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Vanguard Information Technology ETF Newsroom
Joe Biden Vs. Jensen Huang: What White House's New Chip Export Restrictions Mean For Nvidia That Has The AI Giant Up In Arms
EU Reconsiders Apple, Meta And Google Investigations Ahead Of Trump's Potential White House Return: 'It's Going To Be A Whole New Ballgame'
Jensen Huang Said Quantum Computing Is 20 Years Away, But Nvidia Bets Big On Strategic Hiring
SoftBank-Backed Arm Plans Major Price Hike: Apple, Qualcomm Supplier Explores Chip Development
Tianfeng's Ming-Chi Kuo: The mass production capacity of the GB200 NVL72 is low, beware of NVIDIA's short-term risks.
Ming-Chi Kuo stated that the shipment volume of the GB200 NVL72 may be significantly lower than expected, currently about 25,000 to 35,000 units. More seriously, repeated delays have resulted in insufficient market confidence; even though the stock price reacted positively in advance, the lack of market confidence can easily amplify or overly interpret related market rumors.
Express News | TikTok Stated the Report of a Potential Sale to Elon Musk Is 'Pure Fiction' (BBC)
Quantum Concept stocks have crashed again! Following Jensen Huang, Mark Zuckerberg is also coming to "pour cold water".
① Following Jensen Huang, Meta CEO Mark Zuckerberg has become the latest technology company leader to pour cold water on Quantum Computing; ② On Monday, Zuckerberg warned that the application of Quantum Computing will still take several years; ③ Following Zuckerberg's comments, related concept stocks in the US fell sharply again.
Options Market Statistics: Rigetti Computing's Stock Slides as Zuckerberg Sees Practical Uses 'Ways Off', Options Pop
Adobe Files for Automatic Mixed Securities Shelf
VGT ETF Falls 0.8%
Analyst Sees 'Broadening Rally' In Semiconductors In 2025: 2 Top Stock Picks, 2 To Avoid
Wall Street Today: Market Turns Around, Let's See if it Lasts
Microsoft has formed a new AI team aimed at end-to-end application development and deployment.
① Microsoft announced the establishment of a new department called "Core AI Platform and Tools," led by Jay Parikh, focused on AI application development and third-party tool provision; ② The newly formed team will bring together experts from various fields to concentrate efforts on the research and development of AI platforms, tools, and infrastructure.
Broadcom's $3 Billion Bet: Balancing Market Signals, AI-Driven Growth
"No one survives"! Popular Technology stocks fell across the board, with MSTR down over 7%, Palantir down nearly 6%, and NVIDIA down almost 5%.
Last Friday, the chip stocks that led the decline in the US stock market continued to fall, with Micron Technology dropping over 6% at one point; AppLovin, which had the highest increase in the Nasdaq last year, fell over 3% intraday; Algo "meme stocks" collectively experienced double-digit declines, with D-Wave Quantum falling over 30% intraday. Following last Friday's employment report that dampened rate cut expectations, the US stock market faced additional Bearish news: the Biden administration announced AI-related export controls; NVIDIA's new generation Datacenter chip was reported to have received order cancellations from customers due to malfunction.
BofA Sees 'Surprising' Broadening of Rally in Semis to Start 2025
Stocks Edge Down Ahead Of Key Inflation Reports, Crude Hits 5-Month High, Bitcoin Sinks: What's Driving Markets Monday?
TikTok Ban Deadline Ahead: What Will Happen To App On Your Phone?
Apple, Samsung Lead Smartphone Shipments in 2024 but Chinese Rivals Gain Ground: IDC
Media: NVIDIA Blackwell chip racks have malfunctioned, leading major clients such as Microsoft to reduce some Orders.
① Reports indicate that the first batch of racks equipped with the Blackwell chip has experienced overheating issues, and there are also faults in the connection methods between the chips; ② It is reported that companies such as Microsoft, Amazon's cloud division, Google's parent company Alphabet, and Meta have reduced some Orders for the NVIDIA Blackwell GB200 racks.