QTUM250117C61000
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Defiance Quantum Etf Newsroom
Countdown to Jensen Huang's "CES Personal Show"! A speech concerning "AI faith" is about to make a huge impact.
NVIDIA's investors expect Jensen Huang's speech at CES to trigger a new round of breakthroughs in stock prices; the market's core focus will be the demand outlook for NVIDIA's Blackwell AI GPU and humanoid robots.
U.S. Stock Market Outlook | The three major Futures indices are rising, with Nasdaq Futures up over 1%. AI chip stocks and Robot Concept are strong in pre-market trading, Taiwan Semiconductor is up nearly 5% hitting a new high, and KITT surged over 60%.
Goldman Sachs: Currently expected that the Federal Reserve will cut interest rates by 75 basis points this year, lower than the previously expected 100 basis points; Trump 2.0 raises inflation concerns, traders are Bearish on this year's USA bond market outlook; two Federal Reserve officials have expressed hawkish views: the fight against inflation has not yet achieved victory.
The Trump team is reportedly formulating a universal tariff plan, but is considering targeting only key industries.
According to informed sources, Trump's assistants are still discussing plans for imposing tariffs on commodities from all countries, but the scope has significantly narrowed.
Palantir Trades In The Red During Monday Premarket As Morgan Stanley Assigns 'Underweight' Rating To PLTR Stock After 379% Gain In A Year
Teradyne Analyst Ratings
Morgan Stanley Assumes Palantir Technologies at Underweight, Announces Price Target of $60
Palantir Technologies Analyst Ratings
In 2025, Wall Street remains bullish on Taiwan Semiconductor: the demand for AI and high-performance computers is strong, and the demand for Consumer Electronics is recovering.
Morgan Stanley believes that Taiwan Semiconductor usually provides conservative expectations at the beginning of the year and then exceeds those expectations. UBS Group points out that with strong demand in high-performance computing and cloud AI, Taiwan Semiconductor's total revenue is expected to achieve a significant growth of 25% in 2025. Goldman Sachs predicts that Taiwan Semiconductor's revenue in the first quarter of 2025 will only decline by 2.2% quarter-on-quarter, making it one of the more optimistic large investment banks.
Is Taiwan Semiconductor's 2-nanometer chip facing difficulties? Apple is reportedly postponing testing, while NVIDIA and Qualcomm may switch to Samsung.
①According to reports, Apple has postponed its plan to use Taiwan Semiconductor's 2-nanometer chips, possibly delaying it until 2026 for the iPhone 18 series; ②The current yield rate of Taiwan Semiconductor's 2-nanometer process is only 60%, resulting in high costs, which is a significant reason for many companies to seek diversified suppliers; ③NVIDIA and Qualcomm currently seem to be collaborating with Samsung to test the 2-nanometer chip process in order to break Taiwan Semiconductor's dominant position.
Express News | US chip stocks rose in after-hours trading, with Taiwan Semiconductor up over 3%.
Ultraman New Year post: OpenAI's weekly activity surpassed 0.3 billion, we have found the path to AGI.
Source: Tencent Technology, Authors: Hao Boyang, Wu Ji. On January 6, news reported that OpenAI CEO Sam Altman published a New Year blog post titled "Reflections" on Sunday night, stating that OpenAI already knows how to build General AI and is gradually approaching it. Prior to this, Altman had posted a meaningful "six-word maxim" on Social Media X: "near the singularity; unclear which side" - the singularity is near; it is unclear which side one is on. This was on January 3.
What will you see in 2025? Microsoft outlines six major AI trends!
① AI models will become stronger and more useful; ② AI entities will completely change the way of working; ③ AI companions will provide support in daily life; ④ The utilization of AI resources will become more efficient; ⑤ Testing and customization will become key in building AI; ⑥ AI will accelerate scientific breakthroughs.
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Analyst 2025 Annual Outlook: Where is the chip competition heading? What are the next opportunities for the giants?
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Cathie Wood's Ark Invest Books Profits On Hot AI Stock Palantir, Sells Bitcoin ETF Shares As BTC Starts 2025 On A Positive Note