What Happened? Shares of analog chipmaker Microchip Technology (NASDAQ:MCHP) fell 9.8% in the afternoon session after the company issued a weak financial forecast for its upcoming fourth quarter, which overshadowed third-quarter results that beat expectations. Microchip projected fourth-quarter revenue to be approximately $1.13 billion, falling short of Wall Street's consensus estimate of $1.18 billion. The company's cautious outlook reflects weakening demand as customers in the automotive and industrial ...

Core Insights - Gold futures opened at $3,986.90 per ounce, showing minimal change from the previous day's close of $3,991, and briefly surpassed the $4,000 mark in early trading [1] - The increase in gold prices follows a difficult week for US stocks, with the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite all experiencing losses, particularly the Nasdaq, which fell by 3.7% since Monday's open [2] - Concerns regarding high valuations in artificial intelligence stocks have negatively impacted investor sentiment, with notable investor Michael Burry betting against Nvidia and Palantir [3][12] Gold Market Dynamics - Gold typically gains during periods of stock market uncertainty as investors look for safer investment options [4] - As of October 17, gold futures were up 62.4% year-over-year, with a 49.7% increase compared to one year ago [5] Expert Opinions on Gold Allocation - Robert R. Johnson advises against gold investment for younger investors, citing the tradeoff between reduced volatility and potential long-term returns [7] - Brett Elliott recommends a 2% to 5% allocation for resiliency, while growth-oriented investors may consider 10-15% [8] - Blake McLaughlin suggests a 5% to 8% allocation, emphasizing gold's historical resilience amid economic and geopolitical uncertainty [9] - Thomas Winmill proposes a 5% to 15% allocation, particularly through gold mining mutual funds, based on risk tolerance [10] - Vince Stanzione advocates for a 20% allocation to gold, either physically or via ETFs, as a strategy for wealth protection against inflation and currency devaluation [11]

SANTA CLARA, CALIFORNIA - MAY 21: A sign is posted in front of Nvidia headquarters on May 21, 2024 in Santa Clara, California. Chip maker Nvidia will report first quarter earnings on Wednesday, May 22nd. (Photo by Justin Sullivan/Getty Images)Getty ImagesOver the past ten years, NVIDIA (NVDA) stock has delivered a remarkable $83 Bil back to its investors in the form of cash via dividends and buybacks. Let’s examine some figures and see how this distribution capacity compares to the largest capital-return in ...

每经编辑｜段炼 北京时间11月7日晚，美股三大指数集体低开，随后跳水。截至发稿，道指下跌0.62%，纳指下跌1.71%，标普500指数下跌1%。 英伟达、特斯拉等暴跌 比特币跳水，24万人爆仓 大型科技股多数下跌，英伟达、特斯拉一度跌超4%，谷歌、Meta跌超2%，亚马逊跌超1%，苹果上涨。 热门中概股多数下跌，小鹏汽车跌超7%，阿里巴巴、蔚来、哔哩哔哩跌超3%，微博、爱奇艺跌超2%，京东、理想汽车跌超1%。 | 唯品会 | -0.27% | -0.050 | 0.02% | | --- | --- | --- | --- | | us VIPS | -1.31% | -0.240 | | | 微博 | | -2.11% -0.223 | 0.07% | | us WB | -0.76% | -0.080 | | | 阿里巴巴 | -3.48% | -5.839 | 0.14% | | US BABA | -2.92% | -4.900 | | | 京东 | | -1.99% -0.635 | 0.03% | | us JD | -1.81% | -0.580 | | | 腾讯音乐 | -4.82% | -1 ...

