Not even two full trading weeks into 2026 and the good news is already piling up for a slew of big name technology stocks. That brings benefits to investors engaged with the tech-heavy Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM). With the help of Apple news, Alphabet's market capitalization topped $4 trillion for the first time, making it the fourth U.S. company to accomplish that feat. The other three are Apple, Microsoft, and Nvida — all QQQ/QQQM holdings. Speaking of Microsoft, Goldman ...

The chip giant's stock has actually been an AI laggard lately, creating opportunity for investors. ...

A fresh look at global semiconductor supply chains is reshaping analyst views as hyperscaler demand accelerates and memory constraints tighten across the industry. • Advanced Micro Devices shares are climbing with conviction. What’s driving AMD stock higher?Hyperscalers Tighten Memory Supply, Prices RiseAfter a recent Asia trip, KeyBanc analyst John Vinh updated several semiconductor ratings and forecasts, pointing to hyperscaler-driven demand that is tightening memory supply and reshaping winners and loser ...

Shares of Nvidia ( NASDAQ: NVDA ) are also on the move after Wolfe reiterated an outperform rating on the stock. ...

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia's H200 AI chips under special circumstances, such as for university research, the Information ... ...

Group 1 - Nvidia has rebounded from a low point, with its stock price increasing by over 1% and reaching a new daily high, approaching $187 [1]

Core Viewpoint - The excitement surrounding Nvidia as a leading AI stock has diminished, with concerns that it is now "fully priced" and lacks potential for significant upside [1][2]. Group 1: Nvidia's Market Position - Nvidia is compared to having a "genius best friend" due to its advanced AI platforms, but the stock is perceived as lacking new growth potential [2]. - The stock has appreciated approximately 40% over the past year, coinciding with record highs in major indices like the S&P 500 and Dow Jones [3]. Group 2: Market Sentiment and Predictions - There is an expectation of a market correction, with a potential sell-off of 10% to 15% anticipated between March and May [4]. - The current market environment shows low volatility, and if it returns, Nvidia and similar stocks may be adversely affected [5]. Group 3: Competitive Landscape - Nvidia's position as the most valuable company is under scrutiny, with Google recently surpassing Apple and closing in on Nvidia's market cap, which is over $4 trillion [6].

本文源自：金融界AI电报 英伟达(NVDA.O)涨幅收窄至0.3%。 ...

Key Points AI investors remain bullish on AI stocks, with nine out of 10 planning to maintain or increase their positions. Nvidia has a 92% share of the GPU market and benefits from AI data center spending. Meta Platforms utilizes AI tools to enhance its ad business and increase user engagement on its platforms. 10 stocks we like better than Nvidia › Artificial intelligence (AI) has been a primary driver of stock market growth in recent years, and despite concerns about a bubble, investors remai ...

Key Takeaways NTRA collaborates with NVIDIA to speed development of a multimodal AI foundation model platform.NTRA will pair longitudinal in vivo data and ML models with NVIDIA computing to train large-scale AI systems.The partnership supports faster diagnoses, treatment decisions and growth in its data business.Natera (NTRA) recently announced a collaboration with NVIDIA (NVDA) to speed up the development of its multimodal AI foundation model platform and broaden its use across precision care. Natera will ...