The USA plans to introduce new regulations for AI Chips: Google and Microsoft become the Global gatekeepers.

The USA is preparing to introduce new regulations aimed at designating technology companies like Google and Microsoft as gatekeepers for global AI chip distribution.

Zhitong FinanceDec 15 10:34

Broadcom surged 24% last Friday, with a market cap exceeding one trillion! Which company will become the next member of the "one trillion market cap club"?

After Broadcom's market cap exceeded one trillion dollars, there are currently nine companies in the "trillion-dollar market cap club" in the U.S. stock market, namely Apple, Microsoft, NVIDIA, Amazon, Google, Meta, Tesla, Broadcom, and Taiwan Semiconductor.

Futu News11minutes ago

Institutions: A "new approach" to evaluating the valuation of the US stock market.

Source: CICC Insights Authors: Liu Gang, Wang Zilin Last week, the Nasdaq Index first broke through the 0.02 million point barrier. Although concerns about high valuations and potential economic stagnation following Trump's inauguration remain, the U.S. stock market has continued to rally after the Fed's interest rate cut in September and especially after the November elections, with the three major indices repeatedly reaching new highs. Despite these concerns not reversing the upward trend of U.S. stocks, they have indeed increased alongside the market reaching new heights. So, at the current position, how high is the valuation of U.S. stocks? How high of a valuation level can the current growth and liquidity environment support? How should the valuation issue of U.S. stocks be viewed? In this regard, we take a longitudinal perspective.

CICC Insight.08:18

Sundar Pichai Names Tesla As Top Competitor To Alphabet's Waymo In Autonomous Driving Race

Benzinga38minutes ago

Apple Remains Top Pick at Morgan Stanley as Analysts Remain Bullish Heading Into 2025

Seeking Alpha54minutes ago

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cn14:52