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Qraft Ai-Enhanced US Large Cap Momentum ETF
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Technology "Shrinking Circle"

The team led by Lin Rongxiong from China National Investment Corporation pointed out that the A-share technology sector has gradually focused on clearly defined industrial trends since the second quarter. AI applications and robotics performed poorly in the second quarter, while AI hardware such as storage, PCBs, and optical modules continued to lead the market. In the third quarter, the advantages of optical modules became evident, and the rise of Google's Gemini 3 in November made Google's supply chain superior to NVIDIA. This internal narrowing of the technology sector reflects a surge of funds into high-certainty directions, indicating a decline in risk appetite and a reversal of expectations

Wallstreetcn·
US
GOOGL
-1.01%
US
NVDA
-3.27%
US
GGLS
+1.02%
Wallstreetcn·
US
GOOGL
-1.01%
US
NVDA
-3.27%
US
GGLS
+1.02%

Tesla hit with major setback as data reveals stunning trend: 'There is a risk'

Tesla was once the undeniable tastemaker in the EV realm. Tesla hit with major setback as data reveals stunning trend: 'There is a risk' first appeared on The Cool Down.

MSN·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%
MSN·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%

Oracle strikes $150 billion of data center leases in November quarter- The Information

-- Source link: Note: Reuters has not verified this story and does not vouch for its accuracy

Reuters·
US
ORCL
-4.47%
Reuters·
US
ORCL
-4.47%

Big Tech is building trading desk to manage rising load from AI infrastructure

Big Tech companies like Meta, Microsoft, and Apple are establishing trading desks to manage rising electricity demands from AI infrastructure. With federal approval, they can buy and sell wholesale electricity to handle increased loads from AI systems and data centers. This move aims to mitigate higher costs and tighter access to power, as electricity prices rise. Companies are hiring energy market teams to manage these operations, with Disney also joining the trend. The strategy involves risks but offers more control over energy costs as AI-driven data demand grows.

Cryptopolitan·
US
META
-1.30%
Cryptopolitan·
US
META
-1.30%

MSFT vs. GOOGL vs. NVDA: Which 'Strong Buy' Mega-Cap Stock Has the Highest Upside Potential, According to Analysts?

Analysts used TipRanks' Stock Comparison Tool to compare Microsoft (MSFT), Alphabet (GOOGL), and Nvidia (NVDA) to determine which mega-cap stock has the highest upside potential. These stocks are known for their long-term growth potential and strong market positions.

Tip Ranks·
US
NVDA
-3.27%
US
GOOG
-1.01%
US
GOOGL
-1.01%
Tip Ranks·
US
NVDA
-3.27%
US
GOOG
-1.01%
US
GOOGL
-1.01%
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