🚨With the AI ​​boom, the top revenue-generating companies in data centers and their AI revenue shares: 🧠📊 ​ $NVDA | Nvidia 58% ​ $TSM | TSMC 15% ​ $AVGO | Broadcom 12% ​ $AMD | AMD 3% ​ $MRVL | Marvell 3% ​ $MU | Micron 2% ​ $ARM | Arm 1% ​#AI #DataCenter #Technology #Investment #StockMarket #Stocks

$ALLW 📈 Ray Dalio's Bridgewater Associates Makes a Strong Entry into Technology! The renowned investment fund Bridgewater Associates announced significant changes to its portfolio in its Q2 2025 13F report, filed with the SEC on August 13, 2025. The 13F portfolio managed by the Ray Dalio-led fund rose significantly from approximately $21.55 billion to $24.79 billion compared to the previous quarter. The most significant strategic move this quarter was the complete exit from Chinese stocks. Positions in major Chinese technology companies such as Alibaba, Baidu, and PDD, valued at approximately $1.1 billion, were closed. This decision, despite Dalio's past interest in China, reflects the shift in the global macroeconomic landscape. Bridgewater directed the vacated positions to US technology and artificial intelligence leaders. In particular, it significantly increased its holdings in companies such as Nvidia ($NVDA), Alphabet ($GOOGL), Microsoft ($MSFT), Meta Platforms ($META), and Salesforce ($CRM). These moves underscore the fund's reliance on innovation-focused growth stocks and its emphasis on the artificial intelligence sector. The portfolio has also partially reduced positions in some major technology companies, such as Amazon, AMD ($AMD), PayPal ($PYPL), and Apple ($AAPL). The fund maintains its diversified investment strategy, maintaining broad market exposure through exchange-traded funds such as the SPDR S&P 500 ETF Trust ($SPY) and the iShares Core S&P 500 ETF ($IVV). Bridgewater's dynamic rebalancing strategy reiterates its commitment to a diversified approach to global markets, with the goal of adapting to varying market conditions and achieving absolute returns.

🚨European stock markets mixed! 🤔 While the #Eurozone composite #PMI data exceeded expectations, the #Stoxx600 finished the day slightly lower. All attention turned to Fed Chair Powell's speech in Jackson Hole. 📊 #Europe #Economy #Stock Market #JacksonHole

🚨Airbnb's stock snapped a six-day winning streak. 📉 Airbnb ($ABNB) shares closed down 0.83% after a 3.6% gain over the past six sessions. Economic uncertainty, increasing regulatory restrictions, and the costs of new businesses are fueling concerns about the company's future. 🤔 #Airbnb #ABNB #StockMarket #Economy #Stocks #Investment #Technology

KeyBanc raises target price for $NVDA from $190 to $215 (Overweight) 🔑 Expectations: 1️⃣ Strong F2Q (July) forecast. 2️⃣ F3Q (October) guidance may be released excluding China revenue → +$2-3B potential impact. 3️⃣ Blackwell (B200) GPU supply increased by 40% in F2Q, +20% in F3Q. 4️⃣ Blackwell Ultra (B300) launches in F3Q. 5️⃣ Increased efficiency in GB200 rack production → 2025 shipment forecast raised from 25K to 30K. 📌 Stronger long-term expectations → Target price $215 #NVDA #AI #GPU #Stock

Key developments that have caused AMD stock to decline recently: 1️⃣ $INTC, SoftBank, and $ARM Collaboration Rumors: $Softbank's $2 billion investment in $INTC, and rumors that this partnership could leverage $INTC's foundry facilities for the production of AI chips using the $ARM architecture, have raised concerns about further intensified competition for $AMD. This is seen as a risk to market share. 2️⃣ Order Cut and Analyst Note: Hong Kong GF Securities analyst Jeff Pu's claim that $AMD reduced its MI355X chip orders from $7 billion to $6 billion has weakened the company's growth prospects in the AI chip segment. This news has shaken investor confidence and put pressure on the stock. ​3️⃣ New Licensing Requirements for Sales to China: The US government's requirement that NVDA and AMD apply for licenses for every new-generation chip sale to China could restrict companies' flexibility and revenue streams in the Chinese market. This development makes sales processes more complex. Furthermore, according to some agreements, companies are required to pay 15% of revenue from sales to China to the US government. ​4️⃣ Possible US Government Partnership in $INTC: The US's announcement of its intention to become a partner in $INTC is perceived as a potential risk that could alter the competitive landscape. This could mean supporting $INTC with special taxes imposed on companies like NVDA and AMD, which could increase AMD's costs and negatively impact its competitiveness. #AMD #Stock #Investment #TechNews #Market #INTC #NVDA #SoftBank #ARM #ChipSector

BofA Upgrades Palo Alto Networks $PANW! 📈 BofA upgraded Palo Alto Networks from "Neutral" to a "Buy" recommendation due to its strong financial results and successful platform strategy. The stock's new price target is $215, indicating a 22% upside potential. #PaloAltoNetworks #PANW #BofA #Stock #Investment #Technology #Cybersecurity

