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Fed Meeting Minutes to Shed Light on Rate-Cut Path in 2025
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.
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