Core Viewpoint - Nvidia is focusing on reinvestment and share repurchases rather than providing substantial dividends, reflecting a strategic capital allocation approach aimed at supporting growth in the AI sector [2][4][5]. Dividend Policy - Nvidia's current quarterly dividend is $0.01 per share, translating to an annual dividend of $0.04, resulting in a negligible yield of approximately 0.02% [4]. - The company raised its dividend by 150% during the 10-for-1 stock split in May 2024 and has maintained this level since then [4]. - The payout ratio is near 1%, indicating that Nvidia is only distributing about $0.01 of every dollar earned, allowing for significant flexibility in funding growth [5]. Share Repurchases - Nvidia primarily returns cash to shareholders through share repurchases rather than dividends [6]. - In August 2025, the board authorized an additional $60 billion for buybacks, and in the first half of fiscal 2026, Nvidia returned $24.3 billion through buybacks and dividends [7]. - The company has consistently deployed billions of dollars per quarter on repurchases, supported by increasing free cash flow [7]. Future Expectations - Future dividend policy will be influenced by investment needs and earnings power, with significant investments required for AI platform development [8]. - The company is expected to continue prioritizing stock buybacks while gradually increasing dividends from a low base, maintaining flexibility in capital allocation [9]. - While modest dividend increases are probable, the timing and magnitude remain uncertain, as the company focuses on growth opportunities [10]. Financial Performance - Nvidia reported a 56% year-over-year revenue increase for the quarter ending July 27, 2025, with guidance indicating further revenue growth [11]. - The company's rapid scaling supports both reinvestment and potential for rising shareholder returns, with significant repurchases expected to continue [11].

Core Insights - Nvidia's share price is expected to see modest gains by the end of September but will remain below the $200 mark, with current trading at $177.82, reflecting a year-to-date increase of nearly 30% [1][9]. Price Predictions - The AI model predicts Nvidia's stock price to reach $183.08 by September 30, 2025, indicating a potential upside of 2.97% from the current price [4][6]. - Different AI systems provide varying forecasts, with the most optimistic being $185.50 (4.33% increase) from Claude Sonnet 4, while GPT-4o offers a conservative estimate of $178.50 [4][5]. Technical Indicators - The Moving Average Convergence Divergence (MACD) has turned positive, suggesting upward momentum, while the Relative Strength Index (RSI) is near neutral, indicating room for further gains without immediate correction [7][9]. Company Fundamentals - Nvidia dominates the AI chip market, with its data center division contributing nearly $39 billion to a record $44 billion in quarterly revenue, accounting for almost 90% of total sales [9]. - The company has experienced a revenue growth of nearly 70% year over year, driven by strong demand for its accelerators among hyperscalers and enterprises [9]. - New product cycles, including the Blackwell and upcoming Rubin chips, reinforce Nvidia's market leadership, although export restrictions to China have led to a $4.5 billion inventory charge, presenting a significant risk [10].

Core Viewpoint - The article discusses the perception that AI has contributed to a bubble in the tech sector and the broader stock market [1] Group 1 - There is a growing sentiment that the hype surrounding AI technologies is leading to inflated valuations in the tech industry [1] - The discussion highlights concerns about sustainability and the potential for a market correction due to overvaluation driven by AI [1]

Without a big overhang of uncertainty, these two stocks are free to keep climbing higher.Big tech stocks produced some of the biggest gains in the current bull market, which dates back to October 2022.Nvidia, already an industry giant with a market cap around $300 billion at the start of the bull market has seen its value climb more than 14-fold in just a few years to become the first $4 trillion company. That growth was driven by massive spending on artificial intelligence and investor excitement about the ...

When Core Scientific signed a $3.5 billion deal to host artificial intelligence (AI) data centers earlier this year, it wasn’t chasing the next crypto token — it was chasing a steadier paycheck. Once known for its vast fleets of bitcoin mining rigs, the company is now part of a growing trend: converting energy-intensive mining operations into high-performance AI facilities. Bitcoin miners like Core, Hut 8 (HUT) and TeraWulf (WULF) are swapping ASIC machines — the dedicated bitcoin mining computer — for GP ...

