MarketWatch
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Nvidia strikes a new memory-chip deal — but SK Hynix and Samsung shares are under heavy pressure
South Korea’s once-hot Kospi index is headed for another day of sharp declines as the AI trade loses steam.
MarketWatch · "NVIDIA" · 총 13건
필터 보기현재 지수
50.0
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 143건을 분석한 결과, 뉴스 심리지수는 50.0(균형)입니다. 긍정 0건(0.0%)·중립 143건(100.0%)·부정 0건(0.0%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 0.0(중도 균형)입니다.
South Korea’s once-hot Kospi index is headed for another day of sharp declines as the AI trade loses steam.
Wasted AI budgets at Nvidia, Uber, Microsoft and others sink “tokenmaxxing” and trigger hiring.
Nvidia’s Jensen Huang spoke highly of Marvell, and his comments are sparking broad enthusiasm for providers of optical components.
Portfolio manager Jonathan Cofsky talks about where to find the winners in the AI landscape and one company that is beating all comers.
Nvidia CEO Jensen Huang called the semiconductor company “so essential” to the development of artificial intelligence.
Micron stands to benefit from a favorable pricing environment, low competition — and now a new Nvidia chip, analysts say.
As AI agents spur demand for more software — not less — major enterprise cloud platforms are staging a comeback.
Nvidia’s new RTX Spark PC chip uses Arm technology.
Nvidia and Microsoft have announced the launch of PCs powered by the RTX Spark chip, which is built for artificial intelligence agents.
T. Rowe Price’s Tony Wang is looking AI for bottlenecks and finding them, and also sees returns in space and light.
Mastercard is in an elite club. Among S&P 500 components, only Nvidia and Apple shares have performed better over the two-decade span since the card company’s IPO.
Corporate profits can’t fix a chaotic trade war with China, climbing credit premiums and AI infrastructure limits.
S&P 500 has a 30% chance of crashing over the next two years. That’s the good news.