Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
Q3 Earnings Season 'off to a Good Start' as Profits, Revenue Rise, Oppenheimer Says
taiwan semiconductor's strong performance once again ignites the AI craze! Will the AI sector usher in a new round of uptrend?
Wedbush analyst believes that with the establishment of the next generation ai infrastructure, by 2027, the size of the entire ai infrastructure market dominated by nvidia's AI GPU may increase significantly by 10 times. It is estimated that capital expenditures in the field of ai will reach 1 trillion US dollars in the next three years.
microsoft, blockbuster!
microsoft plans to allow enterprises to create autonomous ai agents in its Copilot Studio platform starting next month, in order to counterattack Salesforce.
Apple's iPhone 16 Availability Tracker Shows Improving Demand: J.P. Morgan; iOS 18.1 to Roll Out Next Week
Microsoft, Salesforce Battle Heats Up As AI Agent Technology Takes Center Stage
Warren Buffett May Have Missed Out On $23M Worth Of Profits After Selling Apple Stocks: Report
'The Supply Chain Foresees Impending Competition With Nvidia's Launch Of The GB200 Infrastructure' - DigiTimes Alert
AI Chips Reign While Auto, Industrial Semis Face Headwinds: Susquehanna
Micron, Qualcomm Seen 'in Limbo' Going Into Earnings: Barclays
Aster Labs, Super Micro, Others Give off Positive Vibes at OCP Summit: Needham
US Stock Market Outlook | Intense US election! Wall Street fully bets on the 'Trump trade'; Is the sky the limit? Bank of America raises nvidia's target stock price: can it rise another 38%
International gold price breaks through $2,700! Golden industrial concept strengthens before the market opens; Apple's demand in China is picking up? Sales of iPhone 16 in the first three weeks before launch increased by 20% year-on-year; Cryptocurrency market sentiment is rapidly heating up! Bitcoin once approached $70,000.
Apple internally determines that their AI products are at least 2 years behind the leaders. Why do some people still say "advantage lies in Apple"?
①AI functionality has become a key competitive track for mobile phone giants; ②Apple insiders determine that the company's Siri is at least two years behind the industry leader; ③Gorman claims that due to a unified ecosystem and nearly infinite resources, Apple will still be a significant AI player in the coming years.
Afraid that US stocks are overvalued and hesitant to chase? Wall Street: These safe havens may be worth investors' attention.
Analysts say, "Looking at the US stock market now is like watching a clown blow up a balloon. When this huge bubble bursts, the scene will be very spectacular."
Meta Introduces AI Model That Can Review Work of Other Models
Investors Lost Over 95% Of Their Wealth In This Nvidia-Linked ETF While Jensen Huang-Led Chip Giant Gained 220% In The Past Year: Here's More
Daily options tracking | Outstanding stocks surge! Netflix earns more than double with multiple call options; Cryptocurrency concept stocks collectively 'celebrate', MSTR, MARA both see price fluctuations exceeding 100%.
Trump Media Technology Group fell slightly over 1% last Friday, extending the historical high volatility to 290.5%, with the call ratio rising to 62.8%; options volume reached 0.21 million contracts, up 34% from the previous trading day.
Nvidia's New Free, Open Source AI Model Reportedly Outperforms OpenAI's GPT-4o, Anthropic's Claude 3.5 Sonnet
Top economists warn of the risk of a sharp drop in US stocks and recommend investors to pay attention to these stocks...
①Top economists warn that the stock market in the usa is experiencing a bubble and there is a risk of a significant drop; ②He advises investors to pay attention to several key sectors and to add 'a dose of insurance' to their investment portfolios.
The sky is the limit! Bank of America Merrill Lynch raised nvidia's target stock price: it can rise another 38%
①The Bank of America analyst has raised the target stock price of Nvidia to $190 per share; ② they believe that the artificial intelligence market will grow to $400 billion, which will bring 'generational opportunities' to Nvidia.