Microsoft's $80 Billion Investment Outlay, Musk's Battle With OpenAI, And Nvidia's Billion-Dollar Bet: This Week In Artificial Intelligence
S&P 500 Would Have Underperformed European Stocks, If Not for Nvidia
Analyst 2025 Annual Outlook: Where is the chip competition heading? What are the next opportunities for the giants?
"Will the highlights of Technology in 2024 continue?"
A week ahead | Major economic data from China and the United States is coming one after another! The Federal Reserve's meeting minutes and strong non-farm payrolls are on the way; focusing on the 2025 CES Consumer Electronics Show, the U.S. stock market w
At the beginning of the New Year, the Hong Kong IPO market is thriving, with eight new stocks being offered across the year-end, including Bruker, Conch Materials, Saimo Technology, and Yibin Banks.
The "January effect" in the U.S. stock market: Truth or myth?
The data supports this strategy, but also indicates that its effectiveness has weakened in recent years. As for 2025, the driving factors behind last year's high returns in the U.S. stock market still exist, but there are also some concerns.
The competition among major players in AI has intensified: Microsoft takes the lead with an investment of 80 billion dollars.
On January 3, Microsoft President Brad Smith announced that Microsoft plans to invest 80 billion dollars in fiscal year 2025 for the construction of AI computing centers to support AI training and deployment, as well as cloud-based application services.
Buy, buy, buy! The "Oracle of Omaha" Buffett is frequently increasing his holdings in VeriSign!
Recently, VeriSign's stock price has continued to rise. Since the disclosure of Buffett's increased holdings on December 19 of last year, it has increased by about 7.6% over 10 Trade days.
The first Federal Reserve official this year stated: it is difficult to determine the impact of Trump's policies, and MMF policy will depend on economic data.
Federal Reserve Board member Kugler stated, "There is a view that we can slow down and adopt a more gradual approach" while observing data to determine whether stubborn inflationary pressures will begin to ease again. She also mentioned that the current economic situation is good, and although the job market has cooled somewhat, it remains resilient with the unemployment rate at historically low levels.
CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.
① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.
Mag 7? More Like 'Mag 1' as Nvidia Dominates the Megacap Club in 2024
American Express, Franklin Resources Among Top S&P 500 Financial Movers in 2024
U.S. Healthcare Execs Turn More Bullish for 2025: Deloitte
Does GOOGL Stock Have Further Room to Run?
EXCLUSIVE: Top 20 Most-Searched Tickers On Benzinga Pro In 2024 — Where Do Tesla, Nvidia, GameStop, Trump Media Stocks Rank?
The Federal Reserve's voting members have undergone significant changes! Two "hawkish" voters, one "dovish" voter, and one Neutral voter have arrived. What impact will this have?
The Federal Reserve is about to undergo significant adjustments.
Will USA manufacturing "revive its glory" by 2025? Bank of America predicts that the US stock market will benefit from this.
① Ohsung Kwon, a securities strategist at Bank of America, expects that the U.S. manufacturing sector is likely to revive by 2025, boosting the overall U.S. stock market; ② Bank of America forecasts that the S&P 500 Index will close at 6666 points by the end of 2025, an increase of about 14% from the current level; ③ Trump's second term is expected to promote policies supporting manufacturing activities, potentially increasing the trend of companies returning.
Weekend reading | The four major companies in the USA are taking action on Nuclear Power: Microsoft restarts Three Mile Island, Google partners with nuclear newcomers, Amazon will invest 0.5 billion dollars, and Meta has issued a call for Nuclear Power pr
In 2024, among the five major Technology giants in the USA, Microsoft, Google, Amazon, and Meta are frequently active in the field of Nuclear Power layout.
What poses the biggest challenge to the US stock market bull run? Analyst: US Treasury yields still have room for further increases.
The Evercore ISI strategy team recently stated that the rise in U.S. Treasury yields poses the biggest challenge to the bull market in stocks.
Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025
Microsoft will spend 80 billion USD on AI Datacenter this year, with half of the investment in the USA.
Microsoft's Vice Director and President Brad Smith also called on the incoming Trump administration not to implement "overregulation" on AI, and to protect the USA's leadership in the AI field through Education and promoting American AI technology abroad.