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Fed Meeting Minutes to Shed Light on Rate-Cut Path in 2025
S&P 500 Down Over 1% As Nvidia, Tesla Tumble: Greed Index Remains In 'Fear' Zone
Nvidia Expands Its AI Tentacles
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
NVIDIA responds directly: What makes GPUs stronger than ASICs?
NVIDIA believes that commercial GPUs have a platform advantage, while custom ASICs are only suitable for specific applications, resulting in limited scale and scope of application. In the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and Software support will provide Global support in a way that custom ASICs cannot achieve.
XAI's Grok Chatbot To Be Integrated Into Tesla Vehicles 'Soon,' Says Elon Musk
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's Jensen Huang Said Something That Has All Quantum Computing Stocks Tumbling: QUBT And RGTI Down 13%, IONQ Down 11%
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.