The issue that frightens investors in the US markets and is constantly being talked about by those who know the old hat: Shortness of Breath Because the majority of the stock market returns still come from a few giant companies. While the rally has broadened somewhat, a few stocks still dominate the market. The top 10 companies (Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta, Broadcom, Tesla, Berkshire Hathaway, and JPMorgan Chase) account for the following percentages: - 40% of the total value of the S&P 500 - 56% of the increase since the bottom on April 8 - 31% of the revenue growth over the last 12 months - 55% of the net profit growth over the last 12 months - 69% of the capital expenditure growth over the last 12 months What do these figures tell us? These companies (perhaps with the exception of Tesla) deserve high valuations because both their revenue and profitability are growing much faster than other companies. So, are these companies expensive? As you know, those who memorize this topic love to reference the .com bubble of 2000. But today's situation is very different. During the .com bubble, Cisco traded at 85x forward P/E, and Oracle at 90x. Today, Alphabet is at 20x, and Broadcom at 43x. Furthermore, most of the 2000 crash occurred in unprofitable, smaller technology companies. Admittedly, today's top 10 companies aren't particularly cheap either. But they're nowhere near the valuations they were during the .com crisis (with the exception of Tesla). Could these companies' valuations be adjusted? Of course. But comparisons to the 2000 bubble and fears of market recession aren't very meaningful.

$INTC Softbank Invests in Intel! Japan-based SoftBank Group has signed an agreement to invest $2 billion in US semiconductor giant Intel. The investment was made through the issuance of common stock, with SoftBank paying $23 per share. This transaction gives SoftBank a stake of just under 2% in Intel. Intel shares are up ~6% pre-market.

💥 $CRWV CoreWeave makes a big splash: 😱 Insider selling surpassed $1B+ as soon as the IPO lockup expired. 84% of the shares were released, and MS, JPM, and GS brokered the block sales. Board member Jack Cogen sold ~$300M alone. The stock lost 1/5 of its value this week after a larger-than-expected loss. 📉 #CRWV #AI #IPO

$KULR KULR Technology Balance Sheet Summary; 💰 Financial Results - Revenue increased by 63% year-over-year to $3.97 million, the highest level in the company's history. - Net income was $8.14 million ($0.22 per share); a loss of $5.89 million was reported in the same period last year. - Product sales increased by 74% to $1.98 million. - Gross margin decreased to 18% (24% in the previous year), due to unexpected labor costs. - SG&A expenses increased by 51% to $6.94 million, and R&D expenses increased by 86% to $2.44 million. - Operating loss increased to $9.45 million. ₿ Bitcoin Strategy - The company holds 1,035 BTC, worth approximately $101 million. - BTC yield was reported as 291.2%. - A $20 million loan agreement was signed with Coinbase; it will be used for Bitcoin purchases. ⚙️ Operational Developments - Bitcoin mining capacity reached 750 PH/s; target 1.25 EH/s. - The K1S 500 XLT energy storage solution was delivered to customers for the space sector. - The K1G battery successfully passed ballistic resistance tests. - The pressure-resistant submarine battery was delivered to a strategic partner. 🤖 New Technologies and Partnerships - A partnership was established with German Bionic; the 7th generation EXIA exoskeleton was introduced in North America. - Included in the Russell 3000 Index; institutional investor interest may increase. - An 8-for-1 reverse stock split was completed; as part of a market positioning strategy.

$CRWV | CoreWeave Q2’25 1️⃣ Financial Outlook • Revenue: $1.21B (Expected: same) ➡️ 206% YoY growth 🚀 • EPS: -$0.60 (Expected: +$0.01) 🔴 • Adj. EBITDA: $753.2M (+201% YoY) → 62% margin • Revenue Backlog: $30.1B 📈 • Adj. Operating Income: $199.8M (+134% YoY) • Operating Expenses: $1.19B (Last year: $317.7M) • $2B debt (2030 maturity, 9.25% coupon), demand is high → increased by $500M. 2️⃣ Operations & Technology • $4B expansion agreement with OpenAI (total: $15.9B) • Expansion with major customers like BT Group, Cohere, Mistral, LG CNS, Toyota Woven 📡 • First NVIDIA GB200 NVL72 systems deployed at scale → B200-based servers are now generally available. • Largest test at MLPerf Training v5.0 → 34x the size and 4.5x the performance of competitors ⚡ • Acquired Weights & Biases → Launch of Mission Control, W&B Inference, and Weave Online Evaluations • 250MW AI data center JV in Kenilworth, NJ → First phase in 2026 3️⃣ Power Capacity • Active: 470 MW ⚡ • Contracted additional power: +600 MW → Leading to a total capacity of 2.2 GW. 4️⃣ Why It Matters: • AI demand is at a historic high; CoreWeave is the first company to offer the full Blackwell GPU portfolio at scale. • The infrastructure platform of choice for AI pioneers like OpenAI, Cohere, and Mistral. • High growth rate + massive backlog → Strong outlook for the coming years. 🗨️ CEO: We're scaling at record speed to meet AI demand. CoreWeave is the platform of choice for cutting-edge AI workloads. Not investment advice!!! #CoreWeave #CRWV #AI #DataCenters #GPU #Nvidia #Blackwell #TechStocks #OpenAI #MachineLearning #Larnings #Investing #Stock Market #Nasdaq #FinTech