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17.01.26 - 03:06
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Fighting back: Beijing builds its own ′small yard, high fence′ to shut out US tech (SCMP)
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“Small yard, high fence” was how Jake Sullivan, national security adviser under President Joe Biden, described US tech policy towards China.
The approach, designed to fence off sensitive US technologies from China, was most commonly associated with export controls that, among others, restricted Chinese firms' access to Nvidia's advanced chips, the critical inputs for developing cutting-edge artificial intelligence systems.
Beijing is now fighting back by taking a leaf out of that playbook. For......
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16.01.26 - 20:36
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Vanguard’s $10.8B ETF Made 19% Betting on AI Infrastructure (24/7 Wall St.)
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If you want to bet that Apple (NASDAQ:AAPL), NVIDIA (NASDAQ:NVDA), and Microsoft (NASDAQ:MSFT) will continue dominating the market, Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC) offers a straightforward way to do it. MGC takes a concentrated approach to mega-cap technology, with Apple, NVIDIA, and Microsoft representing nearly a quarter of the fund's assets. This ... Vanguard's $10.8B ETF Made 19% Betting on AI Infrastructure
The post Vanguard's $10.8B ETF Made 19% Betting on AI Infrastructure appeared first on 24/7 Wall St.....
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16.01.26 - 20:30
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Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026 (24/7 Wall St.)
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Summary: With 2026 right around the corner, two of our 24/7 Wall St. Analysts, Eric Bleeker and Austin Smith, thought it would be an appropriate time to discuss which of three AI heavyweights they liked best as we head into the New Year. The hosts of The AI Investor Podcast, Bleeker and Smith broke down ... Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026
The post Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026 appeared first on 24/7 Wall St.....
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16.01.26 - 20:24
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Nvidia: Neues Top-Kursziel (Der Aktionaer)
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Seit Monaten tut sich beim KI-Darling Nvidia an der Börse relativ wenig. Am Freitag gibt es zumindest von Analystenseite etwas Schwung für den Chipkonzern. Jefferies hat die Kaufempfehlung bestätigt und das Kursziel angehoben. Das Rekordhoch bleibt bei der Aktie somit in Blickweite....
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16.01.26 - 17:31
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Should Tesla Robotaxi Bulls Fear NVIDIA and Waymo? (24/7 Wall St.)
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With the big robotaxi boom underway, it's not hard to imagine that Tesla (NASDAQ:TSLA) shareholders are more than willing to pay up a premium price tag to get into the driver's seat of a company that may very well become one of the leaders in the emerging, lucrative market. Undoubtedly, there could be fierce competition in ... Should Tesla Robotaxi Bulls Fear NVIDIA and Waymo?
The post Should Tesla Robotaxi Bulls Fear NVIDIA and Waymo? appeared first on 24/7 Wall St.....
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16.01.26 - 15:36
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Stocks Rise As Tech Meltup Accelerates (ZeroHedge)
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Stocks Rise As Tech Meltup Accelerates
Futures are higher, and trading near record territory, led by tech as this year's great rotation shows no sign of slowing, broadening the base of names driving Wall Street's push back towards all time highs. As of 8:00am, S&P 500 futures were 0.3% higher with Nasdaq 100 contracts up 0.4% as the latest wave of enthusiasm for technology stocks carried into Friday. Overnight headlines were mostly muted. Pre-market, Mag 7 are mostly higher led by NVDA +1.1%; AI names (AMD +3.2%, AVGO +1.3%, MU +2%) continued their rally yesterday. Bond yields are unchanged. Commodities are mixed: oil added 1.2%, while silver fell -2.0%; ags are mostly higher. US session features industrial production data and three scheduled Fed speakers.
In premarket trading, Mag 7 stocks are mostly higher (Nvidia +0.8%, Tesla +0.6%, Meta +0.09%, Alphabet +0.5%, Microsoft +0.06%, Amazon +0.3%, Apple -0.2%
JB Hunt Transport Services Inc. (JBHT) falls 4% after the trucking firm reported...
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