Amazon Leaps Over Tesla as Second Most Active Stock Option Amid AI Optimism
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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.
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After Trump's election victory, optimism among American corporate executives has soared.
The survey shows that after Trump won the usa presidential election, the views of us corporate executives on the economy and their own business prospects became significantly more optimistic.
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.
"The leading cloud company" clearly elaborated on the global strategy for AI: whether it be large models or chips, they will be options rather than core.
AWS is betting on "generative AI productization", making products and services the core of its development, building more user-friendly and accessible platforms, and lowering the barriers for users to utilize AI. In the future, the importance of large models will gradually decrease, and there will be little difference in models for different purposes to users.
Amid the bullish sentiment, moody's poured cold water: two major risks loom large, and US stocks may experience a significant pullback next year!
①Moody's chief economist Mark Zandi warned that due to high asset prices and two major risks facing the market in the next year, the US stock market may experience a significant pullback; ②he pointed out that two policies of Trump may pose serious risks to the US stock market, namely tariff policy and immigration policy.
MicroStrategy, UnitedHealth Group, SoundHound, SentinelOne, Tesla: Why These 5 Stocks Are On Investors' Radars Today
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.
US Stock Markets Surge To Record Highs As Tech Shares Lead Rally