Signals of Trump 2.0 going for deregulation? The Vice Chairman of the Federal Reserve in charge of financial regulation will resign early after Trump takes office.
According to the Federal Reserve's statement, Barr's resignation will take effect no later than February 28, and he will continue to serve as a Federal Reserve Governor until the term ends. The statement implies that he is stepping down as Vice Chairman of Supervision more than a year early to avoid potential legal disputes with the Trump administration. The media reports that Barr's decision does not indicate that Powell will also step down from the position of Federal Reserve Chairman early, but it casts a shadow over the prospects of the USA implementing new banking regulations that increase capital requirements.
NVIDIA is opening a "roll" on AI computing terminals! CES raises the competition in the PC industry as many traditional manufacturers join in.
① NVIDIA announced today the release of its next-generation flagship graphics card, the RTX 50 series, and revealed that it is developing a project called "Project Digits" aimed at individual users to meet the demands of desktop-level AI computing; ② At CES 2025, PC manufacturers such as Lenovo, ASUS, HP Inc, and Machinery Revolution will unveil their next-generation flagship PCs and compete in terms of product form, energy efficiency, and local AI functionalities.
A picture summarizes the highlights of NVIDIA's CES press conference: the new generation of graphics cards "blew the audience away," signaling the arrival of edge AI era!
What parameters have been upgraded in the NVIDIA RTX 50 series graphics cards compared to the 40 series? What are the differences in the parameters of the China version 5090D graphics card? >>>
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Daily Options Tracking | The CES conference boosts a frenzy in chip stocks! NVIDIA and AMD Call Options are being aggressively bought; FuboTV skyrocketed 251% overnight, with one Call yielding an astonishing 300 times increase.
MicroStrategy has seen a strong rebound for two consecutive days, with a cumulative increase of over 26%. Yesterday, the Options Volume remained high, with the Call ratio exceeding 70%, and volatility continued to rise.
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Express News | Most semiconductor stocks in the US market rose before the market opened, with Micron Technology increasing by nearly 5%, NVIDIA rising over 1%, and AMD, Intel, Qualcomm, and others also following suit. Several chip giants launched new products at the CES
The stock market may reach new peaks in 2025, and Deutsche Bank is bullish on the outlook.
Deutsche Bank strategists believe that as the signals of an economic recession fade, supported by a mild landing environment and possible inflation retreat, the stock market is expected to reach new highs in 2025.
Take on the risks yourself! Institutions warn: the more optimistic one is about the US stock market, the greater the risks.
Investor enthusiasm for the US stock market and the US economy in 2025 may backfire...
The interest rate storm has resumed, and a new chapter in the stock and bond duel has begun.
As bond yields rise, the stock market returns to a "rate-sensitive" mode.
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Google is strengthening its efforts in world models! A "powerhouse" from OpenAI has been recruited to form a new team.
① Google will form a new team to develop AI models that simulate the physical world, led by Tim Brooks, one of the former co-leaders of Sora; ② Brooks has now moved to Google, and the newly formed team is part of Google DeepMind; ③ This team will develop real-time interactive generation tools and research how to integrate their models with existing multimodal models (such as Gemini).
What will happen to the US stock market and economy in 2025? Research companies warn: the more optimistic, the more dangerous!
BCA Research warns that investors' optimism regarding the USA economy and stock market in 2025 may lead to results falling short of expectations, as 'animal spirits' could drive up inflation, ensuring that interest rates remain high for a longer period. The company also stated that extreme optimism about the USA economy decreases the likelihood of an acceleration in growth for the USA economy in 2025.
Car companies "steal the show" at CES: ZEEKR appears in advance with NVIDIA and Qualcomm, with AI replacing New energy Fund as the focus.
① The现场 includes international car manufacturers such as Toyota, Honda, Hyundai, and BMW, as well as Chinese manufacturers like Great Wall and Geely, along with supply chain companies like Hesai Technology, Yuanrong Qihang, and Suteng Juchuang. ② Smart cockpit, Smart City, Siasun Robot&Automation, and new mobility solutions are undoubtedly the main focus of many car companies at this year's CES.
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Rare! Federal Reserve officials directly comment on the market: valuations are too high, making a significant drop likely.
This statement reminds one of Greenspan's warning about "irrational exuberance" in 1996, four years before the Internet Plus-Related bubble burst.
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