"AI+" is the goose that lays golden eggs, with the collective frenzy of US software companies, SoundHound AI continues to rise by 16% before the market opens.
① In the US stock market, there are more and more leading stocks in the "AI+" sector, with "AI+ Voice" concept stocks rising nearly 530% this year and "AI+ Defense" concept stocks increasing over 318%... ② Several concept stocks have demonstrated profitable avenues for ai through unexpected earnings reports. ③ "The era of ai software has arrived." With the rapid increase in usage scenarios, analysts expect companies to enter the large-scale ai application phase starting in 2025.
Italy's IGenius Unveils Nvidia DGX AI Supercomputer With Grace Blackwell Chips
TSLA Stock Sees Multiple Price Target Hikes Days After Long-Time Bear Turned Bullish
Daily options tracking | A call option for Tesla earned up to 4 times! The stock price has reached a two-year high; Are meme stocks making a comeback? Gamestop's options volume surged 3.8 times, with multiple end date options making over 2 times profit.
nvidia saw two large transactions of over 10 million dollars in call options yesterday, totaling more than 57 million dollars.
Jensen Huang invested in the company of Vietnam's richest person, nvidia has made another move in medical AI.
①Huang Renxun announced that nvidia will acquire VinBrain, a medical AI technology company under Vingroup in Vietnam; ②Pan Riwang, Chairman of Vingroup Group, ranks 458th on the Forbes Global Billionaires List with a wealth of 5.9 billion USD. ③Hurun's latest report points out that new forces in the medical AI direction now account for over 20% of the medical industry.
Elon Musk's XAI Raises $6B For The 2nd Time This Year As It Looks To Take The Challenge To OpenAI, Google And Jeff Bezos-Backed Anthropic
Lucid Kicks Off Gravity SUV Production To Take On Tesla's Model X
After a visit to the Austin factory, Bank of America set a target price of $400 for Tesla.
Bank of America analyst John Murph expressed confidence in Tesla's growth prospects for 2025 and beyond, stating that autonomous driving and siasun robot&automation business will lead the growth. Significant progress has been made with FSD, adoption rates are increasing, and the development of Optimus is expected to accelerate, with new models next year set to expand the total addressable market (TAM).
Major companies are frantically grabbing GPUs, and Musk wants to buy 1 million of them!
In the past few years, due to the surge of ai, GPU sales have increased dramatically.
Gamestop, Lululemon, Uber, Ulta Beauty And Tesla: Why These 5 Stocks Are On Investors' Radars Today
"Minister Ma" makes his first appearance on Capitol Hill, "Government Efficiency Department" facing tricky challenges, with few answers.
Elon Musk talked extensively about cutting spending goals, but did not establish detailed plans to achieve these goals. With the weak majority in the House of Representatives and the existence of a "filibuster" procedure in the Senate, the commitment of the USA government to cut spending is being questioned.
Former Treasury Secretary Larry Summers: There is no need to build a reserve of bitcoin, Musk's 'grand ambition' cannot be achieved!
① Former usa Treasury Secretary Summers dismissed the idea of the Trump administration establishing a bitcoin asset reserve, calling it "crazy" and questioning its necessity. ② He stated that Musk's goal of saving 2 trillion dollars in spending is difficult to achieve, as the government's main expenditures are on defense and support for the elderly, making spending cuts or tax increases politically challenging.
Nvidia strengthens its presence in Southeast Asia: the AI research and development center in Vietnam has been launched, and the state-owned enterprise Viettel has received technical support.
Nvidia is accelerating its布局 in Southeast Asia. On Thursday, Nvidia's CEO Jensen Huang announced that an AI research and development center will be established in vietnam to promote the development of the AI industry in vietnam by building AI infrastructure, training vietnamese AI experts, and supporting AI startups. In addition, Nvidia will acquire the AI division of vietnam's Vingroup.
Futu Morning Report | Non-farm data is arriving tonight! Goldman Sachs: This could determine whether there will be another rate cut in December; another major bank is optimistic! Wells Fargo raises its outlook for the S&P to 7007 points.
After hours, it surged over 8%! Lululemon's Q3 performance exceeded expectations; after accurately predicting that bitcoin would reach $100,000 this year, Standard Chartered's analyst is bullish again: predicting it will reach the significant milestone of $200,000 by the end of next year; OPEC+ has continued its three sets of production cut measures, extending the additional voluntary reduction of 2.2 million barrels per day for three months.
Elon Musk's xAI has completed a new round of financing, and the valuation is reportedly over 40 billion dollars.
① Elon Musk's ai startup xAI has completed a new financing round of $6 billion, with a valuation exceeding $40 billion. ② xAI was founded by Musk in 2023 and completed the $6 billion financing in May of this year, at that time the valuation was $24 billion.
Foreign media: The nvidia Blackwell plan will be completed in manufacturing in the usa.
According to reports, if Taiwan Semiconductor reaches a final agreement with Nvidia, this will bring another important customer to Taiwan Semiconductor's factory in Arizona, which is scheduled to start mass production next year. However, although Taiwan Semiconductor plans to carry out the front-end process production of Blackwell chips in Arizona, these chips still need to be packaged back in China Taiwan.
Intensifying competition! Reports indicate that amazon is persuading cloud customers to avoid nvidia and switch to its own chips.
Analysis suggests that if amazon can shift customer spending to its self-developed server chips, as these chips are cheaper for cloud customers due to their significantly lower power consumption compared to nvidia chips, this will enhance amazon's profit margins. Moreover, it can also prevent nvidia from occupying more cloud market share by directly renting out its chip servers to enterprises.
EXCLUSIVE: VOLT ETF Taps $7 Trillion Electrification Boom Fueled By AI Power Demand
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
A newcomer in the U.S. Senate claims to end subsidies for electric vehicles, allowing consumers to decide which models to purchase.
① Bernie Moreno, the incoming senator from ohio in the usa, stated that if he becomes the "autos czar" in the next Trump administration, one of his top priorities would be to eliminate the $7,500 tax credit for electric vehicles; ② Moreno emphasized that the "market should play a role," calling for an end to government intervention in businesses, and advocated for creating a favorable tax, regulatory, and labor environment for auto companies.