Buy both $Alphabet(GOOGL)$ and $NVIDIA(NVDA)$ Why wouldn't you do that... Google has risen quite a lot and upside is less now... Maybe high side target is 350 to 400. NVDA has been consolidating around 169 to 190 for some time. The longer it moves sideways, the higher chance of a move, hopefully upwards. Growth is wonderful, so PE ratio should come down. Average Target is 250 and high side close to 300. Spread your money to reduce risk.
Alphabet overtaking Apple is less about a single trading session and more about how the market is re-pricing AI execution paths. Can AI momentum still drive multiple expansion for Alphabet? In the near term, yes, but selectively. Alphabet’s rerating is grounded in credible monetisation, not speculative AI optionality. Search, YouTube, and Cloud now show tangible AI-driven uplift through ad efficiency, enterprise workloads, and productivity tools. That supports earnings upgrades, which can justify some further multiple expansion. However, at record highs, valuation expansion will likely slow. From here, upside depends more on earnings compounding than multiple re-rating. In other words, Alphabet is transitioning from “AI promise” to “AI operator”. That is bullish, but also more disciplined.
Option Movers｜Nvidia Sees 69% Call Options; Ondas' $15 Call Soars 400%; Apple Shows Bearish Sentiment
Market OverviewWall Street ended mixed on Thursday(Jan 8), as Nvidia and other technology stocks dipped, while defense companies advanced after President Donald Trump called for an enlarged $1.5 trillion military budget.Regarding the options market, a total volume of 55,423,700 contracts was traded.Top 10 Option VolumesSource: Tiger Trade App$NVIDIA(NVDA)$ shares fell 2% on Thursday after Reuters reported the chipmaker is demanding full upfront payment from Chinese customers for its H200 data-center chips, used to train and run AI models. Chinese firms have placed orders for more than 2 million H200s priced around $27,000 each, far above Nvidia’s inventory of about 700,000 units, as local alternatives still lag for large-scale AI training. There a
If I could only hold ONE of these stocks through 2026, I’d pick AMD $Advanced Micro Devices(AMD)$ . Among all ten names, AMD sits closest to the core of the AI infrastructure value chain, where long-term capex visibility, strategic importance, and scalable growth intersect most clearly. AMD is no longer just a CPU/GPU challenger. The OpenAI partnership is strong ecosystem validation, and its MI300/MI400 roadmap positions it as the only real alternative to NVIDIA $NVIDIA(NVDA)$ in AI accelerators and servers. As hyperscalers and sovereign AI projects diversify suppliers, AMD benefits from structural demand rather than a short cycle. Most importantly, AMD offers balance: broad AI exposure, improving margi
Big Tech Weekly | January Effect Begins: CES Sets the Tone for AI Infrastructure, Tesla and Storage
Macro Theme of the WeekLabor Market Data Warm-Up & Fed Policy ExpectationsThis week’s macro focus centers on early signals from labor market data and shifting expectations for Federal Reserve policy, alongside heightened geopolitical uncertainty driving volatility in technology stocks. ADP showed December job gains of 41,000, below expectations of 47,000, while JOLTS openings fell to 7.146 million, suggesting emerging tightness in labor market conditions. Friday’s Nonfarm Payrolls report will be the key data point for confirmation.Geopolitical Events Drive Market SentimentGeopolitical developments dominated sentiment this week. Reports of Venezuelan leader Maduro being arrested triggered volatility in oil prices, while restrictions on silver exports pushed silver prices up 18%, pressur
Intel Unseats Nvidia in Short Volume Ranking, APLD, PLTR See Higher Volume $Intel(INTC)$ unseated $NVIDIA(NVDA)$ in the top ranking for the highest volume of trading in borrowed shares that were sold short among the semiconductor stocks. That came as the legacy chipmaker saw its shares rally more than 6% Wednesday. Shares closed 3.6% lower Thursday after climbing near its all-time high a day earlier. The previous day's gains attracted the interest of short sellers amid optimism over the company's latest processors designed to run AI on laptops which was unveiled earlier this week. "Intel's CES launch of Core
$NVIDIA(NVDA)$$Tesla Motors(TSLA)$ $JPMorgan Chase(JPM)$ 📉📊 NFP Is the Catalyst, Not the Data: Markets vs. the Fed at a Critical Inflection 📊📉 08Jan26 ET 🇺🇸 | 09Jan26 NZT 🇳🇿 😴 A BORING DAY on Wall Street S&P 500: +0.01% Dow: +0.5% Nasdaq: -0.4% 📊 S&P 500 Movers Today: Top Gainers: $APA +9% $SW +8.8% Top Losers: $STX -8.9% $WDC -7.7% Traders are bracing for tomorrow. Key economic reports and the potential Supreme Court ruling on President Trump’s tariffs could shake things up! 🇺🇸 Polymarket now shows a 24% chance the U.S. Supreme Court rules in favor of President Trump’s tariffs. This is a major macro catalyst with real implicat
Markets this week reflected mixed sentiment, with geopolitical tensions and Trump’s proposed military budget increase fueling defense-related rallies while broader indices remained under pressure. In my view, Oberoi Realty’s breakout above ₹1,680 signals potential upside despite consolidation, making it worth monitoring for momentum trades. Among U.S. tech names, Tesla showed resilience with a 1% gain to $435.80, contrasting declines in Apple (-0.5%), Microsoft (-1.1%), and NVIDIA (-2.1%), highlighting rotation within growth stocks. My positions leaned on Tesla’s strength, which offset losses in NVIDIA and Apple, resulting in a modest net gain. Trading opportunities lie in selectively buying strength in defense and real estate while trimming exposure to overextended tech, with a tactical p
08 Jan Market Summary - NASDAQ Slips, Dow Higher. Is It Due to Tech Rotate Out?
We saw NASDAQ slips as investors rotate out of tech, and Dow edges higher, so are we seeing a different market dynamics moving forward? In this article, we will look at the comprehensive, data-informed analysis of the market move you referenced — Dow up ~270 points while the Nasdaq slipped — and what it signifies about sector rotation, whether it reflects a short-term correction, and where capital appears to be flowing. What Happened in the Market This Week Market action (January 8, 2026): Dow Jones Industrial Average rose sharply, driven by gains in industrial and defense stocks. $NASDAQ(.IXIC)$ Nasdaq Composite declined as major technology names such as $NVIDIA(NVDA)$,
ARKQ Investment Tracker position change: Increased position in NVIDIA by 2,196 shares, the number of shares held increased 0.98% compared to the previous period and now represents 2.36% of the total position.
NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company’s Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds. Its Compute & Networking segment provides Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors; Jetson for robotics and other embedded platforms; and NVIDIA AI Enterprise and other software. The company’s products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, independent software vendors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. It has a strategic collaboration with Kroger Co. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
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Proposed Sale Of Securities
Form 144 | NVIDIA's Officer Puri Ajay K proposes to sell 200,000 shares, with a total value of approximately $37.56 Million.
Form 144 | NVIDIA's Director, Officer, President and CEO Jen Hsun Huang proposes to sell 75000 Shares, with a total value of approximately $13.9 Million.