Barclays Lays Out 2025 Thoughts on Apple, Networking and Other Areas of Tech
Musk: The goal this year is to produce thousands of Siasun Robot&Automation humanoid robots, with production increasing tenfold each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
General Dynamics Awarded $188M U.S. Navy Contract Modification
Raytheon Secures $333.28M U.S. Navy Contract
Lockheed Martin Awarded $678.4M U.S. Navy Contract Modification
Axon Enterprise Analyst Ratings
RTX Analyst Ratings
Susquehanna Maintains Positive on Northrop Grumman, Lowers Price Target to $557
Susquehanna Maintains Positive on General Dynamics, Lowers Price Target to $315
General Dynamics Analyst Ratings
NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
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.
$1000 Invested In GE Aero 5 Years Ago Would Be Worth This Much Today
Rocket Lab Surge Sparks Renewed Interest In Space-Focused ETFs: 3 Funds In Focus
These Stocks Are Expected to See at Least 25% Revenue Growth in 2025 – Wolfe
Trump Says NATO Members Should Put 5% of GDP Into Defense
On CNBC, Stephanie Link Announced Bought More Boeing
NATO Official Slams Banks, Pension Funds for Shunning Defense Investments - Report
Altman "launching a Satellite": will demonstrate nuclear fusion breakthrough "soon".
Altman predicts that his invested company Helion will soon demonstrate net energy gain nuclear fusion. Net energy gain nuclear fusion is regarded as an important milestone in achieving controllable nuclear fusion power generation. Despite breakthroughs in the scientific community, the Industry generally believes that the goal of generating Energy through fusion is still far away.
Boeing Secures $615.8M U.S. Air Force Contract