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The second half of AI has officially begun! How to find the next nvidia? Goldman Sachs has named these 30 stocks that are expected to stand out.
Goldman Sachs expects that by 2025, investors will shift from AI infrastructure to the broader promotion and monetization of AI 'third-stage' applications.
Raging AI Debate Delivers Fuel For Direxion's Nvidia-Focused Funds NVDU And NVDD
Express News | UBS Group: Anticipates that setting a minimum price will be positive news for chinese auto companies.
Bank of America: "Potential BUGs" may drag down US stocks next year, bullish on Chinese stocks!
①Bank of America's strategist stated that if the ratio of the Nasdaq 100 index/S&P 500 index falls below the high of 2000, it will prompt investors to exit the 'American exceptionalism' trades; ②Reports predict that the American financial conditions may tighten, traders will increase their allocation to the Asian and European international markets in the first quarter, and expect Chinese stocks to perform well in 2025.
How Tim Cook's Strategy To Win Over Trump Gave Apple A Competitive Edge, And Why Sundar Pichai, Mark Zuckerberg And Others Might Be Following His Playbook
Trump's tariffs raise concerns! The National Retail Federation: this could reduce the consumer purchasing power of Americans by $78 billion each year.
① The National Retail Federation reports that the tariffs proposed by Trump could cost usa consumers between 46 billion and 78 billion dollars each year. ② Tariffs will lead to price increases on outfits, toys, furniture, and other products, which will ultimately be passed on to consumers by retailers; ③ Wall Street investment banks have pointed out that the imposition of high tariffs could severely impact economic growth, and retailers may collectively raise prices.
Apple's Request to Put Antitrust Report on Hold Declined by Indian Regulator - Report
Elon Musk's Tesla Hunts Top Talent To Develop Software For Robotaxi, Optimus Robot Teleoperation
Is the high valuation holding steady for U.S. stocks in Q3 earnings?
S&P's third-quarter EPS year-on-year growth rate of 5% exceeded expectations, with communications services and medical care industries leading the way, while csi commodity equity index performed poorly. In addition, S&P's third-quarter profit year-on-year growth rate reached 74%, although exceeding expectations, it is below the average level of the past 5 years, hitting a two-year low.
Buffett's new pizza investment: another value bet for junk food enthusiasts.
Warren Buffett, a well-known junk food enthusiast, has recently turned his attention to Domino's Pizza, which is currently at its lowest stock price of the year.
Options Hot Review | Cryptos Concept Stocks Rally! MARA options call rate exceeds 70%; super micro computer rebounds nearly 80% within the week! call orders are being eagerly snapped up.
After nvidia released its financial report, there was a top reversal, while the call ratio for options remains above 60%; microstrategy was hit by short sellers! The implied volatility level rose to 100%.
Is it less than 8 billion US dollars? The Biden administration is reportedly considering reducing financial subsidies to intel.
1. The US government plans to reduce intel's federal chip subsidy from less than $8.5 billion to less than $8 billion; 2. Part of the reason is that intel has received a $3 billion military chip manufacturing contract, and intel's poor technical roadmap and customer demand are also reasons for the adjustment; 3. Intel's current plight is also a blow to the Biden administration's accelerated domestic chip manufacturing plan.
Apple's "secret weapon": Jobs' management transformation continues to drive growth 30 years later.
Thirty years ago, after returning to apple, Jobs implemented a profound management reform, a decision that continues to drive the company's growth.
How high can the s&p 500 soar? Wall Street predicts amazing returns in 2025.
When the valuation is high, the usual market consensus is that the future target of the s&p 500 index should be lower - but this time the situation is different, why exactly?
"Power-hungry" AI: The electricity consumption of a single datacenter "exceeds that of a city, or even a state."
Analysts say that in the short term, it is difficult for AI datacenters to rely solely on wind power, so they are forced to use henry hub natural gas. But what is even worse than the shortage of electrical utilities is that the scale of datacenters has already reached the "limit of existing infrastructure".
Dow Settles At Record High As Investor Sentiment Improves: Fear Index Remains In 'Greed' Zone
How did the most supportive usa Congress of cryptos "sell out"?
By injecting over $0.245 billion in funds, supporting nearly 300 cryptos supporters in both houses of Congress, and weakening the opposition, cryptos are quietly expanding their political influence in the coming years.
AI Agent welcomes another giant! Google makes a major effort in AI Agent, commercial explosion!
Google Cloud will provide a one-stop commercial ecosystem from the development, deployment, to application of AI Agents, and has also launched the AI Agent Marketplace, where users can quickly find the desired AI Agents, greatly simplifying the customer's selection and deployment process. New customers can get $300 free credit to experience the selected products.
Intel seeks survival by "dividing the land"! Will sell two large industrial park properties in the usa.
① Intel plans to sell its plant in Folsom, California, and land in Hillsboro, Oregon, to adjust its global real estate strategy and save costs; ② Intel continues to face financial pressure, with a loss of 17 billion USD last quarter, and coupled with diminishing hopes of obtaining subsidies from the usa government, this has forced the company to consider self-rescue actions.
How does Bescent reform the usa's finances?
On the morning of November 23rd peking time, Donald Trump finally nominated Scott Bessent as the Secretary of the Treasury, which may affect aspects such as tax cuts, trade, investment, regulation, and fiscal spending in the Trump 2.0 era. How will Bessent reorganize the federal government's finances and international balance of payments? Can he achieve the 3% deficit target (by 2028)?