Are You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2025 85% YTD return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each morning.Implement my Covered Call Dividend Plan and earn 50% on some of your investments.All-Weather Portfolio vs. The S&P 500Join The Financial Prophet And Become A Great Investor! Don't Hesitate! Take advantage of the 2-week free trial and receive this lim ...

圣诞节后首个交易日，美股三大指数涨跌不一，纳指涨0.14%，标普500指数涨0.08%，道指跌0.03%。 英伟达涨近1%，据报拟于明年春节前对中国交付H200 AI芯片，性能翻6倍，售价涨30%。 金银价格双双创新高，黄金白银股高开，黄金资源、科尔黛伦矿业涨超3%，泛美白银涨超2%，纽曼矿 业、哈莫尼黄金涨超1%。 存储概念股齐涨，闪迪涨3.5%，美光科技涨1.3%，西部数据涨1.5%，市场研究机构Omdia预期AI需求 推动NAND明年涨价40%。 (格隆汇) ...

Core Insights - NVIDIA Corporation's networking business is becoming a significant growth driver due to the increasing complexity of AI models, which necessitates faster connections between processors [1][5] Group 1: Networking Business Growth - NVIDIA's networking revenues grew 162% year over year and 13% sequentially in Q3 of fiscal 2026, reaching a record $8.19 billion [2][10] - The demand for high-speed interconnects from cloud service providers and AI-focused data center operators is benefiting NVIDIA, as its networking hardware is integrated with its compute platforms [3][10] - The increasing size of AI clusters is leading to higher margins for NVIDIA's networking products, as high-performance switches and interconnects are sold at attractive prices [4] Group 2: Future Revenue Projections - The Zacks Consensus Estimate projects NVIDIA's networking revenues to reach $29.34 billion in fiscal 2026, indicating a year-over-year growth of approximately 126% [5][10] Group 3: Competitive Landscape - NVIDIA faces competition from Broadcom and Arista Networks in the AI networking space, with Broadcom being a leader in Ethernet switching and custom silicon solutions [6] - Arista Networks specializes in high-speed Ethernet switches and is favored by cloud service providers for building AI clusters [7] Group 4: Stock Performance and Valuation - NVIDIA's shares have increased by approximately 19.6% over the past six months, outperforming the Zacks Semiconductor – General industry's gain of 17.5% [8] - The company trades at a forward price-to-earnings ratio of 27.52, which is lower than the industry average of 29.29 [12] - Earnings estimates for fiscal 2026 and 2027 have been revised upward, implying year-over-year increases of approximately 55.5% and 54.4%, respectively [15]

U.S. stock markets have resumed normal trading hours today, Friday, December 26, 2025, following the Christmas Day holiday, with investors keen to extend the bullish momentum that closed out the shortened trading week. Major indices ended Wednesday's session at fresh record highs, fueled by robust artificial intelligence (AI) sector performance and encouraging economic data. As markets opened this morning, premarket futures indicated a mixed to slightly subdued start, with the Dow Jones Industrial Average ( ...

US equity futures are little changed in thin trading with most traders away from the screens, while the bulk of overnight actions was once again in gold and silver as precious metals soared to a new record high driven by feverish Chinese demand. As of 8:15am, S&P futures were flat after closing Wednesday's session at a new record high, while Nasdaq 100 futs were fractionally in the green. Asian markets were mostly higher while European bourses are closed. The dollar was unchanged as were treasuries, with th ...

