Elon Musk Says Warren Buffett Is 'Clearly Expecting A Correction' After Berkshire Sold Nearly Half Of Its Apple Stock
JPMorgan detailed the "Nvidia chip issue": What is the problem? How long is the delay? What is the impact on Taiwan Semiconductor?
JPMorgan believes that the increase in GB200 production capacity will slow down in the second half of 2024, but is expected to expand significantly in 2025. Although there will be production challenges in the early stages, it is expected that the Blackwell-related GPU shipment volume will still reach about 4.5 million units in 2025. It is expected that Taiwan Semiconductor's revenue will remain relatively stable.
Buffett 'abandons' Apple, Wall Street rushes to reassure: Don't panic, just a technical adjustment!
Many analysts believe that this shareholding is more for risk management needs rather than questioning the long-term development prospects of Apple. Strong financial conditions and the upcoming AI upgrade cycle mean that Apple still has long-term appeal.
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What to Expect in the Week Ahead (SMCI, NVO, LLY and DIS Earnings; ISM Services Report)
Is the guru bearish? The 'Stock God' aggressively buys heavy-weighted stocks, while the 'Bond King' warns against bottom-fishing.
"Bond King" Bill Gross said that there are few bull stocks and now is the time to sell instead of buying low; if AI cannot bring about a productivity leap, growth stocks will underperform value stocks.
How big is the impact on nvidia due to the delayed release of the new ai chip?
According to analysts' predictions, after the delay in the release of the B200 chip, the price may be set between $0.03 million and $0.04 million. The quarterly shipments as of January 2025 are expected to reach about 32,500 units, contributing $3 billion in revenue, accounting for 9% of the total expected revenue for the quarter.
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