Broadcom, Nvidia Are Bernstein's Top Chip Stocks for 2025; Firm Sticks With Qualcomm

Seeking Alpha26minutes ago

Truist Raises Price Target on Texas Instruments to $199 From $190, Keeps Hold Rating

MT Newswires20:48 · Ratings

Bernstein Maintains Texas Instruments(TXN.US) With Sell Rating, Maintains Target Price $140

Futu News20:31 · Ratings

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cn14:52

Trump's tariff threats are serious! Executives from American companies face obstacles in their lobbying efforts.

Executives initiated lobbying efforts to soften Trump's trade policies, but Trump's team stated that the threat of tariffs should be taken seriously, as advisors are nearly powerless to stop him.

Golden10 Data11:53

Trump rings the opening bell for the NYSE: The stock market is everything, and significant actions will be taken regarding Cryptos.

On Thursday, Donald Trump rang the opening bell at the NYSE. He emphasized the importance of the stock market, stating that the stock market is everything, and plans to take significant actions regarding Cryptos, lower the corporate tax rate to 15%, and increase Petroleum Extraction to alleviate the current inflationary pressures.

wallstreetcnDec 13 07:45