Fed Meeting Minutes to Shed Light on Rate-Cut Path in 2025
Micron's $7 Billion Bet on AI-Driven Memory In Singapore Facility Set to Boost Innovation
Today's Pre-Market Movers and Top Ratings | SANA, PANW, ADBE and More
Abscri Shares Are Trading Higher After the Company Announced a Strategic Collaboration With AMD. Abscri Will Receive a $20 Million Investment as Part of the Deal.
NVIDIA Analyst Ratings
US Morning News Call | Nvidia CEO's Remarks Trigger Pre-Market Plunge in Quantum Stocks
Will the Federal Reserve's meeting minutes release tonight continue to signal a "hawkish" stance?
This meeting minutes focus on: the degree of divergence among Federal Reserve officials, the determination of the persistence of inflation and the weakness of the labor market, as well as discussions on the rise of neutral interest rates to a higher level. Additionally, the impact of Trump's policies and details related to balance sheet reduction are also worth noting.
Absci, AMD Announce Strategic Collaboration; AMD To Also Make $20M Investment In Absci, Structured As Private Investment In Public Equity
Advanced Micro Devices Analyst Ratings
December US Nonfarm Payrolls Preview | Economic Data May Boost Asset Volatility
"Nvidia Magic" Strikes Again! Exploring Nvidia's Latest AI Investment Landscape
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.