Amkor Technology (AMKR) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
Elon Musk Agrees That We've Exhausted AI Training Data
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
AI startups are driving a recovery in the USA venture capital market, with total financing in 2024 increasing by nearly 30% year-on-year.
According to data released by PitchBook on Tuesday (January 7), AI startups have played an important role in driving the recovery of the USA venture capital market from its low point, with total venture capital reaching 209 billion USD in 2024, an almost 30% year-on-year increase.
"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.
① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.
Melius Research Downgrades Amkor Technology(AMKR.US) to Hold Rating, Cuts Target Price to $30
Ultraman New Year post: OpenAI's weekly activity surpassed 0.3 billion, we have found the path to AGI.
Source: Tencent Technology, Authors: Hao Boyang, Wu Ji. On January 6, news reported that OpenAI CEO Sam Altman published a New Year blog post titled "Reflections" on Sunday night, stating that OpenAI already knows how to build General AI and is gradually approaching it. Prior to this, Altman had posted a meaningful "six-word maxim" on Social Media X: "near the singularity; unclear which side" - the singularity is near; it is unclear which side one is on. This was on January 3.
What will you see in 2025? Microsoft outlines six major AI trends!
① AI models will become stronger and more useful; ② AI entities will completely change the way of working; ③ AI companions will provide support in daily life; ④ The utilization of AI resources will become more efficient; ⑤ Testing and customization will become key in building AI; ⑥ AI will accelerate scientific breakthroughs.
U.S. chip stocks rose before the market opens! NVIDIA's new generation of graphics cards leads the way, and a wave of AIPC chip products is expected to be unveiled at the CES exhibition.
① NVIDIA CEO Jensen Huang will deliver the opening speech at CES 2025, where the GeForce RTX 50 series graphics cards may be released; ② At that time, Intel and AMD are also expected to launch AIPC related products; ③ Brokerage opinions suggest that chip manufacturers are actively promoting the iteration of AIPC chips, and the industry as a whole has reached the stage of exploring user experience.
Investors Heavily Search Amkor Technology, Inc. (AMKR): Here Is What You Need to Know
Investors in Amkor Technology (NASDAQ:AMKR) Have Seen Splendid Returns of 112% Over the Past Five Years
In 2024, AI creates miracles as NVIDIA fearlessly completes a massive acquisition of 0.7 billion dollars.
If 2023 is the year of the AI miracle, then 2024 is the year of attempting to make this miracle do something useful without incurring costs.
How Humanoid Robots and AI Will Change the Workforce
Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
AI is definitely not just a passing trend! What key trends need to be monitored in 2025?
In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.
Fed's Daly Reveals Her Bullishness for AI-Driven Productivity
Express News | Ankao Technology received a subsidy of 0.407 billion USD for chips from the USA.