Core Insights - Applied Digital (NASDAQ: APLD) has experienced significant growth in 2026, with a year-to-date increase of nearly 68% [1] Company Performance - The company's stock performance indicates strong market confidence and potential for continued growth in the near future [1]

ToplineThe S&P 500 surpassed 7,000 points as trading opened Wednesday, the latest milestone for the nearly 70-year-old index as big tech has boosted the market in recent years. The index, tracking the largest American companies, is fueled by big tech's skyrocketing growth.AFP via Getty ImagesKey FactsThe S&P 500 briefly rose to 7,001 shortly after trading commenced on Wednesday, before gains pared back to just 0.2% below the 7,000-point threshold.Broader gains were headlined by Intel, whose shares surged 9. ...

US equities advanced on Wednesday, with the S&P 500 reaching the 7,000 level for the first time, as investors positioned ahead of the Federal Reserve's interest rate decision and a slate of earnings reports from major technology companies. The benchmark index rose 0.3% and touched an intraday high of 7,002.28, marking a symbolic milestone for the market after years of gains driven largely by technology and artificial intelligence-related stocks. The index has more than doubled from its pandemic-era lows, dr ...

I think of Nvidia Corporation’s ( NVDA ) $2 billion investment in CoreWeave, Inc. ( CRWV ) not as a financial statement of intent but an operational one. The market has understood this dealHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting ...

Group 1: AI Applications and Developments - The new open-source model Kimi K2.5 from Moon's Dark Side can schedule 100 agents simultaneously, improving efficiency by 4.5 times [2] - DeepSeek's latest document recognition model, DeepSeek-OCR 2, enhances recognition performance by 3.73% through improved visual encoder design [2] - Baidu's Wenxin APP has launched the first "multi-agent" group chat feature, allowing multiple AI roles to be activated in a single chat [2] Group 2: AI Hardware Investments - NVIDIA is investing $2 billion in AI cloud service provider CoreWeave to help build over 5 GW of AI data centers by 2030 [3] - Micron Technology plans to invest $24 billion in Singapore over the next decade to build a new NAND flash memory factory [4] - SK Hynix will exclusively supply HBM3E chips to Microsoft's Maia 200, which is claimed to outperform Amazon's Trainium and Google's TPU [4] Group 3: Market Trends and Performance - A-shares saw collective gains, with the Shanghai Composite Index rising by 0.18% and the Shenzhen Component and ChiNext Index increasing by 0.09% and 0.71%, respectively [6] - Mysterious funds showed late-stage activity in ETFs, particularly when the Shanghai Composite Index rose significantly [7][8] - AI applications are experiencing a rebound, with notable gains in core stocks like BlueFocus [9] Group 4: Sector Insights - The semiconductor sector is experiencing a price increase, driven by rising costs in wafer foundry and packaging, with expectations for chip design prices to also rise [12] - The AI-driven semiconductor industry is likely to see price hikes across the supply chain, potentially impacting consumer electronics costs [12] - The commercial aerospace sector is showing signs of recovery, with a focus on transitioning from policy-driven to market-driven growth [10]

We recently published 14 Stocks on Jim Cramer’s Radar.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer's radar. NVIDIA Corporation (NASDAQ:NVDA) is a regular stock on Jim Cramer’s radar. The CNBC TV host is one of the stock’s biggest proponents. As January kicked off, Citi reiterated a Buy rating on the shares and kept a $270 share price target. The bank commented that NVIDIA Corporation (NASDAQ:NVDA) had surprised it during meetings held at the Consumer Electronics Show in Las Vegas. ...

Core Viewpoint - Nvidia is experiencing significant competition in the AI chip market, which is likely contributing to the stagnation of its stock price since August [1] Company Summary - Nvidia's shares have been flatlining since August, indicating a potential market reaction to competitive pressures in the AI chip sector [1] Industry Summary - The AI chip industry is becoming increasingly competitive, impacting Nvidia's market performance and investor sentiment [1]

Nobody would have predicted Nvidia (NVDA) would be where it is now 10 years ago. It’s the world’s most valuable company by market cap, largely driven by its dominant position in the artificial intelligence (AI) hardware sector and graphics processing units (GPUs). Over the past 10 years, Nvidia stock has seen explosive growth of more than 23,000%. Now, the question is if you had gone all-in on Nvidia stock back then when it was trading well under $1 per share, how much richer would you have been today? L ...

If you've been keeping up with the stock market in any way in recent years, you've probably heard about the semiconductor giant, Nvidia (NASDAQ: NVDA). It's hard not to know about it, given its amazing performance of late. Check it out: Time Period Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Average Annual Return Past 3 years 113.9% Past 5 years 68.8% Past 10 years ...

编辑 | 袁畅 如果只看国内的规模和影响力，但斌早已是业内百亿私募的代表人物之一。 但在海外市场，但斌还不曾有过同样的影响力。 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：资本深潜号 作者 |郑孝杰 但他可能距离成为美股"百亿私募"不远了。 来自海外市场的披露信息，截至2025年末，东方港湾持有的美股资产总市值达到13.16亿美元，折合人 民币约91亿元，较三季度末的12.92亿美元再度明显增长。 这是但斌在海外市场投资能力和影响力的又一个体现。公告还显示，截至去年四季度，但斌公司的美股 组合至少包括10个股票，且他喜爱的英伟达已经退居第二位。 这背后的投资动向和逻辑，十分值得追溯。 01 谷歌晋升为头号重仓股 资事堂注意到，但斌的美股投资组合在去年四季度再次迎来"颠覆式"变化。 2025年四季度的持仓数据显示：谷歌已经取代英伟达，成为他头号持仓股票。 具体来看，谷歌在但斌的美股组合中的市值达到了4.06亿美元，占比31%，远超英伟达的2.37亿美元， 占比18%。 此前，英伟达曾是但斌的"绝对头号"资产，伴随着其在过去三年人工智能和图形处理领域的爆发性增 长，推动了基金的 ...