Bet on India! Microsoft will reinvest 3 billion dollars to expand AI computing power and cultivate 10 million AI talents by 2030.
Microsoft stated that this expenditure is an additional investment outside the company's recently announced plan to invest $80 billion in building AI Datacenters for the 2025 fiscal year. It will be used to develop a scalable AI computing ecosystem to support AI startups and research Community in India, with a plan to train 10 million people in India to acquire AI skills by 2030.
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The market reduces interest rate cut bets! The USA's December ISM services PMI exceeded expectations, and the price index reached the highest level since the beginning of 2023.
After the release of two major data points that exceeded expectations: Traders are no longer betting entirely on the Federal Reserve lowering interest rates before July.
U.S. stock market in the early session | The three major Indexes opened high and fell, while the Biotechnology Sector rose against the trend, with MRNA up over 10%; Fubo continued to increase by more than 10%, partnering with Disney for streaming services
On the evening of the 7th Beijing time, US stocks opened slightly higher on Tuesday. The Semiconductors Sector saw a general rise after NVIDIA announced the launch of the RTX5090 and the world's smallest personal AI supercomputer. The US stock market will be closed on Thursday in memory of former President Jimmy Carter.
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The crypto market is reigniting enthusiasm! Bitcoin has returned above 0.1 million dollars, and miners are stockpiling coins. Is the market preparing for the "Trump administration rally" in advance?
In fact, Bitcoin has a strong cyclical utility. From Historical Data, Bitcoin has shown considerable performance in the first quarter of the second year after each halving. Specifically, the first quarter of 2013 saw an increase of 539%, in 2021 an increase of 103%, and in 2017 an increase of 12%. The fourth halving will occur on April 20, 2024, so the market is closely monitoring Bitcoin's performance in the first quarter of 2025.
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The market enthusiasm is reignited! The spot Bitcoin ETF has attracted nearly 1 billion dollars in a single day, reversing the ongoing Outflow.
① Data from Farside Investors shows that last Friday, the single-day spot Bitcoin ETF attracted $0.9081 billion in funds, marking the largest single-day inflow since the end of November 2024; ② this single-day inflow reversed a trend of outflows that had persisted for several weeks; ③ Bitcoin's price is approaching $0.102 million, having risen 11% in a week, reflecting a resurgence of market optimism toward Bitcoin.
U.S. stocks preview | "CES Technology Spring Festival" is buzzing! NVIDIA reached a historic high in pre-market trading; the "golden touch magic" is back, with NVIDIA concept stock Aurora soaring nearly 40%.
The investment director at Morgan Stanley states that US stocks may face severe challenges in the next six months due to rising bond yields and the strengthening dollar raising concerns about inflation; a Wall Street bond short seller predicts that the yield on ten-year USA Bonds will rise to 5.5% by the end of the year; under the impact of high interest rates, the bankruptcy rate of American companies has reached its highest level since the financial crisis.
The cryptocurrency Industry is facing profit squeezes, and USA mining companies are "making ends meet".
It is estimated that in the third quarter of last year, the Average Cost of producing Bitcoin for all miners listed in the USA was $55,950 per coin, a 13% increase from the previous quarter, with an Average Cost of $106,000 including depreciation and stock-based compensation costs. Bitcoin is currently priced at $101,439.1. This means that if the price of Bitcoin does not rise, it may lead to many miners shutting down their machines or going bankrupt.