Top tech company strong as always.
A purported OpenAI 'Equity Structure Table' circulated online indicates that Microsoft's 'US$13 billion investment' has surged to 'US$228.3 billion'.
wallstreetcn · Apr 4 14:52
Focusing on AI hardware equipment! Meta's super intelligence division is building a dedicated hardware team.
wallstreetcn · Apr 4 10:57
Analysts are optimistic about Samsung Electronics' Q1 earnings report: Three months of operating profit comparable to the entire previous year.
cls.cn · Apr 3 21:26
Microsoft will invest 10 billion US dollars in Japan for the artificial intelligence sector.
wallstreetcn · Apr 3 18:00
Microsoft and Google release new AI models on the same day: capabilities in speech, image, and local open-source solutions fully deployed.
wallstreetcn · Apr 3 07:35
UBS Group: The wave of optical fiber price increases has spread globally.
wallstreetcn · Apr 2 19:57
Amazon joins the 'space race' with a $9 billion bid to acquire satellite operator GSAT.
wallstreetcn · Apr 2 09:48
Tesla's automotive business under pressure has become the "new normal," with the market no longer focused on sales volumes but instead waiting for Elon Musk's "next presentation."
Zhitong Finance · Apr 2 09:31
Micron and SanDisk lead the surge as the memory sector drives the rebound wave in the U.S. stock market.
wallstreetcn · Apr 2 08:40
Is the 'storage crunch' intermission about to end? DRAM price increases paused in March, but a continued rise is expected in Q2.
cls.cn · Apr 1 22:27
Intel Reverses 'Cost-Cutting and Streamlining' Strategy: Spends $14.2 Billion to Repurchase Stake in Irish Plant After Two Years
Zhitong Finance · Apr 1 22:08
Apple faces 'five existential questions' as its AI strategy lags, succession plan remains unclear, and its stock price has fallen nearly 7% this year ahead of its 50th anniversary.
wallstreetcn · Apr 1 21:48
SemiAnalysis In-Depth Breakdown: Full Details of the Blackwell Architecture, NVIDIA's Never-Before-Disclosed Secrets
wallstreetcn · Apr 1 20:18
"An era has come to an end," Musk: Custom orders for Model S and Model X have concluded.
wallstreetcn · Apr 1 15:12
Microsoft’s quarterly plunge of 23% marks its worst performance since 2008, but some on Wall Street are still shouting 'Buy'.
Golden10 Data · Apr 1 13:57
NVIDIA once again demonstrates its 'kingmaker' prowess: Marvell's stock surges in a single day following a $20 billion bet.
Golden10 Data · Apr 1 13:51
NVIDIA's Investment Map Reveals AI Investment Trends: Optical Interconnect and Computing Power Leasing After Spending $18 Billion in Six Months
Zhitong Finance · Apr 1 11:23
The 'Father of HBM' Predicts AI Architecture Disruption: Memory Will Replace GPUs as the Core
wallstreetcn · Apr 1 11:03
The ultimate frontier of AI truly lies in electricity! Microsoft's $7 billion bet heralds the dawn of the 'self-powered era'.
Zhitong Finance · Apr 1 09:49
Is it time to buy Meta at a low? Morgan Stanley: Bad news has been fully priced in, and Meta AI is expected to evolve into MetaClaw, driving a new growth engine.
wallstreetcn · Mar 31 21:42
Is the market systematically underestimating the biggest winners in AI? NVIDIA's valuation hits a seven-year low.
wallstreetcn · Mar 31 21:03
NEBIUS Expands Its European Computing Power Footprint! Establishing a Super Data Center in Finland
Zhitong Finance · Mar 31 19:58
Tencent's 'Lobster Ecosystem' begins aggressive recruitment.
wallstreetcn · Mar 31 19:55
Google's TurboQuant triggered panic, causing memory stocks to continue plummeting, yet Bank of America claims the 'sell-off has gone too far.'
Golden10 Data · Mar 31 12:51
