As attention shifted to earnings season this week, money moved into big tech stocks, but Apple weakened on disappointing iPhone 15 sales in China.Royal Bank of Canada raised its forecast for net earnings per share for the S&P 500, despite the challenges of sticky inflation and a Federal Reserve that expects to keep interest rates higher for a long time. Royal Bank of Canada (RBC) expects recent macro moves to push S&P 500 earnings to $223 in 2023On the geopolitical front, investors remained focused on the crisis in the Middle East. Some analysts believe a full-blown regional conflict could send oil prices soaring above $100 a barrel, risking a global recession.Morgan Stanley analyst Michael Wilson said in a note that a rebound in the S&P 500 is "very likely" in the fourth quart

Yesterday, the shares of $NVIDIA Corp(NVDA)$, the king of GPU, once plunged nearly 8%. On the news, the United States announced that the ban on chips in China had been upgraded, and the H100 and H800 series GPU for China had been added to the restrictions. Investors were worried that the Sino-US chip war would affect Nvidia's performance.But don't worry, Nvidia is not afraid of the escalating chip export curbs in the United States！On the surface, Nvidia's revenue from China accounts for as much as 20%, but the company has a lot of ways to mitigate the impact of the ban. First, Nvidia sells not only data center GPU to China, but also games and car chips, and the combined revenue of the latter two is similar to that of data centers:Second, Nvidia ca

Due to export curbs on the A800 and H800 chips, $NVIDIA Corp(NVDA)$ fell 5% and its market value evaporated overnight by over $53.5 billion.Why does the export curb have limited impacts on Nvidia’s financials? Most of the recent demand has come from US-based entities. Market assumes that $NVIDIA Corp(NVDA)$ will quickly redesign a chip to meet new standards.PIPER SANDLERWe see these impacts as insignificant in the near-term despite NVDA historically deriving~20%of revenues from China.  Mizuho flagged the potential for a~6%drag on EPS. $NVIDIA Corp(NVDA)$ said in August that it did not expect additional restrictions on data cente

Options Market Statistics: Nvidia Stock Falls After U.S. Announces New Restrictions on AI Chip Exports, Options Pop $NVIDIA Corp(NVDA)$  shares fell by 4.68%, closing at $439.38. Its options trading volume is 1.52 million. Call contracts account for 54.8% of the whole trading volume. The most traded calls are contracts of $9.5 strike price that expire on October 20th. Reuters reported that the U.S. intends to tighten restrictions on AI chip exports to China and Nvidia's H800 chip, citing a U.S. government official and industry sources. Nvidia stock fell Tuesday. The Commerce Department, which oversees export controls, didn't immediately respond to a request for comment on Monday. Nvidia has previously said that

$NVIDIA Corp(NVDA)$  Althought short term will affected by US latest sanction but for long term I think NVIDIA still a good stock in invest.  Latest new from NVIDIA.  NVIDIA has just rolled out what they're calling their biggest system software update ever to their Jetson ecosystem, which brings generative AI (GenAI) and Metropolis expansion to Jetson Orin and a new ROS 2.0 (Robot OS) for the Isaac robotics platform. The major focus of this update is to bring about GenAI capabilities to computer vision processing, like what OpenAI did for text and images (ChatGPT and DALL-E). NVIDIA hopes that this will transform the way we interact with autonomous machines as GenAI o

Big-Tech’s PerformanceSince no significant data, risk preferences diverged this week. Tech stocks traded with concerns, leading by Apple and NVIDIA.As of the close on September 7th, the strongest performers in the past week were $Amazon.com(AMZN)$ of +2.07%, followed by $Meta Platforms, Inc.(META)$ with +0.97% and $Microsoft(MSFT)$ with +0.22%. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ down -0.55%, $Tesla Motors(TSLA)$ -1.75%, $Apple(AAPL)$ -5.75%, and $NVIDIA C

$NVIDIA Corp(NVDA)$  Nvidia Faces Export Curbs: A Golden Buying Opportunity? Nvidia recently took a 5% hit due to export restrictions on its A800 and H800 chips, causing its market value to vanish by a whopping $53.5 billion overnight. Is such setbacks poise a golden buying opportunity?   Despite the recent dip, Nvidia has demonstrated solid resilience over the years. If we take a peek at the 52-week stock chart, you'll notice that even with the hiccup, the stock has consistently climbed upward, proving its long-term strength. With the decline in Nvidia stock price, it might indeed be within reach for buying opportunities or accumulate your position. But, predicting the real bottom and timing the market has been

