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Intel CEO: CPUs meet only 50% of demand; 14A process to enter production in Q1 next year, new architecture may reduce inference power consumption to 1/15 that of GPUs

Intel CEO Lip-Bu Tan stated that the era of AI agents has triggered an explosive surge in CPU demand, and Intel currently can only meet about 50% of its customers' supply needs, with several tech giants' CEOs calling to place urgent orders.

wallstreetcn20minutes ago

Is the potential merger between Tesla and SpaceX an “open secret”? Musk: Guess!

①At the summit, Musk hinted that Tesla and SpaceX might deepen their cooperation across multiple fields or even merge, and he also stated at the July earnings call that this possibility had not been ruled out; ②The two sides have already launched several collaborative initiatives: SpaceX uses Tesla's battery energy storage systems, Tesla has integrated SpaceX's Grok AI assistant, and they are jointly building the Terafab AI chip manufacturing facility.

cls.cn29minutes ago

Mark Zuckerberg Says Meta Delayed Muse For Months to Focus on AI Safety and Didn't Ask Others to Slowdown: 'Every Lab Has Responsibility...'

On Tuesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said the company delayed its Muse AI agent for several months to address safety and security concerns.Zuckerberg Says AI Labs

Benzinga10:17

OpenAI CFO Soothes Market: No Concerns Over Slowing Pace of Frontier AI Development

① Earlier, several top executives in the AI sector warned that the rapid advancement of AI could pose a threat to humanity, sparking widespread market concerns; ② On Tuesday, Sarah Friar, Chief

cls.cn10:02

It concerns AI safety and regulation! Two major camps remain in heated debate, and Trump plans to convene industry executives at the White House next week.

① The debate over AI safety and regulation has coalesced into two camps: the "radical development" faction, led by Trump, which opposes regulatory guardrails for AI and questions narratives

cls.cn08:45

ByteDance's first-half revenue nearly matched Meta's, but profits fell to $20 billion due to heavy AI investments.

ByteDance posted a robust 30% year-on-year revenue increase in the first half of the year, reaching $120 billion—nearly on par with Meta. However, massive investments in AI led to a rare decline in

wallstreetcn08:31

Top 20 by Trading Volume | Dell rises nearly 2%, hitting a new all-time high; Google unveils its most advanced real-time audio model, Gemini 3.8 Live; Micron completes the world's first ultra-high-density memory module.

On Tuesday, Micron Technology topped the list of U.S. stock trading volume, closing up 0.39% with a turnover of $18.89 billion. On September 15, Micron announced that it had successfully completed the demonstration and validation of the world's first 512GB DDR5 RDIMM memory module and had already finished testing on multiple server platforms. This product pushes the upper limit of DDR5 memory capacity per dual-socket server beyond 12TB, providing greater memory capacity for large-scale AI inference, in-memory databases, and high-density virtualization workloads. Both AMD and Intel have initiated proactive verification of this module, which supports transfer rates of up to 9,200 MT/s.

Futu News06:44

U.S. stock market close | The three major indices fell for the second consecutive session; the Clarity Act was rejected, sending Circle and Coinbase down more than 10%; cybersecurity stock CRWD hit a new all-time high; selling of long-term bonds intensified, and Bitcoin plunged.

All three major stock indexes closed lower on Tuesday. The energy sector, boosted by rising oil prices, gained 2.3%. Crypto stocks came under pressure, with Coinbase down 10.1% and Strategy down 5.4%. The yield on the 10-year U.S. Treasury note hit 5.04% during trading, reaching a nearly 20-year high. WTI crude oil rose 4.4%, breaking above $106 and hitting a four-month high; Brent crude climbed 2.9%, closing near $109.

wallstreetcn06:30

Stocks to Watch on Tuesday After Hours: MU, IVR, FTAI

Seeking Alpha04:51

U.S. stock market extends losses amid caution over interest rate hikes (15th)

