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SPDR S&P 500 ETF Newsroom
Fed Meeting Minutes to Shed Light on Rate-Cut Path in 2025
From Misinformation Threats to Restoring Free Expression: Inside Meta's Latest Moves
Elon Musk-Owned X's Rival Bluesky Valued At $700 Million After Explosive Growth Post Trump Victory: Report
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'
Is a "major update" for Tesla's Siasun Robot&Automation coming soon? Musk has leaked some details in advance again.
① Musk revealed in the latest Game Live Streaming that "we may update Optimus in the coming weeks." ② He previously stated that there will be a "major Hardware revision" for Optimus from late 2024 to early 2025. ③ At CES, Huang Renxun also made the latest determination, "The era of General Robotics' ChatGPT is about to arrive."
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.
XAI's Grok Chatbot To Be Integrated Into Tesla Vehicles 'Soon,' Says Elon Musk
What signal? Bank of America downgraded the rating of Tesla Stocks, but raised the Target Price to $490.
① Tesla's stock price fell by 4.06% on Tuesday, closing at $394.36. The Bank of America Analyst downgraded Tesla's rating from "Buy" to "Neutral" and raised the Target Price to $490. ② The Analyst believes that Tesla's long-term market share will reach 5%, making it one of the top ten Auto Manufacturers globally. However, in 2025, Tesla faces execution risks and competitive pressures.
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.
AI is unstoppable! Amazon is investing another 11 billion dollars to expand its Datacenter in Georgia.
① Amazon's Cloud Computing division, AWS, plans to invest at least 11 billion dollars in Georgia to expand infrastructure, which is expected to create about 550 jobs; ② This investment comes after Amazon's commitment to invest 11 billion dollars in a Datacenter in Indiana in April 2024; ③ The boom in AI has driven many expansions of Datacenters today, and Georgia is becoming a popular location.
Howard Marks: Is there a bubble in the U.S. stock market now?
Max believes that the U.S. stock market may have some bubbles, but it is not out of control. The expected PE for the S&P 500 Index is 23.6 times, and compared to valuation parameters, a more effective way to determine bubbles is through psychological diagnosis. Currently, there is no talk from people saying 'there are no prices that are unreachable,' which is a clear indicator of irrational thinking and a sign of bubbles.
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