Citi: What does Meta Muse mean for GPUs and CPUs?

Unlike chatbots with high idle rates, the "always-on" nature of agents such as Meta Muse drives an order-of-magnitude increase in computing power consumption. Citi projects that this trend will

WallStreetCN11:54

ASE Technology Holding Co (ASX) Receives a Buy From UBS

TipRanksOct 7 22:05

ASE Technology Unit Signs Facility Engineering Contracts With United Purification Technology

ASE Technology's (TPE:3711) subsidiary, Siliconware Precision Industries, signed facility engineering contracts with United Purification Technology worth NT$728 million, according to a Wednesday

MT NewswiresOct 7 16:29

ASE Technology Unit Acquires Machinery, Equipment From Tazmo

ASE Technology (TPE:3711) subsidiary, Siliconware Precision Industries, acquired machinery and equipment from Tazmo for NT$1.04 billion, according to a Wednesday Taiwan bourse filing.The purchase

MT NewswiresOct 7 16:24

Top 20 in Trading Volume | Marvell Technology rose more than 5%, raising its 2028 revenue forecast to $20 billion; AMD gained nearly 3%, with its stock hitting an all-time high; Google unveiled EmbeddingGemma 2.

On Thursday, NVIDIA, the second-largest stock by trading volume on U.S. markets, closed up 0.14%, with a turnover of $24.182 billion. Reflection AI, backed by NVIDIA, unveiled Beam, its first cutting-edge open-source weight model. Beam matches the performance of mainstream open-source models on advanced reasoning benchmarks while significantly reducing costs. Reflection AI describes Beam as a pure‑text hybrid expert model, trained via high‑compute reinforcement learning, and capable of outstanding performance in reasoning, code generation, and agent‑based tasks, with "token costs and inference compute only a small fraction of those of competing products."

Sina FinanceOct 7 05:31

The era of "easy wins" in AI capital‑expenditure deals may be coming to an end, with Bank of America advising investors to shift toward the consumer sector.

Bank of America strategists believe that, as the market has already fully priced in the investment thesis that AI-related capital spending will continue to grow while discretionary consumer spending remains under pressure, it may become increasingly difficult for investors to generate excess returns by "going long on stocks that benefit from AI capital spending and avoiding stocks tied to white-collar consumption."

Zhitong FinanceOct 6 07:00