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$Oklo Inc (OKLO.US)$
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Recently, $Apple (AAPL.US)$ It has been reported that the AI research and development progress of Apple (NASDAQ: AAPL) is seriously lagging behind, with delays in the technical development of Siri leading internal executives to openly state that it is 'embarrassing,' drawing market attention. As Microsoft (MSFT), Google (GOOGL), and OpenAI continue to accelerate their development in the AI field, will Apple's AI lag affect its competitiveness? Investors are more concerned about whether this will shake the stable upward trend of Apple's stock price.
AI has become an important strategic core of the Technology industry. Microsoft deeply integrates AI into Windows, Azure, and Office products, while Google enhances its search, advertising, and cloud businesses through Gemini AI. In contrast, Apple's AI layout appears conservative, emphasizing on-device AI computing to avoid relying on cloud processing. While this aligns with privacy protection strategy, it also limits the advancement speed of AI technology. For investors, the key question is whether this AI delay will impact Apple's product innovation, stock price trends, and long-term value. U.S. stocks 101 will provide investors with the most comprehensive analysis from the perspectives of Earnings Reports data, industry trends, and market assessments.
The impact of AI lag on Apple's finances and market.
According to Apple's 2024 Fiscal Year Q1 Earnings Report, the company's total revenue...
AI has become an important strategic core of the Technology industry. Microsoft deeply integrates AI into Windows, Azure, and Office products, while Google enhances its search, advertising, and cloud businesses through Gemini AI. In contrast, Apple's AI layout appears conservative, emphasizing on-device AI computing to avoid relying on cloud processing. While this aligns with privacy protection strategy, it also limits the advancement speed of AI technology. For investors, the key question is whether this AI delay will impact Apple's product innovation, stock price trends, and long-term value. U.S. stocks 101 will provide investors with the most comprehensive analysis from the perspectives of Earnings Reports data, industry trends, and market assessments.
The impact of AI lag on Apple's finances and market.
According to Apple's 2024 Fiscal Year Q1 Earnings Report, the company's total revenue...
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Recently, as the artificial intelligence (AI) craze sweeps the Global market, $NVIDIA (NVDA.US)$ NASDAQ: NVDA has become a super star in the market, with a Market Cap surpassing $3.3 trillionand firmly holds the leading position in the Global Semiconductors industry. Wall Street pundit Jim Cramer even said, "Own it, don’t Trade it (Hold it, don’t Trade it)" emphasizing that Nvidia has long-term growth potential. But in light of high valuations, increasing competition, and market volatility, should investors stick to holding, or take profits on the highs? This article will analyze from Financial data, industry trends, competitive landscape, and supply chain risks. In-depth analysis from various angles, combined with the investment perspectives ofUS stocks 101, helping investors make more informed decisions.
Is Nvidia still the leader in AI Semiconductors? Market share, revenue, and growth analysis.
As a leader in AI Semiconductors, Nvidia is High-performance Computing (HPC) and AI Accelerators The market has nearly 70% to 95% of market share, with its H100 chip being a core component of AI servers for tech giants like OpenAI, Microsoft (MSFT), Google (GOOGL), and Meta (META). According to the latest earnings reports, Nvidia Q4 of fiscal year 2024 ...
Is Nvidia still the leader in AI Semiconductors? Market share, revenue, and growth analysis.
As a leader in AI Semiconductors, Nvidia is High-performance Computing (HPC) and AI Accelerators The market has nearly 70% to 95% of market share, with its H100 chip being a core component of AI servers for tech giants like OpenAI, Microsoft (MSFT), Google (GOOGL), and Meta (META). According to the latest earnings reports, Nvidia Q4 of fiscal year 2024 ...
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The recent pressure on share markets has many investors wondering about the economic outlook. Concerns about the impact of tariffs on global trade are driving selling in some of the most popular and widely held stocks, and technology stock prices have tumbled in many cases. However one of the most globally significant commodity markets is painting a much more positive picture.
It's important to acknowledge that the stock market is not the economy, and the economy is not the s...
It's important to acknowledge that the stock market is not the economy, and the economy is not the s...
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—— Venture capital warehouse opens —— 2.50
Next adding Range: 2.20~2.38
Attention:
🔴1) ANX005: A monoclonal antibody targeting C1q, which reduces nerve damage by inhibiting complement activation. Positive results from Phase III clinical trials, expected to be the first drug approved for the treatment of GBS.
Intravenous injection of monoclonal antibody.
Guillain-Barré syndrome (GBS).
Plans to submit a Biological Product License Application (BLA) in the first half of 2025.
————Possible clinical plans for advancing indications in the future——
Huntington's Disease (HD)
Ready to enter phase 2b/3 clinical trials
Amyotrophic Lateral Sclerosis (ALS)
Ready to enter phase 2b/3 clinical trials
🔴2）ANX1502
Oral small molecules.
Autoimmune diseases.
It is expected to obtain clinical Concept validation (POC) data in the first quarter of 2025.
ANX1502, as an oral small molecule inhibitor, represents a new trend in the field of complement regulation., which may bringa more convenient medication experience and lower production costs.。
The regulatory pathway may be faster.For small molecule drugs,the NDA submissionprocess is more mature and more predictable than a BLA.More mature and more predictable.
🔴3) ANX007 (not very Bullish on this subject).
Intravitreal injection of Fab fragments.
Geographic Atrophy (GA).
The ARCHER II clinical trial is expected to complete patient recruitment in the second half of 2025 and obtain data in the second half of 2026.
Collaborating with DelSiTech to optimize A...
Next adding Range: 2.20~2.38
Attention:
🔴1) ANX005: A monoclonal antibody targeting C1q, which reduces nerve damage by inhibiting complement activation. Positive results from Phase III clinical trials, expected to be the first drug approved for the treatment of GBS.
Intravenous injection of monoclonal antibody.
Guillain-Barré syndrome (GBS).
Plans to submit a Biological Product License Application (BLA) in the first half of 2025.
————Possible clinical plans for advancing indications in the future——
Huntington's Disease (HD)
Ready to enter phase 2b/3 clinical trials
Amyotrophic Lateral Sclerosis (ALS)
Ready to enter phase 2b/3 clinical trials
🔴2）ANX1502
Oral small molecules.
Autoimmune diseases.
It is expected to obtain clinical Concept validation (POC) data in the first quarter of 2025.
ANX1502, as an oral small molecule inhibitor, represents a new trend in the field of complement regulation., which may bringa more convenient medication experience and lower production costs.。
The regulatory pathway may be faster.For small molecule drugs,the NDA submissionprocess is more mature and more predictable than a BLA.More mature and more predictable.
🔴3) ANX007 (not very Bullish on this subject).
Intravitreal injection of Fab fragments.
Geographic Atrophy (GA).
The ARCHER II clinical trial is expected to complete patient recruitment in the second half of 2025 and obtain data in the second half of 2026.
Collaborating with DelSiTech to optimize A...
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