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The Technology Select Sector SPDR® Fund Newsroom
Broadcom and MicroStrategy stocks are strengthening before the market opens, with the three major U.S. index futures slightly rebounding | Highlights for tonight.
① NASDAQ 100 Index Futures rose 0.34%; ② Cook has had dinner with Trump; ③ Tesla's lithium refining plant in Texas has officially started production; ④ Taiwan Semiconductor's wafer factory in Japan will begin mass production before the end of the year.
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Behind the "monthly salary over ten thousand": What are the "AI agents" that tech giants are competing to launch?
① OpenAI is open to launching a subscription service priced at "2000 dollars/month" and mentioned that in the future, it may charge enterprise users based on the value they gain from using AI; ② At the application level, "AI agents" are viewed as the products with the most straightforward commercialization logic due to their ability to "replace workers"; ③ Even though AI agents are still in the early stages, workers need to start thinking about where their future lies.
Apple's 2025 AirTag To Feature iPhone 15's Ultrawide-Band Chip For Smarter, Longer-Range Tracking: Report
Sources indicate that Apple plans to launch a thinner iPhone and a foldable smartphone.
According to sources familiar with Apple's plans, the company intends to launch an iPhone that is about 8 millimeters thinner than the existing models starting next year; The company also plans to release two foldable devices, aiming for a launch in 2026.
Apple Eyes 2026 To Launch Foldable IPhones And Ultralight Devices As It Looks To Revitalize Sales Momentum: Report
Are cracks appearing in NVIDIA's empire? Broadcom joins the trillion-dollar club as ASIC is set for the next high-growth track.
① Broadcom recently surged by 24%, reaching a record closing high and becoming the third Global Semiconductor company with a Market Cap exceeding one trillion dollars; ② Compared to traditional chips like CPU and GPU, ASICs have a more targeted computational capability; ③ Brokerages believe that large-scale customers are actively investing in ASICs, which will further expand the market size.
Apple is going to release a foldable phone.
According to reports, Apple plans to launch a thinner iPhone model than the current version starting next year, which will be cheaper than the Pro series; in addition, Apple will also develop two foldable devices, one larger that can be used as a laptop, and another smaller that can function as a foldable iPhone.
Is Cook restless too? It has been reported that he dined with Trump at Mar-a-Lago...
① Apple CEO Cook dined with Trump at Mar-a-Lago, marking their first meeting since Trump's election win. ② Cook has become the latest technology giant executive to meet with the elected president, following contact with executives from OpenAI, Meta, Amazon, and others.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
What to Expect in the Week Ahead (MU, ACN, FDX Earnings; FOMC Decision)
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