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Direxion Daily Semiconductor Bull 3x Shares ETF Newsroom
Fed Meeting Minutes to Shed Light on Rate-Cut Path in 2025
Samsung's Preliminary Q4 Profit Rises 130% Y/Y, but Misses Estimates
Samsung Electronics wraps up the fourth quarter report with poor results! The AI Chip received "NVIDIA certification," but it remains a difficult hurdle to overcome.
① On Wednesday, January 8, Samsung Electronics reported that both its fourth-quarter sales and operating profit fell short of expectations; ② Contributing factors include: lagging AI Chips, rising research and development costs, a slowdown in traditional memory chip demand, setbacks in the non-memory chip business, and declining mobile device revenue; ③ NVIDIA's CEO Jensen Huang stated that Samsung is working hard to design new HBM chips and is confident that Samsung will overcome these challenges.
Amazon AWS To Invest $11 Billion In Georgia To Boost AI And Cloud Infrastructure: 'Expect To Create More Than 550 Well-Paying Jobs'
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.
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.
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.
Nvidia 5000 Series: RTX 5090 Version For China Costs $250 More But Its AI Power Cut 29% — Here's Why
Nvidia, Palantir, Ionq, Novavax, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Will AI Glasses Go Mainstream in 2025?
Trump Vows To Power AI Boom With Expanded Oil Drilling: 'Need Double The Electricity At Least That We Have Right Now'
Options Market Statistics: Jensen Huang's Major Product Presentation Failed to Lift Nvidia Shares; Options Pop
U.S. stock market close: Inflation concerns lead to a decline in all indexes, NVIDIA fell 6% after reaching a new high.
① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.