Nvidia (NASDAQ: NVDA) stock started the week on a not so positive note, dropping 2.5% as rumors of the management reportedly reconsidering the recently announced investment in OpenAI started to circulate. Nonetheless, artificial intelligence (AI) predicts that the chipmaker’s short-term trajectory remains positive, with another rally likely by the end of the month.Machine learning algorithm predicts Nvidia stock price Namely, Finbold’s AI-driven price prediction tool predicts an average NVDA share price tar ...

Around 10 minutes into trading, the The tech-focused Nasdaq Composite Index lost 0.1 percent at 23,440.44."Earnings so far have been good, but there's still questions about the artificial intelligence trade and they linger into this week because we have more of the 'Magnificent Seven' reporting," said Art Hogan of B. Riley Wealth Management.He was referring to a term covering seven US tech giants, including AI chipmaker Nvidia and Among those due to report earnings this week are Amazon and Alphabet.In the m ...

The data-center gold rush is speeding up, not settling down. AI servers are fast becoming the spine of the modern internet — and Nvidia Corp (NASDAQ:NVDA) is setting the tempo while hyperscalers scramble to keep up. Broadcom Inc (NASDAQ:AVGO) and Advanced Micro Devices Inc (NASDAQ:AMD) aren't in the driver's seat, but they're very much part of the convoy.As I/O Fund’s CEO and Chief Investment Strategist Beth Kindig puts it, Nvidia's GB300 is emerging as the "main driver" of the next phase of AI infrastructu ...

The data-center gold rush is speeding up, not settling down. AI servers are fast becoming the spine of the modern internet — and Nvidia Corp (NASDAQ:NVDA) is setting the tempo while hyperscalers scramble to keep up. Broadcom Inc (NASDAQ:AVGO) and Advanced Micro Devices Inc (NASDAQ:AMD) aren't in the driver's seat, but they're very much part of the convoy.As I/O Fund’s CEO and Chief Investment Strategist Beth Kindig puts it, Nvidia's GB300 is emerging as the "main driver" of the next phase of AI infrastructu ...

北京时间2月2日晚，美股周一早盘转涨，道指上涨160点。市场关注贵金属与比特币的最新走势。超过 100家标普500指数成份公司将在本周公布财报。 道指涨164.96点，涨幅为0.34%，报49057.43点；纳指涨68.81点，涨幅为0.29%，报23530.62点；标普 500指数涨17.25点，涨幅为0.25%，报6956.28点。 比特币自2025年4月以来首次跌破80000美元，这表明投资者在周五黄金和白银大幅下跌后正在进一步降 低风险。 白银价格在过去12个月上涨了一倍多，其在上周五暴跌约30%。这标志着该金属创下了自1980年以来最 差的单日表现。黄金也重挫约9%。 目前比特币与贵金属价格均从各自的低点有所回升，这有助于缓解避险情绪。比特币最后交易价高于 77000美元，而现货黄金和现货白银均下跌超过1%。 随着人工智能（AI）相关问题浮现，华尔街也将注意力转向了英伟达。 据媒体援引知情人士消息报道，英伟达计划向OpenAI投入1000亿美元的计划已陷入停滞。随着英伟达 管理层对该交易表示怀疑，双方原定"数周内完成"的谈判至今无实质推进，合作已实质性搁置。 报道称，英伟达内部对OpenAI的商业模 ...

Core Insights - The tech sector is experiencing a bifurcation, particularly in the AI value chain, as market rotation themes evolve [1] Group 1: Investment Strategy - The company is recognized as an opportunistic investor, focusing on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1] - The investment approach combines price action analysis with fundamental analysis, avoiding overhyped stocks while targeting beaten-down stocks with recovery potential [1] - The investing group specializes in high-potential opportunities across various sectors, emphasizing stocks with strong growth potential and appealing turnaround plays [1] Group 2: Analyst Recognition - The analyst has been acknowledged by TipRanks and Seeking Alpha as a top analyst in technology, software, and internet sectors, as well as for growth and GARP strategies [1] - The analyst's picks have consistently outperformed the market over time, demonstrating a strong track record [1]

交银国际研究 2026年2月2日 此报告最后部分的分析师披露、商业关系披露和免责声明为报告的一部分，必须阅读。 下载本公司之研究报告，可从彭博信息：BOCM 或 https://research.bocomgroup.com 概览：两会前奏开启，春季行情将步入验证期 市场要点 宏观策略团队：李少金 evan.li@bocomgroup.com|(852)37661849 春季行情延续，市场步入基本面验证与政策预期窗口。随着春节长假临近，市场交易逻辑 预计将从强预期转向"数据验证"的阶段。尽管海外关于美联储降息时点的预期仍有反复， 但我国经济复苏内生动能正逐步显现。2月处于财报静默期与全国"两会"前夕，基本面数 据的边际改善将成为关注焦点。在南向资金持续净流入与企业加大回购力度的支撑下，港 股有望在整固中消化获利盘，演绎"重个股、轻指数"的结构性行情 。 定价权回归业绩。经过开年的估值修复，港股定价预计将从"流动性敏感"向"盈利敏感" 切换。南向资金对半导体、创新药等"十五五"核心赛道的定价话语权持续提升。预计随着 年报预告的密集披露，尤其是头部互联网与高端制造企业的业绩兑现，将推动市场向趋势 投资平稳过渡 。 ...

英伟达(NVDA.US)跳空低开跌2%。消息上，英伟达公司首席执行官黄仁勋澄清了此前宣布的对OpenAI 最高1000亿美元投资计划的性质，称这"从来不是一项承诺"，公司将"逐个评估"每轮融资。 华尔街日报日前消息，这项9月宣布的投资计划已陷入停滞，英伟达内部一些人对该交易表示怀疑。报 道援引知情人士称，黄仁勋曾私下强调这份1000亿美元协议不具约束力，并批评OpenAI的商业方式缺 乏纪律性。 ...

As the XLK and VGT hover near all-time highs, the tech sector is facing what I would call a crisis of identity. This week’s reactions to earnings from the 'Magnificent 7' are confirmation of that.I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and ...

U.S. stock futures are pointing lower this Monday, February 2nd, 2026, as investors grapple with a confluence of factors including weaker global manufacturing data, rising borrowing costs, and renewed concerns surrounding the artificial intelligence (AI) sector. The premarket session indicates a cautious start to the trading week, with major indexes poised to open in negative territory.Premarket Trading and Futures MovementsAs of early Monday, E-mini S&P 500 contracts are down approximately 0.7% to 1.2%, si ...