GPUs outperform CPUs, AI is changing the chip industry.
Yole predicts in its latest report that, driven by generative ai, the GPU market size is expected to reach $190 billion by 2029, twice as large as the CPU market size!
US stock market closed | The three major indices rose and fell differently, with most large technology stocks rising, nvidia rising more than 4% to hit a new historical high.
Banks index dropped nearly 2%, small cap stocks fell 1.6%, the decline of Chinese concept stocks narrowed, nvidia rose over 4% to catch up with apple, pdd holdings and Bilibili turned positive, xpeng rose over 3%.
The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
Buy ahead of time in 2016? Benefiting from the 'Trump trade,' assets are outpacing the market, but this time 'it's somewhat different.'
Republican presidential candidate Trump's polls are reversing, and the 'winning odds' are gradually increasing. A Merrill Lynch strategist pointed out that investors seem to be rushing to allocate to symbols that performed well after Trump's victory in 2016. What inspiration does this have for investment?
Goldman Sachs, JPMorgan, Deutsche Bank, and others collectively speak out, Wall Street fully betting on the 'Trump trade'.
Similar to 2016, the recent main drivers of the market rally come from regional banks, large banks, and the energy sector. Deutsche Bank believes that the main difference in market expectations between Trump and Harris is mainly reflected in the forex market. If Trump wins, the US dollar will strengthen. However, the market volatility brought by a red sweep may be even greater.
Roth MKM Is Growing Concerned About the Technology Sector