Broadcom Joins Nvidia, Tesla in Top Stock Options as Market Cap Hits $1 Trillion
Meta also prevents OpenAI's commercial transformation: it sent a letter to the California Department of Justice supporting Musk.
① The plan for OpenAI to transition into a for-profit entity has faced opposition from Musk, while Meta is the latest technology company to express support for Musk; ② Meta has written to the California Attorney General requesting to block OpenAI's commercial transformation, stating that OpenAI has no right to appropriate the Assets of charitable Institutions for profit.
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Sources indicate that Apple plans to launch a thinner iPhone and a foldable smartphone.
According to sources familiar with Apple's plans, the company intends to launch an iPhone that is about 8 millimeters thinner than the existing models starting next year; The company also plans to release two foldable devices, aiming for a launch in 2026.
Is Musk amused? Trump's team is considering abolishing the automatic driving data reporting regulations.
① Trump's transition team is considering abolishing the reporting requirements for autonomous driving Autos collision data, which could alleviate Tesla's long-standing concerns; ② Musk has previously expressed dissatisfaction with this regulation, believing it targets Tesla; ③ If the regulation is abolished, it would benefit Tesla but also affect the USA government's discovery and assessment of safety issues.
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Are cracks appearing in NVIDIA's empire? Broadcom joins the trillion-dollar club as ASIC is set for the next high-growth track.
① Broadcom recently surged by 24%, reaching a record closing high and becoming the third Global Semiconductor company with a Market Cap exceeding one trillion dollars; ② Compared to traditional chips like CPU and GPU, ASICs have a more targeted computational capability; ③ Brokerages believe that large-scale customers are actively investing in ASICs, which will further expand the market size.
The candidate successor for the 'Wall Street big brother': The FED will lower interest rates this week, and 'Trump 2.0' has a milder impact on inflation!
1. A senior executive from JPMorgan stated that investors have reasons to be optimistic about 2025 and commented on the "Trump 2.0" policy and the prospects of Federal Reserve interest rate cuts. 2. She expects the Federal Reserve to cut rates for the third consecutive time this Wednesday to shift towards a loose monetary policy while avoiding an economic recession.
Apple is going to release a foldable phone.
According to reports, Apple plans to launch a thinner iPhone model than the current version starting next year, which will be cheaper than the Pro series; in addition, Apple will also develop two foldable devices, one larger that can be used as a laptop, and another smaller that can function as a foldable iPhone.