Express News | The automotive AI technology company Cerence continued to rise over 15% in Pre-Market Trading, after soaring over 140% in the last trading day, as the company announced an expansion of cooperation with NVIDIA.
Short-Seller Jim Chanos Warns Of Overbuilding Data Center Capacity, Compares AI Boom To Fiber Optic Bubble Of 2000s
Daily Options Tracking | USA Electric Vehicle stocks soared! Tesla jumped over 8% last Friday, with a large investor betting 14 million dollars on the upside; Tesla's rival Rivian surged 24%, with several call options expiring this Friday earning more tha
NVIDIA surged over 4% last Friday, with several out-of-the-money Call Options expiring this Friday making more than 1.5 times the investment.
In 2025, Wall Street remains bullish on Taiwan Semiconductor: the demand for AI and high-performance computers is strong, and the demand for Consumer Electronics is recovering.
Morgan Stanley believes that Taiwan Semiconductor usually provides conservative expectations at the beginning of the year and then exceeds those expectations. UBS Group points out that with strong demand in high-performance computing and cloud AI, Taiwan Semiconductor's total revenue is expected to achieve a significant growth of 25% in 2025. Goldman Sachs predicts that Taiwan Semiconductor's revenue in the first quarter of 2025 will only decline by 2.2% quarter-on-quarter, making it one of the more optimistic large investment banks.
Is Taiwan Semiconductor's 2-nanometer chip facing difficulties? Apple is reportedly postponing testing, while NVIDIA and Qualcomm may switch to Samsung.
①According to reports, Apple has postponed its plan to use Taiwan Semiconductor's 2-nanometer chips, possibly delaying it until 2026 for the iPhone 18 series; ②The current yield rate of Taiwan Semiconductor's 2-nanometer process is only 60%, resulting in high costs, which is a significant reason for many companies to seek diversified suppliers; ③NVIDIA and Qualcomm currently seem to be collaborating with Samsung to test the 2-nanometer chip process in order to break Taiwan Semiconductor's dominant position.
Express News | US chip stocks rose in after-hours trading, with Taiwan Semiconductor up over 3%.
Ultraman New Year post: OpenAI's weekly activity surpassed 0.3 billion, we have found the path to AGI.
Source: Tencent Technology, Authors: Hao Boyang, Wu Ji. On January 6, news reported that OpenAI CEO Sam Altman published a New Year blog post titled "Reflections" on Sunday night, stating that OpenAI already knows how to build General AI and is gradually approaching it. Prior to this, Altman had posted a meaningful "six-word maxim" on Social Media X: "near the singularity; unclear which side" - the singularity is near; it is unclear which side one is on. This was on January 3.
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The big keynote at CES is coming! Besides the RTX 50 series GPUs, NVIDIA also has these exciting things to look forward to...
From January 7 to 10, the CES Technology event will be held in Las Vegas, USA, and NVIDIA CEO Jensen Huang will deliver a keynote speech at 10:30 AM Beijing time on January 7. In the speech, Jensen Huang is expected to discuss the RTX 50 series GPUs; additionally, he may Share more information about AI...
What will you see in 2025? Microsoft outlines six major AI trends!
① AI models will become stronger and more useful; ② AI entities will completely change the way of working; ③ AI companions will provide support in daily life; ④ The utilization of AI resources will become more efficient; ⑤ Testing and customization will become key in building AI; ⑥ AI will accelerate scientific breakthroughs.
On the eve of CES, NVIDIA announced a new patent for AR glasses that enhances display quality while reducing the weight of the device.
How to make AR devices lighter and improve display quality has always been a focus of research for AR glasses developers. NVIDIA's new patent aims to address this issue.
The competition among Technology giants in AI has intensified! Microsoft has made the first move with an investment of 80 billion dollars. What investment opportunities are available in the field of AI?
NVIDIA and other AI "shovel sellers" have received another bullish piece of news!
Futu Morning Report | The "Spring Festival Gala of the Technology Industry" CES 2025 is coming this week! NVIDIA has become the market focus; big investment! Microsoft plans to invest 80 billion USD to build Datacenters.
CES will kick off from January 7 to 11 in the USA, Las Vegas. NVIDIA is expected to announce its latest developments in AI, including the highly anticipated GeForce RTX 50 graphics card; in the Industry sector, AI and Autos are expected to continue thriving, while Siasun Robot&Automation, displays, and smart home appliances are also focal points of attention.
This week's market focus: the USA's December non-farm payroll report is about to be released, and the Federal Reserve's meeting minutes are attracting attention.
Investors will pay attention to the important economic data to be announced soon and the signals that may be released in the Federal Reserve's meeting minutes.
Jensen Huang can't sit still? NVIDIA is vigorously promoting ASIC design, laying out a new front in AI Chip.
Jensen Huang is also here to promote the Copper cable connection Business?
The Technology Spring Festival Gala is here! Understand CES 2025 in one article, what is the market most concerned about?
In terms of keynote speeches, focus on NVIDIA, AMD, Samsung, and Toyota; in the industry sector, it is expected that AI and Autos will continue to be popular, while Siasun Robot&Automation, displays, and smart home appliances will also be focal points of public interest.
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"Will the highlights of Technology in 2024 continue?"