Trending Stocks as Wall Street Bounces Back With Strong Week
Notable Analyst Calls This Week: AMD, UPS and Devon Energy Stocks Among Top Picks
Bulls Vs. Bears: Intel Revisited Amid Buyout Rumors
Deep analysis by Morgan Stanley: 172% annual compound growth rate, who can seize the CPO opportunity?
According to a forecast by Morgan Stanley, as the NVIDIA Rubin server rack system begins mass production in 2026, the CPO market size is expected to expand at a compound annual growth rate of 172% from 2023 to 2030, reaching $9.3 billion by 2030. FOCI has secured the sole FAU supplier status for the first phase, while AllRing may supply key optical coupling devices in 2026. ASE has received a visit from NVIDIA's CEO at its Taichung factory, potentially becoming a core collaborative partner for the Rubin CPO system-level packaging.
"Trump Trade" is back! The "First Day Executive Order" will be the focus of the market next week.
Trump's "first-day executive orders" will become the key variable in the financial markets next week. According to media reports, during a two-hour meeting with Senate Republicans, Trump stated that he has prepared about 100 executive orders, which he plans to sign on his inauguration day, January 20, 2024.
Mark Zuckerberg Is Copying Elon Musk's Playbook Amid Donald Trump's Comeback, But Chamath Palihapitiya Thinks It Is Opportunistic
Cathie Wood's Ark Invest Is Betting Big On This AI Darling And No It's Not Nvidia
Weekend reading | With the rise of AI PCs, which major players will emerge as the winners?
Starting this year, AI PC will no longer be exclusive to high-end PCs, but will become the new norm in the market.
Mark Zuckerberg Lauds Sheryl Sandberg Amid Blame For Meta's DEI Program: 'She Did Amazing Work'
As soon as Trump took office, the debt ceiling alarm was sounded? Yellen: Unconventional measures will be initiated.
① The USA Treasury Secretary Yellen stated on Friday local time that the US government will hit its statutory Bonds ceiling next Tuesday and will begin to take "extraordinary measures"; ② The USA Treasury will initiate a "bond issuance suspension period" from January 21 to March 14, during which the department will also suspend contributions of new funds to the federal employees retirement and disability Fund and the postal retiree health benefits Fund.
NVIDIA's latest response! The new regulations on restrictions for wafer foundries in the USA will not affect the company's business or product sales in China.
NVIDIA recently submitted documents to the USA Securities and Exchange Commission, responding to the new regulations on wafer foundry restrictions against China, stating that it expects NVIDIA's business or product sales in China will not be affected.
One week before Trump's inauguration, Global Assets are celebrating wildly! Stock markets in China, the US, and Europe are all rising, and Bitcoin is nearing its historical high.
U.S. stocks achieved their best weekly performance since November, European stocks recorded a fourth consecutive rise, Hong Kong stocks posted their best performance in three months, the Csi 300 Index rose nearly 3% for the week, and Bitcoin surged 14% to exceed 0.105 million USD.
Biden bye-bye! A review of the performance of the USA stock market under his administration.
Biden is about to leave the White House, and the USA stock market is closing with strong performance during his term.
Transaction Amount TOP 20 | Rumored to be an acquisition target! Intel's stock price surged over 9%.
On Friday, the stock market's top trading volume was NVIDIA, rising 3.06%, with a transaction of 40.922 billion dollars; the second was NVIDIA, rising 3.12%, with a transaction of 27.646 billion dollars; the third was Apple, rising 0.75%, with a transaction of 15.784 billion dollars.
U.S. stock market close | On the eve of Trump's inauguration, U.S. stocks rallied collectively! Tesla and NVIDIA rose over 3%, China Concept Stocks surged altogether, and JD.com skyrocketed over 10%.
The Nasdaq 100 rose by 2% at its peak, the chip index increased by nearly 3%, NVIDIA rose by over 3%, Tesla at one point rose by over 6%, while Novo-Nordisk A/S fell by over 5%. The Chinese concept index gained over 4% before closing with a gain of more than 3%, and JD.com rose by over 10%.
The OpenAI "o3 mini" inference AI model is complete! It will be launched in a few weeks.
OpenAI's CEO Sam Altman announced on Friday that a version of the new reasoning AI model o3 mini has been completed and will officially launch in the coming weeks.
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QQQ ETF Rises 1.7%