How Nvidia Could Surge to Double Apple's Market Value
Fed's Kugler Says Immigration, Productivity Gains Have Strengthened Economy
State Street’s Primary Call: ‘Buy American Large Caps’
Microsoft Keeps Lead in AI Build-out, Sees 'Robust' Demand: Wells Fargo
US Morning News Call | Stock Index Futures Climb on Positive Earnings, Focus Shifts to Upcoming Speech by Powell
US Stocks Likely To Open Higher As Investors Gear Up For A Historically Strong Month: Wells Fargo Strategists See Trump Policies Setting A Backdrop Where 'Equities Continue To Rally'
What does the year of transformation for the iPhone mean for the Apple supply chain?
Nomura believes that the iPhone 16 series launched this year does not fully adapt to AI applications in terms of hardware. The iPhone 17 series, expected to be launched in the second half of next year, may be Apple's first true AI phone, at which point Apple may readjust its product line. It is anticipated that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material and increase heat dissipation components.
AAPL Stock Hits New High Despite Sales Slowdown: Tech Bull Says 'Street Is Realizing' iPhone 16 Marks The 'Start Of A Super Cycle' For Apple
Apple Exec Touts Amazon's AI Chips in Rare Endorsement - Report
Jeff Bezos' Amazon Unveils Powerful AI Chip Clusters To Supercharge Anthropic's Models, Challenging Nvidia And OpenAI's Dominance
U.S. Futures, European Stocks Rise
Investors are flocking to the 'old economy', and the US stock market in this area is experiencing the 'perfect upward trend' conditions.
Bank of America believes that the economy is "ready" for a new round of spending cycles, creating perfect conditions for cyclical stocks to significantly outperform large cap in the coming years, with strong returns expected next year, especially in the manufacturing sector. Morgan Stanley and Goldman Sachs also favor cyclical stocks, particularly in the financial sector.
The chip industry has set its sights on nvidia's next-generation chip: Rubin
morgan stanley stated that nvidia's next-generation Rubin GPU has started preparations half a year in advance, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics components), and HBM4 (sixth-generation high-bandwidth memory), the chip area of the new GPU generation will be twice that of the previous Blackwell. It is expected that companies in the related industry chain will benefit. Analyst Charlie Chan from morgan stanley stated in a report on December 2 that despite the increasing output of Blackwell chips, considering the new chips'...
Saxo Bank's "shocking predictions" for 2025 have arrived! Trump 2.0 destroys the dollar, nvidia's market cap skyrockets to twice that of apple, OPEC collapses...
This year, Shengbao Banks has once again made a number of 'unconventional' predictions: the US dollar will fall by 20% against major currencies, and by 30% against gold prices; nvidia's stock price will be well above $250; the first 3d printed heart will be introduced; oil prices will plummet, and OPEC will disintegrate...
As the end of the year approaches, will the "Christmas rally" in the US stock market arrive as expected?
As the year-end approaches, investors are beginning to anticipate the Santa Claus Rally in the US stock market in December.
S&P 500 Hits Another High As Apple Tops $242 For The First Time: Fear Index Remains In 'Greed' Zone
Fed's Powell Is Speaking Today in Last Chance to Signal Next Move on Rates
The U.S. FTC has intensified its antitrust investigation into microsoft! This time, the focus is on its trade with OpenAI.
① The USA Federal Trade Commission (FTC) is intensifying its comprehensive antitrust investigation against microsoft, focusing on its partnership with OpenAI; ② Last week, there were reports that the FTC is conducting a wide-ranging investigation into microsoft and disclosed details of the investigation; ③ Microsoft accused the FTC management of leaking details, violating the agency's code of ethics, and requested that the USA FTC inspector general investigate the matter.
[Video] AWS CEO: Talks about new chips, NVIDIA, and ambitions in AI.
Matt Garman, the CEO of AWS (Amazon Web Services), shared his thoughts on Amazon's new ai chip array and a large-scale language model called "Nova". Garman mentioned partnerships with intel and nvidia during an appearance on "Bloomberg The Close." Amazon's new chip array, named "Project Rainier," is set to be equipped with hundreds of thousands of "Trainium2" semiconductors, aiming to enhance the current processing power of the ai startup Anthropic, in which Amazon is investing, by five times.
Andrew Left's Citron Research Says Nvidia-Backed Nebius Is The Next 'AI Wall Street Darling'