Broadcom, Nvidia Are Bernstein's Top Chip Stocks for 2025; Firm Sticks With Qualcomm

Seeking Alpha21:37

Chip licensing disputes escalate as Qualcomm (QCOM.US) and Arm (ARM.US) go to court.

Qualcomm (QCOM.US) and Arm Holdings (ARM.US) will confront each other in court this week over a licensing agreement related to Arm's intellectual property.

Zhitong Finance20:25

Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.

From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.

Zhitong Finance18:37

Arm, Qualcomm Head to Court Over Chip Design License Dispute

Seeking Alpha17:56

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cn14:52

What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...

① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.

cls.cn10:27