Oracle, Netflix, Nvidia, J&J, Procter & Gamble, United, Travelers: Biggest Movers
The Stargate Project Is Big on Ambition and Light on Details
What Software Stocks Like Microsoft Need to Reclaim Record Highs -- Barrons.com
Zacks Investment Ideas Feature Highlights ARM Holdings, Nvidia, Oracle and Microsoft
UBS Group: Constant fluctuations do not change the growth momentum, and there is still room for continued upward movement in the U.S. stock market.
UBS Group stated that the fundamentals of the U.S. stock market remain solid under various factors, and the growth momentum will continue. Investors can focus on the potential for continued gains in the U.S. stock market.
Stargate Initiative 'Directional Win-win' for Oracle and Microsoft - TD Cowen
"Slap in the face" to Musk? SoftBank and OpenAI may each invest 19 billion USD in the "Stargate."
According to reports, SoftBank Group and OpenAI plan to invest 19 billion dollars each in the AI project "Stargate."
Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
Under the wave of AI, SK Hynix's profits in Q4 soared more than 20 times, yet investors are not "buying it".
SK Hynix announced that last year's fourth quarter operating profit increased more than 20 times, reaching 8.08 trillion won.
CITIC SEC: Stargate (STARGATE) releases Global high growth in computing power.
Suggestions to pay attention to: Server; US stocks Semiconductors; Domestic computing power chip design and manufacturing; Optical modules; PCB; AIDC; Temperature control.
Elon Musk Has His Doubts About Stargate. Here's Why He May Be Right.
OpenAI's Stargate Deal Heralds Shift Away From Microsoft
"Stargate" reveals cracks in the White House! Musk questions participants lack of funds, Ultraman retorts: come see it live if you disagree.
Musk publicly questioned whether the participants of the "Stargate" could fulfill their promises, revealing initial signs of internal fractures within the White House.
The world is focused on the "Stargate," and the biggest question is: where does the 500 billion come from?
Gavin Baker, a renowned TMT investor in the USA, believes that 500 billion dollars is an "absurd number," unless SoftBank decides to sell all of its stocks in Alibaba and Arm. It has been reported that a significant portion of the 100 billion dollar investment is expected to come from unidentified new investors, possibly consisting of equity from founding partners and co-investors as well as debt. Microsoft stated that the company's 80 billion dollar capital expenditure budget this year is unrelated to the "Stargate."
The Chairman of Oracle vigorously promotes AI-driven mRNA vaccines such as Moderna (MRNA.US), and related stocks have risen in response.
Larry Ellison stated that AI can be used to develop personalized cancer vaccines based on mRNA and for early tumor detection.
As Nvidia's Stock Gains, One Analyst Shows Why Stargate Could Be so Significant
Top Gap Ups and Downs on Wednesday: ORCL, NFLX, JNJ and More
OpenAI Wants to Develop Agent With Skills of Engineer: Report
Deep Dive Into Oracle Stock: Analyst Perspectives (17 Ratings)
Netflix Rally Helps Boost S&P 500, Nasdaq