Trump's Day 1: Incoming President Looks Set to Act on Tariffs, Crypto, Energy and Immigration
Biden Plans Additional Limits on Nvidia AI Chip Exports
Jensen Huang Is 'Dead Wrong' About Quantum Computing, D-Wave CEO Fires Back At Nvidia Boss: 'Happy To Meet With Jensen Any Time, Any Place, To Help Fill In These Gaps'
Nvidia's CES Setback Mirrors 2007 iPhone Launch, Says Dan Ives: 'Jensen Plays Chess While Others Are Playing Checkers'
Blackstone Invests $300 Million In AI Data Firm That Powers Elon Musk's XAI Supercomputer
Apple's vice president bids farewell to Indonesia! At the end of negotiations, the Indonesian minister surprisingly reaffirms the iPhone 16 ban.
① Negotiations between Apple and the Indonesian government took a turn at the last minute, with the Apple executive leading the talks leaving Indonesia on Wednesday, while the remaining team members continued negotiations; ② In October last year, Apple was banned from selling the iPhone 16 series due to failure to meet Indonesia's localization production requirements; ③ Apple proposed to invest 1 billion dollars to build a factory and train students, but the Indonesian Minister of Industry insisted that Apple produce iPhone 16 components.
Microsoft Plans To Slash Jobs Again: 'When People Are Not Performing, We Take The Appropriate Action'
Hold more chips! SK chairman claims that its HBM development speed has exceeded NVIDIA's requirements.
①SK Group Chairman Chey Tae-won stated that SK Hynix's HBM chip development speed has surpassed NVIDIA's requirements, implying that it has more leverage in negotiations with NVIDIA; ② Chey Tae-won also mentioned that SK Hynix and NVIDIA are accelerating the research and development of HBM, with the supply volume for this year already confirmed; ③ In addition, SK Group plans to make AI Datacenters a major growth driver for the future.
Apple Clarifies Siri Privacy Policy After $95 Million Settlement Over Allegations Of Unauthorized Recordings
Apple's Airtag Factory Fails To Impress Indonesia: iPhone 16 Sales Remain Banned Despite Local Production Plans
Ex-Google CEO Eric Schmidt Invests In 3D-Printed Rocket Maker As SpaceX-Led Space Race Heats Up
F Stars --- significantly continued to decline, related to quantum Computer being sold off due to comments from the NVIDIA CEO.
Significant decline continues. Recently surging as a quantum Computer-related stock, today it is experiencing a sharp drop alongside other related stocks such as NFHD, Japan Lad, Ubiquitous AI, and SEC. The CEO of USA NVIDIA has stated that the practical application of quantum Computers is still a long way off, leading to a decline in expectations for early contributions to earnings. In the previous day's USA market, there was also a sharp decline among some related stocks.
Quantum computing, Nuclear Power, Cryptos, cannabis! Retail investors' "beloved" in the USA all fell last night.
① Although the three major stock indices in the USA fluctuated on Wednesday, the S&P 500 Index, which performed the worst, only fell by 0.16%—a performance that cannot be considered terrible. ② However, for many American retail investors who enjoy the thrill of speculating on meme Stocks, this Wednesday seems to have been a disastrous day: because many of their favorite investment symbols experienced a remarkable collapse.
Options Market Statistics: IonQ Stock Plunges After Nvidia CEO Sees 'Useful' Quantum Is Decades Away; Options Pop
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
A statement from Jensen Huang caused quantum concept stocks to plummet. D-Wave CEO: His view is "completely wrong."
① The CEO of the USA quantum computing company D-Wave Quantum, Alan Baratz, recently stated that NVIDIA CEO Jensen Huang is "very wrong" about quantum computing; ② Previously, Huang's remarks frightened Wall Street. He indicated that it may take 15 to 30 years to bring a "very useful quantum computer" to market.
Jim Cramer Warns On 'Quantum Stories' As Stocks Plunge: 'We Need You Out Before The Froth Goes Away'
New tricks for GPU cooling? NVIDIA may replace thermal paste with liquid Metal for higher heat dissipation efficiency.
① Liquid Metal is usually made from Gallium Alloy, which has higher thermal conductivity and can significantly improve heat dissipation efficiency; ② Liquid Metal has potential risks such as conductivity and corrosiveness, which require high standards for manufacturing processes and installation maintenance; ③ This material is currently not widely adopted by PC manufacturers.
The Global bond market is experiencing a frantic sell-off, with US Treasury yields quickly approaching 5%.
The 20-year US Treasury yield has already broken through 5%, while the UK 10-Year Treasury Notes Yield has also risen to 4.82%, reaching a new high since 2008. Inflation worries have prompted traders to lower their expectations for interest rate cuts by the Federal Reserve and the Bank of England this year, and at the same time, the market is weighing the impact of President Trump's policies.
The last time the US bonds dropped like this, the US stock market also crashed.
Recently, the rise of the 10-year U.S. Treasury yield is similar to the situation in 2022 and 2023, when the stock market experienced a substantial decline. Goldman Sachs stated that although the U.S. stock market is relatively stable now, the correlation between stock and bond yields has turned negative. If economic data falls short of expectations, the risk of a market correction in the short term may increase.