E Fund S&P Information Technology Index Fund(LOF)(CNY)-A

AMD to participate in the Barclays Global Technology Conference

AMD to Participate in Barclays Global Technology Conference

AMD Plans to Launch 'Medusa' APUs in 2027

AMD Confirms Next-Gen Zen 6 CPUs to Launch in 2026

Intel's next-gen Arc B390 iGPU benchmark leaks, showing a performance lead over AMD's Radeon 890M.

NVIDIA Releases CUDA 13.1, Introducing the Revolutionary Tile IR Programming Model

Prediction: Nvidia Stock Is Going to Soar Past $300 in 2026

Samsung secures the majority of orders for NVIDIA's new class of memory chips

Paul Tudor Jones 大幅增持英伟达股票

NVIDIA to pay quarterly cash dividend on December 26, 2025

AMD schedules FSR Redstone Premiere event

CEO Jensen Huang states the US lags significantly behind China in infrastructure construction speed, posing a potential challenge in the AI race.

Microsoft PowerToys 'Command Palette' expected to get custom theme feature this month

Microsoft will hold an online event about the Copilot conversational assistant on December 11th

AMD CEO Dr. Lisa Su to Deliver Keynote at CES 2026

Microsoft to Hold Virtual Training on Developing Generative AI Apps with Azure AI Foundry

Microsoft Chairman Satya Nadella to visit India to discuss AI and cloud investments

Analysis suggests NVIDIA's cash flow could reach 4 trillion RMB (approx. $576B) in three years, posing a challenge on how to spend it

Microsoft plans to allow users to remove the 'AI Actions' entry from the Windows 11 File Explorer

ECS 2026, the Largest Microsoft Partner Event in Europe, to be Held in Cologne in May

ORCL

BofA strategist Michael Hartnett notes that bond vigilantes are influencing AI capital expenditure, urging a slowdown in growth. He advises investors to focus on AI adopters rather than spenders as credit spreads impact capex. Capex at major tech companies like Oracle, Amazon, Microsoft, Alphabet, and Meta is expected to rise significantly from $240B in 2024 to $540B in 2026.

- Oracle (ORCL) is preparing to report earnings, with a focus on its capital expenditure plans.  
- BofA strategist Michael Hartnett notes that bond vigilantes are now influencing AI capital expenditure, urging a slowdown in growth.  
- Investors are advised to pay attention to companies that are adopting AI technologies.

Meta Platforms

Oracle

Amazon

Microsoft

Bond vigilantes are now the arbiters of AI capex - BofA

PLTR

Traditional valuation metrics struggle with high-growth stocks. There's more than one way to crack an egg.

Palantir Tech

Think Palantir stock is expensive? This 1 chart might change your mind.

COST

ADBE

The Federal Open Market Committee is expected to announce a quarter-point interest-rate cut. We’ll also see earnings reports from Toll Brothers, AutoZone, Campbell’s, and more.

Toll Brothers

Costco Wholesale

Adobe

Broadcom

Fed rate decision, Adobe, Oracle, Costco, Broadcom, and more stocks to watch this week

NVDA

IONQ

QBTS

Investors are increasingly interested in quantum computing stocks, with companies like IonQ, Rigetti, and D-Wave experiencing significant stock price fluctuations. Despite the hype, these stocks face challenges such as insider selling and unprofitability. Nvidia, despite recent stock declines, remains a strong contender due to its diverse AI infrastructure and partnerships, suggesting potential growth despite market concerns.

- Investors have increasingly focused on quantum computing stocks, with notable companies like IonQ, Rigetti Computing, and D-Wave Quantum experiencing significant price fluctuations.  
- Despite the hype, these stocks are facing sell-offs due to concerns over profitability and insider selling, raising fears of a potential market bubble.  
- In contrast, Nvidia remains a strong investment opportunity, bolstered by robust demand, strategic partnerships, and an expanding market, making it an attractive buy despite recent stock declines.

Motley Fool

NVIDIA

IonQ

D-Wave Quantum

1 Quantum Computing Stock to Buy Hand Over Fist in December

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

Seeking Alpha analysts discuss top data center stock picks. Michael Del Monte favors Broadcom (AVGO) for its partnerships and growth potential, Intel (INTC) for its collaboration with Nvidia, and Hewlett Packard Enterprise (HPE) for its cloud solutions. Julian Lin highlights Nvidia (NVDA) for its AI growth prospects. The J Thesis suggests Nebius (NBIS) for its strong demand and growth potential, despite risks. Other mentions include Nucor (NUE), Sanmina (SANM), and Hubbell (HUBB) for infrastructure components.

- Analysts from Seeking Alpha suggest Broadcom (AVGO) as a strong data center stock due to its extensive capabilities in custom silicon, networking, and interconnect.  
- The company's strategic partnership with Alphabet (GOOG) enhances its position in the market.  
- Investors may find AVGO's diversified approach beneficial for long-term growth in the data center sector.

Hewlett Packard Enterprise

Intel

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

SA asks: What's the best data center stock play right now?

