The semiconductor industry's revenue is expected to exceed USD 1 trillion for the first time this year.

The SIA forecasts that global chip sales will grow by another 26% to reach one trillion US dollars by 2026.

Zhitong Finance15:48

Tech Stocks Have Been Shaky, but These 20 Companies Could Still See Rocketing Sales Growth

MarketWatchFeb 7 20:00

Investors are rushing to increase their stakes! Anthropic's new funding round is expected to double, with a valuation reaching $350 billion!

The oversubscription by NVIDIA, Microsoft, and several top-tier venture capital firms reflects strong market recognition of its enterprise-grade AI tools.

wallstreetcnFeb 7 11:00

The AI 'arms race' triggers a semiconductor rally, with NVIDIA posting its strongest surge in nearly 10 months, propelling the Dow Jones Industrial Average toward the 50,000 mark!

Last week, Meta announced that its full-year capital expenditure could rise to as much as $135 billion, representing a potential increase of 87%. During the same period, Microsoft reported a 66% year-over-year increase in capital expenditure for the second fiscal quarter, with analysts forecasting its capital expenditure for the fiscal year ending June to approach $105 billion. This week, Google and Amazon disclosed even higher figures for capital expenditure, further intensifying the arms race surrounding artificial intelligence. Google plans to invest up to $185 billion this year, while Amazon announced a capital expenditure plan of $200 billion by 2026.

Futu NewsFeb 7 03:13

Nasdaq Jumps 2% as Wall Street Rebounds From Thursday's Slide

Seeking AlphaFeb 7 02:51

Comparable to the 'ChatGPT' moment! SemiAnalysis provides an in-depth interpretation: Claude Code will be the turning point for AI 'agents'.

SemiAnalysis analysis indicates that Claude Code has already accounted for 4% of GitHub code submissions and is projected to exceed 20% by the end of 2026, marking a pivotal point in the commercial scaling of AI agent technology. It is reshaping the global information work market valued at 15 trillion US dollars and driving Anthropic's quarterly revenue growth to surpass that of OpenAI. Traditional software business models are facing fundamental disruption, while giants like Microsoft are caught in a strategic dilemma balancing cloud service growth with protecting core products. Competition among agents has shifted from generating responses to delivering tangible outcomes, and the entire industry is transitioning into a practical phase where efficiency reigns supreme.

wallstreetcnFeb 7 01:39