设。 上月，扎克伯格正式推出Meta Compute算力计划，致力于"在本十年内建设数十吉瓦算力，并逐步扩展 至数百吉瓦"，旨在构建超越竞争对手的战略优势，作为参考，1吉瓦算力大致相当于一座核电机组的发 电量，可满足约70万户家庭用电需求。 但Meta此次入股，显然押注AMD股价仍处于长期上涨初期。部分认股权证的生效条件为股价达到600美 元 ...

All three main indexes dropped more than 1% on Monday, with financials and software stocks among the worst hit as the fallout from Friday's U.S. Supreme Court ruling on Trump's Trump announced a temporary global tariff of 10% after Friday's ruling, which came into effect on Tuesday. He later said the levy would be 15%, but it was unclear when and if it would apply. "While the direct impact of tariffs may prove temporary from a monetary perspective, the lack of clarity regarding their duration and scope keep ...

All eyes will be on Nvidia (NASDAQ: NVDA) this week. The world's leading artificial intelligence (AI) chip designer is set to announce quarterly and fiscal 2026 earnings on Wednesday after the bell. It's among one of the final tech giants to report in this earnings season, one that has included many positive messages. AI powerhouses from Microsoft to Amazon have spoken of soaring demand from customers and delivered solid growth. This is as AI customers rush to get in on AI chips and other products and se ...

Group 1: AMD and Meta Deal - Advanced Micro Devices (AMD) has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years, allowing Meta to purchase as much as 10% of AMD [1][9] - AMD will supply six gigawatts' worth of chips to Meta, starting with one gigawatt of the forthcoming MI450 flagship hardware in the second half of this year [10] Group 2: OpenAI Partnerships - Amazon is considering an investment of around $10 billion in OpenAI, with discussions remaining fluid [1] - Walt Disney plans to invest $1 billion in OpenAI, allowing the use of its characters from franchises like Star Wars and Marvel in the Sora AI video generator [2] - OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors [3] - AMD has also agreed to supply AI chips to OpenAI in a multi-year deal, which includes an option for OpenAI to buy up to roughly 10% of AMD [4] - Nvidia is set to invest up to $100 billion in OpenAI and supply data center chips, establishing a financial stake in the company [5] - Oracle has signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over about five years [6] - CoreWeave signed a five-year contract worth $11.9 billion with OpenAI [7] Group 3: Stargate Datacenter Project - The Stargate project is a joint venture between SoftBank, OpenAI, and Oracle to build data centers, with an investment of up to $500 billion for AI infrastructure [8]

Core Insights - The article discusses the significant changes in the technology and internet sectors in 2025, highlighting the challenges faced by companies that were once in a high-growth phase, now transitioning to a more competitive environment [1][2]. Group 1: Company Performance - Moer Technology, a notable company in the A-share market, achieved a nearly 9-fold increase in stock price shortly after its IPO, with significant wealth accumulation for its founder Zhang Jianzhong [3][4]. - The company reported sales of 665 million CNY from its AI computing products, accounting for nearly 95% of total revenue, with a gross margin of 69.37% [26]. Group 2: Market Dynamics - The article emphasizes the shift in the competitive landscape, where only China and the U.S. remain as key players in the AI sector, sidelining other regions like the EU and Japan [26]. - The U.S. government's export restrictions on high-end AI GPUs have inadvertently benefited Moer Technology, as domestic AI companies are forced to seek alternatives [24][26]. Group 3: Leadership and Strategy - Zhang Jianzhong's background at NVIDIA, where he significantly increased the company's GPU market share in China, is highlighted as a key factor in his success with Moer Technology [8][13]. - The company aims to establish a new GPU architecture and ecosystem, distancing itself from NVIDIA, which is seen as a crucial step for its future growth [28][29].

Nvidia Stock Is Rising. Why Wall Street Is Bullish Ahead of Earnings. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Nvidia Stock Is Rising. Why Wall Street Is Bullish Ahead of Earnings.By [Alex Kozul-Wright]ShareResize---ReprintsIn this a ...

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc., displays an AMD Instinct MI455X GPU during the 2026 CES event in Las Vegas, Jan. 5, 2026.A week after Meta committed to using millions of Nvidia's processors to power its AI expansion, the social media company has inked another mammoth chip deal, this time with Advanced Micro Devices.Meta said on Tuesday that the multiyear deal with AMD involves deploying up to 6 gigawatts of the company's graphics processing units for AI data center ...

高盛表示，令投资者将们颇感意外的是，美股市场的金融股是净卖出规模最高的板块，而能源、医疗保 健与必需型消费品等长期以来的避险型防御板块的最新仓位则显示出现最大规模净买入。不过该机构未 将金融板块进一步细分为子类别。 "尽管从全球市场、美国以及欧洲市场的角度来看，半导体与软件之间的对冲基金仓位差距仍然非常极 端且严重拉伸，但这种轮动似乎放缓了，或出现了一些逆转，"摩根大通的这份报告显示。 该机构表示，在前一周遭遇创纪录规模的巨额抛售之后，美股市场的软件股标的确实出现了一些买盘净 回流，但未对该比较给出具体时间范围。 另一华尔街金融巨头高盛近日发布的客户投资说明则显示，从截至2月14日的当周之后，对冲基金投资 机构们的杠杆率有所上升，并接近一年以来的最高水平。与此同时，聚焦杠杆策略的对冲基金们杠杆率 回升接近一年高位，往往意味着一旦宏观/关税/地缘再出"显著噪音"，回撤也会更陡。 该客户说明称，全球股票市场的截至2月19日当周的最新净卖出规模已升至自美国总统唐纳德·特朗普去 年4月宣布一连串进口关税以来的最高水平。 智通财经APP获悉，华尔街金融巨头摩根大通(JPM.US)周二发给客户们的一份研究报告显示，有着" ...