Embracing Change and Opportunity in 2025: Here's Your Investment Guide
What to Invest in the AI Theme in 2025?
Nasdaq Gains Around 1% As Tesla, Nvidia Rise Ahead Of Christmas: Greed Index Remains In 'Fear' Zone
Taiwan Semiconductor becomes the darling of the AI era, with its stock price reaching a historic high during trading.
① Taiwan Semiconductor's stock price reached a record high during Tuesday's trading, with a cumulative increase of over 82% this year; ② Analysts point out that due to the enhanced demand in the Global market for investments in Taiwan Semiconductor, its key role among Semiconductors and AI suppliers continues; ③ Taiwan Semiconductor expects a 36% growth in sales for the quarter ending in December, with a gross margin of 58.3%, the highest quarterly level since 2022.
Nasdaq 100 Rebalance: Meta, Broadcom and Tesla Index Weighting Reduced
In-depth conversation with the founder of SemiAnalysis: In the new era of AI, will NVIDIA be challenged?
Excluding Google, 98% of the Global AI workloads are running on NVIDIA chips; Google and Amazon's chips currently face their own issues and pose no challenge in the short term; the shortage of data is a false proposition, as data can be synthesized for continued training; there are no issues with AI capital expenditures next year, but there is uncertainty in 2026, which could be a turning point for the Industry.
Track Hyper | NVIDIA withstands the performance impact from the new AI player Broadcom.
What is Broadcom doing? How did it impact NVIDIA's stock price, and how did the latter fend off the impact?
Reported Earlier, Olympian Motors Partners With NVIDIA To Launch AI-Powered EV Platform
Musk x AI becomes the darling of Silicon Valley, unveiling a luxurious lineup with $6 billion in financing, with "old friends" like NVIDIA and AMD joining the investment.
① It is claimed that xAI's valuation has exceeded 40 billion dollars, with a target valuation of 50 billion dollars, which is double its valuation from six months ago; ② Only investors who supported previous financing rounds of xAI are allowed to participate in the Series C financing; ③ This financing will be used to further accelerate their infrastructure and launch breakthrough products that will be used by billions of people.
Elon Musk's XAI Secures $6 Billion In Series C Funding To Expand Colossus Supercomputer, Attracts Investments From Nvidia And BlackRock
Rare! NVIDIA, AMD, and Intel are jointly investing, this company aims to "end Copper interconnections."
The optical interconnect startup Ayar Labs has completed a $0.155 billion Series D funding round, with a valuation exceeding $1 billion. The company is dedicated to developing optical interconnect technology aimed at replacing traditional electrical I/O, overcoming the limitations of Copper wires and pluggable optical Components. Currently, Ayar Labs has delivered approximately 15,000 sets of TeraPHY optical transmission and SuperNova laser source products.
O3 proves that AI has not slowed down, Taiwan Semiconductor becomes the "best choice," and stock prices move toward a historical new high.
The analysis suggests that the O3 model proves that AI has not slowed down, and without having to pick winners or technologies, Taiwan Semiconductor is the best way to participate in the AI theme, and the valuation is reasonable.
Apple's Near Term Success Will Be Driven By Strong Holiday Season, iPhone 16, Says Dan Ives — Analyst Sees Stock Hitting $300, Cupertino Hitting $4 Trillion Marketcap
Nvidia, Taiwan Semiconductor, AMD, Rumble, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
On January 6th, Jensen Huang will deliver a keynote speech at CES.
Analysts expect that Jensen Huang will announce a series of significant news at this event, with the RTX 5000 series GPUs being the main highlight of the keynote speech.
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