Express News | The United States has relaxed export controls on NVIDIA's H200 chips to China.
Express News | White House advisor Hassett: The U.S. White House is examining various options regarding the so-called cap on credit card interest rates.
Broadcom, Marvell In Focus As Semicondcutor Analyst Flags AI-Driven Supply Crunch, Custom Silicon Upside
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TD Cowen Maintains Buy on Alphabet, Raises Price Target to $355
Alphabet Analyst Ratings
Express News | China may restrict the procurement of NVIDIA's H200 chips, allowing purchases only under special circumstances.
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Microsoft: Willing to bear high electricity costs to cover the power expenses of data centers.
Microsoft has launched a 'community-first' AI infrastructure initiative, pledging not to pass on the electricity costs of its data centers to local residents. The company will require utility providers to set sufficiently high electricity rates to cover its own power costs while investing in expanding grid capacity and efficiency.
From large models, robotics to mobile applications: By 2026, the market’s valuation criteria for AI will fully shift towards return on investment.
By 2026, the market's pricing standards for AI technology have shifted entirely from expectations of pure technological breakthroughs to rigorous assessments of Return on Invested Capital (ROIC). Morgan Stanley is particularly optimistic about giants such as Amazon, META, and DoorDash, which can leverage AI to enhance efficiency and expand their businesses, and anticipates robust growth for cloud service providers. Conversely, segments facing disruptive uncertainties related to autonomous driving or agent technologies, such as ride-hailing, online travel, and smaller advertising platforms, will be assigned lower valuation multiples by the market.
Apple Launches Subscription Based Apple Creator Studio
Nvidia, Eli Lilly Launch $1 Billion AI Lab To Build Meds
Franklin Templeton Broadens Money Market Funds for Stablecoins, Blockchain
AMD, Intel Stocks Jump After KeyBanc Upgrades On Strong AI Server Demand
Nvidia Is Driving A 70% Cost Crash In Drug Discovery — Lilly Just Bet $1 Billion On It
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