Nvidia (NASDAQ: NVDA) stock started the week on a not so positive note, dropping 2.5% as rumors of the management reportedly reconsidering the recently announced investment in OpenAI started to circulate. Nonetheless, artificial intelligence (AI) predicts that the chipmaker’s short-term trajectory remains positive, with another rally likely by the end of the month.Machine learning algorithm predicts Nvidia stock price Namely, Finbold’s AI-driven price prediction tool predicts an average NVDA share price tar ...

Market Overview - The tech-focused Nasdaq Composite Index decreased by 0.1 percent, reaching 23,440.44, while the Dow Jones Industrial Average increased by 0.3 percent to 49,030.40, and the S&P 500 remained flat at 6,940.31 [1][4]. Earnings Reports - Earnings reports from major US tech firms, referred to as the "Magnificent Seven," are anticipated, with companies like Amazon and Alphabet set to report this week [1][4]. - Despite positive quarterly earnings showing growth in streaming services and record theme park revenue, Disney's shares fell by 6.5 percent [3]. Nvidia Developments - Nvidia's shares dropped approximately 2.1 percent following a report that its plans to invest up to $100 billion in OpenAI have stalled due to internal doubts about the agreement [2][4]. - In contrast, Oracle's shares rose nearly 1.0 percent after announcing plans to raise up to $50 billion this year to enhance AI infrastructure, responding to increasing client demand [2][4].

Core Viewpoint - Investing in automotive stocks should not be limited to mass market players or electric vehicle innovators, as there are high-quality businesses like Ferrari that present significant investment opportunities for the next decade [1]. Group 1: Company Strategy - Ferrari employs a unique strategy focused on maintaining brand strength through luxury, status, and scarcity rather than maximizing car sales [3]. - This strategy results in strong pricing power, with certain models like the F80 being reserved despite their seven-figure prices [4]. Group 2: Financial Performance - Over the past five years, Ferrari has achieved an impressive average quarterly operating margin of 26.9%, outperforming its peers [4]. - Currently, Ferrari's shares are trading 34% below their all-time high, indicating a potential buying opportunity as the price-to-earnings ratio of 34.3 is lower than its five-year average [5]. Group 3: Investment Outlook - Ferrari is positioned to be a winning investment over the next decade, despite recent market reactions to its conservative 2030 revenue growth outlook [6].

英伟达(NVDA.US)跳空低开跌2%。消息上，英伟达公司首席执行官黄仁勋澄清了此前宣布的对OpenAI 最高1000亿美元投资计划的性质，称这"从来不是一项承诺"，公司将"逐个评估"每轮融资。 华尔街日报日前消息，这项9月宣布的投资计划已陷入停滞，英伟达内部一些人对该交易表示怀疑。报 道援引知情人士称，黄仁勋曾私下强调这份1000亿美元协议不具约束力，并批评OpenAI的商业方式缺 乏纪律性。 ...

Core Insights - NVIDIA Corporation (NASDAQ: NVDA) is recognized as one of the best stocks to buy according to the Ken Fisher Stock Portfolio [1] Group 1: Licensing and Market Demand - CEO Jensen Huang indicated that China is still in the process of finalizing a license for the H200 artificial intelligence chip, with expectations for a decision from the Chinese government [2] - There is significant consumer demand for the H200 chip, which Huang claims would benefit both the Chinese market and American technological superiority [2] - China has approved acquisitions of over 400,000 H200 chips by major companies like ByteDance, Alibaba, and Tencent, although NVIDIA has not received specific details regarding these approvals [3] Group 2: Competitive Landscape and Supply Chain - Huang emphasized the need for NVIDIA to compete vigorously due to the presence of powerful chip companies in China [4] - Despite limited packaging capacity, NVIDIA plans to collaborate with TSMC to ensure supply and timely delivery of the H200 chip if it receives authorization [4] Group 3: Stock Performance - As of January 29, 2026, NVIDIA's stock has increased by 1.94% year-to-date [4]

Quick Read Oracle (ORCL) plans to raise $40B to $50B to expand cloud infrastructure for major AI customers including Meta, Nvidia and OpenAI. Oracle’s remaining performance obligations surged to $523B. This represents roughly 8.5 times annual revenue. Oracle’s trailing free cash flow turned negative at $13B as capital expenditures soared past operating cash flow. Investors rethink 'hands off' investing and decide to start making real money Oracle (NYSE:ORCL) announced on Friday that it expects to r ...

