Tag
Binance's US stock trading feature reached $1 billion in assets under management within 30 days of launch, with over 70% of users from emerging markets. Tech stocks accounted for 71% of trades, with AI-related chip stocks making up nearly half, showing that crypto platforms are becoming a new gateway for emerging market users to invest in US stocks.
This post sorts out listed companies mentioned at the NVIDIA GTC conference in areas such as AI computing cloud (e.g., $CRWV, $NBIS, $IREN), AI factory software platform ($IBM), AI data center design and construction ($CDNS, $J), power distribution and liquid cooling temperature control ($VRT, $ETN, $GEV), and AI data center infrastructure ($EQIX, $DLR) as investment references.
Since ChatGPT's launch, 41 AI stocks have driven 70 cents of every dollar added to the S&P 500.