What to Invest in the AI Theme in 2025
The market for Trump's "inaugural Fund" is booming: donations from the USA business community are expected to set a new historical record.
① Business leaders are donating to Trump's inauguration, and the total fundraising is expected to set a historical record; ② Trump boasts that everyone wants to be his friend, while his aides say the donations also provide an opportunity for past corporate executives to apologize for their lack of loyalty; ③ It is reported that those who donate 1 million dollars or raise 2 million dollars will receive six event tickets to participate in a series of events arranged by the Trump team.
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Apple is intensifying the development of AI Chips, which may completely end the decades-long unpleasant relationship with NVIDIA.
Apple is intensifying the development of its own AI Chip to reduce reliance on third-party developers, which could ultimately lead to the complete end of its already unpleasant cooperation with NVIDIA that has lasted for decades. In November 2020, Apple announced the launch of its self-designed chip M1 specifically for Mac computers, effectively severing ties with Intel. Now, Apple seems to be preparing to reduce its dependence on another third-party developer, NVIDIA. Currently, Apple is still cooperating with NVIDIA to support many features behind Apple Intelligence. However, interestingly, Apple is not
Another "AI moment"? Quantum computing ETFs are attracting massive investment!
Since December, the inflow of the quantum computing industry thematic ETF - Defiance Quantum ETF (QTUM) has reached about 0.25 billion USD, expected to become the largest monthly inflow since its establishment in 2018. QTUM has increased by 18.8% in the past month, with a year-to-date increase of 55%.
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Intel Options Spot-On: On December 24th, 104.23K Contracts Were Traded, With 5.24 Million Open Interest
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Intel Options Spot-On: On December 23rd, 298.05K Contracts Were Traded, With 5.83 Million Open Interest
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Express News | Shares of Semiconductor Companies Are Trading Higher After the United States Said It Is Opening an Investigation Into China's Policies for the Semiconductor Industry
Express News | Advanced Micro Devices up 5.3%, Globalfoundries up 4.2%, Broadcom up 3.3%, Intel up 2.2%