Sure. No, it's a great point though. Christina, thanks.We appreciate it. Christina parts and Nevis. Let's break it down further with someone who was just part of a big chips forum out in Asia.Stacy Rasg is a senior analyst at Bernstein covering the US semispace. Stacy, it's great to see you. I was just talking with Dan Ies backstage and who says he thinks the play is really to kind of make sure that China stays hooked on these chips so that they don't, as Christina was saying, develop their own chip uh indu ...

Sure. No, it's a great point though. Christina, thanks.We appreciate it. Christina parts and Nevis. Let's break it down further with someone who was just part of a big chips forum out in Asia.Stacy Rasg is a senior analyst at Bernstein covering the US semispace. Stacy, it's great to see you. I was just talking with Dan Ies backstage and who says he thinks the play is really to kind of make sure that China stays hooked on these chips so that they don't, as Christina was saying, develop their own chip uh indu ...

Reuters meantime is reporting that Nvidia may increase H200 chip output because of robust demand over in China. Sounds like everything's fine for AI demand. Christina parts Nevis has more in tech check.Hi Christina. >> Yeah, everything's fine. Back to you.But let's talk about that. Nvidia evaluating adding H200 production after Chinese orders according to Reuters exceeded current output. But there are two big questions.Can they actually manufacture more. And will China even buy them. On the MA manufacturing ...

Reuters meantime is reporting that Nvidia may increase H200 chip output because of robust demand over in China. Sounds like everything's fine for AI demand. Christina parts Nevis has more in tech check.Hi Christina. >> Yeah, everything's fine. Back to you.But let's talk about that. Nvidia evaluating adding H200 production after Chinese orders according to Reuters exceeded current output. But there are two big questions.Can they actually manufacture more. And will China even buy them. On the MA manufacturing ...

Stock market investors love a good story, and clearly, AI has been what people want to hear. For perspective, AI bellwether Nvidia (NVDA) alone accounts for 6.9% of the S&P 500 by index weight. Nvidia’s stock has returned a jaw-dropping 1,245% five-year gain, so a boring $1,000 bet in 2020 would be worth a staggering 13,449 (before taxes/fees). A $10,000 investment would be worth about $134,500 today. Also, the Magnificent Seven currently accounts for nearly 35% of the S&P 500’s total market cap/weigh ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

The billionaire investor recently addressed why his holding company unloaded its $5.8 billion stake in Nvidia.Masayoshi Son is a legendary investor from Japan, best known for founding the technology-focused holding company SoftBank Group. With hundreds of billions in assets under management, SoftBank hasn't been shy about getting involved in the artificial intelligence (AI) revolution.Perhaps unsurprisingly, the investment firm took a sizable position in Nvidia (NVDA +1.49%) over the last several years, and ...

Analyst price targets on Nvidia (NASDAQ:NVDA) stock were initially all over the place. The rally has continued for over 3 years, with both revenue still growing at breakneck speeds. Some analysts are now making bolder moves and are starting to coalesce near even more ambitious targets. The highest such recent price target projects NVDA stock at $352 next year. This implies a massive 101% leap from here and comes from Evercore ISI analyst Mark Lipacis. Should you take this rating seriously? Let's take a look ...

本文源自：金融界AI电报 市场消息：英伟达(NVDA.O)收购开源工作负载管理提供商SchedMD。 ...

Morning. Christina Parts Neville joins us with how Wall Street sees the AI trade right now and Sim Modi has a closer look at how some of these widening bond yields for Oracle and some other hyperscalers might be a warning sign for a bubble. Let's begin with KP. Morning KP. >> Good morning Carl. Well, the Magnificent 7's grip on the market is loosening through November. The mega cap tech cohort accounted for roughly 43% of the S&P 500 gains, but that influence is fading. Investors are questioning the sustain ...