Trump announced a $20 billion investment plan to build Datacenters in the USA.
① The USA's elected president Trump announced a 20 billion USD investment plan to build new Datacenters to maintain the USA's competitiveness in emerging technology fields; ② The first phase will be implemented in 8 states, mainly supporting AI and cloud technology; ③ Trump hopes to demonstrate the positive impact of his policies by attracting more foreign entities to do Business in the USA, laying the foundation for his second term.
Elon Musk-Owned X's Rival Bluesky Valued At $700 Million After Explosive Growth Post Trump Victory: Report
Is a "major update" for Tesla's Siasun Robot&Automation coming soon? Musk has leaked some details in advance again.
① Musk revealed in the latest Game Live Streaming that "we may update Optimus in the coming weeks." ② He previously stated that there will be a "major Hardware revision" for Optimus from late 2024 to early 2025. ③ At CES, Huang Renxun also made the latest determination, "The era of General Robotics' ChatGPT is about to arrive."
With U.S. Treasury yields rising like this, should concern be raised for the U.S. stock market?
According to Morgan Stanley's analysis, as the yield on 10-year U.S. treasury bonds rises above 4.5%, it has created pressure on U.S. stock valuations. The correlation between the S&P 500 Index and U.S. treasury yields has turned into a "significant negative correlation." Considering the poor market breadth, the downward pressure on the dollar, and the Federal Reserve's hawkish policy outlook, U.S. stocks may face severe challenges in the next six months.
Samsung's Preliminary Q4 Profit Rises 130% Y/Y, but Misses Estimates
Daily Options Tracking | NVIDIA fell 6% after the CES press conference! A large investor bought Call options worth 12.62 million dollars, bullish against the trend; trading volume of options on China Large Cap stock ETFs surged, with a concentration of op
Bitcoin has fallen to $97,000, with "whale" MSTR dropping nearly 10%, and several Put Options with strike prices around $340 have more than doubled overnight this Friday.
Samsung Electronics wraps up the fourth quarter report with poor results! The AI Chip received "NVIDIA certification," but it remains a difficult hurdle to overcome.
① On Wednesday, January 8, Samsung Electronics reported that both its fourth-quarter sales and operating profit fell short of expectations; ② Contributing factors include: lagging AI Chips, rising research and development costs, a slowdown in traditional memory chip demand, setbacks in the non-memory chip business, and declining mobile device revenue; ③ NVIDIA's CEO Jensen Huang stated that Samsung is working hard to design new HBM chips and is confident that Samsung will overcome these challenges.
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
AI is unstoppable! Amazon is investing another 11 billion dollars to expand its Datacenter in Georgia.
① Amazon's Cloud Computing division, AWS, plans to invest at least 11 billion dollars in Georgia to expand infrastructure, which is expected to create about 550 jobs; ② This investment comes after Amazon's commitment to invest 11 billion dollars in a Datacenter in Indiana in April 2024; ③ The boom in AI has driven many expansions of Datacenters today, and Georgia is becoming a popular location.
NVIDIA responds directly: What makes GPUs stronger than ASICs?
NVIDIA believes that commercial GPUs have a platform advantage, while custom ASICs are only suitable for specific applications, resulting in limited scale and scope of application. In the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and Software support will provide Global support in a way that custom ASICs cannot achieve.
S&P 500 Down Over 1% As Nvidia, Tesla Tumble: Greed Index Remains In 'Fear' Zone
A significant trend in Gold is imminent! The "little non-farm job report" and the Federal Reserve's minutes have arrived. FXStreet Senior Analyst's Gold trading analysis.
In early European trading on Wednesday, spot Gold maintained a mild rebound, with the current price at $2652 per ounce. FXStreet Senior Analyst Dhwani Mehta noted that in the early hours of Wednesday, Gold was consolidating around $2650 per ounce after a previous rebound, awaiting the release of the USA ADP employment report and the minutes from the Federal Reserve's December meeting, preparing for the next round of increases.
Active Funds have once again underperformed Large Cap, has the investors' "stock picking dream" been shattered?
In 2024, actively managed Large Cap Funds have once again been left behind by the Index. Can the stock-picking skills of renowned fund managers break through the monopoly of "Technology giants"?
In recent days, the market has experienced huge fluctuations, this is the "Trump shock"!
Although the scale and scope of the tariff policy remain to be seen, there is no doubt that the future road will be full of obstacles...
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Facebook relaxes its censorship, Zuckerberg supports free speech, but the stock market is sluggish!
Meta has decided to relax content moderation on Facebook and Instagram, with Zuckerberg claiming that this move returns to the fundamentals of free speech, but investors seem unconvinced.
XAI's Grok Chatbot To Be Integrated Into Tesla Vehicles 'Soon,' Says Elon Musk
Track Hyper | Apple launches AR glasses: domestic companies are gearing up.
The company's share of AR glasses-related products is still quite small, but the direction is correct.
Fed Meeting Minutes to Shed Light on Rate-Cut Path in 2025