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Ishares S&P 100 Etf Newsroom
Walgreens Boots Alliance, Aurora Innovation And Delta Air Lines Are Among Top Large Cap Gainers Last Week (Jan 6-10): Are The Others In Your Portfolio?
Apple's Market Woes, Tim Cook's 2024 Salary, And Siri Privacy Concerns: This Week In Appleverse
NVIDIA (NVDA.US) has shocked everyone with this chip.
At the CES event in 2025, Nvidia (NVDA.US) announced a collaboration with MediaTek to develop a new type of desktop computer priced at $3,000, which is equipped with a new streamlined version of the Arm-based Grace CPU and Blackwell GPU super chip.
Lower the Target Price for NVIDIA! HSBC: The GB200 supply chain issues will continue into the first half of the year, affecting performance.
The extremely popular NVIDIA has still had its Target Price lowered by HSBC. On January 10, Frank Lee, head of HSBC's Global Technology Hardware and Semiconductors Research team, released a report stating that NVIDIA's GB200 supply chain issues are expected to continue into the first half of the 2026 fiscal year (from February 2025 to July 2025), limiting NVIDIA's "upside" growth potential in the first half, while the second half (from August 2025 to January 2026) will face even greater pressure. However, due to the strong market demand for NVIDIA GPU Servers, combined with the possibility that NVIDIA will ...
New progress! The OpenAI robot project is recruiting, or developing its own Sensors.
① Kalinowski focused on introducing the three positions of the OpenAI Robot&Automation team and their specific responsibilities, including Electronic Perception Engineer, Robot Machinery Design Engineer, and Technical Project Manager; ② The OpenAI team will independently develop Sensors and computational components, powered by OpenAI's in-house AI models.
The biggest financial backer in AI! NVIDIA has invested in these companies over the past two years.
In 2024, NVIDIA participated in 49 rounds of financing for AI companies, among which the total investment exceeding one billion dollars includes OpenAI, xAI, the Hardware and applications Technology company Inflection, the autonomous driving startup Wayve, the new company founded by OpenAI's chief scientist Safe Superintelligence, and the AI company Scale AI providing high-quality training data.
Weekly Outlook | Key data such as CPI and PPI from the USA will be released, which may continue to bring volatility to the market; the Q4 Earnings Reports season for US stocks officially begins, with large bank stocks and Taiwan Semiconductor among those
China will announce the GDP growth rate for the entire year of 2024, the year-on-year GDP for the fourth quarter, the total GDP for the year 2024, the year-on-year retail sales of consumer goods for December, and the year-on-year added value of industrial enterprises above designated size for December.
The Federal Reserve's interest rate cut path has changed! Wall Street is beginning to discuss whether to pause rate cuts or not cut at all.
A "surprising" non-farm payroll report caused a sudden change in the Federal Reserve's interest rate cut path.
The U.S. stock market has "returned to the state before the election overnight". What comes next?
Some Analysts are concerned that US Treasury yields may continue to soar. On the other hand, inflation in the USA exceeding expectations might lead the Federal Reserve to pause interest rate cuts or even raise rates, further impacting the US stock market.
Has the market become overly optimistic about Apple? The analyst who knows Apple best, Ming-Chi Kuo, states that Apple will face more severe challenges this year.
Ming-Chi Kuo's industry research indicates that Apple will face more severe challenges in 2025, including almost stagnant iPhone growth, no contributions from AI services, and a continuing decline in business in China.
Weekend Reading | Jensen Huang's new story = RTX 5090 + "Three Major Computing Systems"?
NVIDIA transformed CES into "GTC." On January 7, Peking time, Jensen Huang delivered a keynote speech at the 2025 CES, discussing computing and AI, with a significant portion being revisions and supplements to last year's GTC, including NIM microservices, the Omniverse virtual world, among others, but the RTX 50 series graphics cards made their debut.
What will happen on the first day of Trump's presidency?
Over the weekend, multiple significant pieces of news about Trump were reported!
Has the Federal Reserve's rate-cutting cycle possibly ended.
In December, the non-farm payroll employment in the USA exceeded expectations, and the unemployment rate was also lower than expected. The "New Federal Reserve News Agency" commented that the employment report shuts the door on a rate cut in January.
Liquidity "stress test": When will the Federal Reserve end the reduction of its balance sheet?
SWHY believes that the "normalization" of the Federal Reserve's unconventional MMF policy has a certain order, but it cannot be mechanically referenced to historical experience, as the opening of the interest rate cut cycle does not necessarily mean that the end of balance sheet reduction is just around the corner. The guiding principle for the Federal Reserve's balance sheet reduction is to change the state of reserve supply from "excess" to "adequate," which means that it should end the reduction before reaching a "shortage."
After the non-farm payroll report hit hard, Wall Street is "dizzy": Is the Federal Reserve pausing interest rate cuts, or completely not lowering them at all?
① The unexpectedly high figures have prompted Wall Street Analysts to adjust their determinations on the USA Federal Reserve's interest rate cuts; ② A relatively unified opinion is that there is no possibility of an interest rate cut in this month's meeting, nor is it very likely in March, with significant differences in determinations afterward; ③ At this critical moment, USA Consumer inflation expectations have sharply risen, and Biden has again demonstrated the White House's ability to stir up the Energy market before leaving office.
The humanoid robot standing next to Jensen Huang is entering the ChatGPT moment.
This is an important breakthrough for embodied intelligence because it helps Siasun Robot&Automation tackle one of the biggest bottlenecks on the path to generalization: the problem of 'scarcity of high-quality data,' creating realistic environments and perceiving objects for humanoid robots.
Meta CEO Says White House Berated Staff to Remove Posts, Trump Will Be Good for Tech
Stock Market's Big Battle This Week: Yields 1, AI 0
Executive Reshuffles: META, LUV, CCI and WPM
Data Center Infrastructure Revenue to Reach $282B in 2024, Capacity to Triple by 2030