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NASDAQ 100 Index Newsroom
After Apple Halts 'Hardware' Subscription Plans, Samsung Unveils Similar Strategy For AI-Powered Galaxy Smartphones
SoftBank-Owned Arm Eyes Acquisition Of Oracle-Backed Chip Designer Ampere Computing Amid Nvidia's Dominance: Report
Tesla Directors Receives Court Approval For Settlement In Excess Pay Case
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.
Costco Wholesale Analyst Ratings
Trump's Day 1: Incoming President Looks Set to Act on Tariffs, Crypto, Energy and Immigration
Fed Signals Delayed Rate Cuts as Inflation Concerns Linger, Goldman Sachs Says
Charlie Munger's Top Pick Costco Reports Strong December Sales: Analysts Expect A 7% Jump In January
Biden Plans Additional Limits on Nvidia AI Chip Exports
SoftBank-backed Arm Holdings Eyes Oracle-backed Ampere Computing Acquisition - Report
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'
Blackstone Invests $300 Million In AI Data Firm That Powers Elon Musk's XAI Supercomputer
Apple's vice president bids farewell to Indonesia! At the end of negotiations, the Indonesian minister surprisingly reaffirms the iPhone 16 ban.
① Negotiations between Apple and the Indonesian government took a turn at the last minute, with the Apple executive leading the talks leaving Indonesia on Wednesday, while the remaining team members continued negotiations; ② In October last year, Apple was banned from selling the iPhone 16 series due to failure to meet Indonesia's localization production requirements; ③ Apple proposed to invest 1 billion dollars to build a factory and train students, but the Indonesian Minister of Industry insisted that Apple produce iPhone 16 components.
Microsoft Plans To Slash Jobs Again: 'When People Are Not Performing, We Take The Appropriate Action'
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.
Express News | Elon Musk says Tesla is aiming to build thousands of Optimus humanoid robots in 2025.
Tesla's Inventory Now Includes Non-Foundation Series Cybertrucks
Musk: The goal this year is to manufacture thousands of Optimus humanoid robots, aiming for a tenfold increase each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.