SMH241129C252500
- 0.63
- -0.66-51.16%
VanEck Semiconductor ETF Newsroom
Aiming at nvidia! Report: amazon is deploying 100,000 second-generation self-developed chips to challenge the industry monopoly.
Currently, amazon's Trainium2 chip has started to be deployed in datacenters and is expected to be fully rolled out in multiple core datacenters including Ohio soon. Compared to the previous generation product, its performance has increased fourfold, memory capacity has tripled, and it has significant advantages in energy efficiency and cost.
Intel, AMD in Focus as Bernstein Weighs in on PC, Server Markets
Trump's Commerce Secretary Pick Howard Lutnick's Fund Owns $1.19B In Nvidia, $804M In Tesla: Here Is A Look At His Portfolio
Is the Third Wave of AI Coming? Goldman Sachs Names Stocks Set to Benefit
US Stocks Likely To Open On A Positive Note As Trump's Treasury Secretary Pick Uplifts Investor Sentiment: Expert Says 'Bull Market Is Alive And Well'
Raging AI Debate Delivers Fuel For Direxion's Nvidia-Focused Funds NVDU And NVDD
Is it less than 8 billion US dollars? The Biden administration is reportedly considering reducing financial subsidies to intel.
1. The US government plans to reduce intel's federal chip subsidy from less than $8.5 billion to less than $8 billion; 2. Part of the reason is that intel has received a $3 billion military chip manufacturing contract, and intel's poor technical roadmap and customer demand are also reasons for the adjustment; 3. Intel's current plight is also a blow to the Biden administration's accelerated domestic chip manufacturing plan.
Intel seeks survival by "dividing the land"! Will sell two large industrial park properties in the usa.
① Intel plans to sell its plant in Folsom, California, and land in Hillsboro, Oregon, to adjust its global real estate strategy and save costs; ② Intel continues to face financial pressure, with a loss of 17 billion USD last quarter, and coupled with diminishing hopes of obtaining subsidies from the usa government, this has forced the company to consider self-rescue actions.
Gary Black Defends Tesla Trim At $351: 'No One Ever Went Broke By Taking Profits' Amid Stock's 150% Surge Since April
Marc Benioff Says Future Of AI Not In Bots Like ChatGPT But In Autonomous Agents: We Aren't At The Moment Seen In Those 'Crazy' Movies
Is nvidia no longer the focus? AI trade has changed!
Bank of America believes that the market focus has shifted to the second phase of trades benefiting from AI—software stocks and Agentic AI. With the arrival of the software "AI moment," its monetization is expected to begin in 2025 and become significant in 2026 as corporate adoption accelerates.
Latest speech by Jensen Huang: the era of siasun robot&automation is about to arrive, and the conditions of the south china greater bay area concept are "exceptionally favorable."
①In the future, three types of siasun robot&automation are expected to achieve large-scale production: autos, drones, and humanoid robots, with the largest output being humanoid robots; ②The south china greater bay area concept is the only region that possesses both electromechanical technology and ai technology, providing unique conditions for the development of the robotics industry.
Weekend Round-Up: AI Dominates Headlines With Nvidia, Elon Musk, And Hollywood's Big Names
What to Expect in the Week Ahead (DELL, CRWD and MINISO Earnings; GDP, FOMC Minutes and PCE Index )
Will Nvidia's Blackwell AI Chips Deliver?
Over 70% of S&P 500 Companies That Reported Earnings This Week Beat Estimates-Earnings Scorecard
Trending Stocks Amid Largely Steady Week for Wall Street
Bulls Vs. Bears: Can Nvidia Sustain Premium Valuation?
Jensen Huang's Nvidia Fast-Tracks Samsung's AI Memory Certification As AI Giant Looks To Catch Up To Demand
Wall Street Makes Steady Gains This Week, as Bitcoin's $100K Race Steals Spotlight