Chipotle's Hiring, Musk's Predictions, And Nvidia's Human-Like AI: This Week In Artificial Intelligence
How will the results of the USA election affect the six major industries and leading companies?
Trump and Harris's policies will bring radically different impacts to six major industries: autos, energy, industry, medical health, banks, and technology.
Express News | Anhui Anli Material Technology: It is expected that the sales of electronic products will remain stable with some growth by 2025.
Big Tech Is Spending Big on AI
OpenAI CEO Says the Company Is Being Held Back by Lack of Compute Capacity
Can Apple AI Rally Company Stock?
In October, the stock prices of the three technology giants fluctuated more than bitcoin.
According to Forbes, the data shows that the volatility of some major technology stocks has exceeded bitcoin, with Tesla's stocks topping the list with a 24% price fluctuation, followed by AMD at 16% and nvidia at 12%, all exceeding the 11% range of bitcoin's volatility.
Investing 200 billion this year and planning to increase investment next year! The third quarter report reveals the big bets made by the four giants in Silicon Valley on AI.
Microsoft, Meta, Google, and Amazon are expected to reach a record-breaking total capital expenditure of over $200 billion this year, with executives warning of even higher spending next year. They are all trying to convince Wall Street that these massive investments will make their future business more profitable than their current business of selling digital ads, commodities, and software.
Dell Is Winning AI Server Market Share. Plus, Alphabet Cloud Growth, Shake Shack, and More Stocks. -- Barrons.com
Here's Why Some NBA Teams Show Their Games on TV for Free, While Others Charge Fans Hundreds of Dollars
AI Spending Dominated Big Tech Earnings. Why These 2 Stocks Got a Pass From Investors. -- Barrons.com
Alphabet-C Options Spot-On: On November 1st, 155.44K Contracts Were Traded, With 1.45 Million Open Interest
On November 1st ET, $Alphabet-C(GOOG.US)$ had active options trading, with a total trading volume of 155.44K options for the day, of which put options accounted for 31.68% of the total transactions,
Is AI infrastructure already a consensus in Silicon Valley? Giants are still running blindly, but investors are no longer buying it.
①Tesla, Google, Microsoft, Meta, Apple, and Amazon are all showing a common trend - pouring money into AI, then pouring more money. ②"Every year Microsoft over-invests, it will drag down the profit margin for the next six years by a full percentage point," said Gil Luria, head of technology research at Davidson Trust. ③Investments in AI need to see returns, see widespread technological applications, and need time.
Nvidia's Run:ai Acquisition Draws European Regulatory Scrutiny On Competition Concerns
Thailand Approves $2 Billion of Investments in Data Centers, Electronics
Express News | Russian explanation for the sky-high fine imposed on Google: It is symbolic. Google should not restrict Russian media.
What answers have the financial reports of major companies provided to the most concerning issues in AI trading?
One of the main characteristics of the third quarter report is that technology giants continue to increase investment in AI without hesitation, with total capital expenditures of microsoft, google, and Meta increasing by 48% year-on-year. However, the returns brought by the huge investment are somewhat mixed, and the market may need to wait longer. In addition, the three major trends of 'hiring is not as good as buying cards', shifting from training to reasoning, and the marginalization of OpenAI by microsoft are becoming increasingly clear.
Phillip Securities Adjusts Price Target on Alphabet to $240 From $205, Maintains Buy Rating
Technology giants are frantically investing in AI, making investors anxious: what about the return?
Large technology companies including Microsoft (MSFT.US), Meta (META.US), and Amazon (AMZN.US) are increasing their spending to build ai datacenters to meet the huge demand.
Express News | UBS Group: Raised Google's target price to $192, raising earnings per share estimates for 2025 and 2026.