A new congressional trading form filed by Congresswoman Nancy Pelosi disclosed that she has adjusted her portfolio, including updates to her positions in Nvidia (NVDA), Apple (AAPL), and Alphabet (GOOG) (GOOGL). According to the form, the Congresswoman representing the 11th ...

（文章来源：央视新闻） 微软发布最新人工智能芯片，旨在减少对英伟达的依赖。 ...

Call it the grand rotation. After several years of tech giants getting bigger and bigger market caps and dominating the makeup of the S&P 500 (^GSPC) like never before, a different dynamic has emerged in 2026. The weight of the top 10 stocks in the S&P 500 has recently seen some "major deterioration" relative to the rest of the stock market, RBC Capital Markets strategist Lori Calvasina pointed out. The top 10 stocks in the S&P 500 by weight are Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Amazon (AMZ ...

Core Insights - Microsoft has launched the second generation of its proprietary artificial intelligence chip, aiming to enhance its competitive position against Nvidia in the AI hardware market [1] Group 1: Product Development - The new AI chip is designed to improve performance and efficiency, addressing some of the limitations of the first generation [1] - Alongside the chip, Microsoft introduced software tools that are intended to leverage the chip's capabilities and provide developers with enhanced resources [1] Group 2: Competitive Landscape - This move is seen as a direct challenge to Nvidia, which has been a dominant player in the AI chip market, particularly with its GPUs [1] - By developing its own hardware and software solutions, Microsoft aims to reduce dependency on Nvidia and capture a larger share of the AI market [1]

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 微软发布最新AI芯片，希望降低对英伟达的依赖。 ...

The Magnificent Seven, as a whole, may still be great long-term bets, especially now that most of their members have fallen under enough pressure to see their valuation metrics compress. That said, the Mag Seven seem to be breaking apart, with three members in Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) sinking, while two have gone flat Nvidia (NASDAQ:NVDA) and Amazon (NASDAQ:AMZN), leaving Tesla (NASDAQ:TSLA) and Alphabet (NASDAQ:GOOGL) as the Mag Seven members that have ...

Core Viewpoint - Nvidia's shares have been trading sideways for the past six months, but significant developments are occurring behind the scenes [1] Group 1 - Nvidia is recognized as a leading company in the GPU market, indicating its strong position in the industry [1] - The sideways trading pattern suggests a period of consolidation, which may precede future price movements [1] - Despite the lack of price action, there are underlying factors that could influence Nvidia's performance moving forward [1]

格隆汇1月26日｜英伟达推出开源软件和模型，旨在帮助政府和企业更便捷地利用人工智能与复杂数据 构建自有天气预报系统。英伟达在声明中表示，其新版Earth-2平台包含两款基于AI的气象模型，可生 成更精准的两周天气预报和实时天气预报（提前六小时对风暴等恶劣天气影响区域的超短期预测）。 Earth-2平台还搭载了新型数据同化模型。公司称该模型能快速计算地球温度、风速和气压的关键快照， 为定制化预报提供基础。由于气象与气候模型对算力要求极高，英伟达对这一领域具有长期兴趣。公司 表示，Earth-2技术可与各国气象机构及谷歌DeepMind发布的模型相媲美。 ...

Nvidia said on Monday it has invested $2 billion in CoreWeave to hasten the data center company’s efforts to add more than 5 gigawatts of AI computing capacity by 2030.The chipmaker, already an investor in CoreWeave, said it had bought the company’s Class A shares at $87.20 per share. As part of the deal, CoreWeave and Nvidia plan to together build “AI factories” (data centers) that would use the chipmaker’s products. CoreWeave will also integrate Nvidia’s products across its platform, including the new R ...

There's your setup as we get up and running for as I mentioned what is going to be a very consequential week here with respect to the macro and the micro and the mag 7. So let's get to Kevin Green who joins me now. Very good morning to you Kevin.Happy Monday. Just talk us through some of your takeaways in this first half hour of trading. >> Yeah we are seeing market breath actually expanding here.A lot of participation in this market especially when you're looking at the positive uh flows on the volume fron ...