Core Viewpoint - The discussion emphasizes the importance of holding onto individual stocks like Nvidia and Apple rather than trading them, as significant profits often come from long-term ownership rather than short-term trading strategies [1][2][3]. Group 1: Apple - Apple is launching the iPhone 17, which features innovative models that are lighter and more advanced, countering negative narratives about the product's appeal and sales potential [2][3]. - Despite initial skepticism regarding sales in China and the impact of tariffs, early indicators show strong demand, with T-Mobile reporting record iPhone sales and double-digit growth compared to previous years [2][3]. - The negative media narrative surrounding Apple has been proven incorrect, as the stock saw a significant increase of over 4% following positive sales news [2][3]. Group 2: Nvidia - Nvidia announced a partnership with OpenAI to build data centers with a capacity of 10 gigawatts, which is enough to power 8 million homes, highlighting the company's strong position in the AI and data center market [3]. - The investment of $100 billion in OpenAI, with $10 billion allocated per gigawatt, is expected to enhance Nvidia's value and profitability as AI demand surges [3]. - Concerns about Nvidia's performance due to geopolitical tensions with China are deemed less relevant, as the focus should be on the company's long-term growth potential [3].

Glenview Trust Company首席投资官Bill Stone表示："显然，新产品的需求比预期更强劲，这有助于推动 该股的买盘。我认为此前的预期较低，所以需求旺盛是一个惊喜，而任何积极的惊喜显然都会对股票起 到支撑作用。"Glenview Trust Company管理着约157亿美元的资产，并持有苹果股票。 智通财经APP获悉，苹果(AAPL.US)周一实现年内股价转涨，距离创下历史新高仅一步之遥。当日该股 上涨4.3%至256.10美元，年内累计涨幅达2.3%。苹果股价在四月因关税不确定性跌至低点，当时年内跌 幅超过30%，但自那以来，该股已累计上涨近50%。 据悉，受iPhone 17系列强劲需求信号推动，Wedbush将苹果目标价从270美元上调至310美元。该机构指 出，iPhone 17系列正推动苹果进入一轮真正的换机周期，并维持对苹果"跑赢大盘"评级。 近期苹果股价走强，原因是关税担忧逐渐消退，且市场愈发乐观地认为对最新款iPhone(尤其是价格较 高的机型)的强劲需求将支撑其增长。 以Daniel Ives为首的分析师团队表示："随着iPhone 17于上周末正式开售，其需求走势超 ...

Group 1: NVIDIA and AI Investment - NVIDIA announced a partnership with OpenAI for a $100 billion investment to build data centers in a 10-Gigawatt project, termed "the largest computing project in history" by CEO Jensen Huang [2][3] - This investment significantly increases OpenAI's valuation, which was around $147 billion last October, and positions it for a secondary share sale worth $500 billion [2] - NVIDIA's market capitalization surged by $145 billion following the announcement, reaching a record high of $4.5 trillion [3] Group 2: Apple and iPhone Sales - The iPhone 17, despite initial lukewarm reception, is tracking 10-15% above the iPhone 16 in sales, driven by sleek design and pent-up demand for upgrades [4] - Apple shares have increased by 4.3% in the current trading session, with a 12.4% rise over the past month and a 49% increase from early April lows [5] Group 3: Market Overview - The Dow, S&P 500, Nasdaq, and Russell 2000 all reached new record closing highs, with respective gains of +0.14%, +0.44%, +0.69%, and +0.59% [1] - Bond yields are gradually increasing, with the 10-year yield at 4.15% and the 2-year yield at 3.61% [1]

CNBC's Jim Cramer opined on two of his favorite long-term holdings — Apple and Nvidia — and suggested their continued success shows that it's worthwhile to stick with good-quality growth stocks instead of trading in and out of them. "As Nvidia and Apple proved once again today, individual stocks are where the biggest money is," he said. "Provided you've got the fortitude to stick around and you aren't addicted to buying high and selling low – the ultimate result of endless trading."The indexes ripped higher ...

