Analyst Ming-Chi Kuo Posts On X "TSMC's Excellent Financial Result Supports the Positive AI Trend. However, Concerns Remain Regarding the Shipment of Nvidia's GB200 NVL72. It Might Seem Contradictory, but It's Not. The Key Lies in TSMC's Advanced...
Enhancing AI agent reliability, NVIDIA launches containerized microservices Inference Microservices.
NVIDIA stated that the large language models behind AI agents may exhibit adverse reactions and could even trigger security issues when malicious users attempt to breach protections. NVIDIA Inference Microservices is an extension of NVIDIA's protection framework NeMo Guardrails provided for developers, aiming to enhance the security, accuracy, and scalability of generative AI applications.
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U.S. stock market morning | The three major Indexes slightly weakened, Taiwan Semiconductor surged over 5% after the earnings report; some quantum computing and Robot Concept stocks rose against the trend, with Arqit Quantum up over 40% and Symbotic up ov
On the evening of the 16th Beijing time, the market continued to focus on US Earnings Reports. Retail sales in the USA for December increased less than expected, and the number of initial jobless claims last week exceeded expectations.
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Trump will return to the White House next week! What are the important processes for the inauguration ceremony? Please keep this observation and Trade guide.
Looking back in history, since 1933, the average increase in the S&P 500 Index in the first 100 days following a new president's inauguration has reached as high as 8.67%, while the increase during Trump's previous first 100 days was 5.50%.
Taiwan Semiconductor's stock price is nearing a historical high! The "King of Asia's Stocks" exceeded expectations in Q4 performance, driving the Semiconductors Sector to collectively strengthen.
① Against the backdrop of a surge in demand for AI Chips, Taiwan Semiconductor's Q4 Earnings Reports easily exceeded market expectations; ② The company anticipates strong revenue growth through 2025, with capital expenditures significantly increasing to 38-42 billion dollars; ③ Driven by Taiwan Semiconductor's strong Earnings Reports and guidance, the company continues its upward momentum in Pre-Market Trading, propelling the Semiconductors Sector to strengthen collectively.
"TSMC CEO C. C. Wei Has Dismissed Recent Market Speculation Indicating Nvidia Is Cutting Back Its Demand For CoWoS Packaging Capacity" - DigiTimes Alert
Primech Holdings Shares Are Trading Higher After the Company Announced That Its Subsidiary, Primech AI, Has Integrated NVIDIA Jetson Orin Super Into Its Latest HYTRON Cleaning Robot.
Primech AI Enhances HYTRON With NVIDIA Technology Components to Boost Robotics Performance; Shares Spike Higher
US stock market outlook | Retail sales data for December in the USA fell back more than expected, with slight fluctuations in the three major futures; Taiwan Semiconductor rose over 5% before the market open, with Q4 performance exceeding expectations.
NVIDIA is up over 1% in pre-market trading, partnering with MediaTek to develop a flagship SoC for Windows on Arm; Robot Concept stock Symbotic surged over 26% in pre-market trading, as the company will acquire Walmart's advanced systems and robotics business.
Trump's nominated Secretary of the Treasury makes an appearance in Congress today; Taiwan Semiconductor's Earnings Report inspires enthusiasm for AI speculation | Highlights of the night.
1. Besant will attend the congressional hearing tonight, with the market focusing on descriptions of tax reduction, tariffs, and other policies; 2. Bank of America and Morgan Stanley reported impressive earnings, with Taiwan Semiconductor boosting the AI boom; 3. USA retail giants have raised their performance guidance for the holiday season; 4. Education star stocks: The number of Americans starting to learn Chinese has surged by 216%.