Group 1: Nvidia - Nvidia's stock rose by 2.4% with a trading volume of $37.199 billion, and Goldman Sachs set a target price of $250, anticipating Q4 revenue of $67.3 billion [1][11] - Goldman Sachs expects Nvidia to deliver a revenue "surprise" of $2 billion in Q4, with EPS forecasts exceeding market expectations by 5% and 9% for Q4 and Q1 respectively [1][11] - Analysts predict that the Rubin GPU will start shipping in Q3 2026, significantly increasing volume in Q4 and supporting strong growth until at least 2028 [1][11] Group 2: Tesla - Tesla's stock increased by 1.48% with a trading volume of $22.539 billion, and the company announced the mass production of the Tesla Cybercab at its Texas Gigafactory [2][12] - Tesla's Vice President revealed that the Full Self-Driving (FSD) technology rollout in mainland China is progressing, with a local training center established for adaptation [2][12] Group 3: Amazon - Amazon's stock fell by 0.76% with a trading volume of $18.912 billion, while STMicroelectronics announced a multi-year, multi-product collaboration with Amazon Web Services (AWS) [3][12] - The partnership positions STMicroelectronics as a strategic supplier of advanced semiconductor technologies for AWS, integrating high-bandwidth connectivity and energy-efficient solutions [3][12] Group 4: Microsoft - Microsoft's stock rose by 3.13% with a trading volume of $18.292 billion, but the company faced two downgrades in less than a week due to concerns over AI-related risks [3][13] - Melius Research downgraded Microsoft from "Buy" to "Hold," citing worries about capital expenditures and the performance of its Copilot AI software [3][13] Group 5: Micron - Micron's stock fell by 2.84% with a trading volume of $11.764 billion, as semiconductor research indicated that Micron may miss out on first-year orders for the Rubin architecture [4][13] - SemiAnalysis reported that Nvidia is likely to exclude Micron's HBM4 from initial production, favoring Korean suppliers instead [4][13] Group 6: SanDisk - SanDisk's stock decreased by 2.43% with a trading volume of $8.87 billion, but Bernstein raised its target price to $1000, reflecting a 72.4% increase from the previous target of $580 [5][15] - The new target price suggests a potential upside of about 50% from the current stock price, as SanDisk focuses on NAND flash memory and storage products [5][15] Group 7: AMD - AMD's stock rose by 3.63% with a trading volume of $8.255 billion, and the company appointed a new Chief Marketing Officer from Oracle [6][16] - Huatai Securities maintained a "Buy" rating for AMD with a target price of $300 [6][16] Group 8: Oracle - Oracle's stock increased by 9.64% with a trading volume of $7.721 billion, and DA Davidson upgraded its rating from "Neutral" to "Buy" based on reduced risks associated with its client OpenAI [6][16] - The report maintained a target price of $180 for Oracle, reflecting improved outlooks for the company's performance [6][16] Group 9: AppLovin - AppLovin's stock surged by 13.19% with a trading volume of $4.564 billion, driven by positive comments from multiple financial institutions regarding its business prospects [6][17] - The market sentiment is bolstered by AppLovin's AI-driven advertising engine, Axon, which is described as a leading machine learning advertising engine [6][17]

In the race for tech dominance, finding the right workers isn’t so simple, says billionaire CEO Elon Musk. Musk is known for his micromanagement leadership style (which he has jokingly referred to as nanomanagement), and hiring is no different. In the early years of building SpaceX, he interviewed the first few thousand employees, before he no longer had enough time, he said. Musk now relies on his staff to find the “wow” factor and asks for bullet points on “evidence of exceptional ability,” he told S ...

The market is no longer a one-trick show led by the Magnificent Seven, the group of mega-cap tech giants that have defined U.S. stock performance since the early 2020s. For years, Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA), Meta (NASDAQ: META) and Tesla (NASDAQ: TSLA) set the pace for Wall Street. But now, that dominance is starting to crack as investors look beyond Big Tech for the next source of growth, as highlighted by Bank ...

Death, taxes, and technology companies spending huge amounts on capital expenditures (capex). In 2026, these are certainties. Alphabet just announced plans to invest $175 billion to $185 billion this year. This is another sign of the booming artificial intelligence (AI) craze taking over the economy. 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 » Tesla (NASDAQ: TSLA), which doesn't hav ...

Tesla stock up around 2.5%: what's driving the EV major higher | Invezz false### Choose your country### Choose preferred languagePopular languagesEnglish (USA) [Deutsch] [Español] [Français] [Português]All available languagesEnglish (USA) [English (UK)] [English (Australia)] [English (Canada)] [English (New Zealand)] [English (South Africa)] [English (Ireland)] [English (Singapore)] [English (Nigeria)] [English (Pakistan)] [English (India)] [eština] [Deutsch] [Dansk] [Español] [Français] [Italiano] [] [Mela ...

