One week ahead | 2024 Financial Street Holdings Forum opens! Taiwan Semiconductor, netflix performance will be announced.
Chairman Wu Qing of the China Securities Regulatory Commission will speak at the Financial Street Forum; Li Jiachao will present the 'Government Work Report 2024'; China's GDP, 'terrifying data' from the United States are coming; ASML Holding, Goldman Sachs, Morgan Stanley and others will announce their performance.
Apple Might Release Cheaper Vision Headset as Early as Next Year: Report
Eli Lilly CEO Told UK Health Secretary Its Alzheimer's Treatment Could "Prevent" Disease: FT
Berkshire Hathaway Further Boosts SiriusXM Stake With $87M Share Purchase
Election Interference, Superchip Factories, And Trillion-Dollar Opportunities: AI Takes Center Stage
Goldman Sachs reiterates the "AI Trading Four Stages": the second stage of "AI Infrastructure" is already mature, don't overlook the application of the third stage.
As the most clear beneficiaries of AI, nvidia belongs to the "first stage", the "second stage" includes companies focusing on AI infrastructure, the "third stage" focuses on companies with the potential to monetize AI through incremental revenue generation, and the "fourth stage" is mainly for companies with the greatest profit potential in the widespread adoption and productivity improvement of AI.
Weekend reading | The 13th anniversary of his death, revisiting Steve Jobs' 100 thoughts.
On the 13th anniversary of Steve Jobs's passing, a compilation of 100 thoughts by Jobs was sorted out, covering his insights in innovation, entrepreneurship, products, management, life experiences, and other areas to express remembrance for this globally outstanding innovator.
Soft landing or hard landing? Bank of America's financial report suggests: no landing!
Consumer spending remains robust, moderate crediting conditions eased, coupled with anticipated inflation relief and declining interest rates, all provide support for the usa economy to avoid a hard landing.
Did Apple retreat in the face of difficulties? The autonomous driving road test was blown ahead of schedule by half a year, and the car building plan suffered another major setback.
①Recently, Apple has confirmed the cancellation of the autonomous driving car test license originally valid until April 30, 2025; ②From 2017 to now, Apple has continuously lowered its expectations for autonomous driving levels.
Institutions: It is still highly probable that the Federal Reserve will cut interest rates in November.
The US economic and CPI data for August and September have debunked the previous recession trade and excessive rate cut trades. Will there be any changes in the pace of rate cuts by the Federal Reserve in the future? We believe that two 25 basis point cuts within the year are still the baseline assumption, but we need to pay attention to the possibility that rate cuts next year may not meet expectations.
Walmart Names Chief Revenue Officer Seth Dallaire as Chief Growth Officer: Bloomberg
Weight Loss Drugs Have One Big Issue; These Companies Want to Fix It
Microsoft's Nadella Makes A Point Of Calling Fellow CEOs Each Day
Trending Stocks in Another Record Week for Wall Street
Benzinga Bulls And Bears: Nvidia, Rivian, Alphabet, Palantir — And Crypto Trader Says Shiba Inu 'Will Accelerate'
Notable Analyst Calls This Week: Amazon, Microsoft and American Express Among Top Picks
Elon Musk To End Year As Richest Man In The World? Prediction Market Says Yes, Higher Chance Than Larry Ellison Or Jensen Huang
Apple's Permit for Self-driving Vehicles Reportedly Cancelled
In the era of AI dominated by nvidia, can amd "get a piece of the pie"?
On Thursday, October 10th, AMD launched its flagship AI chip MI325X, AI accelerator, and multiple networking chips. AMD claims that the inference performance surpasses NVIDIA's similar AI chips, but the stock price still plummeted that day. Analysts commented that although AMD released a new chip, the company's recent financial prospects have not changed significantly. Investors are still waiting for returns from AMD's AI business, hoping to get a share of the AI market.
The s&p 500 index hit a new high for the 45th time this year, but there is a force betting on a sharp drop.
The stock market continues to hit new records, the risk premium remains tight, while cross-asset volatility indicators hover near the high point from the beginning of the year to date.