Oklo, CleanSpark And Wolfspeed Are Among Top 7 Mid Cap Gainers Last Week (Oct 14-18): Are The Others In Your Portfolio?
AI Search Startup Perplexity Aims for $8B Valuation in New Funding Round: WSJ
Nuclear Companies Surging as Tech Companies Eye Small Module Reactors for AI
SA Asks: Which Magnificent 7 Stocks Could React Negatively to Earnings?
AI Power Demand Skyrockets, Nvidia CEO Lauds OpenAI, And Tesla's Optimus Robots Assisted By Humans: This Week In AI
Apple's Week In Review: From Termining Self-Driving Car Permit To Setting iPhone Sales Records
Weekend reading | Apple Watch: A 'counter-attention' product celebrates its tenth year.
The watch is keeping an eye on you.
Nvidia, Google And Microsoft To Present AI Tools Aimed At Reducing Healthcare Worker Burnout At Las Vegas Conference
Nvidia Stock Is Up Over 233% In The Past Year And Tech Bulls Say It Could Go Even Higher From Here: '...You'll See The Stock Double Over The Next Several Years'
What happened in the market when the Republican Party 'swept' last time?
What happened the last time the Republicans swept the election? According to statistics from Bank of America, the Republican sweep of the 2016 election was good for stocks, oil, and the US dollar, but very bad for bonds and gold.
Bill Gates Had A 'Very Bad Habit' That Could Have Derailed His Career
SA Asks: Which Magnificent 7 Stocks Could React Positively to Earnings?
Microsoft Q1 Earnings Might Be Mixed Due to New Metrics: Piper Sandler
Guo Mingxi: microsoft Q4 GB200 orders surged 3-4 times, exceeding the sum of all other cloud computing service providers
microsoft's order volume has surged from the previous 300-500 cabinets (mainly NVL36) to about 1400-1500 cabinets, of which about 70% are NVL72. Subsequent orders will mainly focus on NVL72.
Is the rate cut prospect uncertain? The latest statement from Federal Reserve officials: Not in a hurry to adjust interest rates to a neutral level.
The latest remarks from Federal Reserve officials have attracted attention.
Is NVIDIA expensive? Bank of America and Goldman Sachs both sing praises: current valuation still attractive, continue to be bullish on its prospects.
Bank of America Merrill Lynch states that nvidia's PEG ratio is lower than its peers, making its valuation still attractive, and expects its PE ratio to decrease to 24 times by 2027; Goldman Sachs believes that nvidia's valuation is close to the median PE ratio of the past three years, and compared to its peers, its historical valuation is relatively low.
OpenAI is transforming into a for-profit enterprise, how will microsoft's nearly $14 billion investment convert to shares? Negotiations have begun.
Both microsoft and OpenAI have hired investment banks to provide advice for this negotiation, highlighting its importance. Analysis suggests that one of the biggest challenges the company faces when transitioning to a for-profit enterprise is how to allocate equity. As the largest investor in OpenAI to date, microsoft may acquire a significant amount of equity in the company.
No rush to cut interest rates! Federal Reserve's Bostic: Slowing down the pace can achieve dual goals.
①The Federal Reserve should patiently and gradually lower its policy interest rates, so that it can reduce the inflation rate to the target level of 2% and also prevent the US economy from falling into recession; ②Bostic expects that by the end of 2025, the inflation rate in the USA may decrease to the target of 2% set by the Federal Reserve.
Is the global stock market rising all over the place reassuring? Goldman Sachs' top traders say it's not time for All-in yet, save some ammunition for after the election.
Goldman Sachs hedge fund research director Pasquariello pointed out that the prospects for 9.5 trillion US dollars of money market assets entering the stock market, based on the experience of eight interest rate cut cycles since 1984, show that the Fed's loose monetary policy usually triggers capital inflows into the money market rather than outflows. However, US stock investors should not despair, as Goldman Sachs expects share buybacks for both this year and next year to reach $1 trillion; a steeper preference in the US interest rate curve will strengthen financial stocks.
US stocks close | S&P, Dow hit new closing highs again, Netflix soars more than 11% after results; Chinese concept stocks are all up, Li Auto Inc rises more than 6%
1. China concept stocks are up across the board, with the Nasdaq Golden Dragon Index in China rising by 3.03%; 2. The US federal government has started investigating Tesla's FSD; 3. The US Federal Aviation Administration said it will launch a new round of safety reviews on Boeing; 4. Netflix hits a new all-time high, with the company's third-quarter performance and fourth-quarter performance guidance both exceeding market expectations.