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OpenAI's For-Profit Transition, Trump's AI Advisor, And Google's Code Red: This Week In AI
Apple's AI-Driven Growth, AirTag 2, AirPods' Health Features, And iPhone 17 Pro: This Week In Appleverse
Hertz's EV Sale, Ford Donates to Trump's Inauguration, Fund Manager Questions Musk's Robotaxi Fleet Ambitions And More: This Week In Mobility
Google held the 2025 Global Strategy meeting, CEO: The risks are high, this is a disruptive moment.
Sundar Pichai stated that building a "large new Business" is the top priority, among which the Gemini application is expected to be the next application to reach 0.5 billion users. The team will "accelerate" the development of the Gemini application, and the product will undergo significant upgrades in the next year or two.
Sanders Targets Musk, Haley Clashes With DOGE Co-Head, And Trump Reconsiders Tiktok Ban: This Week In Politics
Is 2025 the year of the Robotaxi explosion? The moment of "either Tesla or Google" has arrived.
There must be a pricing error in either Tesla or Google.
Weekly Preview | The China-US December PMI data is coming with great significance! Due to the New Year's Day holiday, the Hong Kong stock market will be closed for a day and a half, while the US stock market will be closed for one day.
In December, the USA's ISM Manufacturing PMI and the weekly initial jobless claims data will attract market attention. China's comprehensive PMI, official manufacturing PMI, non-manufacturing PMI data, etc., will also be released.
Weekend Reading | 2025 Computing Mainstream: ASIC VS GPU
Morgan Stanley stated that the rise of ASIC does not mean the decline of GPUs. On the contrary, these two technologies will coexist for a long time, providing optimal solutions for different demand scenarios.
Global enterprises are "fully powered" to borrow money! The scale will reach 8 trillion dollars in 2024, setting a record.
Bankers stated that low financing costs were the initial reason for companies to choose to issue Bonds early, as they wanted to avoid the market volatility risks that could arise around the USA elections. However, after Trump's election victory, the market's credit spreads further narrowed, prompting some companies to decide to lock in their borrowing needs for the following year in order to secure funds under favorable market conditions.
Weekend reading | Nissan and Honda's major merger, a battle against BYD and Tesla.
Once the integration of the two major auto companies is successful, it will become the largest reorganization case in the Global Autos Industry since the merger of Fiat Chrysler Automobiles and PSA Group to form Stellantis for 52 billion dollars in 2021.
Year-end review of the US stock market: The seven giants continue to surge, and investors prepare for Trump 2.0.
In 2024, the US stock market is driven by the AI boom, the Federal Reserve's interest rate cuts, and strong economic growth, with the three major indices reaching new highs: the S&P 500 Index up 25% for the year, the Nasdaq Composite Index up 31% for the year, and the Dow Jones up 14% for the year; following Trump's return, a series of policies are expected to create huge waves, and the Federal Reserve's comments indicating a slowdown in interest rate cuts have already disturbed the market.
Weekend Read | In the new era of AI, will NVIDIA be challenged?
Excluding Google, 98% of the Global AI workloads are running on NVIDIA chips; Google and Amazon's chips currently face their own issues and pose no challenge in the short term; the shortage of data is a false proposition, as data can be synthesized for continued training; there are no issues with AI capital expenditures next year, but there is uncertainty in 2026, which could be a turning point for the Industry.
Wall Street's most optimistic annual outlook: a bull market for the third consecutive year, with the S&P expected to rise to 7,077 points next year.
The year 2025 will be the "Year of the Ox 3."
AT&T Says Networks Cleared After Salt Typhoon Hacking Attack
Trump Backs Elon Musk on Debate Over H-1B Visas for Foreign Workers
Trump Asks Supreme Court to Pause TikTok Ban
Tech Titans Warm Up To Donald Trump, Who Says 'Everybody Wants To Be My Friend,' Claims Bill Gates Asked To Come To Mar-a-Lago
Here Are Morgan Stanley's Key Oncology Catalysts for 2025
Notable Analyst Calls This Week: FREYR Battery, Apple and ServiceNow Among Top Picks
Wells Fargo's Harvey: 10 Predictions for 2025