Group 1 - Nvidia CEO Jensen Huang has reset investor expectations regarding the company's investment in OpenAI, stating that the "$100 billion" figure was "never a commitment" [1] - The clarification comes as Nvidia seeks to manage perceptions around its financial commitments and strategic investments in AI technology [1] - This statement indicates a shift in how Nvidia plans to communicate its investment strategy to stakeholders and the market [1] Group 2 - The company aims to align its messaging with its actual financial strategies to avoid potential misunderstandings among investors [1] - Huang's comments reflect a broader trend in the tech industry where companies are reassessing their financial commitments in light of market conditions [1] - Nvidia's approach may influence how other tech firms communicate their investment plans, particularly in high-stakes areas like artificial intelligence [1]

Company Announcements - Litong Electronics clarifies that its liquid cooling product development is still in the early discussion stage, and it does not have specific plans for product development or production [2] - Changfei Fiber announces that the global fiber optic cable market environment is normal, and new products related to data centers account for a small proportion of total demand [2] - Rundu Co., Ltd. has a Class 1 innovative drug, but the approval for its injection product remains uncertain [3] - Aorui De plans to invest approximately 145 million yuan in purchasing computing power equipment [3] Investment & Contracts - Jichuan Pharmaceutical's wholly-owned subsidiary has signed an exclusive commercialization cooperation agreement with Beijing Puqi Pharmaceutical Technology Co., Ltd. [4] Equity Changes - Hongxiang Co. plans to transfer 100% equity of Nantong Hanlan to Fujian Mingao for a total price of 120 million yuan, which will help resolve historical debt issues [5] Share Buybacks - Lexin Technology plans to repurchase shares with a total amount between 50 million and 100 million yuan for employee stock ownership or equity incentive [6] - XGIMI Technology also plans to repurchase shares with a total amount between 50 million and 100 million yuan for employee stock ownership or equity incentive [7] Business Performance - Chip导科技 reports a revenue of 394 million yuan for 2025, with a net profit of 106 million yuan, reflecting a 4.91% decrease year-on-year [8] - Sainz plans to engage in molybdenum processing and sales, aiming to recover rhenium [9] - Shenghe Resources announces the unilateral termination of its strategic cooperation with ETM, and it will take legal measures to protect its rights [10] - Lianyun Technology reports a net profit growth of 20.36% for 2025, driven by increased demand for storage products [10] - Shanghai Yizhong reports a staggering net profit growth of 819.42% for 2025, attributed to the inclusion of its core product in the national medical insurance directory [11] Other News - Beiyinmei's controlling shareholder's restructuring plan has been approved by the creditors' meeting, which may lead to changes in shareholder equity [12] - Changchun High-tech's subsidiary has received acceptance for a clinical trial application for a new drug [13][14] - Dingxin Communications' vice president has been warned and fined for suspected short-term trading of company stock [15]

Nvidia (NASDAQ:NVDA) just seems to keep the deals and partnerships coming. ...

Oracle’s fundraising plans could pressure margins and weigh on earnings, analysts said. - Dado Ruvic/Reuters Oracle said it plans to raise between $45 billion and $50 billion this year to fund its artificial-intelligence infrastructure buildout, seeking fresh capital to satisfy growing demand from clients. The cloud-services giant said it expects to raise the money through a combination of debt and equity to build capacity for its cloud infrastructure business so it can meet demand it has already contrac ...