Express News | Jensen Huang: NVIDIA is collaborating with a subsidiary of ASE Group to develop AI Chip.
The probability of the Bank of Japan raising interest rates next week has greatly increased! "Trump" has become the only variable.
According to sources, officials at the Bank of Japan generally believe that the likelihood of an interest rate hike next week has significantly increased, provided that Donald Trump taking office in the White House does not trigger too many negative surprises.
Express News | The US stock market's Semiconductors Sector continued to rise in overnight trading, with Taiwan Semiconductor up nearly 6%, NVIDIA up nearly 2%, and Arm Holdings, Micron Technology, Broadcom, and others up over 1%.
The CEO of Microsoft (MSFT.US) discusses with Trump and Musk, promising a global investment of 80 billion dollars to build AI Datacenters.
Microsoft's Satya Nadella discussed AI and Cybersecurity issues in a meeting with USA's elected president Donald Trump and Elon Musk.
NVIDIA may launch new CPO Switch products, expected to go into mass production in August. The Industry Chain is actively preparing.
① The NVIDIA CPO Switch is currently in the trial production stage, with its internal ASIC chips to be manufactured by Taiwan Semiconductor; ② In terms of performance, this switch is expected to support 115.2 Tbps signal transmission; ③ Open Source Securities believes that the CPO Switch, as a core network device in optical communication network systems, is likely to enter a period of industrial opportunities.
Industry giant Vanguard discusses the AI investment boom: do not simply chase after technology giants, diversified allocation is always in style.
The Vanguard Group warns against blindly increasing shareholding in technology stocks just to capitalize on the AI investment frenzy.
Express News | NVIDIA is expected to launch new CPO (Co-Packaged Optics) Switch products in March.
Express News | SK Hynix plans to deliver HBM4 samples to NVIDIA as early as June 2025, with full product supply expected to begin at the end of the third quarter.
D.A. Davidson Maintains NVIDIA(NVDA.US) With Hold Rating, Announces Target Price $135
NVIDIA updates its roadmap! Is Taiwan Semiconductor caught in the crossfire?
Guo Mingqi stated that although the expansion speed of CoWoS-S is slowing down, the capacity of CoWoS-R is increasing. He also mentioned that for Taiwan Semiconductor, the transition from B200 to B300 involves the same FEoL process. Changes in BEoL can be managed through ECO.
The latest valuation of Synthesia, the AI film platform co-invested by NVIDIA, has risen to 2.1 billion USD.
On January 16th, Glonghui reported that the AI video platform Synthesia raised $0.18 billion in its latest round of financing, with a valuation of $2.1 billion. When this startup conducted its previous financing round in 2023, it was valued at $1 billion. The platform uses AI to create multilingual human avatars. Synthesia stated that this round of financing was led by the venture capital firm NEA, with participation from Atlassian Ventures, World Innovation Lab, and PSP Growth. Existing investors of Synthesia.
The three giants of the Federal Reserve have spoken: confidence is high as inflation slows down, and an economic soft landing is in sight!
Federal Reserve officials welcomed the lower-than-expected increase in the December Consumer Price Index, believing it indicates that inflation is likely to continue declining.
Express News | Jensen Huang appeared in Shenzhen: I am just here to celebrate the Spring Festival with the employees.
Top 20 by transaction volume | Bitcoin once broke the $0.1 million mark, MSTR rose over 5%; Tesla surged over 8%, leading gains in U.S. Technology stocks.
Tesla ranked first with an increase of 8.04%, trading at 33.938 billion dollars; NVIDIA ranked second with an increase of 3.4%, trading at 24.898 billion dollars; MSTR ranked sixth with an increase of 5.39%, as Bitcoin briefly returned to the 0.1 million dollar mark.
U.S. stock market closing | All three major Indexes rose over 1.5%; Quantum Computing concept stocks surged again, with QUBT skyrocketing 55%; major banks posted strong results, with Goldman Sachs, Citigroup, and Wells Fargo & Co all rising over 6%.
① In December, the USA's core CPI unexpectedly slowed down; ② Major Banks reported strong performance, kicking off the Q4 Earnings Reports season with a "good start"; ③ The three main Indexes all rose more than 1.5%; ④ Technology stocks collectively increased, with Tesla soaring 8%.
Hong Kong stocks morning report on January 16: USA CPI released, China Concept Stocks generally rose.
① The USA's December CPI increased by 2.9% year-on-year, meeting market expectations. ② The Biden administration has intensively implemented trade restrictions related to China during the remaining term, and the Ministry of Commerce has firmly opposed it. ③ The three major Indices in the USA rose by over 1.5% on Wednesday, with China Concept Stocks showing widespread gains. ④ Germany's 2024 GDP preliminary value has slightly decreased year-on-year. ⑤ The International Energy Agency has lowered this year's Global oil demand forecast.
Will Nvidia Stock Fall Below $100 in 2025?
NVIDIA Announces First-Ever Quantum Day At GTC 2025, Days After Jensen Huang Said Quantum Computing Is 20 Years Away
NVIDIA Options Spot-On: On January 15th, 2.91 Million Contracts Were Traded, With 26.52 Million Open Interest
On January 15th ET, $NVIDIA(NVDA.US)$ had active options trading, with a total trading volume of 2.91 million options for the day, of which put options accounted for 36.06% of the total transactions,
Trump's Inauguration Fund Is Flush. A Few Mag 7 Firms Are Holding Out. -- Barrons.com