Microsoft Plans to Invest $3 Billion on AI, Cloud Infrastructure in India
Why Nvidia Needs to Appeal to a Bigger Crowd -- Heard on the Street -- WSJ
Anthropic's $60 Billion Valuation Would Obscure a Stark Reality in AI
How Does NVIDIA Stack Up Against Palantir in the AI Investment Race?
Amazon AWS To Invest $11 Billion In Georgia To Boost AI And Cloud Infrastructure: 'Expect To Create More Than 550 Well-Paying Jobs'
Microsoft Attracts Analysts' Buy Ratings Despite High AI Capex Plans
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Family Drama Unfolds: Sam Altman Sued By Sister For Alleged Sexual Abuse — Details Inside
Wolfe provides an S&P 500 "stock picking guide": 15 constituent stocks with at least 25% revenue growth this year.
Wolfe Research's strategists still believe that growth stocks will outperform Large Cap in 2025, and they have identified S&P 500 Index components whose revenue is expected to grow by at least 25%.
Express News | Microsoft Partners With Ministry of Electronics, India, to Upskill 500,000 Individuals in Rural Areas in AI - Conference
Express News | Microsoft Announces AI Tie-UPS With Indian Cos Including Mahindra, Upgrad & Apollo Hospitals - Conference
Hong Kong stock Concept tracking | Microsoft will first use hydrogen Fuel Cell Energy to power Datacenter in Europe. Core enterprises in computing power supply are attracting attention (with related stocks attached).
Microsoft will use hydrogen fuel cells for the first time to power its Datacenter in Europe.
Microsoft Pauses Construction On $3.3 Billion Data Center Expected To Be Used By ChatGPT-Parent OpenAI For Massive Super Computer
AI Chip Business lags behind competitors, Samsung Electronics' Q4 profits fall far below expectations.
The failure in the AI chip Business led to a decline in Samsung's profits.
Young Investors: 1 Growth Stock Your Parents Probably Wish They Bought Years Ago
Sony Was The First Japanese Company To List On US Markets, Co-Founder Akio Morita Championed 'Workers As Family' Philosophy — Does His Vision Still Resonate Today?
Microsoft Planning Companywide Job Cuts, Business Insider Reports
Express News | Microsoft Is Planning Job Cuts and Focusing More on Underperforming Employees- Business Insider
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
Hong Kong stock morning report on January 8: The Ministry of Industry and Information Technology is conducting a trial for 10G optical networks; Mixue Ice City has obtained registration from the China Securities Regulatory Commission for its Hong Kong IPO
① The State Council: Venture Capital Funds should focus on developing new quality productive forces. ② Ministry of Industry and Information Technology: Launching pilot projects for 10-gigabit optical networks. ③ Apple's spring "budget version" iPhone new model will start mass production in mid-January 2025. ④ Mi Xue Bing Cheng's Hong Kong IPO has been filed with the China Securities Regulatory Commission.