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Tech giants' financial reporting season is coming again, and this time the focus is still on: nvidia and capital expenditures.
Analysts believe that considering the expensive stock price and the high base of the same period last year, nvidia's Q3 performance may "face challenges", investors closely watching its AI investment and Blackwell chip situation; On the capital expenditure side, Wall Street generally expects it to continue to surge, but still bullish on AI potential.
Responding to 'illegal surveying'! Tesla, navinfo co., ltd., and others spoke out late at night.
①Tesla: Compliance is the bottom line of corporate operation; ②Navinfo Co., Ltd.: Resolutely opposes all network rumors that smear and defame the company's reputation; ③Geely Zeekr: This matter has nothing to do with Zeekr, nor the actions of Zeekr's partners.
Options Market Statistics: United Airlines Stock Soars After Earnings Beat; Options Pop
Legendary investor Drew Miller regrets selling nvidia, calling it a "major mistake".
Billionaire investor Drew Miller said on Wednesday that his decision to sell nvidia stocks earlier this year was a "significant mistake". He also mentioned that nvidia is a great company, and if the stock price falls, he will participate again.
Apple's car-making project failed, directly benefiting BYD Company Limited? It is rumored that they have been secretly collaborating for six years, developing long-range electric vehicle batteries.
According to the media, ten years ago, BYD Company Limited engineers showed Apple executives an early version of blade batteries, planting the seeds of cooperation, and the cooperative research and development laid the foundation for BYD's current vehicle battery technology; Apple does not own any technology currently used in blade batteries; Before cooperating with BYD, Apple had invested millions of dollars in battery pack design and engineering.
Behind the delay in Blackwell's shipments: Nvidia and Taiwan Semiconductor were exposed to "internal strife", one side blamed packaging technology, the other side claimed to be forced to rush.
Some nvidia engineers believe that the issues with the Blackwell chip partly stem from design flaws, while others think they are due to Taiwan Semiconductor's use of new technology to package different chips; Taiwan Semiconductor employees feel that nvidia rushed the production process and did not leave enough time to address the problems; when shareholders came to inquire about the delayed shipment of Blackwell, Taiwan Semiconductor's investor relations department shifted the blame to nvidia. Although these issues are not enough to impact the nearly thirty years of cooperation between the two companies, they highlight that while the AI business is profitable, the pressure that nvidia places on Taiwan Semiconductor is increasing.