Recently, conspiracy theories regarding the alleged falsification of NVIDIA's second-quarter financial report have been circulating on social media and investor forums, causing a drop in stock prices on September 6th and 7th.Plus, the stock sale of CEO Jensen Huang also makes the stock performance of $NVIDIA Corp(NVDA)$ worse.1. Jensen Huang sells $42.8 mln worth of stocksAccording to recent filings, Huang exercised stock options and sold the acquired shares over the past few trading sessions. He exercised his stock options in blocks of 29,688 shares at an exercise price of $4 per share. Subsequently, he sold these shares in three separate blocks, with prices ranging from $466.13 to $497.17 per share. From these sales, Huang generated approximatel

Buying at the correct time Nvidia is a good company fundamentally with what I believe is a good sustainable moat especially with particular reference to Cuda which represents their software stack. Imagine what the xcode is to Apple and how developers once they are comfortable with it will be sticky to it as well as the closed environment it is in. That was how Apple cornered the smart mobile market to a certain extent with Google apps being the other closest alternative to the mobile apps world.  So with a powerful hardware stack that is well ahead of their peers, it is no surprise they are well ahead in the AI trend. The other closest competitor with regards to what they offer is AMD. That is what I believe. And AMD themselves are trying to secure the software front end from their r

Stocks which had previously benefited from the recent artificial intelligence hype took a humble pill last week after Nvidia, arguably the AI bellwether, was hammered down over 8% with the tightening of AI chip exports from US to China, and brought the entire semiconductor sector $Semiconductor Bull 3X Shares(SOXL)$  along with it. $Taiwan Semiconductor Manufacturing(TSM)$ , which is the leading semiconductor foundry supplying to Nvidia, has suffered collateral damage after finding itself caught in the crossfire of the export curbs. With dim prospects of AI ventures bringing home the bacon in the near term, AI stocks the likes of

All eyes are on $NVIDIA Corp(NVDA)$ , a chipmaking giant that has become synonymous with the explosive growth of artificial intelligence. Investors and analysts alike are anxiously awaiting the company's earnings report, which has the potential to send ripples through the market. The European stocks and US equity futures registered a climb, with optimism building around Nvidia's impending results. This chipmaker has been at the forefront of the AI revolution, propelling itself into the limelight and driving considerable excitement in the tech sector. The stock action is closely watched, given Nvidia's significant weight in the market. Accounting for over 3% of the S&P 500, its performance could have far-reaching

$NVIDIA Corp(NVDA)$ The state of current US-China relations is a never ending tug-of-war. Just last week, it was reported that US has warmed up to China and the former hoped that China would adhere to world oder and regulations. Now comes Biden with this ban on sale of high- end Nividia (NVDA) chips to Chima. The US move is a bad move as it only would hurt the US more than intended China. As if the US doent know iy already, China does not need the US but the US needs Chima more. When the US wakes up to that reality, the US would try to win China's favour yet again.  Hence this huge drop in NVDA share price is a godsend move for investors indeed. NVDA is the number one producer of high-end chips for the companies

Big-Tech’s PerformanceIn the past week, NVIDIA, as a leader in the AI domain, once again released impressive financial reports, elevating investor sentiment. However, the continuous rise in US Treasury yields and concerns over Jackson Hole central bank symposium led by Jerome Powell's Federal Reserve caused considerable market volatility.As of the closing on August 17th, the standout performers of the week were $NVIDIA Corp(NVDA)$ surging by +7.26%, and $Tesla Motors(TSLA)$ , experiencing a modest rebound of 1.76%. The rest experienced declines, including $Alphabet(GOOG)$ with a slight dip of -0.02%, $Microsoft(MSFT)$ do

Nvidia $NVIDIA Corp(NVDA)$ , king of AI, will release the second quarter of the fiscal year 2024 (May 1, 2023 - July 31 2023) after the closing bell on August 23. The financial report of the world attention, it may have a significant impact on the trend of the US stock market!In the last quarterly earnings report, Nvidia stunned the world. Management expected FY24Q2 revenue to be around $11 billion, a year-on-year increase of 64%, far exceeding analysts' consensus expectations of $7.15 billion!Boosted by this, Nvidia soared 24% the day after the results were announced, or 1.6 Intel$Intel(INTC)$ a day!Since then, Nvidia's share price has risen continuously, with a market capitalization of more than $1 tril