Top tech company strong as always.
Apple has once again sued the UK government, opposing its access to users' iCloud encrypted data.
wallstreetcn · 05:09
Amazon joins the '3 trillion dollar club'
cls.cn · Aug 3 22:51
Major Wall Street Banks: The Most Intense Sell-Off in U.S. Stocks May Be Over, but 'Bottom-Fishing' Still Carries Risks
Zhitong Finance · Aug 3 17:09
Google's off-balance-sheet guarantees surged sixfold over nine months to $43.8 billion, securing TPU chip orders through financial backstopping.
wallstreetcn · Aug 3 16:28
Wall Street has finally had an epiphany: Is the moat of AI giants in the 'cloud'?
cls.cn · Aug 3 11:15
Weekend Reading | Taking 'Doing Nothing' Too Far! Terry Smith, the 'British Buffett,' Reflects Candidly: He Has Turned Over Half His Portfolio in Six Months—but to Buy NVIDIA, SK Hynix, and the Like, He’s Waiting for Opportunities Amid the 'Rubble'
Smart Investor · Aug 2 11:21
"The Big Short" Strikes Again! Semiconductor Rally Triggers "Short" Position—Betting Heavily Against AI Computing Leaders
Zhitong Finance · Jul 31 21:25
The $16 billion 'blood-stained' positions have been settled: Did Citadel defuse the AI sell-off crisis, marking the end of deleveraging—or is it the start of a domino effect?
Zhitong Finance · Jul 31 18:15
AI engine rebooted; European stocks surge to fresh record highs! The pan-European STOXX 600 aims for a fourth consecutive gain.
Zhitong Finance · Jul 31 16:56
NAND remains the 'next big thing' in memory after HBM! However, the battle for market share is intensifying, and Kioxia's profits and outlook have fallen short of expectations.
Zhitong Finance · Jul 31 16:27
SpaceX is set to release its first financial report following its IPO, with Morgan Stanley warning that the most dangerous moment is approaching.
cls.cn · Jul 31 15:31
Apple, which does not build its own data centers, is now footing the bill for AI data centers—keep a close eye on three variables next quarter.
wallstreetcn · Jul 31 11:14
Goldman Sachs: Meta's ad business has validated AI's value; massive capital expenditures remain the primary pressure.
cls.cn · Jul 30 19:54
Plunge in South Korea's stock market fails to mask the strong momentum in memory chips! South Korea, the 'canary in the global economic coal mine,' is expected to see exports surge by 59% year-on-year in July.
Zhitong Finance · Jul 30 19:31
Goldman Sachs: The market remains in the 'post-deleveraging wreckage,' but risks have not yet been fully cleared; active protective positions are recommended.
wallstreetcn · Jul 30 16:00
OpenAI accelerates annualized revenue growth; CFO tells staff internally: 'July alone surpassed the entire second quarter'
wallstreetcn · Jul 30 11:50
Meta's revenue beat expectations, but failed to alleviate concerns over AI investments; Q3 guidance was weak and free cash flow hit a four-year low.
wallstreetcn · Jul 30 07:35
Microsoft delivered a strong performance in cloud and AI last quarter: Azure revenue grew by over 40%, capital expenditures came in below expectations, and new data center lease commitments exceeded $130 billion.
wallstreetcn · Jul 30 07:31
Is a Korean-style “stabilization fund” imminent? Repeated trading halts spur the South Korean government’s resolve to rescue markets; global semiconductor selloff may be nearing its end
Zhitong Finance · Jul 29 21:37
JPMorgan Warns of AI Market Risks: Sector Divergence Intensifies; Model Price Wars Could Reshape Industry Landscape
cls.cn · Jul 29 20:15
“Ecology and Cash Flow” as the Answer to AI Investment? Apple’s Market Cap Surpasses $5 Trillion for the First Time, Aiming to Enter Global Smart Homes with Siri AI
Zhitong Finance · Jul 28 22:17
$14 Billion Invested in Texas Data Center Campus! Meta Teams Up with Asset Management Giant BlackRock, Reigniting the AI Infrastructure Arms Race
Zhitong Finance · Jul 28 19:03
Is the free lunch of AI over?
wallstreetcn · Jul 28 18:00
Black Tuesday: Global chip stocks were hammered, with SK Hynix plunging 14%, as AI returns became the market's biggest concern.
wallstreetcn · Jul 28 15:15
