Group 1 - The investment themes from the past, particularly in technology stocks, continue to drive market performance, with tech stocks outperforming the market significantly over the last three years [1][2] - The S&P 500 has gained 81% in the last three years, while tech ETFs like the Vanguard Information Technology Index Fund ETF and the State Street Technology Select SPDR ETF have seen returns of 144% and 139% respectively [2] - The investment thesis remains focused on technology stocks, particularly those benefiting from advancements in artificial intelligence (AI), robotics, and machine learning, which are expected to provide strong market support [3] Group 2 - Nvidia, a leading semiconductor company, is projected to generate $213.3 billion in revenue this year, with expectations of growth to $319.8 billion by 2027, driven by its GPUs used in AI applications [5][6] - Palantir Technologies has experienced a remarkable 2,710% increase in stock value over the past three years, significantly outperforming Nvidia's 1,240% increase, due to its successful AI Platform (AIP) [7] - Palantir's U.S. commercial revenue rose 121% year-over-year to $397 million, while its U.S. government revenue increased by 52% to $486 million, indicating strong demand for its AI-driven solutions [8]

Key Points Nvidia's stock underperformed the semiconductor sector in 2025, but it can regain its mojo in the new year. There is a strong likelihood that Nvidia will outpace Wall Street's expectations in 2026, which could send the stock soaring. Nvidia appears undervalued when its potential earnings growth is considered, which is why it may be a good idea to buy the stock now. 10 stocks we like better than Nvidia › Nvidia's (NASDAQ: NVDA) stock returns over the past year were healthy, but not phen ...

Key Points Global-E Online will have to battle against e-commerce giants to gain market share. AXT is smaller, but it has a significant market share in one of the critical semiconductor materials for AI infrastructure. Demand is surging for indium phosphide, based on AXT's 250% sequential revenue growth for that segment. 10 stocks we like better than AXT › Global-E Online (NASDAQ: GLBE) -- a company that specializes in helping online retailers deal with the complexities of selling their wares int ...

On Tuesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said the chipmaker's $500 billion AI demand outlook won't be revised quarter by quarter, even as new developments continue to push expectations higher. Nvidia Holds The Line On $500 Billion — Signals Upside Ahead Huang told Kif Leswing, CNBC’s tech reporter, that he does not plan to regularly update the $500 billion visibility figure for AI-related demand, according to a post on X by Kristina Partsinevelos, a correspondent for the network Huang said ...

Core Viewpoint - Advanced Micro Devices (AMD) experienced a nearly 3% decline in stock price, dropping to $204.53, as investors shifted away from the semiconductor company following its CES product showcase [1] Company Summary - AMD's stock price fell by approximately 3% to $204.53 on Thursday [1] - The decline in stock price indicates a rotation of investor interest away from AMD after its recent product showcase at CES [1] Industry Summary - The semiconductor industry is experiencing fluctuations in investor sentiment, as evidenced by AMD's stock performance post-CES [1]

Intel Corporation ( INTC ) is back in the market’s good graces. The stock closed up around 6.5% on Wednesday at $42.6, briefly touching the $44.5 all-time high in intraday trading. The stock is down over 3.7% on Thursday, however, as investors digest theI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, ...

Intel Corporation ( INTC ) is back in the market’s good graces. The stock closed up around 6.5% on Wednesday at $42.6, briefly touching the $44.5 all-time high in intraday trading. The stock is down over 3.7% on Thursday, however, as investors digest theI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603501 证券简称：豪威集团 公告编号：2026-003 转债代码：113616 转债简称：韦尔转债 豪威集成电路（集团）股份有限公司 关于H股公开发行价格的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 豪威集成电路（集团）股份有限公司（以下简称"公司"）正在进行申请发行境外上市外资股（H股）并 在香港联合交易所有限公司（以下简称"香港联交所"）主板上市（以下简称"本次发行上市"）的相关工 作。 本次拟发行的H股股份的认购对象仅限于符合相应条件的境外投资者及依据中国相关法律法规有权进行 境外证券投资管理的境内证券经营机构和合格境内机构投资者及其他符合监管规定的投资者。因此，本 公告仅为A股投资者及时了解公司本次发行上市的相关信息而作出，并不构成亦不得被视为是对任何境 内个人或实体收购、购买或认购公司任何证券的要约或要约邀请。 公司已确定本次H股发行的最终价格为每股104.80港元（不包括1%经纪佣金、0.0027%香港证券及期货 事务监察委员会交易征费、0 ...

Beijing officials plan to approve some Nvidia imports as soon as this quarter after they forced Chinese firms to pause their orders for the Silicon Valley firm’s H200 chips, according to reports.China is preparing to allow local tech firms to buy the H200 chip for select commercial use, though it will still be banned from the military, government agencies and state-owned enterprises over national security concerns, sources familiar with the matter told Bloomberg.The planned approval still represents a major ...

Core Insights - NVIDIA's CEO Jensen Huang highlighted the rapid advancements in AI technology, particularly with the introduction of Alpamayo, the world's first thinking and reasoning model for autonomous vehicles, which utilizes a 10 billion-parameter vision-language-action model [1][2] - The demand for AI computing is surging, with model sizes increasing by 10 times annually and reasoning generating 5 times more tokens per year, while the cost of tokens is decreasing by 10 times [3] - NVIDIA's new Vera Rubin GPU system features significant innovations, including a design stripped of cables, hoses, and fans, utilizing hot-water liquid cooling at 45°C, which could disrupt the data center cooling market [6][7] NVIDIA Innovations - The Vera Rubin system is expected to be a game-changer in the robotics industry, with a projected cost of approximately $5 million per supercomputer rack-scale system [5] - The system's design allows AI factories to eliminate mechanical water chillers, relying instead on simpler cooling solutions, which has raised concerns for companies like Modine Manufacturing that specialize in data center chillers [7][9] Market Reactions - Modine's stock experienced a significant drop of over 20% following the announcement of the Vera Rubin system, reflecting investor concerns about the future demand for traditional cooling solutions [8][9] - Credo Technology Group also faced stock volatility, with shares falling due to fears that the new systems would replace copper cabling with optical interconnects, although a subsequent recovery was noted as investors reassessed the situation [10][11] Credo Technology Developments - Credo is diversifying its product offerings, focusing on both copper-based Active Electrical Cables and optical interconnect solutions, with recent innovations including ZeroFlap optical transceivers and a strategic acquisition of Hyperlume, Inc. [14][15][16] - The company aims to expand its Total Addressable Market (TAM) by prioritizing optical solutions while maintaining its leadership in the AEC market [16]