Jim Simons' Renaissance Technologies Shifts Gears: Microsoft In, Tesla Out, Palantir On Top
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Jim Cramer Recommends Microsoft, Praises American Water Works For Being 'Consistent'
Broadcom Inc. (AVGO) Positioned for 2025 Recovery Amid Semiconductor Market Selloff, Says Citi
Express News | Form 13f report shows that Deutsche Bank increased its shareholding in Apple, Broadcom, Meta Platforms, Tesla, and other stocks in the third quarter. They decreased their shareholding in Nvidia, Google C, Merck Pharmaceuticals, Bank of America, and other
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