The S&P 500 (SP500) closed in the green on Friday, after investors during the week saw earnings report from Nvidia and consumer giants including Walmart and Target. For the week, Nasdaq (COMP:IND) and Dow (DJI) fell 2.7% AND ...

H200放开的消息今天已经传的沸沸扬扬了，国内的新闻基本都是这样写的： 但这个新闻最早 是出自彭博，比路 透要早2个多小时。 而彭博的新闻是下面这个写的，也就是说根据彭博的这个描述，目前只是初步讨论，而且完全有可 能只是停留在讨论，永远不会放开。 这事还得回溯到前段时间中美领导层见面，川普说会谈到Blackwell，大家都以为B30A会放开。后来 的事大家也都知道了，川普说没有谈Blackwell。 但又过了两天，WSJ上的消息说是因为川普的高级顾问们都反对，所以才没有谈，我们当时在星球 中就发过这个： 两国领导开会那天上午，有朋友就发我这样的截图： 所以可能高端的Hopper要放开的事也讨论了很久了。 说话正题，这次的说法是H200要放开，先看下H200的性能： | Specification | H100 | H200 | | --- | --- | --- | | GPU Architecture | Hopper | Hopper | | GPU Memory | 80 GB HBM3 | 141 GB HBM3e | | GPU Memory Bandwidth | 3.35 TB/s | 4.8 ...

Names like Nvidia and Microsoft have climbed some 40 and 50%. So investors 401ks may be rising, but our next guest says that might be in contrast to their sentiment. Wall Street Journal chief economics commentator Greg Gip writes in a column today that AI is ushering in the most joyless tech revolution ever.And he's joining me right now. Greg, it's great to see you. Um, this has been something I've been trying to ask investors about that.Yeah, your portfolio is going like gang busters, but if you talk to pe ...

Core Insights - The U.S. stock market experienced its worst week in approximately a month, despite a strong quarterly report from Nvidia [2] - The Nasdaq Composite, which is tech-focused, started the week positively but ended with a decline of 3%, indicating a reversal in investor sentiment [2]

Core Insights - Retail investors are actively discussing five stocks this week, influenced by earnings reports, retail enthusiasm, AI developments, and corporate news [1] Nvidia (NVDA) - Nvidia reported record fiscal third-quarter revenue of $57 billion, with $51.2 billion from data center sales, and provided fourth-quarter guidance of $65 billion [5] - The stock is trading between $180 and $183, up 30.61% year-to-date and 23.16% over the year, with a 52-week range of $86.63 to $212.19 [6] - Despite a poor value ranking, it shows a stronger price trend in the medium and long terms [6] Palantir Technologies (PLTR) - Palantir faces concerns over an AI bubble, exacerbated by notable investor sell-offs, including CEO Alex Karp's sale of 585,000 shares worth $96 million [6] - The stock is trading around $155 to $157, up 107.14% year-to-date and 153.82% over the year, with a 52-week range of $60.90 to $207.52 [10] - The company signed a multi-year AI partnership with FTAI Aviation, but insider selling has raised alarms among investors [6] Strategy Inc. (MSTR) - MSTR is experiencing a decline amid Bitcoin's correction, with fears of debt refinancing and insider sales by EVP Wei-Ming Shao [10] - The stock is trading around $106 to $108, up 19.01% year-to-date and 21.18% over the year, with a 52-week range of $79.81 to $109.58 [15] - The company purchased 8,178 BTC for $835.6 million, increasing total holdings to 649,870 BTC [10] Walmart (WMT) - Walmart reported $179.5 billion in revenue for its fiscal third quarter, with a 27% increase in e-commerce and a 53% rise in advertising [14] - The stock is trading around $106 to $108, up 19.01% year-to-date and 21.18% over the year, with a 52-week range of $79.81 to $109.58 [15] - The company raised its FY26 net sales guidance to 4.8-5.1%, indicating confidence in holiday sales [14] Alphabet Inc. (GOOG) - Investors are optimistic about Alphabet becoming the next $5 trillion company following Nvidia's success [13] - The stock is trading around $177 to $179, down 40.96% year-to-date and 55.41% over the year, with a 52-week range of $171.48 to $542.99 [14]

近日，关于人工智能（AI）"泡沫论"的激辩愈演愈烈。尽管英伟达公布了全面超出预期的财报，但美股主要股指周四冲高回落表明，市场对于"AI泡沫"的 担忧似乎短期内无法消散。就在华尔街"大空头"发文抨击"AI泡沫"之际，桥水基金创始人达利欧发声表示，人工智能确实存在泡沫，但还没到泡沫破裂的 时候。 近日，英伟达公布2026财年第三财季的业绩数据，营业收入570亿美元，同比大涨62%；净利润为319亿美元，同比大涨65%，双双远超市场预期。公司还 对四季度给出650亿美元的高增长财务指引。尽管英伟达交出了出色的"成绩单"，但近段时间以来，市场关于人工智能的投资热潮是否已催生泡沫的争论 却愈演愈烈。强劲的业绩数据与市场弥漫的谨慎情绪形成了鲜明对比。 英伟达股价在财报发布后，连续两日下跌。截至11月21日，英伟达股价11月以来下跌11.66%。 | 导出图形 区间统计 前复权 ~ 到价提醒 | 神奇九转 | | 英伟达 | | 178.880 | -1.760 | | --- | --- | --- | --- | --- | --- | --- | | ↑ MA30:110.242 ↑ MA60:65.266 ↑ | ...

