Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Express News | With only two months left before the transfer of power, Biden is accelerating the funding to the US semiconductor industry.
Intel's Comeback Conundrum: Will INTC Stock Soar or Stumble in 2024?
Daily short sale tracking: Rivian Automotive's short volume increased by 11 million, with a short sale ratio of 13%
Rivian Automotive(RIVN.US) ranked top of the list had the largest change in short volume (11.05 million shares), and the short volume ratio of Sun Life Financial(SLF.US) reached 64.54%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
asml holding: Expected sales to reach 44 billion to 60 billion euros by 2030.
Dutch lithography giant asml holding announced on Thursday that it expects its sales to grow to between 44 billion and 60 billion euros (approximately 46.4 billion to 63.3 billion dollars) by 2030, which means an average annual growth rate of 8% to 14% driven by strong demand for its most advanced tools. This guidance was issued ahead of asml holding's biannual investor day event at its headquarters in the Netherlands and is consistent with the company's previous long-term guidance released in 2022. The company also maintains its target of achieving a gross margin of 56% to 60% by 2030. The company's CEO.
TechInsights: AMD (AMD.US) has surpassed intel (INTC.US) in datacenter revenue for the first time.
AMD's success can be attributed to various factors, with the most important being that, apart from nvidia, customers lack other options, and intel's delay in accelerator products has provided AMD with market opportunities.
Intel Options Spot-On: On November 13th, 308.69K Contracts Were Traded, With 4.87 Million Open Interest
On November 13th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 308.69K options for the day, of which put options accounted for 23.65% of the total transactions, and
Semiconductor Foundry Stocks Mixed Amid Strong Tower Semiconductor Q3 Results
Intel Slashed Its Stake in This AI Stock Shortly Before It Surged -- Barrons.com
Tower Semiconductor Q3 Earnings: Revenue And Profit Beat, Plans $350 Million Expansion
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year
E-minute understanding: What is the special trade that collapsed across the board yesterday for Trump?
On Tuesday, the European and American stock markets experienced a significant decline, with the US stocks ending their previous rising trend, and all three major indices falling together, while major stock indices in Europe fell across the board.
Intel Options Spot-On: On November 12th, 236.91K Contracts Were Traded, With 4.84 Million Open Interest
On November 12th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 236.91K options for the day, of which put options accounted for 33.91% of the total transactions, and
Express News | Business Groups Urge President Biden to Take 'decisive Steps' to Ensure Government Chips Funding Made Available to Recipients in Next 30 Days -- Letter
Intel Says It Lowered Stakes in Astera Labs, Joby Aviation, Senti Biosciences
Express News | German Finance Minister Kukies: Implementation of Power Plant Strategy in Parliament Will No Longer Happen
Express News | German Finance Minister Joerg Kukies: Grateful to Econ Minister Habeck for Openness to Use Intel Funds to Narrow Budget Shortfall
'Almost Time to Buy Again:' Citi Pounds Table on Chip Stocks After Sell-off
How should the semiconductor sector reverse the trend of 'downward pressure' with 'resistance' or 'assistance'?
Is the momentum of semiconductors rebounding about to come to a sudden halt?