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The order has been "snapped up" by NVIDIA! Major IC substrate manufacturers continue to expand production; in the future, supply may still be insufficient.
① IC substrate supplier Ibiden is constructing a new substrate factory, expected to start using 25% of its capacity by 2025; ② President Koji Kawashima stated that the company is already at full capacity for AI substrate Orders; ③ Brokerage opinion suggests that AI and high-performance computing could be incremental sources for the IC carrier board market.
"Investment guru" Buffett takes action again! This company receives increased shareholding, with profit margins rivaling NVIDIA.
① Berkshire Hathaway, led by Buffett, is significantly increasing its shareholding in the Internet Plus-Related domain name service provider VeriSign; ② Buffett is known for value investing, and his substantial increase in shareholding in VeriSign indicates his recognition of the company's long-term value; ③ VeriSign is a leader in the domain registration service sector, far surpassing other competitors.
Spotify Users Discover Adult Content Hidden In Search Results Sparking Outrage Over Moderation Loopholes
The best-performing major Assets in 2024 will be: Bitcoin, Gold, US stocks, and Chinese long-term bonds.
Huatai Fixed Income states that the leading Assets in 2024 will include Bitcoin, Gold, US stocks, and China long-term bonds, while lagging Assets will include domestic Commodities, Euros, and Crude Oil Product. From the perspective of the Industry and individual stocks, the leading Assets are backed by long-term trends such as changes in the AI Technology Industry Chain, China's emotional Consumer chain, and safe-haven Assets in an uncertain environment.
Medvedev: Trump and Musk could pay out of their own pockets to buy Greenland.
Recently, the President-elect of the USA, Donald Trump, has shown great interest in foreign lands such as Greenland and the Panama Canal; Dmitry Medvedev expressed his views on Trump's related proposals on Sunday, stating that Trump or his close ally Elon Musk should pay for the lands they want themselves.
On the eve of the German elections, the conflict between "Musk vs. the German establishment" escalates.
In a comment article published in a mainstream German newspaper, Musk referred to the far-right party AfD as "Germany's last hope" and expressed agreement with the party's economic and immigration policies. Friedrich Merz, who is likely to be the next German Chancellor, condemned Musk's behavior as "dominant and overbearing," stating: "I do not recall any similar interference in the elections of friendly countries in the history of Western democracies."
A review of the USA economy in 2024: the job market is cooling, but strong Consumer spending supports the "soft landing" narrative.
Driven by robust consumer spending, the USA's economic growth significantly outpaces that of other G7 countries; despite high borrowing costs suppressing housing and manufacturing developments, resulting in a slowdown in hiring activities, the USA economy, supported by strong consumer spending data, is approaching the Federal Reserve's ideal of a "soft landing" for the economy.
After being pessimistic about the US stock market, Wall Street faces a collective "slap in the face" in 2024.
In 2024, stock prices not only did not lose momentum, but continued to soar.
12/30 [Strength and Weakness Materials]
[Bullish and Bearish Materials] Bullish materials: The Nikkei average is rising (40281.16, +713.10) • 1 dollar = 157.80-90 yen • U.S. crude oil Futures are rising (70.60, +0.98) • Active Share Buyback • Requests for corporate value enhancement by the Tokyo Stock Exchange. Bearish materials: The Dow Jones Industrial Average is falling (42992.21, -333.59) • The Nasdaq Composite Index is falling (19722.03, -298.33) • Chicago Nikkei Futures are falling (40130, -100) • The SOX Index is falling (5122.97, -
Will the "Fateful Eight" Stocks Outperform the "Magnificent Seven" in 2025?
"Sonic the Hedgehog 3," "Mufasa" Dominate Christmas Weekend Box Office
What to Watch Out for in 2025 (Including a Rate Hike) - Apollo's Slok
Financial Times Reported Earlier, Nvidia Bets On Robotics To Drive Future Growth Set To Launch Its Latest Generation Of Compact Computers For Humanoid In First Half Of 2025
Jeff Bezos' Neighbor Lists Vacant Miami Lot For $200 Million After Buying It For Just $27.5M
Apple's AI-Driven Growth, AirTag 2, AirPods' Health Features, And iPhone 17 Pro: This Week In Appleverse
Hertz's EV Sale, Ford Donates to Trump's Inauguration, Fund Manager Questions Musk's Robotaxi Fleet Ambitions And More: This Week In Mobility
Sanders Targets Musk, Haley Clashes With DOGE Co-Head, And Trump Reconsiders Tiktok Ban: This Week In Politics
Google held the 2025 Global Strategy meeting, CEO: The risks are high, this is a disruptive moment.
Sundar Pichai stated that building a "large new Business" is the top priority, among which the Gemini application is expected to be the next application to reach 0.5 billion users. The team will "accelerate" the development of the Gemini application, and the product will undergo significant upgrades in the next year or two.
Trump Backs Elon Musk on Debate Over H-1B Visas for Foreign Workers
Trump Asks Supreme Court to Pause TikTok Ban