2025年末， 国产GPU行业迎来一场资本的盛宴。 12月5日， 摩尔线程率先登陆科创板， 成为"国产GPU第一股"， 期间最高价达到941.08元／股， 涨幅超过700％， 总市值超过4400亿元。 ▲摩尔线程K线图。 不到半个月， 沐曦股份同样在科创板挂牌上市， 开盘暴涨超568％， 坐上A股史上"最赚钱新股"的宝座。 紧随其后， 壁仞科技通过港交所聆讯； 而燧原科技也在A股排队候场。 被业界称为"GPU四小龙" 的四家国产GPU企业， 几乎同步敲响了资本市场的大门。 业内人士普遍认为，这场"狂欢"的背后，并非单纯的故事性炒作，而是一场由国家战略驱动、产业需求牵引、地方生态支撑的系统性变革——人工智能进 入"算力为王"时代，GPU作为AI时代的"新石油"，正成为科技自立自强的关键战场。 算力缺口催生国产GPU"奇兵" 过去三年， 全球大模型竞赛如火如荼。 中国AI创新力量频频亮相国际舞台。 但一个现实始终存在：训练这些模型所需的高端GPU长期依赖进口，尤其受制于海外出口管制，"一卡难求"已成为行业常态。 "以前，主要是互联网大厂有算力需求，它们也倾向于建设自己的算力平台。"位于两江协同创新区的人工智能公共 ...

The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors. ...

Group 1: Nvidia's Acquisition - Nvidia has agreed to acquire assets from chip startup Groq for $20 billion in cash, marking its largest purchase to date [2][3] - The acquisition includes a nonexclusive licensing deal, with Groq's leadership team joining Nvidia to enhance and scale the licensed technology [2] Group 2: Market Performance - The S&P 500 has increased by 1.4% this week, setting new intraday and closing records, while the Dow Jones Industrial Average and Nasdaq Composite are also up more than 1% [7] - Historically, the last five trading days of the year and the first two of the new year have shown an average gain of 1.3% for the S&P 500 since 1950 [7] Group 3: Waymo's Service Update - Waymo has paused its robotaxi service in the San Francisco Bay Area due to expected heavy rain, following a previous service pause during a blackout that caused operational issues [8][9] Group 4: Leather Goods Pricing - Tariffs and supply chain bottlenecks are increasing prices for leather goods, with Tapestry estimating tariff-related expenses could reach $160 million [10] - The Yale Budget Lab projects that prices for leather goods will remain nearly 22% higher for the next one to two years due to significant tariff exposure [11]

投资者密切关注着英伟达首席执行官黄仁勋的一举一动，无论是他与特朗普总统的会面，还是和三星、 现代的高管们一起吃炸鸡、喝啤酒的夜晚。 2025 年，英伟达营收飙升至 1871 亿美元，市值持续攀升，一度突破 5 万亿美元大关，之后回落至 4 万 亿美元区间。 这一年，英伟达历经诸多巅峰与低谷，以下 15 件事堪称其 2025 年的关键里程碑。 1 月 6 日：2025 年国际消费电子展 英伟达以一系列新品发布拉开 2025 年的序幕。在 2025 年国际消费电子展（CES）上，公司推出了新款 迷你人工智能芯片及性能更强的游戏显卡。黄仁勋在主题演讲中谈及物理人工智能（即机器人技术）、 桌面人工智能系统以及多项人工智能软件更新等内容，为公司全年发展奠定基调。 提及 2025 年对华尔街及人工智能行业影响最深远的企业，英伟达绝对首屈一指。 1 月 27 日：深度求索（DeepSeek）冲击时刻 从各类数据来看，英伟达这一年成绩斐然，但年初却遭遇一记重击。1 月，深度求索公司发布了 R - 1 大模型，并宣称该模型的训练未使用顶尖处理器。这一消息引发人工智能行业震荡，英伟达单日市值蒸 发近 6000 亿美元。 尽管初期 ...

March S&P 500 E-Mini futures (ESH26) are trending down -0.03% this morning as trading resumed after the Christmas holiday, with activity subdued and volumes expected to remain light ahead of a shortened New Year’s week. Higher bond yields today are weighing on S&P 500 futures. The 10-year T-note yield rose two basis points to 4.15%. More News from Barchart In Wednesday’s trading session, Wall Street’s three main equity benchmarks closed higher, with the S&P 500 posting a new record high. Nike (NKE) cl ...