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Microsoft remains one of Bridgewater's top five holdings

Tesla Accelerates Rollout of Cybercab Robotaxi

Google reportedly plans to launch new AI smart glasses in 2026

Amazon Web Services releases Agentic AI strategy, focusing on the shift from "chasing AGI" to "rational implementation"

New Street Research expects Tesla's Q4 deliveries to be below consensus

Analysis Suggests US Tech Giants May Use 'Depreciation Tricks' to Influence AI Bull Market

Institutional Investor Yousif Capital Management LLC Trims Stake in AMD

Analyst Comments on AMD's Potential Growth in China

NVIDIA and Intel Rumored to Collaborate on "Serpent Lake" Processor to Compete with AMD

Microsoft reveals a new 'Run' dialog box, the first major design update since Windows 95

Analysis explores how Amazon helps new brands achieve globalized growth

Market predicts Apple will launch a foldable iPhone in 2026, expected to capture significant market share

After a small victory on 'Black Friday', AliExpress appears to be challenging Amazon

New versions of Microsoft Word and PowerPoint add a local AI feature that allows pictures to 'talk'

Microsoft Releases Security Fix for High-Severity Flaw in Azure Cosmos DB

NVIDIA's market capitalization surpasses $4 trillion for the first time

OFI Invest Asset Management Discloses Stake Reduction in AMD During Third Quarter

Sarasin & Partners LLP reduces holdings in Alphabet Inc.

Perpetual Ltd Increased Its Holdings of Alphabet in Q3

Pennsylvania Representative Dwight Evans Buys NVIDIA Stocks

PicoCELA

A SPAC III Acquisition

Highway

Aimei Health Tech

Trinity Biotech

Ascent Solar Tech

Syntec Optics

Pomdoctor

Tivic Health

Euda Health

NVDA

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Nvidia plans to ship H200 AI chips to China by mid-February, contingent on government approval. Initial orders will be fulfilled from existing stock, with shipments totaling 5,000 to 10,000 modules. New production capacity is planned for next year. The decision follows Trump's approval of sales with a 25% fee, amid China's push to develop its AI chip industry. Chinese officials are considering conditions for imports, including bundling domestic chips.

- Nvidia Corp plans to begin shipping its second-most powerful AI chips to China before the Lunar New Year, aiming to fulfill initial orders from existing stock totaling 5,000 to 10,000 chip modules.  
- The company intends to open orders for new production capacity in the second quarter of next year, although shipments hinge on Chinese government approval, which remains uncertain.  
- These shipments would be the first of the H200 chips to China since a recent US policy change, potentially giving major tech firms access to significantly more powerful processors.

Taipei Times

NVIDIA

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Nvidia aims to begin H200 shipments to China by mid-February, sources say

Nvidia stock rose amid speculation of resuming GPU sales to China, boosting sentiment for US chipmakers. Analysts suggest potential revenue from China could add $7-$12.5 billion by 2026. Broader AI investment trends also support Nvidia's growth, with AI infrastructure spending driving significant earnings growth in the S&P 500. However, uncertainties remain regarding export approvals and market conditions.

- Nvidia stock rose about 1% to $185.50, buoyed by speculation of renewed GPU sales to China, extending a three-day rally.  
- Analysts project potential revenue gains for Nvidia between $7 billion and $12.5 billion if US export restrictions are eased, while AMD's could be $500 million to $800 million.  
- Broader optimism in AI investments is contributing to this trend, with Barclays noting that AI-linked stocks represent a significant portion of the S&P 500's earnings growth over the past three years.

Invezz

Nvidia stock looks to extend winning streak: should you buy for 2026?

TSLA

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Tesla Energy has secured a significant Megapack project in the UK with Matrix Renewables. The agreement involves a 500 MW / 1 GWh battery energy storage system in Scotland. This project is one of the largest in Europe and highlights the UK's strong market for Tesla's energy storage solutions.

- Tesla Energy has secured a significant Megapack project in the UK, specifically a 500 MW / 1 GWh battery energy storage system in Scotland.  
- Matrix Renewables confirmed the signing of a full EPC agreement with Tesla for this project, emphasizing the ongoing demand for energy storage solutions in the region.  
- This new installation is poised to surpass many existing projects, further solidifying Tesla's position in the UK energy storage market.

