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Trump announced a $20 billion investment plan to build Datacenters in the USA.
① The USA's elected president Trump announced a 20 billion USD investment plan to build new Datacenters to maintain the USA's competitiveness in emerging technology fields; ② The first phase will be implemented in 8 states, mainly supporting AI and cloud technology; ③ Trump hopes to demonstrate the positive impact of his policies by attracting more foreign entities to do Business in the USA, laying the foundation for his second term.
AI is unstoppable! Amazon is investing another 11 billion dollars to expand its Datacenter in Georgia.
① Amazon's Cloud Computing division, AWS, plans to invest at least 11 billion dollars in Georgia to expand infrastructure, which is expected to create about 550 jobs; ② This investment comes after Amazon's commitment to invest 11 billion dollars in a Datacenter in Indiana in April 2024; ③ The boom in AI has driven many expansions of Datacenters today, and Georgia is becoming a popular location.
Wall Street's New Year interest rate "bet": from several rate cuts to whether there will be any rate cuts at all.
On Tuesday, the 10-year U.S. Treasury yield, known as the "anchor of Global asset pricing," further reached its highest level in eight months; the betting game surrounding the Federal Reserve's interest rate direction seems to have completely shifted from several rate cuts this year to whether further cuts will actually happen...
With U.S. Treasury yields rising like this, should concern be raised for the U.S. stock market?
According to Morgan Stanley's analysis, as the yield on 10-year U.S. treasury bonds rises above 4.5%, it has created pressure on U.S. stock valuations. The correlation between the S&P 500 Index and U.S. treasury yields has turned into a "significant negative correlation." Considering the poor market breadth, the downward pressure on the dollar, and the Federal Reserve's hawkish policy outlook, U.S. stocks may face severe challenges in the next six months.
NVIDIA responds directly: What makes GPUs stronger than ASICs?
NVIDIA believes that commercial GPUs have a platform advantage, while custom ASICs are only suitable for specific applications, resulting in limited scale and scope of application. In the future, AI will become part of national infrastructure, and NVIDIA's general GPU solutions and Software support will provide Global support in a way that custom ASICs cannot achieve.
Hedge Funds Start Cautiously in 2025: Stock Market Sell-off Accelerates, Cash Becomes the New Favorite.
Despite the strong performance of the stock market in 2024, Wall Street's smart money has quietly shifted towards defense.
S&P 500 Down Over 1% As Nvidia, Tesla Tumble: Greed Index Remains In 'Fear' Zone
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Facebook relaxes its censorship, Zuckerberg supports free speech, but the stock market is sluggish!
Meta has decided to relax content moderation on Facebook and Instagram, with Zuckerberg claiming that this move returns to the fundamentals of free speech, but investors seem unconvinced.
XAI's Grok Chatbot To Be Integrated Into Tesla Vehicles 'Soon,' Says Elon Musk
Reported Earlier, Intel Introduces ACU U310 And Whole-Vehicle Platform To Accelerate EV And SDV Development
NVIDIA has open-sourced world foundational models, accelerating humanoid robots towards the "ChatGPT moment."
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
Track Hyper | Apple launches AR glasses: domestic companies are gearing up.
The company's share of AR glasses-related products is still quite small, but the direction is correct.
Howard Marks: Is there a bubble in the U.S. stock market now?
Max believes that the U.S. stock market may have some bubbles, but it is not out of control. The expected PE for the S&P 500 Index is 23.6 times, and compared to valuation parameters, a more effective way to determine bubbles is through psychological diagnosis. Currently, there is no talk from people saying 'there are no prices that are unreachable,' which is a clear indicator of irrational thinking and a sign of bubbles.
Reported Earlier, Micron Strengthens Semiconductor Ecosystem With $7B Singapore HBM Facility
Fed Meeting Minutes to Shed Light on Rate-Cut Path in 2025
Morgan Stanley: The design of NVIDIA's GB300 has changed, and the AI supply chain will undergo transformation as a result.
Morgan Stanley expects that NVIDIA's next-generation AI GPU, the GB300, will likely begin mass shipments in the fourth quarter of this year. This series may introduce GPU slots, add cold plate modules, and use higher power supply modules, while NVIDIA will reduce its involvement, granting ODMs (original design manufacturers) more design space.
Elliott Wave View: Nasdaq (NQ) Looking for Further Correction Lower [Video]
Regarding AI, it is reported that Biden has some "new moves" before leaving office!
① The Biden administration plans to streamline the permitting for Geothermal Energy development as part of a broader executive order to enhance AI Datacenter infrastructure, expected to be announced next week. ② This executive order includes establishing competitive procedures for companies building Datacenters on federal land and steps to accelerate the development of Geothermal Energy and nuclear energy.
Significant policy for trading in old for new: up to 500 yuan subsidy for mobile phones and tablets, up to 2000 yuan for computers and Air Conditioners, and up to 0.02 million yuan for Electric Vehicles.
The National Development and Reform Commission stated that by 2025, the total scale of ultra-long special treasury bonds used to support the "two new" will significantly increase compared to last year, with specific amounts to be announced during this year's National People's Congress. Fu Jinling, Director of the Economic Construction Department of the Ministry of Finance, stated that recently, the central government has allocated 81 billion yuan for the 2025 consumer upgrade fund to support localities in smoothly implementing policy continuity.