This year has been a pretty wild ride for the stock market so far. Both Nvidia (NVDA +1.95%) and Alphabet (GOOG +0.14%)(GOOGL +0.14%) are down this year.Alphabet has tumbled 6.6% this year while Nvidia is down 6.38%.You might think this looks like a good buying opportunity, and you'd be right. But which dip should you consider buying? Spelling it outAlphabet looks like the stronger of the two from where I'm standing. Financially, both companies are doing quite well, but Alphabet is in the stronger position ...

2026 年 03 月 25 日 GPT-5.4mini 与 nano 轻量登场，SkyReels-V4 登顶全球 AI 视频大模型榜首 —计算机行业周报 推荐(维持) 投资要点 相关研究 1、《（Netflix）：25Q4 业绩稳健 兑现，内容与广告双轮驱动，平台 化变现能力持续增强》2026-03-23 2、《微软（Microsoft）：云与 AI 维持高景气，Azure 持续强势》 2026-03-22 3、《计算机行业周报：OpenClaw 连 续版本更新，英伟达联合谢赛宁团 队发布 TMD 框架》2026-03-17 ▌算力：算力租赁价格平稳，SkyReels-V4 登顶全球 AI 视频大模型榜首 2026 年 3 月，昆仑万维旗下 SkyReels-V4AI 视频大模型，在 业内权威第三方评测平台 ArtificialAnalysis 的文生视频全 球榜单中登顶第一，超越 OpenAISora2、GoogleVeo3.1 等国 际顶尖模型。该模型完成全模态强化学习体系升级，新增多 帧参考等核心能力，大幅提升长视频生成稳定性。 ▌AI 应用：Discord 周访问量环比+2.09%，GPT- 5.4 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：华夏时报 据智通财经，英伟达CEO黄仁勋，近日罕见谈论生死。 当地时间3月24日，美国播客主持人莱克斯·弗里德曼（Lex Fridman）放出了一期与黄仁勋的对谈节目。 在这场长达两个半小时的对谈中，除了常见的英伟达、芯片与AI话题以外，黄仁勋还分享了对于死亡 以及接班人的一些观点。 在节目接近尾声时，弗里德曼问黄仁勋是否会害怕死亡。黄仁勋回应道："我真的不想死。我的生活很 美好，有一个幸福的家庭，还有非常重要的工作要做．．．．．．英伟达是世界上最具影响力的科技公 司之一。当然，有些问题很实际。关于接班计划，我曾公开表示不信任接班计划。并不是因为我不会 死，而是如果你为此焦虑不已，还不如把问题拆解、回到当下。如果你关心公司在你之后的未来，那就 应该在今天尽可能频繁、持续地传授知识、信息、洞察力、技能和经验。" 黄仁勋进一步表示："这就是为什么我总是当着团队的面分析所有事情。每一次会议都在进行分析，我 在公司内外的每一刻都尽我所能，将知识传递给他人．．．．．．我不断地传递知识、提升我周围每个 人的能力，我所希望的结果，是我可以在岗位 ...

Last week was always going to be a big week for Nvidia ( NVDA ) and its ecosystem with the GTC26 event, but also for Micron ( MU ), which is one of theUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Utt ...

Don't Hesitate! Take advantage of the 2-week free trial and receive this limited-time 10% discount with your subscription. Sign up now and start beating the market today!Why did the S&P 500 "SPX" ( SP500 ) and the Nasdaq 100 ( NDX ) futures surge by approximately 4% in pre-market on Monday morning? And why did Oil prices crater?Hi, I’m Victor Dergunov, MBA, and I’ve been an active investor for over 20 years. My passion for investing started early, and I’ve spent two decades honing strategies that consistent ...

I’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually handed-out buy or sell decisions. While I acknowledge that sentiment and technicals matter — and that today’s algorithm-driven investment environment often prioritizes them over fundamentals — I’m st ...

The U.S. stock market experienced a day of cautious trading and moderate volatility on Wednesday, March 25, 2026, as investors balanced the anticipation of blockbuster tech earnings against a backdrop of persistent "higher-for-longer" interest rate concerns. While the major indexes spent much of the session searching for direction, the release of the Federal Open Market Committee (FOMC) minutes in the afternoon injected a dose of hawkishness that pressured equities heading into the final hour of trade.Major ...

GAMR Rebalance Highlights Gaming Stock Rotation | ETF Trends The Amplify Video Game Leaders ETF (GAMR)hit the reset button this March. With 22 constituent adjustments, the rebalance goes beyond just routine maintenance. It's a tactical recalibration designed to capture a shifting global landscape and lean back into core gaming fundamentals. A Shift to Local Listings One of the most notable moves in the rebalance is the swapping out the U.S.-listed shares of NetEase, Inc. (NTES)in favor of the Hong Kong-list ...

U.S. equity markets posted strong gains on Wednesday, March 25, 2026, as investors reacted with optimism to reports of a potential diplomatic breakthrough in the Middle East. The rally was fueled by news that the U.S. administration has delivered a comprehensive 15-point peace proposal to Tehran, aiming to de-escalate the ongoing conflict that has rattled global markets for weeks. This development triggered a significant "risk-on" sentiment, leading to a sharp decline in energy prices and a broad-based reco ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...