Tech giants are competing in the field of autonomous driving! Bernstein: Tesla's Robotaxi is overvalued, while Google's Waymo is undervalued.
Bernstein believes that even if Tesla becomes the first company to be approved for L5 fully autonomous driving technology, the improvement in AI computing power may allow other companies to quickly catch up, leading to Tesla struggling to achieve excess profits. The value of Google's Waymo assets is largely underestimated, with its weekly 0.1 million trips potentially generating annual revenue exceeding 0.1 billion US dollars, and the annual revenue is rapidly increasing.
Ubs group outlook on US stocks: The bull market in US stocks is not over! The s&p 500 index is expected to touch 6600 points by the end of next year; Setting aside technology dominance? Wall Street launches the "anti-seven giants" ETF.
Nvidia continues to hit new highs, and Wall Street big shots are still competing to raise the target price; SAP surged more than 3% pre-market to hit a new high, Q3 performance exceeded expectations and raised full-year guidance; Is the 'new bull market' in gold here? More and more Wall Street big shots are looking up to $3000!
Tesla Or Google? Who Will Steer The Future Of Self-Driving?
Express News | Huawei officially launches the pure-blood HarmonyOS system HarmonyOS NEXT.
Nuclear-Powered AI: Big Tech's Bold Solution or a Pipedream? -- WSJ
Nuclear power is gaining momentum! The concept stocks of small nuclear reactors continue to soar, with this US stock rising more than 140% in six days.
Yesterday, the US nuclear power stocks closed with mixed gains and losses, but small nuclear reactor concept stocks continued to soar. Nano Nuclear Energy rose by over 34%, Oklo surged by over 22%, and NuScale Power increased by over 4%.
Bernstein Maintains Alphabet-A(GOOGL.US) With Hold Rating, Maintains Target Price $180
Update: Google Granted Temporary Stay Pending Appeal in Judge's Order to Open Play to Rival In-App Payment Methods
"india's Alipay" Paytm achieved quarterly profit for the first time.
"Indian Alipay" Paytm reported on Tuesday that it achieved net income of 9.3 billion rupees (approximately 0.111 billion US dollars) for the quarter ending in September, achieving quarterly profit for the first time. This was thanks to a one-time income of 13.5 billion rupees from selling its operating business. The company's quarterly revenue decreased by 34% to 16.6 billion rupees. The company's stock price initially fell by 5.8%, but later recovered most of the lost ground in early trading. Paytm is trying to turn the situation around, as previous fierce criticism from regulatory institutions caused a sharp drop in its stock price and raised doubts about its long-term prospects. Faced with criticism from Google and others.
The US stock market style is currently undergoing a "big to small" transition! Morgan Stanley focuses on these small cap stocks
Morgan Stanley recently listed the small cap stocks in the US stock market preferred by the institutions.
CICC: Market's positive view on USA nuclear power demand may strengthen cgn mining's supply and demand fundamentals, maintaining a "buy" rating.
BOCI Research released a report stating that it maintains a "buy" rating on CGN Mining (01164) as the positive market outlook for US nuclear power demand may strengthen its supply and demand fundamentals. The bank believes that US nuclear industry stakeholders are still waiting for the election results before determining the future development progress. The Republicans are generally considered more supportive of nuclear power, which could expedite approvals, especially in terms of eco-friendly concepts, making the market more bullish on nuclear power and natural uranium. With only two weeks left until the election, the bank advises investors to refocus on the natural uranium sector and prepare for event-driven trades. BOCI International's main points are as follows: Technology giants are increasingly entering the nuclear power sector as of October 16.
Honeywell partners with Google to bring ai into the industrial sector.
According to Reuters on October 22, Honeywell has reached a cooperation agreement with Google to connect artificial intelligence technology with its industrial data. This collaboration will combine Google's AI model Gemini with industrial data collected by Honeywell through its Forge platform to achieve task automation and shorten project time, aiming to address the industry's labor shortage issue. The first batch of AI solutions will be delivered to Honeywell's customers in 2025.
Microsoft has launched 10 new AI agents, covering sales and finance, competing with Salesforce for upgrades.
Microsoft announced on Monday that ten new self-learning agents have been introduced in Dynamics 365, these tools can understand how to work on their own without human instruction, and can also use existing work data stored in the company to improve the work efficiency of various teams in the company, reducing repetitive labor. These AI applications can be personalized and customized through Copilot Studio, and public testing is expected to begin next month. Microsoft stated that these tools are an advanced version of the generative AI Copilot, and several software companies including Salesforce have already announced similar AI functionalities.
US stock market closed | The three major indices rose and fell differently, with most large technology stocks rising, nvidia rising more than 4% to hit a new historical high.
Banks index dropped nearly 2%, small cap stocks fell 1.6%, the decline of Chinese concept stocks narrowed, nvidia rose over 4% to catch up with apple, pdd holdings and Bilibili turned positive, xpeng rose over 3%.
Top 20 Turnover | nvidia rose more than 4% to hit a record high, with a market cap exceeding $3.5 trillion.
Tesla, ranked second in trading volume on Monday in the US stock market, fell by 0.84%, with a turnover of $10.317 billion; Coinbase, ranked 12th, fell by 2.95%, with a turnover of $2.697 billion; Boeing, ranked 14th, rose by 3.11%, with a turnover of $2.132 billion.
Is Alphabet Inc. (GOOGL) the Best Communication Stock to Buy According to Analysts?
Low Bar for Q3 Earnings, 'Supportive Economic Environment' Hint at Upside: LPL Financial
Alphabet-A Options Spot-On: On October 21st, 133.92K Contracts Were Traded, With 2.68 Million Open Interest
On October 21st ET, $Alphabet-A(GOOGL.US)$ had active options trading, with a total trading volume of 133.92K options for the day, of which put options accounted for 40.01% of the total transactions,
X changes its terms of service to allow ai to train on everyone's posts. Users strongly oppose.
When Elon Musk's social media platform X announced its latest terms of service, which will take effect on November 15th, users quickly noticed a change. "By posting, submitting, displaying content on the service, you grant us a global, non-exclusive, royalty-free license to enable us to provide your content to other parts of the world," the terms of service stated, including the right to analyze any content, "for example, using and training with our machine learning and ai models, whether generated or other types." Essentially, by continuing to use the platform, users will agree that X can.
Express News | Sequoia Financial Advisor holds a large position in apple, microsoft, etc.