Biden is taking significant actions! He has signed an executive order to accelerate the development of AI infrastructure.
① The President of the USA, Biden, signed an executive order to advance AI infrastructure development, focusing on the Energy demands of Datacenters; ② The order requires the USA Department of Defense and the Department of Energy to lease federal land for the private sector to build AI Datacenters and clean Energy facilities; ③ The policy aims to accelerate the construction of the next generation of AI infrastructure in the USA, enhancing economic competitiveness, National Security, and the use of clean Energy.
Will the new regulations imposed by the USA terminate the AI market?
The soon-to-be-inaugurated Trump administration may take a different approach to AI regulation, so the sell-off of chip stocks may be a temporary phenomenon.
Morgan Stanley assesses the CoWoS in 2025: demand remains strong, and the GB300A will take over the CoWoS-S capacity released by MI325 and TPU.
Morgan Stanley addresses investors' questions regarding the 2025 CoWoS booking updates for NVIDIA.
Analyst: Upgraded chip forecast.
Malcolm Penn, founder and chief Analyst of Future Horizons, has raised his forecast for the growth of the Global chip market in 2025 to 15%, with a fluctuation of ±4%.
Broadcom Options Spot-On: On January 14th, 148.19K Contracts Were Traded, With 2.41 Million Open Interest
On January 14th ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 148.19K options for the day, of which put options accounted for 36.52% of the total transactions,
Top Analyst Reports for Broadcom, Mastercard & Netflix
The Momentum Factor ETF Is Coming off a Great 2024 but Still Oversold
10 Information Technology Stocks With Whale Alerts In Today's Session
The 3 Best Chip Stocks to Buy for 2025, According to an Analyst -- Barrons.com
US stock early market | USA PPI data is below expectations! Market sentiment has improved, stocks related to Chinese concepts, quantum computing, Drones, and Robot Concept all surged, with Richtech Robotics soaring nearly 50%.
On the evening of the 14th Beijing time, the US stock market opened higher on Tuesday. The PPI in the USA for December rose less than expected, indicating a reduction in inflationary pressure. It is reported that the Trump team is considering gradually increasing import taxes to prevent a sudden spike in inflation.
Nvidia Stock Gains. It Faces This Headache Alongside AI Chip Export Restrictions. -- Barrons.com
Express News | U.S. Growth Tech stocks staged a collective rebound, with Tesla rising over 4%, Qualcomm up more than 2%, and NVIDIA, ASML Holding, Broadcom, and others increasing by over 1%.
Top Analyst predicts: In 2027, the "AI bubble" may burst, potentially triggering a stock market crash.
FX168 Financial News (North America) reports that the frenzy in the Global stock market driven by the Technology Sector may last for several years, but it could ultimately face the fate of a market bubble burst.
Atlassian Stock Rises 24% in 3 Months: What Should Investors Do?
ExtraHop Celebrates Banner Year, Welcomes New CEO to Lead Next Phase of Growth
Express News | Biden signed an executive order to advance the construction of AI infrastructure.
AI Investments Boom to Aid Taiwan Semiconductor's Q4 Earnings Growth
Morgan Stanley Maintains Broadcom(AVGO.US) With Buy Rating, Maintains Target Price $265
Analysts Offer Insights on Technology Companies: Broadcom (AVGO), Datadog (DDOG) and Robinhood Markets (HOOD)
Zacks Investment Ideas Feature Highlights: Nvidia and Broadcom