Core Insights - Nvidia has experienced a significant decline in market capitalization, dropping from $4.94 trillion to $4.45 trillion, erasing nearly $500 billion in value within a week [1][3] - The company's stock price has decreased by nearly 13% over five days, currently trading at $181.19 [1] - Investor sentiment has been negatively impacted by weaker labor data and valuation concerns in the AI sector, affecting other companies like Palantir, which lost $42 billion in market cap [3] Company-Specific Developments - Nvidia's CEO, Jensen Huang, announced that there are "no active discussions" regarding the sale of Blackwell chips in China, indicating a pause in operations in that market [3] - Huang expressed that the decision to resume shipments to China is contingent upon changes in Chinese policy [3] Market Reactions - The decline in Nvidia's stock has also affected other chip manufacturers, with AMD down nearly 5% and Broadcom declining by 3.5% [4]

It's been a tough week for the bulls. The selling in the stock market continued on Friday, extending a decline that puts major indexes on track for a sharp weekly loss. The Nasdaq was down more than 4% in five days, while the S&P 500 lost more than 2%.Here's where US indexes stood shortly after the 9:30 a.m. opening bell on Friday: There are a few takeaways emerging on Wall Street — and one level that forecasters say they're watching. Here's what you need to know: 1. It's all about valuations…The sell-of ...

The artificial intelligence boom hit a major speed bump on Friday as Nvidia stock (NASDAQ: NVDA) extended its brutal weekly losses. The chipmaker fell 3% on Friday to $182.09, bringing its cumulative ... ...

2025.11.07 "回头看，中国互联网这么多用户、这么多积累，反而成为AI时代数据的巨大燃料，OpenAI等公司都是 基于互联网大量开放数据建立起来。"黄晓煌说，从互联网时代迈向AI时代既是一个全球技术浪潮，也 是中国互联网的一个缩影。 云深处科技创始人朱秋国和游戏科学创始人冯骥则看到近10年来的技术翻天覆地的变化。"2015年，我 们的机器狗是用钢丝绳吊起来，因为没解决趴在地上怎么站起来、走路怎么走稳的问题。"朱秋国说， 2018年，第一条机器狗不用钢丝绳就站起来了，但在行业应用中还面临磨损、发热等问题，现在机器人 行业应用路径基本被打通，业务也得以扩展，"我有时候开玩笑说，以前我们是做狗的，今天终于可以 做人了。" 游戏科学创始人冯骥则表示，他在10年前就看到了机会。2016年，他注意到一个数据，世界最大的PC 游戏分发平台上，简体中文用户的比例达到32%~33%，意味着中国潜在玩PC游戏的用户数量世界领 先。那一年，中国票房最高的电影也是中国团队拍摄的中国题材电影，这让他看到，中国团队做的中国 题材如果能接近甚至超过国际水平，中国用户会给予相当大的回报。 "《黑神话·悟空》好像第一次让很多之前偷偷摸 ...

Wall Street indices slipped on Friday as big tech names lost steam, dragging the broader market down. The S&P 500 fell about 0.5%, the Nasdaq dropped 0.8%, and the Dow slid roughly 190 points, or 0.4%... ...

Core Insights - NVIDIA CEO Jensen Huang responded to Elon Musk's plan for a giant chip factory, stating that achieving TSMC's manufacturing level is nearly impossible [1] - Musk revealed Tesla's intention to build a massive chip factory to support custom chip projects like AI5, aiming for a production capacity of up to one million chips per month [1] - Huang emphasized that building an advanced chip factory is extremely challenging, involving engineering techniques, scientific methods, and craftsmanship that are difficult to replicate [1] Company and Industry Summary - Huang noted that chip manufacturing is not a skill that can be acquired overnight, and even companies like Intel face challenges despite years of effort [1] - Musk's interest in establishing Tesla's own chip manufacturing, dubbed "TeraFab," is driven by the insufficient capacity of TSMC, Samsung, and possibly Intel to meet Tesla's custom chip demands, with potential investments reaching hundreds of billions of dollars [1] - Huang is expected to meet with TSMC executives to discuss supply chain conditions, as TSMC has become a core partner for NVIDIA's AI business and is its sole semiconductor supplier [1]