Weekly Outlook | The Federal Reserve takes the lead as the last "Central Bank Super Week" of the year is approaching; China's economic data for November and important inflation data from the USA will soon be revealed.
Currently, the market widely anticipates that the Federal Reserve has a high probability of lowering interest rates by 25 basis points in December, reaching as high as 97%. However, due to stronger data in November, the risk of the Federal Reserve pausing interest rate cuts in early 2025 has increased, making Powell's post-meeting remarks and the latest economic forecasts crucial.
2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.
"The AI God" delivered a powerful speech: the era of "pre-training" dominated by computational power will end, the next generation belongs to "inference"; if machines have consciousness, then let them awaken!
Ilya Sutskever, former co-founder of OpenAI and founder of SSI, stated during his speech that the pre-training phase of AI model development is coming to an end. The future development of AI will focus on Asia Vets, synthetic data, and reasoning time computation. He elaborated on the immense potential of these three directions, for instance, synthetic data can overcome the limitations of real data volume, while reasoning time computation can enhance the efficiency and controllability of AI.
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Former OpenAI Researcher Found Dead at Age 26
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Executive Reshuffles: JPM, QCOM, DVN and LTC
Etsy Seller Rides 'Anti-Elon' Merch Boom Among Tesla Owners
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Here Is the Most Likely Candidate to Become New Intel CEO
Trump Considering Privatizing US Postal Service: Report
Quantum Stocks Ranked by Their Seeking Alpha Quant Rating
Trending Stocks Amid a Mixed Week for U.S. Stock Market
Benzinga Bulls And Bears: Tesla, Nvidia, MicroStrategy, Dollar Tree, And Dogecoin Prediction Of $18 In 'Wild' Scenario
Insider Trades: Kroger, Johnson & Johnson Among Notable Names This Week
Tim Cook Dines With Trump at Mar-a-Lago: Report
Bulls Vs. Bears: How Long Can Broadcom Ride the AI Gravy Train?
Meta Asks California's Attorney General to Stop OpenAi Conversion to For-profit Company: Report
Notable Analyst Calls This Week: AMD, Adobe and Utilities Stocks Among Top Picks
Deal Dispatch: Hershey Wants More From Mondelez, Houlihan Shops Intevac, Onion And Infowars Saga Continues