Broadcom Joins Nvidia, Tesla in Top Stock Options as Market Cap Hits $1 Trillion
Apple, Alphabet, Meta, Nvidia Lead in Stock Buybacks in S&P 500 in Q2
Fed to Flag Slower Pace of Easing, Jan Rate Cut No Longer Expected- Goldman Sachs
Amazon Teamsters Threaten Strike Ahead Of Crucial Holiday Season: 'We Are Going To Hold This Company Accountable'
Sources indicate that Apple plans to launch a thinner iPhone and a foldable smartphone.
According to sources familiar with Apple's plans, the company intends to launch an iPhone that is about 8 millimeters thinner than the existing models starting next year; The company also plans to release two foldable devices, aiming for a launch in 2026.
Is Musk amused? Trump's team is considering abolishing the automatic driving data reporting regulations.
① Trump's transition team is considering abolishing the reporting requirements for autonomous driving Autos collision data, which could alleviate Tesla's long-standing concerns; ② Musk has previously expressed dissatisfaction with this regulation, believing it targets Tesla; ③ If the regulation is abolished, it would benefit Tesla but also affect the USA government's discovery and assessment of safety issues.
Ark Invest's Cathie Wood Predicts Rapid Robotaxi Market Shift As Waymo Gains On Lyft In San Francisco
Are cracks appearing in NVIDIA's empire? Broadcom joins the trillion-dollar club as ASIC is set for the next high-growth track.
① Broadcom recently surged by 24%, reaching a record closing high and becoming the third Global Semiconductor company with a Market Cap exceeding one trillion dollars; ② Compared to traditional chips like CPU and GPU, ASICs have a more targeted computational capability; ③ Brokerages believe that large-scale customers are actively investing in ASICs, which will further expand the market size.
The candidate successor for the 'Wall Street big brother': The FED will lower interest rates this week, and 'Trump 2.0' has a milder impact on inflation!
1. A senior executive from JPMorgan stated that investors have reasons to be optimistic about 2025 and commented on the "Trump 2.0" policy and the prospects of Federal Reserve interest rate cuts. 2. She expects the Federal Reserve to cut rates for the third consecutive time this Wednesday to shift towards a loose monetary policy while avoiding an economic recession.
Full Speed Ahead: Tesla Lands Higher Price Targets From Wedbush
Apple is going to release a foldable phone.
According to reports, Apple plans to launch a thinner iPhone model than the current version starting next year, which will be cheaper than the Pro series; in addition, Apple will also develop two foldable devices, one larger that can be used as a laptop, and another smaller that can function as a foldable iPhone.
Is Cook restless too? It has been reported that he dined with Trump at Mar-a-Lago...
① Apple CEO Cook dined with Trump at Mar-a-Lago, marking their first meeting since Trump's election win. ② Cook has become the latest technology giant executive to meet with the elected president, following contact with executives from OpenAI, Meta, Amazon, and others.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
What to Expect in the Week Ahead (MU, ACN, FDX Earnings; FOMC Decision)
What's Ahead For the Fed, GDP -- Barrons.com -2-
What's Ahead For the Fed, GDP
SA Asks: How Should Investors Position Portfolios Ahead of Fed Vote?
Elon Musk's Mother Opens Up About His Friendship With Barron Trump: 'Bonded Over Out-Of-This-World Exploration'
Fed to Cut Rates This Week, Bringing an End to First Phase of Easing
Could Apple Set Revolutionize Tablet Market With 18.8-Inch Foldable IPad?