"AI+" is like a chicken laying golden eggs, the collective soaring of software companies in the US stock market.
① In the US stock market, there are more and more leading stocks in the "AI+" sector, with "AI+ Voice" concept stocks rising nearly 530% this year and "AI+ Defense" concept stocks increasing over 318%... ② Several concept stocks have demonstrated profitable avenues for ai through unexpected earnings reports. ③ "The era of ai software has arrived." With the rapid increase in usage scenarios, analysts expect companies to enter the large-scale ai application phase starting in 2025.
Dr. Rubin, the doomsday doctor: Trump will lead the usa into stagflation.
Roubini believes that at least two policies will increase long-term inflation risks: one is to strictly limit immigration or even to carry out large-scale deportations of immigrants, and the second is tax reduction policies that lead to a vicious expansion of fiscal deficits, further disrupting and weakening the position of the dollar.
Reported Earlier, Daiichi Sankyo And AstraZeneca's Datopotamab Deruxtecan Shows Meaningful Clinical Activity In Advanced EGFR-Mutated NSCLC In TROPION-Lung05 And TROPION-Lung01 Analysis
Jim Cramer Admits To 'Sweating' Bullish Calls As Ulta, Lululemon, DocuSign Rally: 'You Need To Be Safe And Sensible, Too'
Tonight's non-farm payroll report is crucial for the Federal Reserve! Has the gold bearish sentiment taken the lead?
Although it is important, tonight's non-farm report may still be difficult to interpret, and Wall Street cannot really figure out what the "best data" looks like.
Trump has repeatedly "provoked" the Federal Reserve, but Powell does not take the bait.
Powell has been too dismissive of Trump, and some analysts are concerned about whether the Federal Reserve chairman will continue to receive support after the latter takes office.
After Trump's victory, US stock funds have crazily attracted 140 billion dollars.
The agenda proposed by Trump is gaining widespread support. Trump's choices for high-level government positions are "fairly friendly to the market."
Hewlett Packard Enterprise, Lululemon And 3 Stocks To Watch Heading Into Friday
Lucid Kicks Off Gravity SUV Production To Take On Tesla's Model X
Blackrock continues to hold the bullish flag of the US stock market: it's not too late to switch to long now!
BlackRock stated in its latest report, "Comparing today's US stocks to past US stocks is like comparing apples to oranges."
Amazon Halts Inferentia AI Chip Development To Take On Nvidia: How Trainium Is Shaping Up To Be The New Weapon In AI Chip Wars
After a visit to the Austin factory, Bank of America set a target price of $400 for Tesla.
Bank of America analyst John Murph expressed confidence in Tesla's growth prospects for 2025 and beyond, stating that autonomous driving and siasun robot&automation business will lead the growth. Significant progress has been made with FSD, adoption rates are increasing, and the development of Optimus is expected to accelerate, with new models next year set to expand the total addressable market (TAM).
Gamestop's after-hours trading surged over 8%! Is the "leading brother" of MEME stocks making a comeback? A mysterious image triggered a surge in multiple stocks.
① The U.S. stock retail investor "leader" Keith Gill tweeted on social media, posting a photo of the time magazine cover; ② Netizens made various guesses based on this image regarding meme stocks, cannabis etf, bitcoin, and more. Related stock prices surged.
Major companies are frantically grabbing GPUs, and Musk wants to buy 1 million of them!
In the past few years, due to the surge of ai, GPU sales have increased dramatically.
Schroders Investment: The low valuations of emerging markets have gained attention, and the technology cycle is expected to continue until 2025.
Schroeder stated that there are three key areas of uncertainty in the short term: the influence of the Trump administration, the development of ai, and the policy support from china's authorities.
Trump officially announced: White House AI and cryptos affairs have been settled!
① The newly elected president of the usa, Donald Trump, appointed David Sachs as the director of white house ai and cryptos affairs. ② Sachs, former COO of Paypal, will be dedicated to making the usa a global leader in the ai and cryptos fields. ③ Trump has been active in the cryptos industry, planning to turn the usa into a global crypto hub and supporting the idea of establishing a strategic bitcoin reserve.
Tim Cook Explains Why Apple Defied Steve Jobs' Design Philosophy With the iPhone 16's Camera Button, Touches On Retirement Plans: 'I'll Do It Until...'
Gamestop, Lululemon, Uber, Ulta Beauty And Tesla: Why These 5 Stocks Are On Investors' Radars Today
"Minister Ma" makes his first appearance on Capitol Hill, "Government Efficiency Department" facing tricky challenges, with few answers.
Elon Musk talked extensively about cutting spending goals, but did not establish detailed plans to achieve these goals. With the weak majority in the House of Representatives and the existence of a "filibuster" procedure in the Senate, the commitment of the USA government to cut spending is being questioned.
The usa's first "AI and cryptos tsar"! Renowned venture capitalist and close friend of Musk, David Sacks, has been appointed.
On December 6, the president-elect of the usa, Trump, announced the appointment of David O. Sacks as the head of AI and cryptos affairs at the White House.