Group 1 - In August, major technology stock indices experienced an overall increase, with the S&P 500 rising by 1.91%, the Nasdaq Composite by 1.58%, and the Philadelphia Semiconductor Index by 1.09% [1] - The Nasdaq China Golden Dragon Index surged by 6.03%, while the Hang Seng Technology Index increased by 4.06%, and the computer sector saw a significant rise of 17.49% [1] Group 2 - Popular technology stocks mostly saw gains, with Apple increasing by approximately 14.71%, Intel by over 26%, and Tesla by 10.32% [2] - The 10-year U.S. Treasury yield remained unchanged in August, while the USD/CNY exchange rate appreciated by 466 basis points [2] Group 3 - Nvidia reported Q2 revenue of $46.743 billion for the fiscal year 2026, marking a year-over-year growth of 55.60%, with net profit reaching $26.422 billion, up 59.18% [3] - The data center segment generated $41.096 billion in revenue, reflecting a year-over-year increase of 56.43%, driven by growth in the networking and computing sectors [3] Group 4 - Google DeepMind launched the Genie 3 universal world model, representing a significant advancement towards AGI, capable of generating dynamic worlds in real-time with improved interaction duration and visual memory [4] - Genie 3's core value lies in providing a rich simulation training environment for AI agents, marking an important milestone in the development of general artificial intelligence [4]

它就是币圈低调到几乎隐身的巨头——Tether 在这期视频里，我们将彻底拆解：Tether是如何用一个极简的金融模型，把美元代币化成USDT，成为 全球最常用的稳定币？为什么它能一年狂赚超过百亿美元，却几乎没有人能替代。以及，这样一台"印 钞机"，背后究竟藏着哪些足以引爆整个市场的风险？ 你绝对想不到，全世界员工人均最赚钱的公司，居然不是苹果、微软、英伟达，而是一家只有不到200 名员工的神秘公司，人均利润却高达8600万美金，比英伟达高出整整40倍！ ...

The United Kingdom and the United States are set to sign a major technology agreement during President Trump‘s visit to the UK.This new partnership will emphasize collaboration on areas such as artificial intelligence, semiconductors, telecommunications, and quantum computing, aiming to strengthen ties between the two countries’ massive tech industries, according to a Reuters report.See Also: US Farmers Head To China As Trade Strains Weigh: ReportMajor Tech Executives Join DelegationPresident Trump will be ...

Core Viewpoint - The stock price of Shenghong Technology has surged over 700% this year, driven by its strong performance and potential in the AI sector, leading to a market capitalization nearing 300 billion yuan [2][7][9]. Group 1: Company Performance - Shenghong Technology's stock price reached a historical high of 352.49 yuan per share, with a market capitalization of 292 billion yuan as of September 12 [4][7]. - The company reported a net profit of 2.143 billion yuan for the first half of the year, a year-on-year increase of 366.89%, with Q2 revenue of 4.719 billion yuan, up 91.51% year-on-year [7][9]. - The company has established itself as a leader in high-density interconnect (HDI) technology, ranking sixth globally among PCB suppliers and third among domestic manufacturers in China [7][8]. Group 2: Market Expectations - There are rumors that Goldman Sachs raised its target price for Shenghong Technology from 380 yuan to 895 yuan based on its Q2 performance and AI growth potential, although these rumors were denied by sources close to Goldman Sachs [2][9]. - The global HDI market is expected to reach 17.037 billion USD by 2029, with a compound annual growth rate (CAGR) of 6.4% from 2024 to 2029, while AI-related HDI boards are projected to grow at a CAGR of 19.1% during the same period [8][9]. Group 3: Shareholder Actions - Major shareholders and executives have begun to reduce their holdings, with over 400 million yuan cashed out amid the rising stock price [11][13]. - The company announced plans for a Hong Kong IPO to raise approximately 1 billion USD (about 7.18 billion yuan) to support high-end capacity expansion and AI technology development [14][13]. Group 4: Industry Context - The stock performance of Shenghong Technology reflects broader trends in the AI infrastructure sector, where companies related to AI computing power have also seen significant stock price increases [16]. - Concerns have been raised by institutions regarding the high valuations in the AI-related sectors, suggesting that the current market enthusiasm may not be sustainable [16][17].

Core Viewpoint - Supermicro is experiencing significant stock price increases driven by the AI boom, but faces challenges related to margins and accounting practices [1] Group 1: Company Performance - Super Micro Computer is contributing to the AI revolution with advanced servers and racks tailored for Nvidia's Blackwell GPUs [1] - Revenue is rapidly increasing, indicating strong demand for Supermicro's products [1] - The company is forming numerous partnerships, enhancing its market position [1] Group 2: Technology and Efficiency - Supermicro's cooling technology is improving operational efficiency, which is crucial for handling the demands of AI workloads [1] Group 3: Financial Concerns - There are concerns regarding the company's accounting practices, which may introduce volatility in financial reporting [1] - Squeezed margins are a potential risk that could impact the company's ability to sustain growth [1]