Weekend Read | In the new era of AI, will NVIDIA be challenged?

Excluding Google, 98% of the Global AI workloads are running on NVIDIA chips; Google and Amazon's chips currently face their own issues and pose no challenge in the short term; the shortage of data is a false proposition, as data can be synthesized for continued training; there are no issues with AI capital expenditures next year, but there is uncertainty in 2026, which could be a turning point for the Industry.

wallstreetcn11:07

Intel Leads 2024 Tech Layoffs, but Sector Lays off 43% Less Year Over Year

Seeking AlphaDec 28 22:00

Transaction volume TOP 20 | Several domestic car companies have started price reduction promotions, Tesla dropped nearly 5%; "Quantum NVIDIA" RGTI continues to rise over 10%, increasing 16 times this year.

On Friday, the top stock by transaction volume was Tesla, which fell by 4.95%, with a transaction volume of 35.957 billion USD; the second was NVIDIA, which fell by 2.09%, with a transaction volume of 23.274 billion USD; the third was Apple, which fell by 1.32%, with a transaction volume of 10.811 billion USD.

Global Market ReportDec 28 10:36

Cathie Wood's ARK Buys AMD and TEMPUS AI, Sells ARCHER AVIATION

InvestingDec 28 09:04

Advanced Micro Devices Options Spot-On: On December 27th, 772.49K Contracts Were Traded, With 3.95 Million Open Interest

On December 27th ET, $Advanced Micro Devices(AMD.US)$ had active options trading, with a total trading volume of 772.49K options for the day, of which put options accounted for 33.95% of the total

Futu NewsDec 28 05:30

Catalyst Watch: Eyes on Electric Vehicle Deliveries, Retail Data and Housing Reads

Seeking AlphaDec 28 04:00