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cover of episode Nvidia close to taking the market cap crown once again

Nvidia close to taking the market cap crown once again

2025/6/26
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Saxo Market Call
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专注于电动车和能源领域的播客主持人和内容创作者。
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主持人：昨天市场情绪高涨，英伟达再次尝试夺回市场领导地位，股价大幅上涨突破阻力位和历史高点。美光科技的强劲财报对英伟达和更广泛的AI数据中心领域至关重要，其营收和盈利均超出预期，HBM类别增长显著，维持了AI领域的高涨情绪。虽然美光科技发布财报后的市场反应有些奇怪，可能与期权交易者的波动率挤压有关，但整体来看，英伟达的表现仍然值得关注。

Deep Dive

Chapters
Nvidia reached a new all-time high, exceeding previous records. Micron's strong earnings further boosted investor confidence in AI data center stocks. The author shares their experience using Midjourney, an AI graphics generator.
  • Nvidia reached an all-time high exceeding 154.
  • Micron's Q revenue was $9.3B, exceeding expectations.
  • Positive reception of Micron's earnings in the AI data center space.
  • Author's personal experience with Midjourney AI graphics generator.

Shownotes Transcript

Today, a look at Nvidia's new all time high, which actually came before news of Micron's very strong earnings report after the close that reassured investors in AI data center stocks. Also, the USD has rushed to new lows on intensifying speculation that Trump will nominate a new and dovish Fed Chair soon and well ahead of the end of Powell's term in May of next year. Finally, a preview of Nike's earnings after the close today and much more on today's pod, which features Saxo Global Head of Macro Strategy John J. Hardy.

John's FX Update) from today.

 

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