Palantir Could Be the Next Oracle or Salesforce Over Coming Years, Says Wedbush
Meta's Revised Paid Ad-free Service May Infringe EU Privacy Rules, Says Consumer Group
Inflation remains the biggest global risk! Blackrock's CEO makes a shocking statement: Bitcoin could soar to 0.7 million dollars.
① Blackrock CEO Larry Fink stated at the World Economic Forum in Davos that investors may have prematurely believed that high inflation has ended, which could increase the risk of rising Bond yields, evolving into a Global risk; ② Fink referred to Bitcoin as a "fear currency," which can serve as a hedge against inflation and global instability, predicting that Bitcoin could soar to $0.7 million.
Daily Options Tracking | "Stargate" concept stocks are in a frenzy! Microsoft call options yield over 51 times return; American Airlines trading heats up before earnings, with Put ratios rising to 39%.
Surging after earnings! Netflix's performance exceeded expectations, rising nearly 10% yesterday. Options Volume increased by 3.22 times to 0.55 million contracts compared to the 30-day average, with Call options accounting for 60%.
What does the "Stargate" mean for the AI Industry? JPMorgan's latest interpretation is here.
JPMorgan believes that an additional capital expenditure of 100 billion dollars may help alleviate concerns about AI Chip capital expenditures in 2026. Given the urgency of project initiation, NVIDIA may benefit in the short term. In the long run, OpenAI and SoftBank's future efforts in custom ASIC chips may reduce dependency on NVIDIA.
Goldman Sachs warns of a 30% correction risk for the US stock market in 2025? Trump's policies and inflation are key drivers?
Goldman Sachs analysts have been closely monitoring the stock market dynamics. They believe that the current market is overheated and a correction of up to 30% may occur in the future.
Daily summary of Real Estate Industry news (2025-01-23)
On January 23, Xiao Yuanqi, Deputy Director of the Financial Regulatory Bureau, stated at a press conference that as of January 22, the loan amount for projects on the Real Estate "white list" had reached 5.6 trillion yuan. Xiao Yuanqi emphasized that under the urban real estate financing coordination mechanism, principles such as "go wherever possible," "provide loans wherever possible," and "do it as early as possible" have been established. Real estate projects that meet the "5+5" criteria should all be included in the "white list" management, and commercial Banks actively provide support, playing an important and positive role in protecting the legitimate rights and interests of homebuyers and promoting the stabilization of the real estate market.
Satya Nadella Stands Firm After Elon Musk Questions Stargate's $100 Billion Funding Potential: 'All I Know Is, I'm Good For My $80 Billion'
UBS Group: Constant fluctuations do not change the growth momentum, and there is still room for continued upward movement in the U.S. stock market.
UBS Group stated that the fundamentals of the U.S. stock market remain solid under various factors, and the growth momentum will continue. Investors can focus on the potential for continued gains in the U.S. stock market.
The most shrewd Microsoft, which has been "excluded": is the Stargate project actually in line with their intentions?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm only act as technical partners; ② On Tuesday, Microsoft also announced a modification to its exclusive supply agreement for computing power with OpenAI, further fueling market speculation; ③ Insider sources revealed that after the turmoil at OpenAI's senior management, Microsoft is reluctant to invest large sums of money, and giving up exclusive rights is actually beneficial.
Trump's "Stargate" plan has triggered changes in the AI landscape, is the relationship between Microsoft and OpenAI evolving?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.
The Saudi Crown Prince spoke with Trump: plans to invest 600 billion USD in the USA over the next four years.
The Saudi Crown Prince believes that the reforms planned by the Trump administration could create "unprecedented economic prosperity" for the USA, and Saudi Arabia hopes to seize these opportunities through investment. If more opportunities arise, the scale of this investment "may further increase".
Is Buffett also unable to resist the temptation of cryptocurrency? Berkshire quietly invests in a Brazilian digital bank.
① The stock god Buffett's Berkshire Hathaway has invested in the Brazilian digital bank Nu Holdings, which is linked to Cryptos, and has made a substantial profit; ② Buffett has always held a conservative attitude towards the Cryptos field and has stated that Berkshire would not engage in Cryptos Trade; ③ Although the investment in Nu has been successful, Berkshire remained cautious throughout the process, but being 'careful' is the key secret to the stock god's success.
The world is focused on the "Stargate," and the biggest question is: where does the 500 billion come from?
Gavin Baker, a renowned TMT investor in the USA, believes that 500 billion dollars is an "absurd number," unless SoftBank decides to sell all of its stocks in Alibaba and Arm. It has been reported that a significant portion of the 100 billion dollar investment is expected to come from unidentified new investors, possibly consisting of equity from founding partners and co-investors as well as debt. Microsoft stated that the company's 80 billion dollar capital expenditure budget this year is unrelated to the "Stargate."
OpenAI's new "backing"? Media reports: Trump had a phone call with Altman discussing AI Infrastructure before taking office.
Media reports indicate that last Friday, Trump and OpenAI CEO Altman had a long conversation discussing the potential of AI and the necessity of developing AI technology in the USA.
Futu Morning Report | "Interstellar Gate" Concept stocks are in a frenzy, ARM surged nearly 16% overnight; promoting the entry of medium to long-term funds into the market! China's Capital Markets welcome significant proposals.
The CEO of the world's largest sovereign wealth Fund advises: sell USA Technology stocks and buy China Assets; in the face of policy undercurrents after Trump's return, the European Central Bank still plans to continue lowering interest rates; an extreme winter storm hit the southern USA, and multiple states declared a state of emergency.
Top 20 by trading volume | Trump officially announces the "Stargate" project, ARM surges by 16%; Netflix jumps nearly 10% after earnings.
NVIDIA ranked first, rising by 4.43% with a trading volume of 34.602 billion dollars. Netflix ranked fourth, increasing by 9.69% with a trading volume of 13.788 billion dollars. Oracle ranked seventh, rising by 6.75% with a trading volume of 8.846 billion dollars.
There is another major move in the ETF sector! Options for popular stocks like NVIDIA are expected to be launched at the end of this year.
The innovation leader in the ETF Industry, Tuttle, has submitted an application to create a series of new products that will trade derivatives of popular companies loved by retail investors, such as NVIDIA, Tesla, and MSTR, with expiration dates.
US stock market close | The S&P hit a historic high during trading, and the Nasdaq rose over 1%; the "Stargate" ignited AI Concept stocks, with Oracle rising nearly 7% and NVIDIA up over 4%.
① NVIDIA and Microsoft rose over 4%, and Arm rose by 16%; ② The S&P broke the 6100 mark during trading for the first time in history; ③ The PHLX Semiconductor Index closed at a nearly six-month high; ④ Sales for Aluminum in the USA exceeded expectations in the fourth quarter.