NFL Star Helps Self-Help Book Hit #1 On Amazon: 'My Teammates Call It The Recipe'
The Algo "demon stocks" replayed last week's sharp decline, with QBTS and RGTI both dropping over 30%! After Jensen Huang, Zuckerberg also poured cold water on the situation.
After Huang Renxun stated last week that the application of quantum computing will take several decades, Zuckerberg mentioned that there is still a long way to go before quantum computing becomes a very useful example, with many people estimating it may take over ten years. On Monday, both D-Wave Quantum and Rigetti Computing saw declines of over 30%.
Microsoft has formed a new AI team aimed at end-to-end application development and deployment.
① Microsoft announced the establishment of a new department called "Core AI Platform and Tools," led by Jay Parikh, focused on AI application development and third-party tool provision; ② The newly formed team will bring together experts from various fields to concentrate efforts on the research and development of AI platforms, tools, and infrastructure.
Looking up to 800 dollars! Morgan Stanley raises the target price for Tesla, with the most optimistic expectation doubling the increase.
Morgan Stanley Analysts reaffirm that Tesla remains the "preferred choice" and have raised the Target Price by 7.5% to $430, emphasizing Tesla's autonomous driving technology and Asia Vets (EAI) as drivers of stock price potential, stating that Tesla's overall potential market scope will further expand, covering "many areas that are still not included in the company's buyer or seller financial models."
Analyst Sees 'Broadening Rally' In Semiconductors In 2025: 2 Top Stock Picks, 2 To Avoid
'HCLTech and Microsoft Expand Partnership to Revolutionise Contact Centers With Generative AI' - CNBC
'Google Cloud Forms New AI Sales Team, Cuts 60 Jobs' - The Information
BofA Sees 'Surprising' Broadening of Rally in Semis to Start 2025
Stocks Edge Down Ahead Of Key Inflation Reports, Crude Hits 5-Month High, Bitcoin Sinks: What's Driving Markets Monday?
TikTok Ban Deadline Ahead: What Will Happen To App On Your Phone?
Apple, Samsung Lead Smartphone Shipments in 2024 but Chinese Rivals Gain Ground: IDC
Media: NVIDIA Blackwell chip racks have malfunctioned, leading major clients such as Microsoft to reduce some Orders.
① Reports indicate that the first batch of racks equipped with the Blackwell chip has experienced overheating issues, and there are also faults in the connection methods between the chips; ② It is reported that companies such as Microsoft, Amazon's cloud division, Google's parent company Alphabet, and Meta have reduced some Orders for the NVIDIA Blackwell GB200 racks.
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Looking At Microsoft's Recent Unusual Options Activity
Tesla Is Valued at $2.5T in Morgan Stanley's Bull Case Scenario
Semi Industry Sales Forecast to Grow 12-14% in 2025: Wells Fargo
Global smart phone sales have rebounded, but Apple's AI has not sparked a replacement trend.
① A report by the third-party market research institution Counterpoint indicates that in 2024, the Global smart phone market sales are expected to grow by 4% year-on-year, ending two consecutive years of decline; ② The much-discussed Apple AI phone failed to spark the anticipated upgrade frenzy, with analysts predicting that iPhone shipments in 2025 may fall short of market expectations.
Arm Said to Hike Prices as Much as 300%, Consider Making Own Chips: Report
Blue Origin's first launch of the new rocket has been delayed, and Bezos's challenge to SpaceX faces obstacles.
On Monday, the inaugural launch of Blue Origin's "New Glenn" rocket was delayed due to technical issues, and the company did not disclose the specific time for the next launch. The rocket is designed to launch satellites for commercial customers, the USA National Aeronautics and Space Administration (NASA), and the Department of Defense, and is seen as key to Blue Origin's ambitions in space.
'EU Considers Expanding Probe Into Musk's X, Digital Chief Says' - Bloomberg News