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Results for “NVIDIA”: 20 articles
Clear searchCrypto.com rolls out tokenized stock derivatives as crypto exchanges push into equities
The exchange is joining a tokenized stock market that has grown 600% in a year, though its products offer price exposure rather than share ownership.
淡马锡投资三星与SK海力士，KOSPI创阶段新高，美股半导体板块联动走强
新加坡淡马锡公布半导体投资计划，聚焦AI与存储芯片，三星电子、SK海力士股价大涨并带动KOSPI走高。分析其对美股半导体板块的传导逻辑与潜在风险。
美超微上调业绩指引：2027财年营收目标650-720亿美元，AI服务器需求强劲
美超微（SMCI）发布超预期业绩指引，预计2027财年营收达650-720亿美元，Q1销售145-155亿美元。AI服务器需求爆发，但供应链与毛利率风险并存。
When safe assets compete with risk. Lessons for BTC and stock prices: Crypto Daily
The day ahead in crypto: Aug. 11, 2026
三星HBM份额攀升，相对SK海力士P/E溢价有望扩大
三星电子在HBM市场份额的快速提升正在改变其估值逻辑。分析认为，随着HBM4量产临近，三星相对SK海力士的市盈率溢价有望在2025年由负转正并持续扩大，背后是客户多元化、盈利弹性与技术后发优势的共同驱动。
Cathie Wood loads up SpaceX, AI infra names, continues trimming Roblox, Palantir (ARKK:BATS)
Ark Investâs August trades: big buys in SpaceX, Circle, Coinbase, AI/cloud playsâand major sales in Roblox, Shopify, Palantir.
Cathie Wood 加码 SpaceX 与 AI 基础设施，减持 Roblox 和 Palantir 策略解读
方舟投资 Cathie Wood 近期增持 SpaceX 和 AI 基础设施股，同时减持 Roblox 和 Palantir。本文分析其调仓逻辑与对成长股投资的启示。
Tech Stocks Lead Wall Street to Record Highs as Rate-Cut Hopes Fuel Nasdaq and S&P 500 Rally
Federal Reserve signals rate cuts, tech stocks surge, pushing Nasdaq and S&P 500 to record highs. Analysis of market sentiment, fund flows, and key risks ahead.
US Stocks Mixed as Tech Earnings Season Takes Center Stage
US stocks showed mixed performance in the latest session, with the Nasdaq and S&P 500 diverging. As tech earnings season kicks off, investors remain cautious, focusing on guidance and economic data for future direction.
英伟达市值突破3万亿背后：AI芯片热潮还能持续多久？深度解析估值泡沫与机构分歧
英伟达市值首破3万亿美元，AI芯片热潮引爆华尔街。本文深入分析股价飙升背后的产业逻辑，从思科历史对标到机构多空博弈，探讨算力泡沫风险与未来投资趋势。
Nvidia's Market Cap Tops $3 Trillion: How Long Can the AI Chip Boom Last? A Deep Dive into Valuation Bubble and Institutional Divergence
Nvidia's market value has surpassed $3 trillion for the first time, igniting Wall Street's AI chip frenzy. This article analyzes the industrial logic behind the stock surge, from Cisco's historical parallel to institutional bull-bear dynamics, exploring the risks of a computing power bubble and future investment trends.
Fed Rate Cut Hopes Soar, Nasdaq and S&P 500 Hit Record Highs as Tech Stocks Lead
Recent economic data and Fed officials' comments have boosted the probability of a September rate cut, driving the Nasdaq and S&P 500 to new record highs. Analysis of tech heavyweight performance and market repricing of the rate cut path.
Hyperliquid’s RWA perps boom is eating into the revenue that backs HYPE
Revenue has fallen four quarters running while open interest hit a record high. The gap is a fee-sharing program that hands half the platform's volume to outside builders.
Nasdaq Hits Record High: Apple and Tesla Struggle, Nvidia Shines as Tech Giants Diverge
The Nasdaq Composite reaches a new record high, but earnings reports from Apple, Tesla, and Nvidia reveal stark contrasts. AI enthusiasm boosts Nvidia's performance, while weak consumer electronics and EV demand weigh on the others, highlighting structural divergence in the market.
Nvidia Earnings Preview: Chip Stocks Lead Nasdaq to Record Highs—Can the AI Rally Persist?
Ahead of Nvidia's earnings, chip stocks surged, lifting the Nasdaq and S&P 500 to record highs. This article analyzes the AI supply chain's momentum, market concentration risks, and three possible scenarios post-earnings.
S&P 500 Hits Record High Ahead of Nvidia Earnings, Chip Stocks Lead AI Rally
Ahead of Nvidia's earnings, the S&P 500 reaches an all-time high as chip stocks surge, reflecting strong investor bets on AI infrastructure spending. Options data and fund flows show bullish sentiment, but risks remain from high valuations and policy uncertainties.
Tech Stocks Drag Nasdaq Below 20,000 as Fed Rate-Cut Path Takes Center Stage
Nasdaq falls below 20,000 as weak tech earnings and valuation concerns weigh. Investors focus on Fed's rate-cut timeline and AI investment returns.
英伟达财报前夕纳指期货微跌 市场屏息静待AI风向标
英伟达财报公布前，纳指期货微跌，市场情绪谨慎。期权市场押注波动，投资者关注AI需求可持续性与出口管制影响。本文分析财报前市场动态与潜在影响。
Nasdaq Futures Edge Lower Ahead of Nvidia Earnings as Market Awaits AI Bellwether
Ahead of Nvidia's earnings, Nasdaq futures dipped slightly as investors adopt a cautious stance. Options market signals volatility, with focus on AI demand sustainability and export controls.
英伟达财报前夕市值登顶，AI热潮面临估值与需求双重考验
英伟达市值登顶全球，财报发布在即，高估值能否消化？从产业链需求、竞争格局到宏观流动性，深入拆解AI龙头能否延续传奇。