U.S. stock markets continued to decline. The Dow Inc. closed down $328.09 at 52,093.11, while the Nasdaq ended the session 204.84 points lower at 25,981.57.In addition to sustained gains in crude

Fisco Japan04:47

Jensen Huang: No New Legislation Needed for AI Safety; Market Forces Are Sufficient

NVIDIA CEO Jensen Huang stated at the Salesforce Dreamforce conference that AI innovation and safety are not mutually exclusive; market mechanisms are sufficient to ensure the safety of AI products, so there is no need for dedicated legislation. Companies can fully balance safety with AI development, provided they carefully manage the pace of product releases until they have a solid understanding of market acceptance.

wallstreetcn04:42

'This Selloff Makes Zero Sense': An Analysis From WallStreetBets

Wall Street spent Monday unloading anything AI-adjacent after Anthropic CEO Dario Amodei and a handful of rival lab chiefs called for a slower, safety-first approach to frontier model development.

Benzinga04:41

OpenAI Targets Canadian Data Centers; Executives Praise Carney’s Plan

George Osborne, OpenAI’s Head of National Affairs, attended the Canada Investment Summit, stating that Canada holds significant potential for data center development due to its abundant energy and

wallstreetcn04:40

Tigress Financial Maintains Buy on Intel, Raises Price Target to $145

Tigress Financial analyst Ivan Feinseth maintains Intel (NASDAQ:INTC) with a Buy and raises the price target from $118 to $145.

Benzinga04:05

'OpenAI Backs Bipartisan Push To Address AI Biothreats; The Company Is Endorsing Three Bills To Standardize Biological Data And Defend Against Threats Amplified By Advanced Artificial Intelligence' - Politico

'OpenAI Backs Bipartisan Push To Address AI Biothreats; The Company Is Endorsing Three Bills To Standardize Biological Data And Defend Against Threats Amplified By Advanced Artificial Intelligence' -

Benzinga04:04

SK Hynix Is Shipping 16-Layer HBM4 for Nvidia Rubin: Where Do Micron And Samsung Stand?

Three companies can manufacture the advanced memory required by Nvidia's newest artificial intelligence processors. Only one has reportedly reached volume shipments with the densest configuration.

Benzinga02:23

“Doomsday” Camp Gains Another Member: Former DeepMind Researcher Warns AI Could “Kill All of Humanity”

① Former DeepMind employee Bilal Chughtai has warned that AI could lead to humanity's extinction, stating that he has personally witnessed AI advancing far beyond expectations and that superintelligence could spiral out of control, posing a grave threat to humankind. ② Chughtai pointed out that progress in addressing the AI alignment problem is lagging far behind the rapid pace of advances in cutting-edge AI capabilities, calling for a deliberate slowdown in AI development, greater industry transparency, and coordinated efforts to prevent harmful competition.

cls.cn02:18

Tech giant Meta is at a pivotal moment for a rebound, with bulls betting that its stock will break through $700.

①After four intraday rallies of over 20% this year, Meta's stock has consistently retraced, with each higher high gradually declining; year-to-date, it has remained roughly flat, underperforming the Nasdaq 100 index by about 15%; ②Following its settlement of social media-related litigation and the launch of the Muse AI agent, Meta has gained favor from institutional investors, with Morgan Stanley noting that the new product could boost earnings per share by more than $10.

cls.cn02:17

Tesla, XPeng Build Humanoid Robotics, While New ETF Bets on What Makes Them Move

The next trade in humanoid robotics may be less about the companies building the robots and more about the components that make them move.Defiance ETFs on Tuesday launched the Defiance Robotics

Benzinga02:10

Amazon Stock Slides: What's Happening?

Amazon.com Inc (NASDAQ:AMZN) shares are slipping Tuesday along with the broader tech sector as investors brace for Wednesday's Federal Reserve rate decision, with markets pricing in a rate hike. Here'

Benzinga01:59