Top tech company strong as always.
Google posts 'largest-ever gain,' while NVIDIA sees a significant drop! A senior semiconductor analyst at Goldman Sachs recommends 'going long on cloud and reducing chip holdings.'
wallstreetcn · May 1 16:24
Meta issued $25 billion in bonds as market subscription enthusiasm waned.
wallstreetcn · May 1 07:22
Meta's increased investment in AI weighs on its stock price, with strong Q1 results failing to dispel uncertainties about returns, prompting JPMorgan to downgrade its rating.
Zhitong Finance · May 1 03:07
The resilience of the U.S. economy has temporarily withstood the test of geopolitical tensions: Q1 GDP growth reached 2%, and March PCE inflation accelerated, painting a scenario where the Federal Reserve is unlikely to cut interest rates.
Zhitong Finance · Apr 30 22:11
Google: Cloud business "soaring" outpaces competitors, but $190 billion in capital expenditures is the real gamble.
wallstreetcn · Apr 30 17:57
Samsung Conference Call Transcript: “Traditional DRAM Is More Profitable Than HBM,” Memory Shortfall to “Widen Further by 2027”
wallstreetcn · Apr 30 16:00
Comparison of Tech Giants' Earnings Reports: Why Did Only Google Come Out on Top?
wallstreetcn · Apr 30 11:37
Apple Bolsters Visual AI Strategy: Siri to Be Integrated into Camera App, Redefining Shooting and Interaction Experience
cls.cn · Apr 30 06:52
Earnings Preview | Private Credit Market Faces 'Major Test'; Blue Owl (OWL.US) to Become Key Barometer of Industry Health
Zhitong Finance · Apr 29 20:55
Not AI chips! Soros protégé: Electrification is the main theme for the next decade, bullish on copper, aluminum, and cables.
wallstreetcn · Apr 29 20:45
UBS Group's earnings report reveals risk signals: America's top wealthy individuals continue to invest heavily but are avoiding private credit.
Zhitong Finance · Apr 29 19:28
Despite inflation concerns and the US-Iran conflict, why didn't the US stock market crash? Bank of America: The key might be AI!
cls.cn · Apr 29 15:13
Musk accuses 'charity being plundered,' while OpenAI counters that he wants 'the keys to the kingdom.'
Golden10 Data · Apr 29 13:54
Google withdrew from the competition for the Pentagon's drone swarm project after advancing to the next stage.
Futu News · Apr 29 01:14
OpenAI's growth slowdown shakes the market! Related stocks under pressure, casting a shadow over its IPO prospects.
Zhitong Finance · Apr 28 21:32
Oracle, CoreWeave, AMD, and others were affected by OpenAI's failure to meet its targets, raising market concerns about the return on AI investments.
wallstreetcn · Apr 28 21:09
Powell's 'Farewell Day' + Mag Seven Earnings Night: What Does the Market Have to Withstand the Pressure?
wallstreetcn · Apr 28 19:09
The Strait of Hormuz controls not only oil routes but also internet connectivity.
wallstreetcn · Apr 28 18:08
Morgan Stanley Technology Outlook: After memory, EUV lithography machines and CPUs will become the new bottlenecks.
wallstreetcn · Apr 28 16:04
Surge in AI computing power makes memory manufacturers the biggest winners: Micron and Sandisk enter a 'revaluation phase'.
Golden10 Data · Apr 28 15:00
China takes the lead, the US follows suit: The 'singularity moment' for humanoid robots has arrived!
wallstreetcn · Apr 28 14:07
Microsoft and OpenAI have loosened their partnership ties, which had previously become strained due to Amazon's involvement.
cls.cn · Apr 27 22:44
Meta Bets Big on Space-Based Power Generation! Secures Future Capacity from Overview Energy to Meet AI Data Center Demand
Zhitong Finance · Apr 27 18:58
What did Lip-Bu Tan do right as Intel's stock price hits a record high two years after it was still a 'survival issue'?
wallstreetcn · Apr 27 18:22
