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As US Equity Funds Bleed $18 Billion, Sector ETFs Offer Tactical Opportunities: XLK, XLI, ROBO In Focus
This Could Be AMD's Biggest AI Win: MI400 Chips May Power Stargate
AI creating AI? It is reported that NVIDIA plans to deploy humanoid Robotics on AI Server production lines.
① Informed sources revealed that NVIDIA is in talks with Foxconn to deploy humanoid Robotics at a new factory in Houston, Texas, for the production of AI Servers, with completion expected in the coming months; ② The two companies plan to utilize humanoid Robotics at the Houston factory as early as the first quarter of next year, at which point Foxconn will begin producing NVIDIA's new GB300 AI Server.
'U.S. Prepares Action Targeting Allies' Chip Plants in China'- WSJ
Nvidia, Goldman Sachs, JPMorgan And An Industrial Stock On CNBC's 'Final Trades'
Stop fixating on NVIDIA? The 'energy trump card' in the AI boom: Chevron and Exxon.
Don't just focus on NVIDIA and Meta; the most underestimated beneficiaries in the AI era might be Chevron and Exxon Mobil. The massive power demand behind AI large models is quietly boosting the new strategic value of traditional energy giants.
