AI
Green electricity reigns supreme in the AI era! Google and Total sign 15-year power purchase agreement.
① Total Energy signed a 15-year power purchase agreement with Google, which will acquire solar power from Montpellier, ...
Is AI the culprit behind the 100,000 job losses in Silicon Valley?
Recent reports that AI has led to the loss of 100,000 jobs in Silicon Valley have drawn widespread attention. The repor...
Institutional investors are buying on dips while retail investors remain on the sidelines! How far can the US stock market rebound go amid uncertainty surrounding tech valuations?
US stocks fell across the board last week, with the Nasdaq... The composite index fell more than 3%, marking its bigges...
The AI battle has shifted to the "energy battlefield," with Morgan Stanley predicting a 20% power shortage in the US by 2028!
As we all know, artificial intelligence AI is undoubtedly a "power-consuming behemoth." Therefore, the "...
US pre-market trading: Futures for all three major stock indices rise; AMD releases strong guidance; US stock market AI narrative regains warmth.
U.S. stock index futures rose across the board in pre-market trading on Wednesday, while major European indices also ge...
Nvidia supplier Foxconn's Q3 profits significantly exceeded expectations, and it announced an OpenAI collaboration next week.
① Hon Hai Precision Industry Co., Ltd. ( Foxconn) ① Net profit in the third quarter was NT$57.67 billion, a 30% increas...
Is Tesla "aiming" to become an AI stock? Analysts: No results yet, hard to recommend!
Tesla Stock valuations are increasingly linked to artificial intelligence. Related to (AI), such as humanoid robots tha...
AI trading faces another setback! Wall Street giants suggest reducing tech stock holdings and investing in these three key areas.
Nvidia Leading artificial intelligence (AI) trading rebounded earlier this week after recent setbacks, however, news of...
AMD expects its average annual revenue growth to reach 35% over the next three to five years, and its global market share of AI chips is expected to reach double digits.
Advanced Micro Devices (AMD) The company (AMD) anticipates AI ( Artificial Intelligence) The data center boom will cont...
Silicon Valley AI "earthquake": Starting from the bond market?
Investors have recently been selling off bonds of U.S. tech giants, indicating a lack of confidence in Silicon Valley&#...
AMD predicts the data center market will reach $1 trillion by 2030.
On November 11th local time, at an analyst day event in New York, AMD CEO Lisa Su stated that by 2030, data centers... ...
Nvidia's market value evaporated by over one trillion yuan overnight! What happened to this AI tech stock that plummeted 16%?
On November 11 local time, the three major U.S. stock indexes closed mixed, with the Dow Jones Industrial Average up 1....
US pre-market trading: SoftBank liquidates Nvidia positions; three major stock index futures show mixed results.
U.S. stock index futures were mixed in pre-market trading on Monday, while major European indices generally rose. As of...
Breaking news! SoftBank's liquidation of Nvidia shares: Can AI risks be hidden any longer?
The signal is incredibly significant! Breaking news! SoftBank Group released its earnings report on November 11th, show...
What signal does this send? SoftBank unexpectedly liquidates its Nvidia holdings, cashing out over 40 billion.
① Amid growing market concerns about the high valuations of AI concept stocks, SoftBank Group, a well-known Japanese te...
Is the AI bull market still going strong? Goldman Sachs: The current situation is reminiscent of the five major bubble warning signs of 1997!
Markets are worried that the tech stocks that have soared in recent years may repeat the mistakes of the dot-com bubble...
Two ways to "play" with AI: OpenAI will still be burning money three years later, while Anthropic will start making money?
① The world's two most valuable AI startups are adopting drastically different business growth strategies; ② OpenAI...
Is the US stock market about to undergo a dramatic shift within a year? This leading indicator has already sounded the alarm.
① Wall Street heavyweights and tech giant executives warned of an AI bubble, leading to a sell-off of AI-related stocks...
Goldman Sachs clients analyze the AI industry: a preference for innovation in energy and healthcare is not a bubble!
Recently, at Goldman Sachs At the "At The Helm" private wealth management conference, banks The experts, alon...
The market capitalization of the eight major US AI companies evaporated by $5.6 trillion in a week. Goldman Sachs predicts the market may pull back by 20% in the next 1-2 years.
US tech stocks plunged this week, and cryptocurrencies also wiped out their gains from the previous 10 months within a ...
A broad sell-off! What happened that caused US AI-related companies to lose nearly $1 trillion in market capitalization?
Tech stocks are experiencing increased volatility! US tech stocks plunged this week, with the Nasdaq, dominated by tech...
Will the "big short seller" who bets 80% of his assets on shorting AI succeed in his second "attack" on Nvidia this year, becoming a "subprime crisis prophet"?
On Wall Street, the term "Big Short" specifically refers to Michael Burry, who accurately predicted the 2008 ...
US tech stocks suffered their worst week since April, with the "Big Eight AI" companies losing 5.7 trillion yuan in market value in a single week! What's going on?
Amidst concerns about high valuations, macroeconomic headwinds, and signals of intensified competition, and with artifi...
Market sentiment remains weak; US stock futures continue to decline | Tonight's highlights
① OpenAI Altman: The US government does not need to fund OpenAI data centers Provide guarantees; ② TSMC The company pla...
One sentence wiped out $500 billion in market value! OpenAI rushes to "put out the fire"—is an AI bubble on the horizon?
An OpenAI executive's statement that "government guarantees are needed for AI investment" sent shockwaves...
