.NDX NASDAQ 100 Index
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SA Roundtable: Are Eli Lilly and Novo Nordisk Overvalued?
The Big Risk of AI Spending Is Margin Pressure
Paramount's 'IF' Starring and Directed by John Krasinski Wins Weekend Box Office
The Name Magnificent 7 Needs to Be Retired - Goldman
Shell, Constellation, First Solar Among Barron's Roundtable Energy Picks
Apple's WWDC Announcements May Not Be As 'Impressive' As OpenAI, Google, Says Gurman: 'They Can Improve Their AI Technology Quickly And Keep Wowing Users'
Apple, Inc. (NASDAQ:AAPL) is contending with one of the biggest challenges during CEO Tim Cook's tenure, said Bloomberg's Mark Gurman on Sunday.Biggest Test: "The dawn of AI is his [Cook's] biggest te
A Q1 Nvidia Q1, Downbeat Outlook Will Spread Pain Beyond AI Chipmaker's Stock - IBKR
“US stock leader” Nvidia reports next week's earnings report. The market is concerned about these three points
US technology stocks continued to lead the market this week. The three major stock indexes all hit record highs. Nvidia, the “super weight stock” and “king of AI chips,” surpassed the NASDAQ with a 9.22% increase in the past month. It will release financial reports after next Wednesday. The spring rebound in US stocks is facing a critical test. Wall Street analysts generally expect that in the first quarter ending April, Nvidia's revenue is expected to reach 24.6 billion US dollars, an increase of more than double the previous year. By the end of the fiscal year in January 2025, quarterly sales are expected to break the 30 billion US dollar mark; net profit for the same period is expected to be 13.86 billion US dollars, an increase of more than 500% year over year. in Motomoto
Weekly outlook | Nvidia's earnings report hits the ball! Pinduoduo, Kuaishou, and Xiaomi are about to be released; Federal Reserve officials are speaking out intensively, and the minutes of the latest meeting will be released
In addition, Ideal Auto, Xiaopeng Motors, NetEase, and Station B will also release financial reports this week. Japan's core CPI data for April will be released, and the yen may once again face downside risks.
A New Way for Tech Giants to Make Money: Small Language Models
After spending billions of dollars to develop big models, tech giants are turning their attention to small models, hoping to use this to open up a new path of profit. According to media reports on Saturday, big models were once highly anticipated and are seen as a key driving force for the development of generative AI. However, restrictions such as high operating costs and data privacy concerns have hindered the widespread application of this technology in the enterprise field. Today, tech giants such as Apple, Microsoft, Meta, and Google are launching small models with few parameters but strong performance, with the intention of opening up AI profit growth points. Generally speaking, the larger the parameters, the more powerful the model. However, large parameter models are often
Global stock market consensus: a record high!
The central bank will cut interest rates, a strong economy, and corporate profits
OpenAI Gong Dou: The inside story of the dissolution of the core security team and the leader who blew up and left his job
① The head of the core safety team revealed that the team did not allocate enough resources, and safety is not Altman's core priority; ② Altman will post a long post within the next few days; ③ Another area where Altman was criticized was “covering” the departing employees.
Weekend Reads | Howard Max's Latest Talk on the Effects of Debt: Be Careful Sailing on a 10,000 Year Boat
The key to survival lies in what Buffett constantly emphasized: margins of safety.
Digital gold? No, Bitcoin is now closer to tech stocks
Bitcoin is becoming more and more like a growth asset, and its correlation with US technology stocks has climbed to its highest level since August last year.
The “non-mainstream” theory is once again supported, and BlackRock executives also believe that cutting interest rates may reduce inflation
① BlackRock executive Rick Rieder recently said that the best way for the Fed to slow down inflation is probably to cut interest rates rather than keep interest rates at a high level; ② Komo strategist Jack Manley also put forward a similar view last month: if the Fed wants US inflation to cool down quickly, they should cut interest rates quickly.
Tesla's Board Is Desperately Trying To Focus Elon Musk's Attention On The Company
The board of Tesla Inc. (NASDAQ:TSLA) is struggling to maintain CEO Elon Musk's total commitment while he manages multiple ventures. It is attempting to reinstate Musk's record multibillion-dollar com
Utility Stocks an AI Play? Up 8% in May Alone, Third-best S&P Sector Performer YTD
Season Finale: Q1 Earnings Winds Down, Retailers up Next - Earnings Scorecard
Real Estate Stocks Continue to Surge as Soft Inflation Reports Fuel Rate Cut Hopes
Google Contends AI Overviews Promotes More Web Traffic; Creators Voice Concerns