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UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF Newsroom
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
NVIDIA responds directly: What makes GPUs stronger than ASICs?
NVIDIA believes that commercial GPUs have a platform advantage, while custom ASICs are only suitable for specific applications, resulting in limited scale and scope of application. In the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and Software support will provide Global support in a way that custom ASICs cannot achieve.
Yield Curve Normalization, Cheap Valuation, EPS Growth To Boost Banks In 2025: Truist Initiates Coverage On These 14 Regional Names
NVIDIA has open-sourced world foundational models, accelerating humanoid robots towards the "ChatGPT moment."
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
Track Hyper | Apple launches AR glasses: domestic companies are gearing up.
The company's share of AR glasses-related products is still quite small, but the direction is correct.
Accenture Buys Singapore-based Digital Twin Tech Platform
Morgan Stanley: The design of NVIDIA's GB300 has changed, and the AI supply chain will undergo transformation as a result.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Regarding AI, it is reported that Biden has some "new moves" before leaving office!
① The Biden administration plans to streamline the permitting for Geothermal Energy development as part of a broader executive order to enhance AI Datacenter infrastructure, expected to be announced next week. ② This executive order includes establishing competitive procedures for companies building Datacenters on federal land and steps to accelerate the development of Geothermal Energy and nuclear energy.
2024 "Capitol Hill Stock God" performance: dozens of members of Congress outperform the Large Cap stock market, with the highest yield reaching 149%!
① According to a new report, in the recently passed year of 2024, the stock investment portfolios of over 20 USA lawmakers outperformed the Large Cap; ② Congressman David Rouzer had the highest investment portfolio return, reaching 149%; ③ This has once again raised concerns about insider trading among congressional members.
Nvidia, Palantir, Ionq, Novavax, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Amazon AWS To Invest $11 Billion In Georgia To Boost AI And Cloud Infrastructure: 'Expect To Create More Than 550 Well-Paying Jobs'
Trump Vows To Power AI Boom With Expanded Oil Drilling: 'Need Double The Electricity At Least That We Have Right Now'
The largest decline in four months! NVIDIA launched new products at CES and Huang Renxun delivered a stunning speech, why did the stock price still fall?
NVIDIA's release at CES has instilled optimism about the long-term prospects, but has not met investors' expectations for short-term bullish news; there is little detail provided about the highly profitable AI Chip, and there is a lack of more specific progress on the Blackwell chip. After reaching a historic high on Monday, the stock price's retreat seems like a "buy the rumor, sell the news" reaction.
3 Digital Infrastructure ETFs In Focus As Trump Reveals Billion-Dollar Data Center Construction Plan
Watching Shares Of Quantum Computing Stocks; Traders Circulate Comments From Jensen Huang Saying He Loves Quantum Computing But Not To Expect A Quantum Computer For 15 Years At The Earliest, Looked At His CFO And Said "But Probably 30 Years Away"
Nvidia Stock Closed Tuesday Down 6% After Hitting All-Time Highs: What Happened?
Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors Evaluate CES...
Peering Into AT&T's Recent Short Interest
Nvidia Stock Drops After Huang's CES Keynote: Analysts Dub It 'End-To-End AI Shop'
These Stocks Are Expected to See at Least 25% Revenue Growth in 2025 – Wolfe