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retail investors pivot to ai and energy amid market volatility

Retail investors are navigating a volatile market in 2025, shifting focus from speculative ventures to sectors with lasting economic impact, particularly artificial intelligence (AI) and energy. Nvidia's stock surged by 171.2% in 2024 but faced a dramatic market cap loss in 2025 due to competition from emerging players. AI's integration across various industries continues to present significant opportunities, while the energy sector is seeing investments in modernisation and sustainability to support AI's growing demands. In financial services, AI is enhancing efficiency, positioning fintech firms for growth, while traditional banks may face challenges if interest rates fall, highlighting the need for strategic stock selection.

CoreWeave IPO and major acquisitions highlight a transformative week in AI

CoreWeave Inc. made its public debut with an IPO, as CEO Michael Intrator defended the company's client concentration due to significant deals with Microsoft, highlighting long-term growth potential. In a major acquisition, Elon Musk's xAI purchased social media platform X for $33 billion, creating a combined entity valued at $80 billion. Microsoft's CEO Satya Nadella urged his team to accelerate innovation in response to China's DeepSeek, while Huawei has reportedly doubled its AI chip yields despite US sanctions, positioning itself as a formidable tech player. Additionally, Google introduced Gemini 2.5 Pro, its most advanced AI model, capable of thoughtful responses to complex queries.

jpmorgan achieves quantum breakthrough in generating certified randomness for security

JPMorgan Chase, in collaboration with Argonne and Oak Ridge national labs and the University of Texas at Austin, has achieved a quantum breakthrough by generating "certified" randomness using a 56-qubit quantum computer. This marks the first experimental demonstration of a quantum computer producing verifiable random numbers, a significant milestone for fields like cryptography and statistical sampling. However, the practical application of this technology remains costly and is not expected to revolutionize everyday use in the near future.

Elon Musk tops Hurun Rich List with 420 billion net worth surge

Elon Musk has reclaimed his title as the world's richest person, with a net worth of $420 billion, marking an 82% increase largely driven by Tesla's soaring stock prices. This financial surge, linked to the 'Trump effect,' has also benefited other American billionaires like Mark Zuckerberg and Jeff Bezos. However, Musk's wealth has seen significant fluctuations, with a $100 billion drop following a decline in Tesla's market value amid rising competition and investor concerns.

Huawei doubles AI chip yields as Nvidia warns of growing competition

Huawei has reportedly doubled its AI chip yield rate to 40%, prompting Nvidia CEO Jensen Huang to label the company as the "most formidable" competitor in the tech industry, despite U.S. sanctions. Huang noted Huawei's significant advancements in AI and manufacturing capabilities, emphasizing the company's growing influence in the market. In 2024, Huawei's revenue surged by 22% to 860 billion yuan, aided by government support, while Nvidia generated $12 billion in sales in China, selling twice as many AI chips as Huawei's Ascend 910 B.

nvidia faces fierce competition from huawei in china's ai market

NVIDIA's CEO Jensen Huang acknowledges Huawei as a formidable competitor in China's AI market, highlighting the company's rapid advancements and market dominance. With upcoming releases like the Ascend 910C AI chip, Huawei's influence is expected to grow, especially amid potential US export restrictions that could further challenge NVIDIA's position.

crowdstrike maintains buy rating as ai stocks gain investor attention

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) maintains a "Buy" rating from Bank of America with a target price of $420, reflecting optimism about its growth potential following strategic measures to address a recent outage. The company is expected to see a rebound in net new annual recurring revenue, driven by advancements in Cloud Security and Identity Security, alongside the introduction of new platform features like CharlotteAI. CRWD ranks 8th among AI stocks to watch, highlighting its significant position in the AI-driven endpoint and cloud workload protection market.

Ant Group adopts Alibaba and Huawei chips to reduce AI costs

Ant Group is leveraging domestic semiconductors from Alibaba and Huawei to reduce AI development costs by 20%, marking a significant shift from reliance on Nvidia's chips. The company is adopting the Mixture of Experts (MoE) technique, which enhances efficiency by utilizing specialized models for specific tasks. Despite advancements, industry leaders emphasize the need for increased investment in cloud infrastructure and computing power to remain competitive in AI development.

Morgan Stanley recommends buying Nvidia stock after GTC 2025 insights

Morgan Stanley's Joseph Moore recommends investors to "load up" on Nvidia stock, maintaining an Overweight rating with a $162 price target, anticipating a 38% return over the next year. Despite a lack of major announcements at GTC 2025, Nvidia's strong demand for its Blackwell GPUs and a promising technology roadmap position it well for future growth, even amid macroeconomic concerns. The analyst consensus also supports Nvidia as a Strong Buy, with an average target of $176.54, suggesting a potential 50% premium in the coming year.
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