Electrek

Tesla

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Tesla signs massive 1 GWh Megapack project in the UK with Matrix Renewables

Nvidia (NVDA) is a key player in the AI and tech space, with strong growth prospects driven by dominance in AI GPUs and cloud infrastructure. However, high valuation and export restrictions to China pose risks. Analysts maintain a Buy rating with a $275 price target, implying a 50% upside. The stock has a Strong Buy consensus with a 43% upside potential.

- Nvidia (NVDA) is closely monitored by analysts for its growth prospects and risks as it heads into 2026.  
- The company dominates the AI GPU market, with expectations of significant revenue from its Blackwell and Rubin chips, though high valuation and export restrictions to China present challenges.  
- Currently, NVDA has a Strong Buy consensus rating with an average price target suggesting potential upside, while the stock has increased over 35% year-to-date.

Tip Ranks

Nvidia Stock Outlook 2026: Growth Drivers vs. Red Flags Investors Can't Ignore

GOOGL

GOOG

Stock Market Today: The Dow Jones index fell Tuesday on surprise Q3 GDP data. Novo stock soared on FDA approval for a weight loss pill.

Alphabet

Alphabet - C

Stock market today: Indexes mixed after GDP data surprise; Alphabet extends gains (live coverage)

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Meta Platforms

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Apple

Amazon

Microsoft

An X-Ray View of the Magnificent Seven

OpenAI

Former Facebook privacy chief Chris Kelly predicts that AI companies will pivot towards efficiency and cost reduction in training models. He emphasizes the need for streamlined, power-efficient data centers, as the industry faces concerns over energy consumption and costs. Companies achieving breakthroughs in reducing data center expenses will likely lead the AI sector. The data center market is booming, with significant investments from major players like OpenAI, Nvidia, and Oracle.

- Chris Kelly, former Chief Privacy Officer at Facebook, stated that the next phase of AI development will focus on efficiency in infrastructure buildouts.  
- He emphasized that companies achieving breakthroughs in reducing data center costs will become leaders in the AI sector, amidst concerns over power sources for these energy-intensive operations.  
- The data center market saw over $61 billion in deals in 2025, with major players like OpenAI and Nvidia making significant commitments, highlighting the urgent need for sustainable energy solutions.

CNBC

The next AI pivot will be toward efficiency and lowering costs, ex-Facebook privacy chief says

AAPL

According to market predictions from Polymarket, the probability of Alphabet, Google's parent company, becoming the world's largest company by market capitalization before December 2026 is 33%, second only to NVIDIA's 37%. The company currently has a market capitalization of $3.7 trillion, ranking third globally, behind NVIDIA and Apple. Analysts believe that Google, with the strong performance of its large language model Gemini and custom AI chip TPU, is expected to challenge the market positions of NVIDIA and Apple

- Alphabet is targeting the title of the world's largest company, driven by advancements in AI technology that have boosted its stock price by over 60% in 2025.  
- According to Polymarket, Alphabet has a 33% chance of becoming the largest company by December 2026, trailing Nvidia's 37%, with recent optimistic sentiments fueled by its Gemini language model and TPU chips.  
- While Alphabet's current market value is $3.7 trillion compared to Nvidia's $4.2 trillion and Apple's $4 trillion, analysts believe its rise to the top is feasible due to its diversified business and growing cloud services.

Wallstreetcn

Market Predictions Bet on "Global Market Value Leader": Next Year, Google Will Challenge NVIDIA and Apple Head-On with AI Chips

The article provides a technical analysis of major stocks and ETFs like SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA, in the context of a data-heavy trading day. It discusses potential price movements based on economic data releases, including GDP, consumer confidence, and industrial production. Traders are advised to anticipate sharp market reactions and adjust positions accordingly, with specific price levels highlighted for each stock and ETF.

- Today's trading session features a significant influx of economic data, including GDP, consumption figures, and manufacturing output, influencing market expectations around growth and inflation.  
- Major ETFs like SPY and QQQ are poised at critical levels as traders respond quickly to macroeconomic indicators, with volatility expected as positions adjust due to data releases.  
- Maintaining focus on key price levels will be essential for navigating the market's reactions amid a heavy flow of information during this holiday period.

benzinga_article

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Invesco QQQ Trust

How To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, TSLA Using Technical Analysis