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.
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.
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.
Jim Cramer Sees Buying Opportunity In Nvidia But Attributes 6% Fall To 'Too Much Hot Money' After Jensen Huang's CES Keynote
Morgan Stanley: The design of GB300 has changed, and the AI supply chain will undergo a transformation.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Nvidia 5000 Series: RTX 5090 Version For China Costs $250 More But Its AI Power Cut 29% — Here's Why
Track Hyper | The Apple foldable device is tentatively scheduled to launch in the third quarter of 2026.
The screens are supplied by Samsung Display, with data guidance of 15 million to -20 million units.
Nvidia, Palantir, Ionq, Novavax, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Will AI Glasses Go Mainstream in 2025?
Wall Street's New Year interest rate "gamble": from several rate cuts, it has changed to whether rates will remain unchanged or not...
On Tuesday, the 10-year U.S. Treasury yield, known as the "anchor of Global asset pricing," further reached its highest level in eight months; the betting game surrounding the Federal Reserve's interest rate direction seems to have completely shifted from several rate cuts this year to whether further cuts will actually happen...
Trump Vows To Power AI Boom With Expanded Oil Drilling: 'Need Double The Electricity At Least That We Have Right Now'
Sony Was The First Japanese Company To List On US Markets, Co-Founder Akio Morita Championed 'Workers As Family' Philosophy — Does His Vision Still Resonate Today?
Options Market Statistics: Jensen Huang's Major Product Presentation Failed to Lift Nvidia Shares; Options Pop
2024 "Capitol Hill Stock God" performance: dozens of members of Congress outperform the Large Cap stock market, with the highest yield reaching 149%!
① According to a new report, in the recently passed year of 2024, the stock investment portfolios of over 20 USA lawmakers outperformed the Large Cap; ② Congressman David Rouzer had the highest investment portfolio return, reaching 149%; ③ This has once again raised concerns about insider trading among congressional members.
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.