Weekend Reading | Jensen Huang's new story = RTX 5090 + "Three Major Computing Systems"?
NVIDIA transformed CES into "GTC." On January 7, Peking time, Jensen Huang delivered a keynote speech at the 2025 CES, discussing computing and AI, with a significant portion being revisions and supplements to last year's GTC, including NIM microservices, the Omniverse virtual world, among others, but the RTX 50 series graphics cards made their debut.
What will happen on the first day of Trump's presidency?
Over the weekend, multiple significant pieces of news about Trump were reported!
Has the Federal Reserve's rate-cutting cycle possibly ended.
In December, the non-farm payroll employment in the USA exceeded expectations, and the unemployment rate was also lower than expected. The "New Federal Reserve News Agency" commented that the employment report shuts the door on a rate cut in January.
Liquidity "stress test": When will the Federal Reserve end the reduction of its balance sheet?
SWHY believes that the "normalization" of the Federal Reserve's unconventional MMF policy has a certain order, but it cannot be mechanically referenced to historical experience, as the opening of the interest rate cut cycle does not necessarily mean that the end of balance sheet reduction is just around the corner. The guiding principle for the Federal Reserve's balance sheet reduction is to change the state of reserve supply from "excess" to "adequate," which means that it should end the reduction before reaching a "shortage."
After the non-farm payroll report hit hard, Wall Street is "dizzy": Is the Federal Reserve pausing interest rate cuts, or completely not lowering them at all?
① The unexpectedly high figures have prompted Wall Street Analysts to adjust their determinations on the USA Federal Reserve's interest rate cuts; ② A relatively unified opinion is that there is no possibility of an interest rate cut in this month's meeting, nor is it very likely in March, with significant differences in determinations afterward; ③ At this critical moment, USA Consumer inflation expectations have sharply risen, and Biden has again demonstrated the White House's ability to stir up the Energy market before leaving office.
The humanoid robot standing next to Jensen Huang is entering the ChatGPT moment.
This is an important breakthrough for embodied intelligence because it helps Siasun Robot&Automation tackle one of the biggest bottlenecks on the path to generalization: the problem of 'scarcity of high-quality data,' creating realistic environments and perceiving objects for humanoid robots.
Stock Market's Big Battle This Week: Yields 1, AI 0
Data Center Infrastructure Revenue to Reach $282B in 2024, Capacity to Triple by 2030
Trending Stocks Amid Jittery Week for Wall Street
Nvidia at CES: Hit or Flop?
Notable Analyst Calls This Week: Tesla, Apple and Boeing Stocks Among Top Picks
CES Focused on AI and Accelerated Compute. These Companies Are Likely to Benefit.
Apple Intelligence Has Failed to Boost iPhone Sales: Ming-Chi Kuo
On the eve of a big drop on Friday, David Einhorn, who became famous for profiting during the Lehman crisis, stated that the structure of the U.S. stock market is collapsing.
David Einhorn stated that due to the rise of passive investing and investors placing more importance on price rather than value, overvalued Stocks become even more overvalued and undervalued Stocks become even more undervalued. This phenomenon distorts market value and plants significant hidden risks.
Weekend reading | AI glasses spark the "century war".
After recognizing the immense potential of the AI glasses market, the popularity of AI glasses has continued to rise since the second half of last year, with numerous players entering this field, all benchmarking against Meta, aiming to create the second blockbuster AI glasses.
"Returning to the pre-liberation era overnight"! The U.S. stock market has erased its gains after the election, and the employment report worries Wall Street about a "double loss" in stocks and bonds.
Measured by the performance of the largest Global ETF tracking the S&P and long-term U.S. Treasury bonds, the total returns of U.S. stocks and bonds have been negative for five consecutive weeks, marking the longest streak of negative returns since September 2023. Friday's non-farm payroll report raised concerns among traders about the Federal Reserve closing the door on this round of easing.
Apple CEO Compensation Increases $10M in 2024
ProShares UltraPro QQQ ETF Options Spot-On: On January 10th, 387.84K Contracts Were Traded, With 908.74K Open Interest
On January 10th ET, $ProShares UltraPro QQQ ETF(TQQQ.US)$ had active options trading, with a total trading volume of 387.84K options for the day, of which put options accounted for 40.43% of the
Quantum Stocks Slide After D-Wave CEO Refutes Nvidia's Huang
Semiconductor ETF Faces Key Resistance In AI-Driven Surge: Analyst