Express News | Biden Team to Probe Chinese Chips, Setting Up Trump for Tariffs, According to Bloomberg
Market Breadth Rebounds As Risk Appetite Makes A Comeback: This Analyst Predicts Gains Ahead After S&P 500's Record Negative Streak
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Masayoshi Son's obsession: missing NVIDIA, should he create one himself?
Bloomberg reports that Masayoshi Son is pushing ARM to deeply transform into the AI Chip field, aiming to launch the first batch of deliverable AI Chips by 2026, with models potentially available as early as next summer.
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"Is the "AI tailwind" not over yet? Morgan Stanley selects its favorite for next year: NVIDIA can rise another 23%!"
① Morgan Stanley has rated NVIDIA as the "preferred stock" for 2025, as its Blackwell chip series is expected to be a strong "tailwind," with a target price of $166, which is an increase of approximately 23% from the current level. ② NVIDIA is expected to launch the Blackwell chip in early 2025, and Morgan Stanley anticipates it will become a revenue driver in the second half of next year, leading to a significant rise in stock price.
'A Lack Of A Santa Claus Rally Would Be Concerning,' Says Analyst As S&P 500 Breadth Hits Lowest Since Jimmy Carter Era
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Google Entered 'Code Red' After ChatGPT Release, But Gemini 2.0 And Quantum Chip Give Investors 'Renewed Confidence,' Says This Portfolio Manager
What does the collapse of the "breadth" of the US stock market tell the market?
Morgan Stanley stated that the market breadth, which has been at historically "worst levels" over the past week, anticipates that the Federal Reserve may not provide as much easing as the market expects. This is because expensive yet unprofitable growth stocks and low-quality cyclical stocks may be the most affected by a reduction in liquidity.
Fans of MSTR, Tesla, and Palantir: "Star-chasing" style stock trading?
Investors in MSTR have shown extraordinary enthusiasm, making MSTR co-founder Michael Saylor an icon as well. Analysts point out that the MSTR case represents the rise of a new generation of market influencers since 2020—similar phenomena have also appeared in companies like Tesla and Palantir Technologies.
Tesla Exec Bemoans Cost Of Sending Letter To Owners Affected By EV Giant's Recent Recall Of Nearly 700,000 Vehicles
Apple AirPods To Get Heart Rate, Temperature Sensors, And Cameras To Help With AI Features: Top Analyst
What does the Federal Reserve's "Skip" mean for the market?
Citi Research found that during the period when the Federal Reserve pauses interest rate cuts, the U.S. stock market usually performs well, but the sustainability of the rise depends on whether economic weakness leads to a restart of policy easing; U.S. Treasury rates usually rise at the pause or end of the cycle; for the dollar, if the interest rate cuts are only paused, the dollar performs laterally, if it is the last interest rate cut, the dollar will rise; after the pause, regardless of whether the easing cycle continues, Gold prices usually rise.
Trump Taps Sriram Krishnan As Senior AI Advisor — Elon Musk Agrees New David Sacks Underling 'Right Man For The Topic And The Time'