Nvidia Bulls Dominate Options Market Amid Signs of Resilient Demand: Options Chatter
Morgan Stanley Maintains NVIDIA(NVDA.US) With Buy Rating, Cuts Target Price to $160
Where Will Nvidia Stock Be in 3 Years?
Reaffirm NVIDIA's "Shareholding" rating! Morgan Stanley emphasizes that the notion of a slowdown in AI growth is quite ridiculous.
① Morgan Stanley reports that the demand for AI chips remains huge, which will drive strong growth in the Industry; ② Analysts at Morgan Stanley point out that the production of AI tokens has increased fivefold since the beginning of this year, driving a surge in investment; ③ Although NVIDIA's stock price has plummeted this year, revenue from its new Blackwell chip is expected to grow rapidly, and Morgan Stanley reaffirms NVIDIA's 'Shareholding' rating.
Amazon and NVIDIA discuss AI Energy demand: in the short term, clean Energy may yield to fossil fuels!
① Executives from Amazon and NVIDIA mentioned at an Energy conference that they would consider using Henry Hub Natural Gas and other fossil fuels to power AI Datacenters; ② They pointed out that reducing carbon emissions remains a long-term goal for companies, but in the short term, it is still necessary to rely on secure and stable fossil fuels to provide electrical utilities for Datacenters; ③ However, the idea of using Coal for power has been controversial, with some arguing that it should not be the preferred choice.
A Reckoning for the Magnificent Seven Tests the Market -- WSJ
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Overview of international financial hotspots last night and this morning _ April 26, 2025 _ Financial news
For more global financial news, please visit the 7×24 hours real-time financial news market closing: US stocks closed higher with Technology stocks leading the rise. This week, the Nasdaq increased by over 6.7%. On April 25, the top 20 US stocks by trading volume: Tesla surged 9.8%, reports suggest the USA plans to relax autonomous driving regulations. On Friday, China Concept Stocks had mixed results, with New Oriental rising by 1.53%, while Weiwu dropped by 11.44%. WTI June Crude Oil Product futures rose by 0.37%, while spot Gold fell nearly 1% on Friday, accumulating a decline of 0.30% this week. Major European stock indices closed with collective increases, with the German DAX30 Index rising by 0.81%. Macroeconomically, Trump stated that he likes 'a million rich.'
Norway's sovereign wealth fund suffered a huge loss of 34.9 billion euros in Q1 but still insists on increasing its holdings in U.S. stocks.
Norway's sovereign wealth fund is the largest sovereign wealth fund in the world, with a size of approximately 1.5 trillion USD. In the first quarter of 2025, the fund suffered a loss of about 34.9 billion euros. The main reasons were the decline in stock prices in the Technology Industry and poor performance of the stock market in the USA. Overall, the value of the stock investment portfolio dropped by 1.6%, while fixed-income securities and Real Estate saw slight appreciation. Fund manager Nicolai Tangen described it as 'a quarter of extreme market volatility.' Stocks in the USA account for nearly 60% of the stock investment portfolio, clearly underperforming compared to European stocks. MSCI USA
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Is NVIDIA Corporation (NVDA) the Best Stock to Invest in for Long Term?