The AI “highlight” comes out next week! Nvidia's earnings report is about to be revealed, can it still rise?

① Analysts expect Nvidia's net profit for the 2025 fiscal year of Q1 to be US$12.87 billion, an increase of more than 530% over the previous year. ② In addition to the performance figures themselves, demand prospects and supply chain issues are still the focus of attention. ③ Well-known investors recently revealed that they had reduced their Nvidia stock holdings at the end of March; Goldman Sachs recently raised Nvidia's target price.

cls.cn31minutes ago

US stock preview | Wall Street bosses prefer Chinese securities in Q1! The central bank's “three arrows” worked together to stabilize the property market. Housing and multiple markets once soared by more than 450%

Bank of America: The macroeconomic situation is weakening, and long-term US debt will rebound in the second half of the year; CEO Xiaomo once again warned that inflation is worse than expected; legendary investor Drucken Miller cut his holdings at Nvidia and cut positions by more than 70% in the first quarter.

Futu News49minutes ago

Druckenmiller Back In Palantir Game: Duquesne Rebuys Into AI Play After Year-Long Gap, Slashing Nvidia Stake

Duquesne Family Office, run by former hedge-fund manager Stanley Druckenmiller, has reopened a position in Palantir Technologies, Inc. (NYSE:PLTR) after a year's hiatus, according to the 13F report fi

Benzinga51minutes ago

AMD Shares Are Trading Higher Following a Report Suggesting Microsoft Is Planning to Introduce AMD-powered AI Chips.

AMD Shares Are Trading Higher Following a Report Suggesting Microsoft Is Planning to Introduce AMD-powered AI Chips.

Benzinga54minutes ago

NVIDIA Analyst Ratings

Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 05/17/2024 16.87% Oppenheimer $1100 → $1100 Reiterates Outperform → Outperform 05/16/2024 6.25% Wedbush →

Benzinga07:15

Saudi sovereign fund PIF drastically reduced its holdings of US stocks in the first quarter, but used bullish options to bet on the future of AI

① The Saudi Public Investment Fund (PIF) drastically cut the total market value of its US stock holdings in the first quarter of this year; ② PIF no longer holds many technology stocks, but instead uses stock call options to replace direct holdings in these stocks and other technology stocks.

cls.cn07:02