أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Major U.S.

Nvidia is collaborating with SoftBank and OpenAI to construct a new data center in Ohio, indicating potential expansion in AI infrastructure capacity.

Nvidia's CEO Jensen Huang urged the G20 to accelerate AI adoption as a driver of economic growth, framing AI as a critical technology for future productivity and competitiveness.

The article highlights Nvidia's record quarterly revenue of $96.2 billion and Micron's $250 billion US investment plan, framed as a positive development for the US economy by Donald Trump.

The article title reports that Nvidia is close to a $14 billion acquisition of private AI startup Hugging Face, indicating a potential major deal in the AI sector.

The article highlights that Nvidia (NVDA) remains the most-held stock by retail investors on Robinhood, while a new 'trillion-dollar stock' has entered the platform's top 10 holdings.

Broadcom Inc.'s stock has declined significantly, losing approximately $520 billion in market value since early June due to a disappointing outlook.

The article speculates that Nvidia's market capitalization could reach $10 trillion as soon as early 2028, contingent on its projections materializing.

The article ranks the 'Magnificent Seven' stocks (NVDA, AAPL, GOOGL, MSFT, AMZN, META, TSLA) and identifies two as 'bona fide bargains' driven by the AI revolution.

The article notes that billionaire investor Stanley Druckenmiller, who previously held Nvidia as a major position, has not purchased Nvidia stock but has initiated a new position in another company.

Nvidia announced a record $26 billion return to shareholders via dividends, including a 2,400% increase in its dividend.

South Korea's announced $1 trillion AI investment is reported to strengthen Nvidia's market position in AI infrastructure, while SK Hynix's role is described as supportive rather than a primary beneficiary.