Jenny Horn, host of NextGen Investing is with me and of course we talk about the very latest when it comes to OpenAI and Microsoft. Good morning, Jenny. Good morning, Nicole.And the latest string of of course drama regarding the fact that this company still is a nonforprofit. So, at least saying that they're closer to con converting to becoming this more traditional for-profit company, nearing a resolution of these these ongoing and somewhat painful really negotiations they've seen with their top shareholde ...

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Group 1: Semiconductor Industry Overview - Semiconductor stocks, particularly NVIDIA Corp., have been significant market winners, with NVIDIA up 32% this year despite a recent trading flat period as the AI rally faces challenges [1] - Broader sector tailwinds have not benefited all semiconductor companies, with some struggling despite positive industry trends [2] Group 2: Texas Instruments (TXN) - Texas Instruments has faced tariff concerns that overshadowed its positive earnings reports in Q1 and Q2, leading to a nearly 10% decline in stock price over the last three months [2][3] - The company primarily focuses on analog chips for consumer sectors, which are heavily impacted by tariffs, particularly in the automotive industry [3][4] - Q3 sales guidance is projected between $4.45 billion and $4.8 billion, which analysts view as tepid, reflecting ongoing tariff impacts [4][5] Group 3: Marvell Technology (MRVL) - Marvell Technology, focused on AI data centers, reported a record revenue of $2.01 billion in Q2, a 57% year-over-year increase, but its stock is down nearly 40% YTD due to poor guidance and high valuation concerns [6][7] - Despite projecting another revenue record of approximately $2.06 billion for Q3, CEO Matt Murphy warned of flat sequential data center revenue, causing an 18% drop in shares post-earnings report [8] - Analysts remain optimistic, with a consensus Buy rating and an average price target of $90.50, suggesting potential for recovery as AI capital expenditures grow [9] Group 4: ON Semiconductor (ON) - ON Semiconductor, like Texas Instruments, is not heavily reliant on AI revenue and has seen its stock decline over 20% YTD due to pressures in the automotive sector [10][11] - The company reported Q2 revenue of $1.47 billion, surpassing expectations, but year-over-year sales declined by over 15%, with automotive revenue down 4% from Q1 [12][13] - A decline in gross margin and cautious guidance reflects challenges in the automotive market, leading to a consensus Hold rating among analysts [14]

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Core Viewpoint - The recent earnings report from Oracle and projections from Nvidia indicate a strong ongoing narrative around AI, suggesting potential significant investment opportunities in AI infrastructure and related stocks [1][2]. Oracle - Oracle's earnings have shown a strong backlog, which, if realized, could lead to substantial growth for the company and the broader AI sector [2]. - Despite a significant price jump of 30%, there are concerns regarding some misses in Oracle's earnings report, leading to a cautious short-term outlook [6][7]. - Long-term, Oracle is considered a must-own stock, but the current valuation may not present an attractive entry point for new investors [4][6]. Nvidia - Nvidia is highlighted as a critical investment in the AI space, with expectations that its earnings will reflect the growing demand for AI technologies [2][4]. - The company is seen as a key player in the AI infrastructure market, but there are concerns about the potential for limited alpha generation at current price levels [4][12]. AI Infrastructure - The overall AI infrastructure market is expected to benefit significantly from investments, particularly from companies like OpenAI, although there are questions about the sustainability of these investments [3][7]. - The demand for data centers and power solutions is anticipated to grow, making companies involved in these sectors attractive investments [5][12]. Market Dynamics - The current market is heavily influenced by AI spending, which is propping up stock prices, but there are risks associated with potential disappointments or downgrades that could lead to significant market corrections [9][10]. - Historical parallels are drawn to the market dynamics of 2000, suggesting that investors should remain cautious about the sustainability of current valuations [9][10]. Other Investment Opportunities - Interest is noted in companies involved in energy, particularly nuclear and coal, as well as Bitcoin mining data centers, indicating a diversified approach to investment in the current environment [11]. - Micron is mentioned as a more favorable investment compared to AMD in the current market context [10][11].

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, META, ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, META, ...

US equity futures are fractionally lower with small caps lagging as the record-breaking rally in stocks appeared to be running out of steam. At 8:15am ET, S&P 500 futures slid 0.1% after all major US indexes hit all-time highs on Thursday, however Nasdaq 100 futures are still in the green amid an relentless tech bid: Microsoft rose in premarket trading, leading the Mag 7 after it avoided a hefty antitrust penalty from the European Union. Europe’s Stoxx 600 eased as well. Incremental headlines after yesterda ...

Nvidia and OpenAI are in talks to back a major artificial intelligence infrastructure project in Britain, in partnership with cloud computing firm Nscale, as per a CNBC report. The potential investmen... ...

去年三月，某大佬在微博上抛出了"五年之问"， 实物资产：黄金、房产、奢侈品 虚拟资产：A股、美股、比特币 以下7类资产（当时价值500万），五年后，哪一个更值钱，哪一个最不值钱？ 1、茅台股票：35手2、加密货币：12个比特币3、贵金属：10公斤黄金4、科技股：1000股英伟达股票5、价值投资标的：2000股微软股票6、房产：北京或上 海核心区小户型1套7、奢侈品：50个经典款LV包包 我感觉这个问题蛮有意思的，今天拿来跟大家说说， 大佬选择的七类资产，涵盖了当下主流的资产，包括：A股、美股、房产、消费品、黄金和加密货币。 这些资产都有自己的高光期，但大佬强调的是持有五年不动，算是对2029年中国经济情况的一个展望。 如今刚好一年半的时间，这些资产的走势如何呢？ | | | 价值500万七类资产的价格走势 | | | | --- | --- | --- | --- | --- | | 序号 | 产品 | 24.3.4 | 现价 | 涨跌幅 | | 1 | 贵州茅台 (元/股) | 1676.3 | 1522 | -9.2% | | 2 | 比特币（个/万美元） | 6.83 | 11.24 | 64.6% | ...