AI
The Rise of a New AI King! Morgan Stanley: Google's TPU Sales May Reach 1 Million Units by 2027
Amid concerns about an "AI bubble" that have led to a divergence in the performance of US tech stocks, Alphab...
Another attack on Nvidia! The "Big Short" blasts: Your counterattack is riddled with the "straw man fallacy."
Michael Burry, the "Big Short" investor and one of the real-life inspirations for the movie "The Big Sho...
Don't just focus on the "Big Seven"! Goldman Sachs offers investment advice for 2026: Look at healthcare and overseas markets.
Over the past two years, "AI" has become the most core keyword in the global stock market. Almost all corpora...
Aggressive fundraising for its AI dream! SoftBank to raise $3.2 billion in bonds from retail investors, with the highest coupon rate in 15 years.
① SoftBank Group plans to issue seven-year bonds with a coupon rate of 3.98%, raising approximately 500 billion yen. Th...
Dan Bin's 9.2 billion yuan holdings revealed! He built a position in Alibaba in the third quarter, betting on AI.
Recently, Dan Bin, chairman of Shenzhen Oriental Harbor Investment, posted a Weibo post showing off his fund rankings. ...
Huang Renxun's internal speech leaked: Some people actually asked to use AI less. Are you crazy?
AI chip Nvidia, the leading company Jensen Huang, CEO of [Company Name], wants employees to use artificial intelligence...
Demand for AI servers is booming! Dell raises its full-year revenue outlook, and its stock price rises more than 3% in after-hours trading.
Dell Inc. released its third-quarter financial results after the market closed on Tuesday, Eastern Time. While revenue ...
Google becomes the "new king," OpenAI faces headwinds and Silicon Valley's AI circle is reshuffled.
The emergence of Google's Gemini 3 series models is triggering a redistribution of AI power in Silicon Valley. Afte...
Gemini + TPU dual-track breakthrough! Top tech investors add fuel to the fire: Alphabet is the most worthwhile holding among the seven giants.
Amid lingering concerns about an "AI bubble," Alphabet, Google's parent company, has become the most dazz...
Why was Nvidia's "market capitalization myth" shattered by Google, which lost $800 billion in a month?
At an internal meeting a week ago, Nvidia Nvidia CEO Jensen Huang admitted that despite delivering "incredible&quo...
Options Investment Report | Multiple call orders surge over 6 times; AI development drives Google's valuation
I. Overview of US Stock Index Options Trading volume in the US stock index options market is currently declining, while...
US pre-market: Futures for the three major stock indexes are mixed; US core PPI rose 2.6% year-on-year in September, lower than expected.
U.S. stock index futures were mixed in pre-market trading on Tuesday, while major European indices generally rose. As o...
The AI chip race intensifies! Meta reportedly shifts to Google TPU, Nvidia's "throne" in jeopardy?
According to market sources, Google is working on artificial intelligence. Intensifying competition in the (AI) chip ra...
AI chips open a second front: Google's TPU ignites Broadcom's stock price; Silicon Valley giants collectively "build shovels" (i.e., develop their own chips).
As Google's full-stack AI capability chain begins to emerge, the TPU, as a core hardware component, has once again ...
Nvidia suffers a blow as SoftBank Group's stock price collapses! Meta may spend billions of dollars to acquire Google's new TPU.
Today, let's focus on AI chips in the tech world. In the battle, Google dealt a heavy blow to Nvidia. And OpenAI an...
What are the contents of Trump's "Genesis Plan"?
On November 24 local time, US President Trump signed an executive order establishing the " Genesis" organizat...
Google's new product is so amazing that Japan's richest man's company lost 245 billion yen in market value in just two days!
On November 25, the Nikkei 225 index opened higher and continued to rise in the morning session, surging by more than 1...
The "Big Short" warns: Nvidia will be a harbinger of the AI bubble bursting, just like Cisco did back then!
Michael Burry, the real-life inspiration for the film "The Big Short" and famous for accurately predicting th...
The AI giant with the highest degree of vertical integration! Google ascends to the throne as the "new king": Is the entire Silicon Valley trembling?
On Monday, as Alphabet's market capitalization approached $4 trillion, poised to become the fourth company to join ...
Wall Street's most optimistic forecast! Deutsche Bank: S&P 500 could reach 8000 points by the end of next year.
Deutsche Bank A report released on Monday predicted that strong corporate earnings and artificial intelligence would dr...
Signed! Trump launches "Project Genesis"
Trump signed it. On November 24 local time, the White House issued a statement saying that President Trump signed an ex...
"Project Genesis" launched! Trump signs new AI policy to rival the "Manhattan Project".
According to reports from CCTV News and other media outlets, on November 24 local time, the White House issued a statem...
Nvidia shares fell more than 4% in pre-market trading.
Nvidia US stocks fell more than 4% in pre-market trading, reports indicated that Google's artificial intelligence.....
Don't just focus on stock prices! Analyze from a bond perspective: How serious are the financing problems of US AI companies?
Wall Street is struggling to digest the flood of bonds issued by tech companies for AI investments, and the massive iss...
Concerns about an AI bubble are escalating; can even Nvidia salvage this mess? Read this article to find out.
As early as Nvidia Before the release of the third fiscal quarter earnings report, regarding artificial intelligence Wa...
