AMD launches the MI325X AI accelerator, claiming performance beats nvidia, but the stock price rises and then falls
CEO Su Zifeng stated that the AMD AI accelerator, which benchmarks against Nvidia Blackwell, will enter mass production in the fourth quarter, with performance surpassing Nvidia, and is expected to reach a $500 billion AI accelerator market size by 2028. In terms of revenue, AMD has a 34% market share in the datacenter CPU domain, and its latest CPU performance exceeds Intel. However, some analysts believe that AMD's new products are unlikely to impact Nvidia's datacenter revenue.
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Daiwa Heavy Report: Will brain-computer interface be the next major medical technology opportunity?
It is stated by DaMo that BCI technology may become an important breakthrough in future medical technology, providing new treatment options for nearly 10 million BCI candidates (patients with neurological diseases), and bringing about a $400 billion market opportunity.
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NVIDIA Analyst Ratings
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What did Nvidia reveal in the closed-door meeting? Goldman Sachs: Inference computing will boost long-term demand for AI chips.
nvidia stated in a closed-door meeting that with the release of the OpenAI o1 model, a new AI narrative is unfolding, and the increased demand for inference computing power has brought new growth opportunities for nvidia. Goldman Sachs predicts that nvidia's AI processor market share will continue to increase in 2024 and 2025, with a projected ongoing growth trend in shipments.
Palantir's Stake In EV Maker Faraday Future Touch Nearly 9% After Converting Receivables Into Equity
Technology stocks are on fire again! S&P hits its 44th record high this year, with this company's value soaring over 160% year-to-date.
Due to signs of a strong labor market, resilient economy, and loose interest rates in the usa, Wall Street's optimism about US stocks is increasing day by day.
This year's increase exceeds 150%! Will ark invest bullish, can palantir's stock price hit a new high again?
Ark points out that companies like Palantir Technologies have the potential to disrupt the current technology landscape dominated by Amazon AWS, Microsoft Azure, and Google Cloud.
Daily options recap | Apple closes up nearly 2%, Friday's call options with the highest profit reaching 150%; SPY, QQQ put options ratio increases, now tens of millions of dollars large order selling call options.
Nvidia fell slightly by 0.18%, the call ratio rose to 62.7%; In Nvidia options, the highest number of unclosed call options with a strike price of $110 expiring on December 30 this year reached 0.203 million contracts.
Nvidia's stock price hits a new high, taiwan semiconductor's performance is at full throttle!
As taiwan semiconductor released explosive sales data, nvidia's stock price is making a push towards historical highs.
Is nvidia still undervalued? European asset management giant criticizes huge investment as "intervening halfway".
①Some analysts still believe that nvidia's valuation is undervalued; ②He said, "nvidia's energy-saving capability makes it more valuable."