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SPDR Portfolio S&P 500 ETF Newsroom
Jensen Huang Said Quantum Computing Is 20 Years Away, But Nvidia Bets Big On Strategic Hiring
Biden Admin Brushes Off Tesla's $100M Big-Rig Charging Funding Application, Says Report: Elon Musk Sighs
SoftBank-Backed Arm Plans Major Price Hike: Apple, Qualcomm Supplier Explores Chip Development
Tianfeng's Ming-Chi Kuo: The mass production capacity of the GB200 NVL72 is low, beware of NVIDIA's short-term risks.
Ming-Chi Kuo stated that the shipment volume of the GB200 NVL72 may be significantly lower than expected, currently about 25,000 to 35,000 units. More seriously, repeated delays have resulted in insufficient market confidence; even though the stock price reacted positively in advance, the lack of market confidence can easily amplify or overly interpret related market rumors.
Apple and Qualcomm will be alarmed! Arm is reportedly planning to raise prices by 300% and develop its own chips.
① The chip architecture service provider Arm plans to increase the licensing fees for its latest architecture by up to 300% and compete with customers by producing its own chips; ② Its customers include Apple, Qualcomm, and Microsoft, and its chips are widely used in portable devices; ③ Arm's self-developed chips may compete with its major clients, and analysts believe this will send shivers down the spines of its customers.
The California wildfires continue to become "politicized"! Trump seizes the opportunity to attack his political opponents: they had the chance to protect the forests.
① Southern California in the USA continues to face wildfires, with limited progress in firefighting efforts. Trump criticized California Governor Newsom for not adequately protecting forests, claiming that the Los Angeles area is "left desolate." ② There are a total of 105 wildfires across California, with areas burned exceeding 163 square kilometers, 12,300 buildings destroyed, and 0.15 million residents evacuated in Los Angeles County.
The arrangement for Trump's inauguration ceremony has been announced: it is expected to cost 0.037 million dollars per minute.
① The inauguration activities of the president-elect Trump in the USA have been announced, including an official party, a MAGA rally, and a large fireworks display, with multiple events taking place at Trump's golf course outside Washington, D.C. ② Trump's inaugural committee has raised over $0.17 billion, expected to reach $0.2 billion, spending $0.037 million per minute, far exceeding the record of $8,600 per minute set during Obama's first inauguration.
Quantum Concept stocks have crashed again! Following Jensen Huang, Mark Zuckerberg is also coming to "pour cold water".
① Following Jensen Huang, Meta CEO Mark Zuckerberg has become the latest technology company leader to pour cold water on Quantum Computing; ② On Monday, Zuckerberg warned that the application of Quantum Computing will still take several years; ③ Following Zuckerberg's comments, related concept stocks in the US fell sharply again.
Tesla Shares Rise Over 2% After Hours On Morgan Stanley's Price Target Hike, FSD Breakthroughs: Gary Black Highlights Key Drivers
U.S. stock valuations are high, focus on high dividend investments in 2025.
The S&P 500 has increased by over 20% for two consecutive years, the first time since the late 1990s, making dividends particularly important in this context.
Express News | U.S. stocks after hours: Tesla rises over 2.5%, NVIDIA and Taiwan Semiconductor rise over 1%.
Futu Morning Report | Major new regulations impact AI Chip stocks! NVIDIA and Oracle strongly oppose; Is there a bet that the yield has peaked? Call Bid in U.S. Treasury ETF surges.
Media: NVIDIA's Blackwell chip rack has encountered issues, leading major customers like Microsoft to reduce some Orders; Trump's advisers have proposed a new tariff idea: use the Emergency Economic Powers Act to increase rates by 2-5% monthly; the new US Treasury Secretary's Hold Positions include the S&P 500, Nasdaq, and Bitcoin.
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.
NFL Star Helps Self-Help Book Hit #1 On Amazon: 'My Teammates Call It The Recipe'
The "meme stocks" of quantum computing saw a repeat of 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