Express News | Amazon: Collaborating with NVIDIA to develop multimodal AI assistant technology to enhance Alexa Custom Assistant for in-vehicle experiences. NVIDIA: Amazon Web Services (AWS) will deploy NVIDIA's AI infrastructure, including LPUs and over one million NVI

Breakings04:28

Apollo Asset Management: The 'diversification' of the S&P 500 has become nominal, with the top ten weighted stocks potentially occupying half of the index in the future.

Torsten Slok, an analyst at Apollo Global Management, stated that the growing concentration of mega-cap public companies is reshaping the composition of the S&P 500 Index.

Zhitong Finance10:55

NVIDIA boosts R&D investment by $26 billion; Cathay United Securities sees opportunities across the entire industrial chain as model implementation accelerates.

The Qin Heping team from Guotai Haitong Securities released a research report stating that, according to NVIDIA's financial documents submitted to the U.S. Securities and Exchange Commission, NVIDIA will invest a total of $260 billion over the next five years to fully advance the research and development of open-source AI large models. NVIDIA has officially embarked on a strategic transformation from being a "chip manufacturer" to becoming a "full-stack top AI laboratory." According to the plan, NVIDIA’s $260 billion investment is not solely focused on the development of a single model but rather covers the entire industrial chain of open-source AI large models. The funds will be gradually allocated within the next 18 to 24 months, with the first batch of self-developed open-source AI models expected to be completed in the shortest possible timeframe.

Gelonghui Finance10:47

Omdia: Global micro-short drama revenue is projected to reach USD 140 billion by the end of 2026.

According to Omdia data, global micro-short video revenue is projected to reach USD 110 billion by 2025 and is expected to grow to USD 140 billion by the end of 2026. Of this, markets outside China will contribute USD 30 billion, with the United States currently being the largest international market.

Zhitong Finance10:18

"AI Disruption Across the Board" Deals a Heavy Blow to Software Prospects! Morgan Stanley Sounds Direct Lending Alarm as Private Credit Default Rates May Rise to 8%

Morgan Stanley stated that as advancements in artificial intelligence continue to disrupt the software industry, default rates on direct loans will climb to 8%. The credit fundamentals of software loans face challenges, with the highest leverage and the lowest coverage across major industries. As artificial intelligence drives disruptive changes, default rates are expected to rise further.

Zhitong Finance09:53

Great Wall Securities: Iterative upgrade of distribution architecture, focus on high growth performance and new technology segments.

The bank estimates that the growth rates of the liquid cooling market for 2026, 2027, and 2028 will be 104.8%, 65.4%, and 59.1%, respectively.

Zhitong Finance09:36