Nvidia Criticizes Biden Administration's Plan for AI Chip Export Curbs - Report
Intel Stock Has Fallen Over 58% In 1 Year, But Citi Maintains 'Neutral' Rating On Expected Replacement Of Pat Gelsinger In A 'Couple Of Months'
Nvidia's AI Growth Boosts Advantest's Strategic Position In AI Chip Supply Chain, Stock Shows Strong Correlation With Jensen Huang-Led Tech Giant
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks that broke through the clouds Market Code Stocks Name Close Price Leading Span A Leading Span B Tokyo Main Board <1721> Comsys HD 3208 3258.25 3212.5 <1852> Asanuma Corporation 6486 54.56 71.5 <1945> Tokyo Energies 1053 1056.75 1115 <1963> JGC HD 1282 1324.51 300 <2117> Wellneo S 2197 2206.25
Bitcoin ETFs Quadruple SPY Returns, Magnificent 7 Plays Catch-Up
Euro Stocks Can Offer a Lesson in High Concentration for the U.S. – Goldman
Quantum Stocks Regetti Computing, IonQ, D-Wave Poised To Open Higher After Nvidia CEO Comments Drove Huge Losses
Nvidia Teams Up With Dutch Government to Build Cutting-Edge AI Supercomputer Facility
Equities Are 'Priced for Perfection' and Vulnerable to a Correction – Goldman
10 Information Technology Stocks With Whale Alerts In Today's Session
Peering Into ASML Holding's Recent Short Interest
Nvidia Highlights Gen-AI Opportunities and Affordable Supercomputing: Oppenheimer
Japanese Chipmaker Rapidus Sets Sight on Broadcom to Emulate Taiwan Semiconductor's Market Dominance
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
Biden Plans Additional Limits on Nvidia AI Chip Exports
Jensen Huang Is 'Dead Wrong' About Quantum Computing, D-Wave CEO Fires Back At Nvidia Boss: 'Happy To Meet With Jensen Any Time, Any Place, To Help Fill In These Gaps'
Nvidia's CES Setback Mirrors 2007 iPhone Launch, Says Dan Ives: 'Jensen Plays Chess While Others Are Playing Checkers'
Hold more chips! SK chairman claims that its HBM development speed has exceeded NVIDIA's requirements.
①SK Group Chairman Chey Tae-won stated that SK Hynix's HBM chip development speed has surpassed NVIDIA's requirements, implying that it has more leverage in negotiations with NVIDIA; ② Chey Tae-won also mentioned that SK Hynix and NVIDIA are accelerating the research and development of HBM, with the supply volume for this year already confirmed; ③ In addition, SK Group plans to make AI Datacenters a major growth driver for the future.
F Stars --- significantly continued to decline, related to quantum Computer being sold off due to comments from the NVIDIA CEO.
Significant decline continues. Recently surging as a quantum Computer-related stock, today it is experiencing a sharp drop alongside other related stocks such as NFHD, Japan Lad, Ubiquitous AI, and SEC. The CEO of USA NVIDIA has stated that the practical application of quantum Computers is still a long way off, leading to a decline in expectations for early contributions to earnings. In the previous day's USA market, there was also a sharp decline among some related stocks.