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The chip industry is already focusing on nvidia's next-generation chip: Rubin
Morgan Stanley stated that nvidia's next-generation Rubin GPU has started preparations six months ahead of schedule, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics), and HBM4 (sixth generation high-bandwidth memory), the chip area of the new generation GPU will be twice that of the previous Blackwell generation, and it is expected that related companies in the industry chain will benefit. Analyst Charlie Chan from Morgan Stanley stated in a report on December 2nd that although the output of Blackwell chips is still increasing, considering the new chips'...
As the end of the year approaches, will the "Christmas market" in the US stock market arrive as scheduled?
As the year-end approaches, investors are beginning to anticipate the Santa Claus Rally in the US stock market in December.
Understand it in one picture! When to focus on US stocks, when to layout global: all depends on "it"
For Wall Street traders, when should they concentrate their efforts on positioning in the US stock market? When should they diversify their funds and invest in overseas markets? The answer may lie on a very familiar chart: the 10-year US Treasury yield.
Australia's regulatory institutions: The AI advantages of large technology companies may harm competition in the search market.
Australian competition regulatory institutions have stated the necessity to reconsider efforts to ensure that internet users have more choices, as Google dominates the search engine market and its competitors have not fully utilized the flourishing development of ai.
Shengbao Banks' 2025 'shocking predictions' have arrived! Trump 2.0 destroys the US dollar, nvidia's market cap doubles that of apple, OPEC disintegrates......
This year, Shengbao Banks once again released a number of 'unconventional' predictions: the US dollar will fall by 20% against major currencies, and by 30% against gold prices; Nvidia's stock price will be far above $250; the first 3d printing heart will be born; oil prices will plummet, OPEC will collapse...
Tesla's Global Sales Could Witness A Decline Due To Slowdown In Europe And US, Even As China Set To Rise This Year, Warns Expert
The demand for AI is strong, and the sales of the chip company marvell technology surged by 19% month-on-month, far exceeding expectations.
Analysts believe that marvell technology is undergoing a business transformation. In the third quarter, the sales growth of the company's cutting-edge AI products offset the significant year-on-year decline in telecommunications, autos, and other industry products. The sales of datacenter products such as high-speed network equipment and next-generation custom computing chips doubled year-on-year to reach $1.1 billion.
Microsoft Declares $0.83 Dividend
Latest cryptos news | Bitcoin fluctuates around 96,000 dollars; the Trump administration may allow more crypto companies to go public.
The Trump administration may allow more cryptos companies to conduct IPOs, and the future regulatory environment may change, thus providing more financing channels and development opportunities for crypto companies. It is reported that the initial public offering market may soon open to stablecoin provider Circle Internet Financial, trade platform Kraken, and other companies wishing to go public.
Following other technology giants, Meta has also set its sights on nuclear energy.
On Tuesday, Meta announced plans to add 1-4 gigawatts of nuclear energy generation capacity in the early 2030s to meet the electricity demands of datacenters and the surrounding community. Unlike other technology giants, Meta is open to various reactor sizes, technologies, and locations, with some arguing that this indicates the company "is casting a wider net."
As the end of the year approaches, will the "Christmas rally" in the US stock market arrive as expected?
As the year-end approaches, investors are beginning to anticipate the Santa Claus Rally in the US stock market in December.
S&P 500 Hits Another High As Apple Tops $242 For The First Time: Fear Index Remains In 'Greed' Zone
"Leader" Salesforce's revenue exceeded expectations, night trading rose more than 10%, adding fuel to the fire of American software stocks.
As a barometer for technology spending in the software industry, Salesforce's better-than-expected revenue performance is considered the latest sign of healthy industry spending, which is likely to further ignite the booming software stocks market.
Dollar Tree, Salesforce And 3 Stocks To Watch Heading Into Wednesday
The FTC has escalated its antitrust investigation against Microsoft! This time, the focus is on its trade with OpenAI.
1. The Federal Trade Commission (FTC) of the usa is intensifying its comprehensive antitrust investigation into microsoft, focusing on its cooperation with OpenAI. 2. Last week, there were reports that the FTC is conducting a wide-ranging investigation into microsoft and revealing investigation details. 3. Microsoft accuses the FTC management of leaking details, violating the ethical standards of the institutions, and requesting the Inspector General of the usa FTC to investigate the matter.
The new round of "trade war", Trump is unlikely to win.
Since 2017, some significant changes have occurred, one of which is that china no longer relies on the usa market as it did in the past, which means china has multiple countermeasures to choose from.
Short positions are about to vanish! The s&p 500 index hold positions are "completely one-sided".
Citigroup pointed out that the position of the Standard 500 index has reached a new high for the fourth consecutive week, and more and more short sellers are surrendering. In contrast, the european stock index has been in a net short position for several weeks, with 100% of the bulls in a losing state.
Wall Street's highest target price released! Wells Fargo & Co: s&p 500 expected to reach 7007 points by the end of next year.
On Tuesday, wells fargo & co stock strategist Christopher Harvey and his team released the target level of 7007 points for the s&p 500 index by the end of 2025; This is the highest target price given by mainstream Wall Street investment banks, indicating that the s&p 500 index is expected to rise by about 16% by the end of next year.
Has the market made a choice? Bank of America: Trump may be more important than non-farm payrolls!
Bank of America's latest report advises investors: Don't place too much emphasis on Friday's non-farm payroll data...
Google's Veo Video Generator Arrives On Cloud: How Oreo Maker Mondelez Is Using AI For Creative Content