Foreign media: The nvidia Blackwell plan will be completed in manufacturing in the usa.
According to reports, if Taiwan Semiconductor reaches a final agreement with Nvidia, this will bring another important customer to Taiwan Semiconductor's factory in Arizona, which is scheduled to start mass production next year. However, although Taiwan Semiconductor plans to carry out the front-end process production of Blackwell chips in Arizona, these chips still need to be packaged back in China Taiwan.
Top 20 by transaction amount | Received bullish reports from multiple brokerages, Tesla rose over 3%, reaching a new high since April 2022; microstrategy opened high and fell back, closing down nearly 5%.
On Thursday, Tesla topped the U.S. stock trading volume with a 3.23% increase, reaching the highest level since April 2022, with a transaction volume of 30.035 billion USD. nvidia ranked second with a slight decrease of 0.05%, with a transaction volume of 24.998 billion USD. microstrategy ranked third with a 4.83% decline, with a transaction volume of 18.583 billion USD.
After hours surged over 9%! Lululemon's Q3 performance exceeded expectations, raised earnings guidance, and announced an increase of the $1 billion buyback plan.
The results showed that Q3 revenue grew 9% to $2.4 billion, exceeding analyst expectations of $2.36 billion. However, the americas region remained weak, with revenue only growing by 2%, while international sales increased by 33%. Net income was $0.35 billion, a year-on-year increase of 41%.
Intensifying competition! Reports indicate that amazon is persuading cloud customers to avoid nvidia and switch to its own chips.
Analysis suggests that if amazon can shift customer spending to its self-developed server chips, as these chips are cheaper for cloud customers due to their significantly lower power consumption compared to nvidia chips, this will enhance amazon's profit margins. Moreover, it can also prevent nvidia from occupying more cloud market share by directly renting out its chip servers to enterprises.
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Lululemon Athletica Shares Are Trading Higher After the Company Reported Better-than-expected Q3 Financial Results and Increased Its Share Buyback Program by $1 Billion.
Lululemon in Charts: Sales in China, Other Geographies Soar Compared to North America in Q3
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CORRECTION: Lululemon Athletica Sees Q4 2024 Revenue $3.475B-$3.510B Vs $3.496B Est.
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A newcomer in the U.S. Senate claims to end subsidies for electric vehicles, allowing consumers to decide which models to purchase.
① Bernie Moreno, the incoming senator from ohio in the usa, stated that if he becomes the "autos czar" in the next Trump administration, one of his top priorities would be to eliminate the $7,500 tax credit for electric vehicles; ② Moreno emphasized that the "market should play a role," calling for an end to government intervention in businesses, and advocated for creating a favorable tax, regulatory, and labor environment for auto companies.
Super Micro Computer CEO Posts To Elon Musk, "Supermicro Is Here to Support XAI's Massive 10-fold Expansion of the Colossus Supercomputer in Memphis With Over 1 Million GPUs by Establishing Local Operations/production, Validation, Service and Support..."
Forex Today: The US Nonfarm Payrolls Take Centre Stage
Costco's Combo Of Strong Loyalty, Unmatched Value Is Rare In Retail: Analyst
Jefferies Maintains Buy on Costco Wholesale, Raises Price Target to $1145