10 Information Technology Stocks With Whale Alerts In Today's Session
SA Sentiment: What Will Be the First U.S. Company to Reach a $4T Market Cap?
Intensifying competition! Reports indicate that amazon is persuading cloud customers to avoid nvidia and switch to its own chips.
Analysis suggests that if amazon can shift customer spending to its self-developed server chips, as these chips are cheaper for cloud customers due to their significantly lower power consumption compared to nvidia chips, this will enhance amazon's profit margins. Moreover, it can also prevent nvidia from occupying more cloud market share by directly renting out its chip servers to enterprises.
Tesla's Path To $400: Bank Of America Highlights EV, AI Growth
100k Bitcoin! Market Pulls Back After Records | Live Stock
The Tech Mega-caps Will Lead Again in 2025 – UBS
Oppenheimer Asset Management Places Buy Ratings on AVGO and BLDR and a Sell Call on EW
7,007 for Stocks: Wells Fargo Sets Street-high Target for S&P 500 in 2025
Intel Appoints Former ASML Exec Meurice, Microchip Chair Sanghi to Its Boaard
US Morning News Call | Bitcoin Breaks $100,000 Barrier as 2024 Rally Soars to New Peaks
Bank of America Outlook for 2025: The most aggressive policies in the usa in a century will fuel a "technology bubble", but "the higher one climbs, the harder one falls."
Bank of America warns that the U.S. stock market may have reached a critical point of collapse, potentially facing the impact of the AI bubble and Trump’s policies next year. The similarities between AI and the internet of the late 1990s are apparent, with the bubble's burst only a matter of time. If Trump fulfills his campaign promises, it could bring a brief prosperity to the U.S. stock market, but it would also fuel the bubble, leading to a major depression.
Apple's iPhone Assembler Foxconn Sees November Revenue Climb 3% Y/Y, Q4 Outlook Strong
Taiwan Semiconductor, Nvidia in Talks to Make AI Chips at Arizona Plant - Report
Euro Area Retail Sales Down 0.5% M/m in October and Down by 0.3% in the EU
Musk's xAI supercomputing will expand tenfold! 1 million GPUs are worth nvidia opening a branch.
1. Musk's xAI will expand its supercomputer Colossus in Memphis, increasing computational power tenfold; 2. nvidia, Dell, and super micro computer are reportedly also setting up in Memphis to assist in the development of Colossus; 3. xAI has been established for just over a year, with a valuation reaching 45 billion dollars, its expansion speed has shocked the industry and is seen as a strong competitive advantage.
Asia-Pacific Markets Mixed Amid Global Political Unrest in South Korea and France; Bitcoin Crosses $100,000
Tech giants are spending extravagantly, the AI arms race is heating up, and chip stocks are soaring across the board.
The competition among technology giants in AI hardware is intensifying. This week, amazon claimed it would build the world's largest AI computing cluster, followed closely by Meta announcing a $10 billion AI datacenter. There are also reports that xAI, under Elon Musk, is planning to expand its supercomputer project tenfold...
1 million GPUs! Musk plans to expand the Colossus AI supercomputer cluster tenfold, continuing the arms race in AI infrastructure.
The investment required to expand Colossus is estimated to reach hundreds of billions of dollars, while also incurring relatively high costs for construction, power supply, and cooling. However, xAI has raised approximately $11 billion from investors this year.
Making Money From Crowd Stampede – Palantir Becomes Largest Defense Contractor In Blink Of An Eye
Texas Instruments's Options: A Look at What the Big Money Is Thinking