CNBC's Jim Cramer on Thursday sees a crucial takeaway in the post-earnings swings for Microsoft and Meta Platforms stocks. His message to investors is simple: Do not give up on hyperscalers after a single quarter.Shares of Microsoft fell nearly 10% Thursday while Meta jumped roughly 10% after earnings reports from both tech giants Wednesday evening. In the case of Microsoft, investors were concerned after the software maker posted slowing cloud growth and management gave a weak response to questions about A ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 微软AI支出引爆忧虑，股价暴跌10%，拖累美股大盘。贵金属巨震。 纳指跌0.72%。微软一度暴跌12%、收跌10%，创2020年以来最大日跌幅，市值蒸发是美股史上第二大。Meta大涨超10%。特斯拉跌超3%。周四美股盘后公 布业绩后，苹果一度涨超2%、闪迪大涨12%。 10年期美债收益率小幅下跌0.6个基点至4.233%。 币圈重挫。比特币大跌6%、至两个月低点。以太坊跌超7%、跌破2800美元。 金价早盘曾大涨3.3%、逼近5600美元历史高位后跳水，一度较日高暴跌近9%，随后跌幅收窄。白银创下121美元的历史新高后，一度重挫超12%。铜价一度 大涨超11%，随后涨势回落、日内纽铜仍涨超6%。美伊局势支撑原油三连涨、日内涨3%，美油站上65美元。 亚洲时段，沪指震荡收涨，白酒爆发、贵州茅台涨逾8%，地产大涨，恒科指跌1%，芯片调整，沪金银铜飙升。 要闻 中国 习近平会见英国首相斯塔默。中英双方在英国首相斯塔默访华期间达成一系列积极成果。 外交部回应：中国已批准进口首批英伟达H200人工智能芯片？黄仁勋：此次访华行程"非常成功" ...

that do not rely heavily on technology. A significant portion of assets will be concentrated in securities in related industries, and may be similarly affected by adverse developments and price movements in such industries. A significant portion of assets may be invested in securities of companies in related sectors, and may be similarly affected by economic, political, or market events and conditions and may be more vulnerable to unfavorable sector developments. Investing in companies of small and medium c ...

Key Takeaways NVDA trades at a 41.07 forward P/E, above the industry average, leaving the stock sensitive to growth misses.NVIDIA benefits from easing U.S.-China tensions, with approvals to sell H200 AI chips to Chinese customers.NVDA sees upside from data center spending, Blackwell chip demand, and strong revenue growth. Is NVIDIA Corporation’s (NVDA) current sky-high valuation, amid trade risks and fierce competition, a reason for caution? Or, does its strong growth potential make it a worthy investment? ...

thing that caught a lot of people's attention on the call. I think it did yours as well. FSD.[snorts] He actually put a timeline, a firm a firm date on that. What do you make of it. >> I think that's what he needed to do.I mean, look, this is the most important year you could argue ever for Tesla and Musk because of FSD, because of autonomous, because of cyber capab. And I think it's important to kind of put line in the sand. you know th this speaks to along with the XAI you know in terms of that now invest ...

Make no mistake. I think Nvidia (NASDAQ: NVDA) will be an excellent stock to own in 2026. It has strong tailwinds blowing in its favor and top-notch execution. However, putting all of your eggs in one basket is a disaster waiting to happen. So, investors need some alternative AI stocks to diversify a bit in the artificial intelligence (AI) space. Three stocks that I think can make for strong alternative investments to Nvidia are Taiwan Semiconductor (NYSE: TSM), Broadcom (NASDAQ: AVGO), and AMD (NASDAQ: ...

Intel could be close to a major foundry win.DigiTimes reported on Wednesday that Nvidia is planning to tap Intel's (INTC 1.14%) foundry for some manufacturing and advanced packaging needs beginning in 2028. Nothing has been confirmed, so this remains in the realm of rumors and speculation. However, it does line up with comments made by Intel management during the fourth-quarter earnings call.If this Nvidia rumor is true, Intel's foundry business will get a significant boost from the king of AI chips. A mix ...

1月30日，梅赛德斯-奔驰（以下简称奔驰）新一代S级轿车正式亮相。作为中期改款车型，奔驰新一代S 级轿车超过50%的部件为全新开发或重新设计。奔驰方面称其为"有史以来最全面焕新的中期改款"，并 表示新一代S级轿车将成为奔驰史上最强大产品攻势中的核心产品之一。 "新一代S级轿车将深厚底蕴与未来远见相融合，它依然是我们毋庸置疑的旗舰，也是我们对这个时代的 郑重承诺。"梅赛德斯-奔驰集团股份公司董事会主席康林松（Ola Kllenius）表示。 事实上，在豪华车市场，奔驰S级的历次迭代都具有风向标作用。自问世以来，从ABS（防抱死制动系 统）、安全气囊到ESP（电控车辆稳定行驶系统），每一代搭载的技术几乎都成为行业趋势，这也使得 奔驰S级不仅是全球最畅销的豪华轿车之一，更被业内视为豪华和创新的定义者。 然而，在智能电动化浪潮下，豪华车的定义权正在经历前所未有的重构。部分品牌凭借智能化优势，将 产品触角延伸至百万元以上的细分市场并初具规模，这也让市场出现新的声音：在智电时代，奔驰S级 等传统德系旗舰车型能否继续锚定豪华坐标？ 新一代S级轿车给出的答案是守正创新。比如面对座舱"全触控化"趋势，奔驰在新一代S级上重新引入 ...

Santa Clara-based Nvidia hardly needs an introduction. Once celebrated as the king of gaming graphics, it quietly reinvented itself as the backbone of modern computing. Its GPUs now power data centers, AI, robotics, and immersive digital worlds. The CUDA software platform locked developers into a powerful ecosystem, turning Nvidia into an industry standard rather than a supplier. With a market capitalization of nearly $4.7 trillion, Jensen Huang’s company has become the engine of the AI economy.With Nvidia ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer highlighted his discussion of China business with the company CEO, as he commented: Hardly a day goes by when we don’t see some government intervention in the economy. Yesterday, I spoke to Jensen Huang, CEO of NVIDIA. He was in China… He seemed confident that he could win some meaningful Chinese business, but he said he preferred to keep the potential contracts out of any earnings estimat ...