Challenge the Transformer! Liquid AI, take a look.
In a benchmark test, the LFM model developed by Liquid AI outperformed the popular models from Meta and Microsoft, while requiring less memory. The new STAR framework launched by the company achieved up to a 37% reduction in cache size compared to hybrid models, and a 90% reduction compared to Transformers.
Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Tuesday; Tesla to Advance, Palantir Technologies to Decline
Intel Goes After Nvidia and AMD Again With New Graphics Cards
Daily Options Tracking | Broadcom Options Volume has surged for two consecutive days! One Call order made a nearly 10-fold profit; Micron Calls soared to 78%, with large investors spending tens of millions of dollars on L to hedge against downside risks.
Impacting a market cap of 2 trillion dollars! Tesla's overnight close surged over 6% to reach a new high, with implied volatility rising to 80.49%. Options volume reached 3.05 million contracts; for this Friday's expiration, the call option with a strike price of 500 dollars had the highest volume at 0.116 million contracts, with an open interest of 0.044 million contracts.
Leading the U.S. stock market into a long bull run, chip stocks are expected to continue to "surge" next year.
BofA's "top chip stocks" for 2025 have been announced, including NVIDIA, Broadcom, and Marvell Technology.
Advanced Micro Devices Options Spot-On: On December 16th, 573.64K Contracts Were Traded, With 4.2 Million Open Interest
On December 16th ET, $Advanced Micro Devices(AMD.US)$ had active options trading, with a total trading volume of 573.64K options for the day, of which put options accounted for 29.39% of the total
Truist Financial Maintains Advanced Micro Devices(AMD.US) With Hold Rating, Announces Target Price $145
Market Chatter: Biden Preparing Trade Probe Into Legacy Chips Made in China
"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
Weekly Option Windfall: Bearish AMD Pattern Sets Up Short Opportunity
SA Charts: Here's How Global Semiconductors Sales Have Performed This Year
Watch AMD, Palantir, Nvidia and More
Morgan Stanley's in-depth analysis of the Industry Chain for ASICs: Who are the big winners?
Morgan Stanley believes that although NVIDIA's GPUs have a clear performance advantage, the initial cost of ASICs is lower, making them particularly suitable for budget-constrained Cloud Computing Service providers. Broadcom, Semiconductor Manufacturing International Corporation, and Socionext are viewed as Bullish. Cadence Design Systems, Taiwan Semiconductor, and their supply chain partners will benefit from the rapid growth in ASIC design and manufacturing.
Broadcom, Nvidia Are Bernstein's Top Chip Stocks for 2025; Firm Sticks With Qualcomm
Advanced Micro Devices (AMD) Eyes Future Growth With AI and General Compute: Insights From Barclays Tech Conference
Truist Lowers Price Target on Advanced Micro Devices to $145 From $156, Keeps Hold Rating
Social Buzz: Wallstreetbets Stocks Advance Premarket Monday; MicroStrategy, Micron Technology to Open Higher
Daily Options Tracking | Entering the trillion-dollar Market Cap club! After Broadcom's earnings report, multiple call contracts earned over 10 times profit; is Bitcoin aiming for the $0.11 million mark? MSTR's implied volatility rose to 112% last Friday.
SoundHound AI rose over 23% on the previous trading day, with the Call ratio increasing to 71%, and the Options Chain volume increasing by 2.77 times to 0.525 million contracts. On the Options Chain, bulls are the market Block Orders, with the highest Call volume for this Friday's expiration at strike prices of $20 and $10, respectively 0.024 million and 18,000 contracts.
Zacks Investment Ideas Feature Highlights: Marvell, Broadcom, Astera, Advanced Micro Devices and Semiconductor ETF
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.