The list includes stocks that are expected to benefit from a Federal Reserve rate cut, covering companies from technology, cryptocurrency, real estate, and high-dividend sectors.
Morgan Stanley: The design of GB300 has changed, and the AI supply chain will undergo a transformation.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Amazon Set To Benefit From Mexico's Import Tariffs Affecting Temu, Shein — Analysts See Window Of Opportunity For Established Players
Track Hyper | The Apple foldable device is tentatively scheduled to launch in the third quarter of 2026.
The screens are supplied by Samsung Display, with data guidance of 15 million to -20 million units.
Nvidia, Palantir, Ionq, Novavax, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Meta has also begun to embrace freedom of speech! Trump and X are both cheering for it.
①Meta updated the content review method for its social platform on Tuesday, eliminating professional fact-checking and allowing users to post controversial content; ②Zuckerberg claimed that the malicious content defined by the new method would be less, but it could reduce some compliant content and accounts being mistakenly deleted; ③Trump and X welcomed Meta's new policy, which is also seen as a gesture of goodwill from Meta towards Trump.
Amazon AWS To Invest $11 Billion In Georgia To Boost AI And Cloud Infrastructure: 'Expect To Create More Than 550 Well-Paying Jobs'