Group 1 - The global financial markets experienced a rare simultaneous decline across various asset classes in 2025, characterized by significant drops in stock indices and cryptocurrencies, with the S&P 500 falling 1.97% and the total cryptocurrency market cap decreasing by 25% [1][2] - The Japanese Government Pension Investment Fund reported a loss of $611 billion in Q1 2025, with overseas stocks down 6% and domestic stocks down 3.5%, indicating widespread asset pressure [2][3] - The correlation between risk assets and traditional safe-haven assets like gold has weakened, with gold prices dropping below $4,000 and U.S. 10-year Treasury yields remaining high, reflecting a unique market condition where both risk and safe-haven assets declined simultaneously [5][6] Group 2 - The U.S. stock market led the declines, with the S&P 500 and Nasdaq indices experiencing significant drops, particularly in the technology sector, which contributed over 60% of the declines on "Black Friday" [3][4] - The cryptocurrency market saw extreme volatility, with Bitcoin's price dropping from $84,000 to $81,500 in a short period, and a total of 17,000 investors liquidated positions during the November downturn, resulting in a loss of $5.7 billion [4][11] - The tightening liquidity environment has led to a vicious cycle of asset sell-offs, exacerbated by the Federal Reserve's high-interest rate policies, which increased the opportunity cost of holding gold and pressured bond prices [6][10] Group 3 - The market's decline is attributed to a chain reaction of policy uncertainty, rising inflation expectations, and a hawkish shift in Federal Reserve policy, leading to liquidity contraction and a reassessment of risk assets [7][8] - The AI sector, particularly companies like Nvidia, faced significant valuation corrections, with Nvidia's dynamic P/E ratio dropping from 120 to 78, indicating a market reassessment of growth expectations [9][30] - The overall market valuation has shifted from a bubble to a more reasonable level, with the Nasdaq 100's dynamic P/E ratio falling to near its five-year average, suggesting potential investment opportunities in undervalued sectors [30][31]

Group 1: UAE AI Investment in Africa - The UAE is launching a $1 billion initiative to enhance AI infrastructure and projects across Africa, focusing on sectors like education, agriculture, healthcare, and digital identity [2][3] - This investment aims to provide access to AI computing power, technical expertise, and global partnerships, fostering a robust AI ecosystem in Africa [3] - Ghana has signed a $1 billion deal with the UAE to create a major innovation and technology hub, attracting global tech firms such as Microsoft, Meta, Oracle, IBM, and Alphabet [3] Group 2: California's Fast-Food Minimum Wage - California's $20 fast-food minimum wage has sparked debate over its economic impact, with mixed data on job losses and benefits for workers [9] - Some studies indicate a loss of 18,000 jobs in the fast-food sector since the wage increase in April 2024, while others report no measurable job losses and wage gains for workers [10] - Fast-food workers have reported improved financial stability, although some employers express concerns about profitability [10] Group 3: Japan's Security Concerns - Japan is on high alert for potential security crises, particularly regarding rising tensions with China over Taiwan [11] - The Japanese government views any military action by China against Taiwan as a significant threat, potentially prompting a defensive response [11] - The U.S. has reaffirmed its commitment to its alliance with Japan, including defense pledges concerning disputed islands in the East China Sea [12]

Group 1 - The AI industry is experiencing a bubble, with insiders acknowledging the irrational exuberance in valuations and expectations compared to actual capabilities [4][5][6][26] - Nvidia reported a significant revenue increase of 62% in the last quarter, with a forecast of 65% year-over-year growth, indicating strong demand for its products [10] - Despite Nvidia's strong earnings, there are concerns about the sustainability of high valuations in the AI sector, as many companies are raising capital at inflated valuations [7][8][31] Group 2 - Google has regained its position as a leader in AI, with its new model Gemini 3 achieving top performance benchmarks and driving investor interest [31][32][34] - The launch of Gemini 3 has coincided with a resurgence in Google's stock price, reaching all-time highs, as the company effectively integrates AI into its products [31][34] - Google's custom chips (TPUs) are being utilized to enhance the performance of its AI models, providing a competitive edge over rivals [32][34][57] Group 3 - The rise of Chinese AI companies poses a significant threat to Nvidia and the broader AI market, as these companies are rapidly developing competitive models at lower costs [67][76] - The shift towards open-source AI models in China contrasts with the proprietary models favored by Western companies, potentially leading to a competitive disadvantage for U.S. firms [82][84] - Investors may be underestimating the risks posed by China's advancements in AI technology and its implications for U.S. companies like Nvidia [76][78][80]

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.Nvidia Corp. (NASDAQ:NVDA) crushed estimates with $57 billion in revenue and $1.30 per share in earnings, yet even that couldn't stop the tech rout this week. The Invesco QQQ Trust (NASDAQ:QQQ) and other mega-cap tech names slid hard despite the beat.Valuation concerns resurfaced as the broader tech sector shed more than $800 billion in market value, with the sell-off marking the ...