Artificial Intelligence (AI) technology refers to a set of technologies and methods used to simulate, extend, and enhance human intelligence. It is an important branch of computer science, aiming to develop intelligent machines or software capable of performing tasks that typically require human intelligence, including but not limited to perception, reasoning, learning, decision-making, and self-correction. Since 2023, the AI industry has continued to receive significant attention.
Is the drop in NVIDIA's stock price due to rumors of order cuts? Ming-Chi Kuo firmly supports: it is a market misreading.
① NVIDIA's stock price dropped due to market concerns about the reduction of its CoWoS orders, falling by as much as 8.69% on Monday; ② Reports indicate that NVIDIA's CoWoS wafer orders at Taiwan Semiconductor have decreased from over 400,000 pieces to 0.38 million pieces, but Analyst Ming-Chi Kuo believes this is a misinterpretation by the market; ③ NVIDIA's CEO Jensen Huang also stated that the decrease in production is a result of transitioning to new production lines.
Fearless of "Musk's headwinds"? Morgan Stanley: Tesla can still rise by 50%, it is the first choice in the Autos Industry!
1. Morgan Stanley Analyst predicts that Tesla's stock price will rise to $430, as Tesla diversifies into the AI and robotics sectors. 2. Jonas predicts that Tesla's total deliveries in 2025 may decline year-on-year, but creates an attractive entry point for investors, reclassifying Tesla as a "preferred stock" in America's Car-Mart.
Tesla Chair Robyn Denholm Sells Over $30 Million Worth Of Stock As Automaker Grapples With Macroeconomic Uncertainties, Increased Competitive Heat
Amazon And Google Backed AI Firm Anthropic Secures $3.5 Billion At $61.5 Billion Valuation
Express News | In Overnight Trading, WBA Climbs 5% After Nearing a $10 Billion Deal to Go Private, Okta Soars 15% on Better-Than-Expected Financial Results and Strong Outlook.
CoreWeave, known as NVIDIA's "favorite child," has submitted an IPO application. Last year, its revenue skyrocketed eightfold, with capital expenditure tripling, and Microsoft contributed two-thirds of the revenue.
The AI Cloud Computing Company CoreWeave has submitted an IPO application to the USA Securities and Exchange Commission, with an estimated Company Valuation of over 35 billion USD, planning to raise about 4 billion USD. Currently, investors are discussing how long CoreWeave's growth can be sustained, as reduced reliance by major clients like Microsoft and Meta on external Cloud Computing Service providers may impact CoreWeave.