Key Points Cathie Wood expects Nvidia to face tougher competition from AMD this year. However, Nvidia’s first-mover advantage, dominant market share, and sticky ecosystem could prevent the underdog from gaining much ground. There could be plenty of room in the AI market for both chipmakers to thrive. 10 stocks we like better than Nvidia › Ark Invest's Cathie Wood is a polarizing figure among investors. Wood's supporters praise her for boldly adding growth stocks to Ark's exchange-traded funds (E ...

Core Insights - The U.S. stock market experienced mixed performance with major indexes reflecting cautious investor sentiment ahead of significant economic announcements and the continuation of Q4 earnings season [1] Major Index Performance - The Dow Jones Industrial Average (DJI) closed down by 249.76 points at 49,134.25 - The S&P 500 (SPX) rose by 13.30 points to close at 6,926.65, on track for its first back-to-back weekly drop since June - The Nasdaq Composite (IXIC) increased by 137.87 points to 23,573.89 - The CBOE Volatility Index (VIX) decreased, indicating a slight easing of market stress [2] Upcoming Market Events - The Federal Open Market Committee (FOMC) meeting on January 29 is a key focus, with expectations that interest rates will remain in the 3.50-3.75% range - Investors will be attentive to Fed Chair Jerome Powell's comments on future monetary policy, labor market conditions, and inflation risks [3][4] Q4 Earnings Season - The upcoming week will see earnings reports from major tech companies including Apple, Microsoft, Alphabet, Amazon, Meta Platforms, and Tesla - These companies have underperformed the S&P 500 over the past year, making their earnings particularly crucial for market sentiment [5] Major Stock News - Intel (INTC) shares dropped by 17% in pre-market trading after a Q4 earnings report that, while beating estimates, included a weaker-than-expected Q1 outlook - Nvidia (NVDA) shares rose by 1.4% due to reports of Chinese regulators allowing orders for its H200 AI chips, with Q3 earnings up 62% year-over-year to $57 billion [7][8] - Tesla (TSLA) discontinued its basic driver-assistance system, Autopilot, in the U.S. and Canada - Capital One Financial (COF) shares fell after missing earnings estimates and announcing an acquisition of fintech startup Brex for $5.15 billion [9][10] Broader Market Trends - Commodities showed continued strength, with gold futures reaching $4,970 an ounce and silver surpassing $100 an ounce - Crude oil futures traded above $60 a barrel, reflecting ongoing investor sentiment and geopolitical considerations - U.S. consumer sentiment reached a five-month high, providing support for the economy [13]

Nvidia Corp (NASDAQ:NVDA) may be one of the hot hands on Friday but that doesn't quite erase concerns hanging over the semiconductor juggernaut. True, the company is practically synonymous with artificial intelligence, with its graphics processors powering the underlying advanced protocols. Nevertheless, from an average share price perspective, NVDA stock hasn't made much ground since last August, raising viability concerns.Fundamentally, Nvidia faces several challenges. Overall, fears of an AI bubble have ...

Why This Is Important The AI rally has been the driving force behind the stock market for more than three years. But the AI trade has repeatedly shape-shifted, with investors bidding up certain sub-sectors and industries as new bottlenecks in the AI infrastructure buildout emerge. Then there's Intel (INTC), one of the best-performing stocks in the S&P 500 this year. Wall Street is betting that investments by the federal government and AI king-maker Nvidia (NVDA) will help the storied chipmaker turn things a ...

Key Points Although they are multitrillion-dollar companies, Nvidia and Alphabet still look poised to beat the S&P 500. Nvidia's AI chips are in hot demand, with soaring revenue growth and s 55% net profit margin. Alphabet is using physical and digital AI to expand its market share and produce compelling long-term returns. 10 stocks we like better than Nvidia › Real wealth building is a long-term endeavor. While Wall Street loves to gloss over the next quarterly earnings, savvy investors identif ...

The market delivered a strong gain in 2025, but it was no match for these stock picks.In December 2024, I gave investors my top 10 stocks for 2025. They included (in no particular order):Taiwan Semiconductor Manufacturing (TSM +2.06%)ASML (ASML 0.57%)Meta Platforms (META +2.50%)Alphabet (GOOG 0.41%) (GOOGL 0.45%)Amazon (AMZN +2.19%)CrowdStrike (CRWD 0.29%)dLocal (DLO +2.55%)PayPal (PYPL 1.14%)MercadoLibre (MELI 1.81%)Nvidia (NVDA +1.44%)If you followed my advice and bought these stocks last year, you're a v ...

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关注 「电动车公社」 和我们一起重新思考汽车 2026 年开年最变态的事，莫过于 内存涨价 了。 但凡 DIY 过台式机的朋友都知道，内存虽是必不可少，但相比 CPU 、显卡、甚至硬盘，属于没那么吃性能的，主打一个差不多就行。 大多数人的预算，也就是几百块一根。 但如今小小的内存条，却让许多人感到陌生。 单个256G的DDR5内存，竟然已经卖到了4.2万元的天价。凑齐100根，就 能在上海或北京的主要城区全款买房： 即便是更亲民的16G、32G，甚至早在 2014 年左右就淘汰的老款 DDR3 内存条，价格都翻了好几倍。 更离谱的是，最近几天的价格丝毫没有回落迹象，仍然在以平均每天 +50 元的速度在狂飙，一天一个价。 这哪里是内存条，简直是"金条"啊！ 不仅如此，包括固态硬盘、显卡，甚至电源、散热器等等一众电脑配件，同样在跟着内存一起疯涨。 2 年前 300 块钱的"白菜价"收的 1T 固态硬盘已经不复存在，而是摇身一变成了 1200 元一块。 …… 毫无疑问，这轮电脑配件涨价，受伤最深的必然是今年打算攒机的小伙伴，绝对算得上"毁灭性打击"。 而手机、笔记本、 Pad这些需要 用到内存 / 储存的电子产品， ...

Core Insights - The rise of artificial intelligence (AI) is driving the largest infrastructure build-out in human history, significantly impacting job creation and salaries in construction trades [1][2][9]. Group 1: Infrastructure and Job Creation - The AI technology boom is leading to a substantial increase in jobs related to construction trades, including plumbers, electricians, and network technicians [2][5]. - Salaries for construction trade workers involved in building chip factories and AI-related infrastructure have nearly doubled, reaching six-figure salaries [2][5]. Group 2: AI Infrastructure Layers - AI infrastructure consists of a five-layer model, starting with energy, followed by chips, cloud services, AI models, and finally the application layer [6][9]. - The investment required for this infrastructure build-out is estimated to be in the trillions of dollars, which is deemed sensible for processing the necessary contexts for AI applications [10].

A 19,000% portfolio growth is not a smooth or quick journey. This kind of huge growth has historically taken many decades to achieve. Along the way, you must be prepared for long periods where your investments don’t seem to be growing much, and you must have the patience to hold on even when the returns seem disappointing.To put a 19,000% increase in perspective, it means your original investment grows roughly 190 times. Returns of that magnitude have occurred in public markets, but only under very specific ...