Venture capital Menlo Ventures: this year, corporate AI spending soared 500%. Anthropic impacts OpenAI's market share.
This year, corporate spending on generative ai has skyrocketed by 500%, reaching 13.8 billion USD.
Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
Express News | Meta introduces features such as AI backgrounds and noise suppression for Messenger calls.
European Central Bank warns of bubble risk in "Big Seven" US stocks, severe decline may affect global markets.
The European Central Bank warns investors to be vigilant against potential ai "price bubbles".
Express News | DOJ Seeks to Prohibit Google From Buying or Investing in Any Search Rivals, Query-Based AI Products or Ad Tech
Express News | DOJ Seeks End to Google's Multibillion Dollar Payments to Apple That Ensure It Is the Default Search Engine on Apple Devices
Express News | DOJ Asks Judge to Order Google to Syndicate Search Results and Information to Competitors for 10 Years
Express News | Google Should Not Be Allowed to Reenter Browser Market for 5 Years, DOJ Says
Express News | DOJ Asks Judge to Make Google Divest Chrome Browser -- Court Filing
Express News | U.S. Justice Department Proposes Remedies in Google Search Monopoly Case – Court Filing
Zhizhong Hong Kong stocks early knowledge | Ministry of Industry and Information Technology: Guide photovoltaic companies to reduce purely capacity expansion photovoltaic manufacturing projects. nvidia (NVDA.US) fell by as much as 5% after earnings.
On November 20, the Ministry of Industry and Information Technology issued a notice revising the "Specification Conditions for the Photovoltaic Manufacturing Industry" and the "Interim Measures for the Management of Announcements for the Photovoltaic Manufacturing Industry".
U.S. stock market closing | The three major indices showed mixed results, with nvidia temporarily falling over 5% after hours; bitcoin reached a new high, and stocks related to cryptos surged, with microstrategy rising by 10%.
S&P, Dow Jones, small cap stocks turned higher in the final hour, with the Nasdaq's decline significantly narrowing. Nvidia fell nearly 3% before closing down 0.8%, dropping 5% at one point after hours, as the financial report stated that Hopper and Blackwell face supply restrictions.
Elliott Wave Analysis: SP500, NASDAQ, AAPL, AMZN, NVDA and More [Video]
Social Media Giants Face $32 Million Fines Under Australia Ban
Meta Platforms Options Spot-On: On November 20th, 236.6K Contracts Were Traded, With 2.2 Million Open Interest
On November 20th ET, $Meta Platforms(META.US)$ had active options trading, with a total trading volume of 236.6K options for the day, of which put options accounted for 28.02% of the total
Qualcomm's Shift From Handsets To AI And Automotive Wins Analysts' Confidence
Meta Platforms' (META) New AI Group: Clara Shih's Vision for Business AI
Jefferies Is Bullish on Meta's New Hire for AI Who Worked at Salesforce
Business Spending on AI Surged 500% This Year to $13.8 Billion, Says Menlo Ventures
Goldman's Hedge Fund VIP List: AMZN, VST, CRM, BABA, and More