Category: Artificial intelligence

Four chip companies account for one-third of S&P 500 gains so far this year

As of April 8, 2024, the four chip companies in the United States accounted for a staggering one-third of the increase in the S&P 500 Index.

How does database monopoly Oracle make money? What are the prospects?

Missing out on cloud computing has created a serious disconnect between the former second-largest software company and the mainstream software market, which has also affected Oracle’s stock price performance in the past two decades.

How does the all-powerful Huawei make money?

No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.

Why is AMD’s performance so jaw-dropping?

The market has strong demand for artificial intelligence chips, and AMD’s newly released artificial intelligence chip MI 300 series products are regarded as another option to break Nvidia’s monopoly in this area, and have won immediate purchase order from several of the largest customers in the market.

The artificial intelligence bubble in the capital market is forming

How did the AI bubble form? Inexplicably soared In the past six months or so, countless listed companies have nothing to do with AI at all, but only issued a press release stating that they have established commercial cooperation with the popular Nvidia, Microsoft, or OpenAI, and the investors are not clear. In this case, … Continue reading “The artificial intelligence bubble in the capital market is forming”

Revisiting Nvidia: The Absolute Leader in Artificial Intelligence, Data Center, and Graphics

Nvidiacan be said to be the absolute leader in the hottest major technological fields of our time: artificial intelligence, data center, self-driving car, metaverse, cryptocurrency mining, and professional computer graphics.

Will Sino-US confrontation, de-globalization, and de-dollarization affect the long-term investment value of US stocks?

Sino-US confrontation will not hurt U.S. stocks too much.

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