The Federal Reserve's meeting minutes suggest a pause in interest rate cuts, with "almost all" policymakers believing that Trump's policies may drive up inflation.
The "New Federal Reserve News Agency": The minutes suggest that Fed officials will temporarily keep interest rates unchanged, partly due to Trump's intention to impose tariffs, and they anticipate the risk of inflation being higher than expected.
Hold more chips! SK chairman claims that its HBM development speed has exceeded NVIDIA's requirements.
①SK Group Chairman Chey Tae-won stated that SK Hynix's HBM chip development speed has surpassed NVIDIA's requirements, implying that it has more leverage in negotiations with NVIDIA; ② Chey Tae-won also mentioned that SK Hynix and NVIDIA are accelerating the research and development of HBM, with the supply volume for this year already confirmed; ③ In addition, SK Group plans to make AI Datacenters a major growth driver for the future.
What impact do Trump's tariffs have? Federal Reserve officials stated for the first time: Support for further interest rate cuts this year!
①Federal Reserve Governor Waller supports interest rate cuts this year, although he believes that tariffs imposed by the Trump administration may not significantly impact inflation. ②Waller expects the inflation rate to approach the Federal Reserve's 2% target in the coming months and believes that medium-term inflation will continue to move toward 2%.
The most important product of this CES? NVIDIA's "first PC."
The AI supercomputer Project Digits, with its compact size and desktop orientation, indicates that this is likely NVIDIA's trial venture into the PC market. Analysts have also stated that NVIDIA is expected to challenge Intel and AMD's dominance in the PC processor field in the future.
Siasun Robot&Automation expands production a hundredfold, and autonomous driving "surpasses humans"... Musk is online in the live stream "painting a vision".
① Tesla plans to produce thousands of humanoid robots by 2025, with production increasing tenfold next year, and the output being 100 times that of 2025 the year after. ② A day ago, Musk revealed that Tesla is expected to update its humanoid robots in the coming weeks. ③ Tesla FSD will be able to drive more safely than human drivers within the next three months, approximately in Q2 of this year.
Tesla's Inventory Now Includes Non-Foundation Series Cybertrucks
TechInsights: It is predicted that smart watch sales will grow by 5% in 2025.
After experiencing a decline in smartwatch sales for six consecutive quarters, the market began to mature, the proportion of new buyers started to decrease, and smartwatch sales returned to a growth trajectory.
Musk: The goal this year is to produce thousands of Siasun Robot&Automation humanoid robots, with production increasing tenfold each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
Beware of these "four fires" on Trump's first day in office!
On the first day of Trump's presidency, significant actions will be taken on tariffs, Cryptos, Energy, and immigration issues.
Elliott Wave View: S&P 500 (SPX) Looking for a Double Correction [Video]
Apple's Airtag Factory Fails To Impress Indonesia: iPhone 16 Sales Remain Banned Despite Local Production Plans
Ex-Google CEO Eric Schmidt Invests In 3D-Printed Rocket Maker As SpaceX-Led Space Race Heats Up
F Stars --- significantly continued to decline, related to quantum Computer being sold off due to comments from the NVIDIA CEO.
Significant decline continues. Recently surging as a quantum Computer-related stock, today it is experiencing a sharp drop alongside other related stocks such as NFHD, Japan Lad, Ubiquitous AI, and SEC. The CEO of USA NVIDIA has stated that the practical application of quantum Computers is still a long way off, leading to a decline in expectations for early contributions to earnings. In the previous day's USA market, there was also a sharp decline among some related stocks.
Chip giants are vying for dominance in the PC CPU battlefield!
Chip manufacturers acclaim the AI boom as the "biggest transformation" for PCs in nearly a decade and a moment of rebirth for the sluggish PC market.
'Cybertruck Was My Hero Today,' Says Ross Gerber After Tesla's Truck Allowed Him To Navigate California Wildfires In Safety
Quantum computing, Nuclear Power, Cryptos, cannabis! USA individual investors' "favorite" collectively adjusted last night.
① Although the three major stock indices in the USA fluctuated on Wednesday, the S&P 500 Index, which performed the worst, only fell by 0.16%—a performance that cannot be considered terrible. ② However, for many American retail investors who enjoy the thrill of speculating on meme Stocks, this Wednesday seems to have been a disastrous day: because many of their favorite investment symbols experienced a remarkable collapse.
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
Microsoft Plans To Slash Jobs Again: 'When People Are Not Performing, We Take The Appropriate Action'
A statement from Jensen Huang caused quantum concept stocks to plummet. D-Wave CEO: His view is "completely wrong."
① The CEO of the USA quantum computing company D-Wave Quantum, Alan Baratz, recently stated that NVIDIA CEO Jensen Huang is "very wrong" about quantum computing; ② Previously, Huang's remarks frightened Wall Street. He indicated that it may take 15 to 30 years to bring a "very useful quantum computer" to market.
D-Wave Quantum, Costco, AMD, Roku, And Tesla: Why These 5 Stocks Are On Investors' Radars Today