AAPL

AAPB

AAPD

AAPU

AAPX

AAPY

APLY

Apple faces a crisis with key executive departures, impacting its AI roadmap. Johny Srouji, crucial for Apple Silicon, may leave, following AI chief John Giannandrea's retirement and design lead Alan Dye's move to Meta. Analysts warn of delays in AI integration, affecting Apple's growth. Investors are concerned about leadership gaps and competitive pressure from rivals like Google and Meta. Stability is sought, with clarity expected from CEO Tim Cook during the Q1 earnings call.

- Apple stock is under pressure due to significant executive departures, including AI chief John Giannandrea and design lead Alan Dye, raising investor concerns about the company's innovation capabilities.  
- The loss of key leaders in AI and design may delay the integration of new technologies and impact Apple's competitive position against rivals like Google and Microsoft.  
- Investors are seeking stability, and the stock is expected to remain stagnant until CEO Tim Cook clarifies the executive structure in the upcoming Q1 earnings call.

Invezz

Apple

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YieldMax AAPL Option Income Strategy ETF

Apple stock under pressure after major executive departures: what it means for AAPL’s AI roadmap

Nvidia is gearing up to launch a new range of artificial intelligence chips next year.

Prediction: Nvidia stock is going to soar past $300 in 2026

Billionaire Paul Tudor Jones, founder of Tudor Investment Corporation, has expressed concerns about a potential market bubble similar to the 1999 tech surge. In response, he has significantly increased his stake in Nvidia, buying 1,010,572 shares in Q3, reflecting a 610% increase. Nvidia's strong performance and market dominance in AI have been key factors in this decision. Wall Street analysts, including J.P. Morgan's Harlan Sur, support this move, highlighting Nvidia's robust order pipeline and potential for revenue growth.

- Market analysts are drawing parallels between the current AI-driven market and the pre-2000 dot-com bubble, with billionaire Paul Tudor Jones warning of a potential crash.  
- Jones has adjusted his investment strategy, increasing his stake in Nvidia significantly, as the company continues to dominate the AI chip market with impressive revenue growth.  
- Analysts remain optimistic about Nvidia's future, projecting substantial revenue increases and a strong buy consensus among investors.

Tip Ranks

Nvidia or Alphabet: Billionaire Paul Tudor Jones Makes a Big Move on One Top AI Stock

SMCI

The article examines the cautious sentiment surrounding AI stocks, focusing on Palantir Technologies (PLTR) and Super Micro Computer (SMCI). Using TipRanks' Stock Comparison Tool, it evaluates which AI stock is currently favored by Wall Street, amidst concerns of the AI boom slowing and stocks potentially outpacing their fundamentals.

- The mood around AI has shifted to a more cautious outlook, with varying demand among companies.  
- Investors are questioning whether the AI boom is slowing and if some stocks have outpaced their fundamentals.  
- A comparison of Palantir Technologies (PLTR) and Super Micro Computer (SMCI) was conducted to assess which AI stock is currently stronger according to Wall Street.  

Super Micro Computer

PLTR vs. SMCI: Wall Street Picks Its Favorite AI Stock

The upcoming week features key earnings reports from major companies across technology, retail, and consumer goods sectors. Notable reports include Adobe, Oracle, Broadcom, and GameStop, with investors focusing on software spending, AI demand, and holiday-season momentum. GameStop's turnaround progress and Adobe's AI strategy are of particular interest. Analysts expect growth in earnings and revenue for Adobe and Oracle, despite concerns over AI competition and infrastructure costs.

businessinsider

GameStop

Earnings week ahead: ADBE, GME, ORCL, AVGO, COST, and more

AVGO

Analysts are optimistic about AI stocks like Broadcom (AVGO) and Palantir Technologies (PLTR), despite concerns over high valuations. Using TipRanks' Stock Comparison Tool, analysts compare these companies to determine the better AI stock based on fundamentals and growth potential. TipRanks offers a Cyber Monday sale for its Premium service, providing data-backed insights and research tools for confident investing.

- Elevated valuations of artificial intelligence (AI) stocks are affecting investor sentiment.  
- Despite concerns, analysts remain optimistic about several AI stocks, citing strong fundamentals and growth potential.  
- A comparison between Broadcom (AVGO) and Palantir Technologies (PLTR) was conducted to identify the better AI stock based on analyst insights.  

AVGO vs. PLTR: Which AI Stock Is a Better Pick, According to Analysts?

Nvidia CEO Jensen Huang stated that the main limitation for AI growth is energy, not chips. He suggested that large tech firms might use small nuclear units near data hubs within six to seven years to address power demands. This approach could alleviate grid strain and provide excess power to local areas. Nvidia's stock slightly declined, closing at $182.41.

- Nvidia's CEO Jensen Huang stated that the primary limitation for AI growth is power, not chips, during a discussion with Joe Rogan.  
- He suggested that large tech companies might operate small nuclear units near data hubs within six to seven years to address the increasing power demands of AI tools.  
- Huang noted that this approach could alleviate pressure on local power grids and allow excess power to be redirected to nearby towns when not in use.

Nvidia CEO Says Energy Is Now the Main Limit for AI Points to a Nuclear Path

Stocks are near record highs as investors anticipate the final Fed meeting of 2025, featuring a press conference from Chair Jerome Powell. The S&P 500 is just below 6,900, and the bond market is on edge. Oracle's corporate developments are also highlighted for Wednesday.

Crucial Fed decision looms as stocks fly high near records: What to watch this week