Core Viewpoint - The recent surge in the photovoltaic sector is significantly influenced by Elon Musk's support for space solar power, which has ignited investor interest and led to substantial gains in the A-share photovoltaic market [1][5][12]. Industry Overview - The photovoltaic industry is currently experiencing an oversupply, with the ground-mounted solar segment facing intense competition and a decline in growth prospects. The China Photovoltaic Industry Association projects a decrease in new installed capacity for 2023, estimating between 180-240 GW, a year-on-year decline of 23.81%-42.86% [1][11]. - The emergence of space solar power is seen as a potential solution to the industry's search for new growth avenues, driven by the expanding commercial space market [2][11]. Market Dynamics - Following Musk's endorsement of space solar power, the photovoltaic sector saw a collective market recovery of over 200 billion yuan from January 23 to February 9, with leading companies like GCL-Poly and TCL Zhonghuan experiencing significant stock price increases [1][4][6]. - As of February 9, the photovoltaic equipment sector showed strong performance, with multiple stocks hitting their daily price limits, indicating a clear profit-making trend among investors [4][6]. Corporate Developments - Tesla is reportedly evaluating locations in the U.S. to expand its solar cell manufacturing, which could open opportunities for Chinese equipment manufacturers to enter Tesla and SpaceX's supply chains [5][12]. - Companies like GCL-Poly and Trina Solar have confirmed that they are exploring technologies related to space solar power, although they have not yet secured any related orders [7][9]. Financial Performance - A significant portion of photovoltaic companies are forecasting losses for 2025, with 73.47% of the 49 companies that disclosed earnings predictions expecting net losses. Notable companies like TCL Zhonghuan and Trina Solar are projected to face substantial losses [9][10]. - The total market capitalization of 70 photovoltaic stocks increased from approximately 1.79 trillion yuan to about 1.99 trillion yuan during the recent surge, reflecting strong investor interest [6][9]. Future Outlook - While space solar power presents exciting possibilities, it remains in the early stages of technological exploration and faces challenges related to market conditions, policy, and technological development [2][12][14]. - Experts believe that advancements in commercial space technology and photovoltaic innovations could position space solar power as a new growth driver for the industry [14].

Market Performance - US stock indices opened lower but rebounded, with the Dow Jones turning positive, the Nasdaq rising approximately 0.8%, and the S&P 500 increasing about 0.5% [1] - Following a significant drop in tech stocks due to AI concerns, technology companies rebounded, contributing to the market's rise ahead of key economic data releases that will influence Federal Reserve policy outlook [2] Company Highlights - Nvidia's stock surged over 3%, while Oracle's stock saw an increase of over 10% [2] - Oracle's stock rise was primarily driven by an upgrade in rating from D.A. Davidson [4] - Applovin Corporation's stock increased by 12.36%, while other notable tech stocks like AMD, Broadcom, and Microsoft also saw gains [3] Capital Expenditure Insights - UBS's Chief Investment Officer David Lefkowitz noted negative market reactions to Amazon and Alphabet's capital expenditure guidance, which was "significantly above" market expectations, overshadowing their strong cloud business growth [5] - Nvidia's CEO Jensen Huang highlighted the "extremely strong" demand for computing power, indicating that the tech industry is justifiably increasing investments in AI infrastructure [5] - Analysts believe that capital expenditures for large-scale cloud providers still have room for growth, with Morgan Stanley reporting that the growth in token processing volume is accelerating cloud revenue for GCP, AWS, and Azure [5] Precious Metals - Spot silver surged over 6%, while spot gold rose nearly 2% [5]

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科技七巨头多数下跌，英伟达盘中快速拉升涨超4%。高盛分析师预计，英伟达2025财年第四季度营收将达到673亿美元，同时在盈利端也将 超出市场预期；给出250美元的目标价；微软涨近2%，特斯拉小幅上涨，亚马逊、苹果则跌超1%。 甲骨文股价大涨近9.6%，创去年12月以来最大盘中涨幅。戴维森投行将其股票评级从"中性"上调至"买入"。台积电涨3%创新高，市值超1.85 万亿美元。 存储概念股走弱，美光科技跌近2.5%，闪迪跌超1.4%。英伟达或将把美光HBM4排除在Rubin架构的首年量产之外。 美东时间周一，美股三大指数涨跌不一，中概股多数下跌；英国遭遇股债汇"三杀"。 国际油价短线上扬，WTI原油、ICE布油涨幅扩大至1%，其中WTI原油突破64美元/桶。 据央视新闻报道，当地时间9日，伊朗原子能组织主席伊斯拉米就有关将浓缩铀运出伊朗的猜测表示，相关说法主要来自其他方面以及对伊 朗施压的相关势力所提出，这一议题根本不在谈判议程之中；即便个别个人或国家曾提出所谓"建议"，自认为可以提供帮助，但在正式谈判 中并未就此展开讨论。 值得注意的是，本周美国1月非农就业报告与CPI将集中发布，或将给市场研判美联储货币政策路 ...

I am a journalist based in Detroit, having spent almost my entire career writing about business and economic subjects for The Wall Street Journal, New York Times, Detroit Free Press and Bloomberg. I'm the author of two books and am an acknowledged expert on the world automotive industry.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receivin ...