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Key focus
1. The upward trend is unstoppable!$NVIDIA (NVDA.US)$The increase was over 7% last week, and the weekly line has achieved 11 consecutive increases.
Analysts are generally optimistic about Nvidia's prospects, believing that the impetus for the rise in its stock price is not only due to current performance exceeding expectations and rising profit expectations, but also from the company's huge potential in the field of sovereign AI.
UBS analyst Timothy Arcuri believes that sovereign AI may eventually become a big customer like a major US cloud company and raise Nvidia's target price from 800 US dollars to 1,100 US dollars, stressing that Nvidia is “the only chip company that can create its own market.”
2. Boom after performance!$FedEx (FDX.US)$It rose 7.35% last Friday. Q3 profit exceeded expectations, and a $5 billion share repurchase plan was announced.
Earnings reports showed that the company's Q3 adjusted earnings per share were $3.86, exceeding Wall Street's estimate of $3.46. Sales of $21.7 billion fell slightly short of analysts' expectations. Additionally, FedEx said it will add a $500 million share repurchase program in the fourth quarter and approved a new $5 billion share repurchase plan.
3. As part of Nvidia's industrial chain, semiconductor startups$Astera Labs (ALAB.US)$An increase of more than 9%.
Astera Labs, known as “Little Nvidia,” surged 72% on the first day of its IPO. Since its listing, its stock price has doubled, and its total market value now exceeds 10.6 billion US dollars. Astera Labs was founded by a former Texas Instruments executive in 2017 to sell high-speed data transmission technology for AI computing and other cutting-edge data center applications. Amazon's significant stake in Astera Labs further confirms the company's bright future in the field of artificial intelligence.
4. Market confidence revived!$Toyota Motor (TM.US)$The two-year increase was over 92%, and the stock price repeatedly reached new highs.
Some analysts believe that the stock prices of automobile giants such as Toyota and Honda have reached new all-time highs, which may also indicate a recovery in the Japanese manufacturing industry. As the yen weakens, export-oriented Japanese companies are likely to make more profits, which further strengthens investors' optimism.
Furthermore, Wall Street banks also have a positive attitude towards the Japanese stock market. BlackRock CEO said that since Japanese stocks are very cheap in US dollars, the bank is overpaying for Japanese stocks.
1. Innovate individual US stocks
II. List of the rise and fall rates of popular US stocks
Edit/Cynthia