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UBS Group survey: AI applications continue to expand, and NVIDIA and Microsoft maintain their leading positions.
NVIDIA, Microsoft, and OpenAI continue to lead in the field of AI.
Dividends Will Keep Growing in 2025. Where to Find Them. -- Barrons.com
Elon Musk Agrees That We've Exhausted AI Training Data
Chip giants are vying for dominance in the PC CPU battlefield!
Chip manufacturers acclaim the AI boom as the "biggest transformation" for PCs in nearly a decade and a moment of rebirth for the sluggish PC market.
Microsoft Plans To Slash Jobs Again: 'When People Are Not Performing, We Take The Appropriate Action'
Microsoft Confirms Performance-based Job Cuts Across Departments
Futu Daily Report | Will the Federal Reserve pause interest rate cuts? Meeting minutes show officials are eager to slow down the pace of rate cuts; U.S. stocks are closed today in mourning for the death of former President Carter's.
The Trump team is reportedly considering declaring a national economic emergency to implement high and widespread tariffs; Bearish surprise! A single remark from NVIDIA CEO Jensen Huang triggered a collective drop in USA quantum computing stocks.
U.S. stock market closing | Jensen Huang caused a collapse in quantum computing stocks, QUBT fell over 43%; China Concept Stocks fell, Xiaopeng Autos dropped over 5%.
① The Nasdaq China Golden Dragon Index fell by 0.67%, with most China Concept Stocks declining; ② Wildfires ravaged California, and Electrical Utilities provider Edison International fell by 10%; ③ Jensen Huang stated that a "very useful" quantum computer may take several decades to arrive; ④ Intel: will continue to focus on the independent graphics card market.
Express News | Microsoft has open-sourced the strongest small model Phi-4, which surpasses GPT-4o and is commercially available.
Microsoft Options Spot-On: On January 8th, 180.33K Contracts Were Traded, With 2.4 Million Open Interest
On January 8th ET, $Microsoft(MSFT.US)$ had active options trading, with a total trading volume of 180.33K options for the day, of which put options accounted for 37.42% of the total transactions,
Market Chatter: Microsoft Plans Layoffs
Apple, Nvidia, Microsoft, Amazon, and Alphabet Drive S&P 500 Market Concentration to ...
AI PCs and Chips Are a Highlight at CES. Demand Concerns Remain. -- Barrons.com
Here's How Much $100 Invested In Microsoft 5 Years Ago Would Be Worth Today
AI Usage Continues to Expand, but Enterprises Temper IT Budgets: Survey
Microsoft Corporation (MSFT) Announces $3 Billion Investment to Expand Azure Cloud and AI in India
Oak Tree Capital's Marks: New things are prone to bubbles, currently private equity buying S&P 500, with a 10-year yield of only ±2%.
Max recently released a memorandum titled "Revisiting the Bubble," stating that investors are currently betting on the leading high-tech companies to maintain their dominance. However, he believes that it is not easy to stay ahead, as new technologies and competitors can surpass existing market leaders at any time. When people assume that "things can only get better" and Buy based on that, the impact of negative news can be particularly severe. He specifically pointed out the frenzy over AI and how this positive sentiment may spread to other Technology sectors.
Five Largest S&P 500 Stocks Surpass 60-year High in Market Concentration
Microsoft Rolls Back Its Bing Image Creator Model After Users Complain of Degraded Quality
Will the Federal Reserve's meeting minutes release tonight continue to signal a "hawkish" stance?
This meeting summary focuses on the level of disagreement among Federal Reserve officials regarding the persistence of inflation and the degree of weakness in the labor market, as well as discussions about the neutral interest rate rising to a higher level.