Micron's Memory Boom Is Heading For A Peak, Analyst Warns

Benzinga56minutes ago

Market Analysis: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry

Benzinga58minutes ago

Overseas Research Daily 0810 | Morgan Stanley: Cooling U.S. Labor Market Eases Overheating Concerns; Fed Expected to Hold Rates Steady for Remainder of Year

① JPMorgan: The global memory chip shortage may persist until 2028, and the stock price correction is largely complete. ② Goldman Sachs: Excavator exports from China and Japan continued to grow in June, with stronger demand observed in emerging markets. ③ PNC: Open-weight models are accelerating their catch-up, and AI value may shift from the model layer to applications and infrastructure.

cls.cn17:16

Elon Musk Says AI Agents Will Dwarf Human Internet Traffic, But Michael Burry Asks, 'Who Will Pay' for AI Agents to Socialize?

Benzinga16:39

Wall Street's '8,000-point camp' expands: JPMorgan raises S&P 500 target, as AI-driven earnings reignite bull market confidence

JPMorgan raised its year-end target for the S&P 500 index to 8,000 on Monday, citing robust corporate earnings prospects and expectations that AI investments by major hyperscale cloud providers will drive faster revenue growth.

Zhitong Finance16:29

Makes massive investment move! NVIDIA invests $3 billion in Lancium, the power provider behind Starlink

① NVIDIA will invest up to USD 3 billion in power infrastructure provider Lancium, including an initial investment of USD 2 billion; ② This pure equity investment by NVIDIA aims to address power shortages and ensure the deployment of its next-generation Vera Rubin architecture.

cls.cn15:58