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VanEck Semiconductor ETF Newsroom
AMD Boosts India Presence With $400 Million Investment, Supercomputers For Weather Forecasting
Arrow Electronics Partners With Broadcom To Distribute VMware Solutions Across U.S. And Canada, Offering Full Cloud Portfolio Through ArrowSphere Platform To Enhance Channel Partner Opportunities
Aiming at nvidia! Report: amazon is deploying 100,000 second-generation self-developed chips to challenge the industry monopoly.
Currently, amazon's Trainium2 chip has started to be deployed in datacenters and is expected to be fully rolled out in multiple core datacenters including Ohio soon. Compared to the previous generation product, its performance has increased fourfold, memory capacity has tripled, and it has significant advantages in energy efficiency and cost.
US stock market outlook: Dow futures hit a record high! Cryptocurrency concept stocks strengthen pre-market, MARA rises over 5%; Palantir rises 4% pre-market, opening momentum at a record high! Wade Bush raises target price.
Macy's performance announcement has been delayed, and it fell 8% before the market opened; Rocket Lab surged over 8% before the market opened, completing two rocket launches in a short period of time.
Intel, AMD in Focus as Bernstein Weighs in on PC, Server Markets
Jensen Huang Credits China's 'Amazing' Tech Ecosystem For Helping Shape AI Giant Nvidia
Raging AI Debate Delivers Fuel For Direxion's Nvidia-Focused Funds NVDU And NVDD
Options Hot Review | Cryptos Concept Stocks Rally! MARA options call rate exceeds 70%; super micro computer rebounds nearly 80% within the week! call orders are being eagerly snapped up.
After nvidia released its financial report, there was a top reversal, while the call ratio for options remains above 60%; microstrategy was hit by short sellers! The implied volatility level rose to 100%.
Is it less than 8 billion US dollars? The Biden administration is reportedly considering reducing financial subsidies to intel.
1. The US government plans to reduce intel's federal chip subsidy from less than $8.5 billion to less than $8 billion; 2. Part of the reason is that intel has received a $3 billion military chip manufacturing contract, and intel's poor technical roadmap and customer demand are also reasons for the adjustment; 3. Intel's current plight is also a blow to the Biden administration's accelerated domestic chip manufacturing plan.
Intel seeks survival by "dividing the land"! Will sell two large industrial park properties in the usa.
① Intel plans to sell its plant in Folsom, California, and land in Hillsboro, Oregon, to adjust its global real estate strategy and save costs; ② Intel continues to face financial pressure, with a loss of 17 billion USD last quarter, and coupled with diminishing hopes of obtaining subsidies from the usa government, this has forced the company to consider self-rescue actions.
Is nvidia no longer the focus? AI trade has changed!
Bank of America believes that the market focus has shifted to the second phase of trades benefiting from AI—software stocks and Agentic AI. With the arrival of the software "AI moment," its monetization is expected to begin in 2025 and become significant in 2026 as corporate adoption accelerates.
Marc Benioff Says Future Of AI Not In Bots Like ChatGPT But In Autonomous Agents: We Aren't At The Moment Seen In Those 'Crazy' Movies
Huang Renxun discusses the current situation of AI: It will still take several years to achieve 'highly reliable.'
Jensen Huang believes that we are still "years away" from a highly trustworthy AI system. The entire industry is also rethinking how to train models more effectively with limited data and resources.
Huang Renxun's latest speech: The era of siasun robot&automation is about to arrive, and the conditions in the south china greater bay area concept are "exceptionally favorable."
①In the future, three types of siasun robot&automation are expected to achieve large-scale production: autos, drones, and humanoid robots, with the largest output being humanoid robots; ②The south china greater bay area concept is the only region that possesses both electromechanical technology and ai technology, providing unique conditions for the development of the robotics industry.
Futu Morning News | Official announcement! Trump nominates Benset to serve as usa Secretary of the Treasury; Goldman Sachs is bullish on US stocks: the s&p 500 will rise to 7000 points.
Goldman Sachs 2025 csi commodity equity index outlook: Long gold is the "Top Trade", oil & gas prices may see a "temporary uptrend"; USA PMI in November hit the fastest level since April 2022, factories increase purchases of imported inputs; USA election settled, consumer confidence lower than expected, long-term inflation expectations breaking through the range top.
Weekend Round-Up: AI Dominates Headlines With Nvidia, Elon Musk, And Hollywood's Big Names
Jensen Huang's latest lengthy dialogue: nvidia will reduce the marginal cost of computation by a million times over the next ten years.
On November 23, at the doctoral degree award ceremony held on Saturday at the Hong Kong University of Science and Technology, Huang Renxun, the founder and CEO of NVIDIA, was awarded an honorary doctoral degree in engineering. After the award ceremony, Huang Renxun had a conversation with Shen Xiangyang, the chairman of the board of Hong Kong University of Science and Technology, discussing stories about technology, leadership, and entrepreneurship.
Will Nvidia's Blackwell AI Chips Deliver?
Over 70% of S&P 500 Companies That Reported Earnings This Week Beat Estimates-Earnings Scorecard
Trending Stocks Amid Largely Steady Week for Wall Street