Morgan Stanley Adjusts Micron Technology Price Target to $91 From $98, Maintains Equal Weight Rating
A historic opportunity to buy the "AI Chip" leader at the bottom? Individual investors are rushing against the trend towards NVIDIA, with record-scale bottom buying.
The DeepSeek storm sweeps through the AI market, as individual investors go against the trend to buy NVIDIA; is the demand for computing power still bright?
Micron Technology's (MU) AI Potential: What's in Store for 2025?
DeepSeek: not only a milestone in China's AI technology.
The explosive success of DeepSeek is not only a milestone for AI technology in China but also a "paradigm revolution" in the Global AI Industry.
A comprehensive read | DeepSeek released a new model on New Year's Eve, is the revolution of multimodal unification coming?
As Deepseek makes waves in the global AI community and prompts Wall Street to conduct a tense evaluation, it once again brings surprises to the world. At 12:28 AM on January 28, 2025, Peking time, the DeepSeek team released two multimodal frameworks - Janus-Pro and JanusFlow. This time, the focus is on Janus-Pro. Janus-Pro is an innovative framework for unified multimodal understanding and generation, an upgraded version of Janus, which significantly enhances the model's adaptability across different tasks by decoupling visual encoding.
OpenAI IAT Automobile Technology evaluates DeepSeek: will adhere to the current research path, computing power remains crucial.
Altman stated that IAT Automobile Technology will release better models and emphasized that more computing power is essential to achieving its mission.
Did DeepSeek sink the "Stargate"?
Investors have always been cautious about AI companies claiming to need huge amounts of funding to train models, especially in the absence of short-term profit plans. The sudden popularity of DeepSeek seems to confirm this concern.
The invention of the steam engine reduced the use of Coal? Wall Street is hotly discussing the rise of DeepSeek, is now the time to buy in?
Some analysts suggest that the rise of DeepSeek may have an "extinction-level" impact on other startups building AI models, but Bernstein Analysts believe that the development of DeepSeek does not indicate the "end of AI infrastructure."
U.S. stocks evaporated a trillion dollars in a single day! After DeepSeek's explosive growth, the AI investment narrative is facing a century-old interrogation.
This Monday, the NASDAQ 100 Index fell by 3%, marking the largest decline in six weeks, nearly erasing the index's gains for the year, with a Market Cap decrease of nearly 1 trillion dollars compared to last Friday's close.
Wall Street's bullish Analyst "stubbornly" states: DeepSeek's innovation is not a Bearish on computing power.
Some Wall Street Analysts insist that the improvement in model efficiency is more likely to trigger a surge in demand, leading to greater demand for computing power, rather than a reduction.
Trump: The rise of DeepSeek should ring alarm bells for American companies.
DeepSeek breaks hardware limitations, sparking an intense online debate.
Liang Wenfeng, the founder of DeepSeek: The goal is to achieve AGI, not just short-term commercialization.
①DeepSeek has proven that, beyond the "miracle of great efforts" Scaling Law, AI large models may have another path to victory, a "DeepSeek Law." ② "The goal of DeepSeek is to achieve AGI, not just short-term commercialization," said founder Liang Wenfeng, adding that price reductions are not aimed at grabbing users but are based on cost declines and the pursuit of inclusive AI.
DeepSeek shakes Wall Street, how does Goldman Sachs view it? They cautiously take a Put position on USA Technology stocks, keeping a close eye on the giant Earnings Reports on Wednesday.
Goldman Sachs Analysts state that the current clear consensus is to cautiously Put USA Technology stocks until the earnings reports of the major USA Tech giants, Mag 7, are announced, with a focus on AI-related capital expenditures in the reports.
R1 "bombing" is still not enough! DeepSeek released the new Boai NKY Medical AI model late at night, with image generation capabilities surpassing DALL-E 3.
JanusFlow adopts a minimalist architecture that combines autoregressive language models with correction flows, requiring no complex architectural modifications, and supports a resolution of 384x384 for raw images.
SMH Rout: DeepSeek AI Shakes Chip ETF to Worst Loss in 5 Years - How Holdings Fared
Marvell Leads Losses Among Semis as DeepSeek Sinks Sector
Micron Technology Options Spot-On: On January 27th, 449.69K Contracts Were Traded, With 1.54 Million Open Interest
On January 27th ET, $Micron Technology(MU.US)$ had active options trading, with a total trading volume of 449.69K options for the day, of which put options accounted for 44.69% of the total
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