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Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
AbbVie Is Doing 'Very Well' But Jim Cramer's Favorite? Abbott Laboratories
US stock market outlook: Retail sales in September exceeded expectations, with the three major futures indices edging up slightly; strong performance! taiwan semiconductor surged more than 9% in pre-market trading, expected to open above $200 to achieve a
Jerome Powell questioned: Overemphasizing 'data dependency' will trigger market volatility; Legendary investor Drew Miller: Banks and cryptos rise together, market 'very confident' Trump will win; IEA, EIA, OPEC are all telling you one thing: next year's oil market outlook is quite bleak.
Does AI cloud burn a lot of money? JP Morgan: By 2025, it will be equivalent to the expenditure of the Apollo space program! Fortunately, the application side is also very optimistic.
Daiwa Securities indicates that by 2025, capital expenditures in the AI cloud field are expected to exceed $250 billion. Despite the vast scale, generative AI has gradually shown effects in practical applications, helping companies optimize production processes, enhance customer service efficiency, and achieve cost savings in multiple areas.
Technology giants are competing to invest, and nuclear energy stocks are booming! The stock price of this company has surged nearly 480% within the year.
AI giants crazily investing in nuclear power have created nuclear power stocks more bullish than nvidia.
Winning rate soaring! The "Trump trade" is making a comeback, which assets are leading the way up?
In the market, multiple sectors are betting on Trump becoming the winner, Trump media stocks, bitcoin, US dollars, and bank stocks are all rising.