Group 1: Nvidia and OpenAI Partnership - Nvidia is making significant investments in OpenAI, which is seen as a strategic move to support the infrastructure buildout that will heavily utilize Nvidia technology [1][5] - The partnership is unique as OpenAI is not a service provider but a developer of advanced AI applications like ChatGPT [2][4] - Nvidia has secured a certain amount of GPU capacity with OpenAI, which is crucial in a competitive landscape where cloud service providers (CSPs) are developing their own specialized processing units [3][5] Group 2: Market Dynamics and Competitive Landscape - Nvidia and Microsoft are the largest investors in OpenAI, with Nvidia's market cap exceeding $4 trillion, indicating their significant influence in the AI sector [5][6] - The current market share for GPUs shows Nvidia holding approximately 90-95%, with AMD capturing the remainder, solidifying Nvidia's position as the preferred partner for OpenAI [9] - The demand for AI compute is expected to remain strong, providing opportunities for other players like AMD and Broadcom, as CSPs continue to innovate their own processing units [9][10] Group 3: Implications for Other Players - The relationship between OpenAI and Nvidia raises questions about the stability of AI infrastructure demand, with potential for boom-bust cycles similar to memory markets [7][8] - Nvidia's arrangement with OpenAI may include a "most favored nation" pricing clause, ensuring competitive pricing as long as demand remains [9] - The emergence of specialized processing units (XPUs) by various companies, including Google with its TPU, highlights the evolving landscape of AI infrastructure [10]

Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks Making Big Moves on Wall Street. On September 17, UBS analyst David Vogt reiterated a Neutral rating on the stock with a $220.00 price target. The firm analyzed early iPhone 17 preorder data which suggests mixed demand for the iPhone 17. “UBS Evidence Lab Data (>Access Data) that tracks iPhone availability across 30 geographies suggests mixed demand for the iPhone 17 lineup since preorders began last Friday. For context, we believe YoY comparisons are more ...

The company hit the headlines for the right reasons on the first trading day of the week.Inclusion on a list of prestigious businesses was a key news item driving GoPro (GPRO 19.14%) stock's price 19% higher on Monday. This double-digit rise easily topped the 0.4% increase of the benchmark S&P 500 (^GSPC 0.44%) that trading session.A high degree of trustGoPro has been selected for inclusion on Newsweek's 1,000-strong annual list of World's Most Trustworthy Companies for 2025. This compilation is broken down ...

Core Viewpoint - Xiaomi has officially announced the launch of the new Xiaomi 17 series, which includes three models, aligning with Apple's iPhone 17 series in terms of model quantity and design features [1][3]. Group 1: Product Launch and Features - The Xiaomi 17 series replaces the previously anticipated Xiaomi 16 series and introduces a new small-screen version, the Xiaomi 17 Pro, alongside the standard and Pro Max versions [1]. - The design of the Xiaomi 17 series closely resembles that of the iPhone 17 series, featuring a secondary display in the Pro models, reminiscent of the Xiaomi 11 Ultra [1][3]. - The official launch event is scheduled for September 25, with key specifications and design details already revealed by company executives [3]. Group 2: Pricing Strategy - The starting price for the Xiaomi 17 standard version is expected to remain at 4499, the same as the previous Xiaomi 15, while the Pro and Pro Max versions may see a price increase, with the Pro starting at approximately 5299 and the Pro Max at around 5999 [3][5]. - Overall, the pricing strategy positions the Xiaomi 17 series as more affordable compared to the iPhone 17 series, which is seen as a competitive advantage in the market [5]. Group 3: Technical Specifications - All models in the Xiaomi 17 series will be equipped with the latest Qualcomm Snapdragon 8E Gen5 processor, achieving benchmark scores exceeding 4 million [7]. - The series will feature a Leica imaging system, the new Surge OS 3.0, and battery capacities exceeding 7000 mAh, along with support for fast charging [7].

Well, here with more Morgan Stanley's Eric Woodring. He covers tech hardware for that firm. It's good to see you again. It's been a minute.What do you make of what Sever said. Does that match with what you're hearing and seeing. >> Thank you, Scott.No. Um, it's good to see you. So, generally, directionally, I would say that that is accurate.I I mean, I don't want to get too far ahead of ourselves because we're, you know, 10 days post pre uh pre-order period. But the early data points when you piece them tog ...

(Bloomberg) — Apple Inc. shares broke into positive territory for the year on Monday, the latest milestone in an advance that has put the iPhone maker within striking distance of a record. The stock rose 4.3% to $256.10, and is now up 2.3% for 2025. The stock has risen nearly 50% off a low hit during the peak of tariff-related uncertainty in April, at which point Apple was down more than 30% on the year. Most Read from Bloomberg Recent strength in the stock came amid waning tariff fears and growing opti ...