In recent market dynamics, artificial intelligence (AI) has become a hot topic. With a surge in interest in this field, more and more S&P 500 companies mentioned 'AI' during their Q2 earnings call. According to FactSet's document search tool, an analysis conducted between June 15 and September 13 of all 500 companies in the S&P index that held earnings calls revealed that 210 companies mentioned 'AI' in their meetings. This figure not only exceeds...

SenseTime's 2024 mid-year earnings report reveals significant growth in the first half of the year, with revenue reaching 1.74 billion RMB, a year-on-year growth rate of 21%. The generative AI business has become a major source of revenue, increasing by 256% and accounting for 60.4% of total revenue. Xu Li, the company's executive chairman and CEO, stated that the strategic shift towards generative AI has achieved initial results, coinciding with a golden period for AI development. Strong performance is mainly attributed to robust demand in the Chinese market for large models and intelligent computing services, along with the growth of 'SenseNova'.

["With economic data back in focus, US stocks dipped slightly","Weak demand for US Treasury bonds led to rising bond yields","Performance of AI concept stocks was mixed, with Ideal Automotive soaring 18%","Microsoft invested in the AI startup Mistral, causing Intuition Robotics stock price to plummet"]

NVIDIA released its most impressive earnings report ever, with its market value soaring by $277 billion in a single day. Jensen Huang received high praise from Wall Street for being more visionary than Musk. NVIDIA has become the leader in AI stocks, with its rapid market value growth being astonishing. For NVIDIA, the current challenge is how to meet the immense demand and maintain its market leadership.

Analyst Daniel Ives emphasizes the importance of monitoring corporate spending trends, which are crucial for validating high valuations and paving the way for future growth. Earnings call meetings from tech giants like Microsoft and Google show an increase in capital expenditures for AI infrastructure, marking the beginning of AI monetization. Nvidia's upcoming earnings report could significantly impact the tech industry and market, especially in the realm of AI investments.

Nvidia plans to release fundamental information following its third-quarter earnings report. The stock price of Nvidia has reached a historic high, with artificial intelligence once again becoming the focal point. Investors are keen on the company's revenue outlook, as Wall Street anticipates fourth-quarter guidance to be $17.8 billion. Nvidia continues to be viewed as one of the best ways to capitalize on global AI growth.