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Fed Meeting Minutes to Shed Light on Rate-Cut Path in 2025
What signal? Bank of America downgraded the rating of Tesla Stocks, but raised the Target Price to $490.
① Tesla's stock price fell by 4.06% on Tuesday, closing at $394.36. The Bank of America Analyst downgraded Tesla's rating from "Buy" to "Neutral" and raised the Target Price to $490. ② The Analyst believes that Tesla's long-term market share will reach 5%, making it one of the top ten Auto Manufacturers globally. However, in 2025, Tesla faces execution risks and competitive pressures.
NVIDIA has open-sourced world foundational models, accelerating humanoid robots towards the "ChatGPT moment."
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
Track Hyper | Apple launches AR glasses: domestic companies are gearing up.
The company's share of AR glasses-related products is still quite small, but the direction is correct.
AI is unstoppable! Amazon is investing another 11 billion dollars to expand its Datacenter in Georgia.
① Amazon's Cloud Computing division, AWS, plans to invest at least 11 billion dollars in Georgia to expand infrastructure, which is expected to create about 550 jobs; ② This investment comes after Amazon's commitment to invest 11 billion dollars in a Datacenter in Indiana in April 2024; ③ The boom in AI has driven many expansions of Datacenters today, and Georgia is becoming a popular location.
The Easy Money Has Been Made in Options. What to Do Now.
Jim Cramer Sees Buying Opportunity In Nvidia But Attributes 6% Fall To 'Too Much Hot Money' After Jensen Huang's CES Keynote
Morgan Stanley: The design of GB300 has changed, and the AI supply chain will undergo a transformation.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Elliott Wave View: Nasdaq (NQ) Looking for Further Correction Lower [Video]
Nvidia 5000 Series: RTX 5090 Version For China Costs $250 More But Its AI Power Cut 29% — Here's Why
Amazon Set To Benefit From Mexico's Import Tariffs Affecting Temu, Shein — Analysts See Window Of Opportunity For Established Players
Track Hyper | The Apple foldable device is tentatively scheduled to launch in the third quarter of 2026.
The screens are supplied by Samsung Display, with data guidance of 15 million to -20 million units.
Nvidia, Palantir, Ionq, Novavax, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Meta has also begun to embrace freedom of speech! Trump and X are both cheering for it.
①Meta updated the content review method for its social platform on Tuesday, eliminating professional fact-checking and allowing users to post controversial content; ②Zuckerberg claimed that the malicious content defined by the new method would be less, but it could reduce some compliant content and accounts being mistakenly deleted; ③Trump and X welcomed Meta's new policy, which is also seen as a gesture of goodwill from Meta towards Trump.
Amazon AWS To Invest $11 Billion In Georgia To Boost AI And Cloud Infrastructure: 'Expect To Create More Than 550 Well-Paying Jobs'
Will AI Glasses Go Mainstream in 2025?
Here's What the S&P 500 Latest Trading Patterns Reveal [Video]
Wall Street's New Year interest rate "gamble": from several rate cuts, it has changed to whether rates will remain unchanged or not...
On Tuesday, the 10-year U.S. Treasury yield, known as the "anchor of Global asset pricing," further reached its highest level in eight months; the betting game surrounding the Federal Reserve's interest rate direction seems to have completely shifted from several rate cuts this year to whether further cuts will actually happen...
Trump Vows To Power AI Boom With Expanded Oil Drilling: 'Need Double The Electricity At Least That We Have Right Now'
Sony Was The First Japanese Company To List On US Markets, Co-Founder Akio Morita Championed 'Workers As Family' Philosophy — Does His Vision Still Resonate Today?