As Elon Musk Unveils Cybercab, Uber CEO Weighs In On Robotaxi Competiton From Waymo, Tesla: 'Don't Think This Is Going To Be A Winner-Take-All Marketplace'
Wall Street On Edge As Nasdaq Nears Record High, Oil Prices Plummet: Strategist Says There's Opportunity If Resilience Continues
Alphabet Analyst Ratings
New York Times Sends AI Startup Perplexity 'Cease and Desist' Notice Over Content Use - Report
This Chipmaker Jumps Over 16% After Nvidia Rival Signs $750M Deal Under Biden's CHIPS And Science Act
US Mulls Export Caps on AI Chips From Nvidia, AMD to Some Nations - Report
From Sacking Gary Gensler To Spending Crypto Without Incurring Separate Taxation, Top Analyst Has A Wishlist For Kamala Harris On Digital Assets
Ex-Microsoft CEO Steve Ballmer's $2B Intuit Dome, Home Of LA Clippers, Aims To Resolve This Hurdle In Delivering The Ultimate Fan Experience: 'Hate It When People Wait In Line'
Overvalued Stocks Don't Make Piper Sandler Strategist Sweat: 'No Reason To Get Bearish'
OpenAI has recruited an AI general from microsoft, potentially opening up a 'small model' track for the company.
①Previously responsible for generative ai research at microsoft, Vice President Sebastian Bubeck has now moved to OpenAI for employment; ②Bubeck's new role at OpenAI has not yet been revealed, but it seems that he will focus on work related to efficient small models; ③It is reported that Bubeck had previously conducted research on the Phi series of small language models at microsoft.
Track Hyper | vivo: This time, we are going to challenge apple!
The birth of a giant in innovative technology.
The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.
Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.
Major risks in November are undergoing significant changes.
Less than a month away from the US election day on November 5th, the market is beginning to price in the risk of the election results. Currently, Trump has regained a leading advantage, adding uncertainty to the election. China International Capital Corporation believes that for future assets, the overall election is bullish for US stocks but tariffs are unfavorable for Chinese assets; the US dollar is relatively strong, gold is neutral, interest rates are rising; bulk commodities may benefit from expectations of Trump's stimulus.
Trump or Harris? Analysts are hotly debating the impact of the election results on various sectors of the US stock market.
①Over the past 8 years, the Trump administration and the Biden-Harris administration have fully demonstrated their policy orientations; ②Overall, industries such as finance and technology that are under the focus of regulation by the Biden administration are more likely to benefit from the rollback policies of the Trump administration, while the bullish impact on other industries is relatively less pronounced.
Attention, these countries! The USA is reportedly considering restricting the export of AI chips from companies such as nvidia.
Biden administration officials are reportedly discussing: restricting Nvidia and other American companies from selling advanced ai chips to 'certain countries'; Insiders said officials will focus on Persian Gulf countries.
AI is leading the wave of nuclear energy! Google has signed a nuclear power purchase agreement to power the datacenter.
①Google has signed an agreement with nuclear energy startup Kairos Power to provide electrical utilities to Google's datacenter; ②The agreement will add approximately 500 megawatts of carbon-free power to Google, with the first small reactor in the agreement expected to be operational before 2030; ③Google executives stated that this agreement is a milestone in Google's 15-year clean energy journey.
Apple To Launch New MacBooks Pro, iPad Minis and IMacs? Analyst Says Inventory Dwindling For These Gizmos
Nvidia hits a new closing high in four months: will it challenge the global market cap NO.1 again?
①Nvidia's stock price hit a new all-time high closing on Monday (October 14) after a four-month hiatus; ②This irreplaceable chip manufacturer in the AI era seems to be poised to surpass Apple once again and become the company with the highest market cap in the world.
Sam Altman-Led OpenAI Welcomes Microsoft's GenAI Research VP Following Wave Of Executive Departures
Bullish on HBM business, Bank of America Merrill Lynch's "Five Reasons" are bullish on sk hynix.
With stable orders from nvidia and slow progress in competitors'HBM3e technology, along with sk hynix set to mass ship 12-layer HBM products in the fourth quarter, Bank of America predicts that by 2025, sk hynix may occupy nearly 60% of the global market share, with sales expected to increase by 38% to reach $15.8 billion, benefiting from HBM business with over 60% operating margin. Bank of America raised SK hynix's target stock price from 0.24 million Korean won to 0.28 million Korean won.