focus on technology stocks

Zuckerberg's "AI determination": even though AI is lagging behind and Llama 4 keeps being delayed, more money still needs to be invested.

wallstreetcn · 13:22

IBM has announced a $150 billion investment plan to promote the research, development, and manufacturing of AI mainframes and quantum computing devices.

cls.cn · Apr 28 23:06

Is Intel experiencing a turning point? Reports indicate that the 18A chip may be adopted by major companies such as NVIDIA and Broadcom.

wallstreetcn · Apr 25 09:37

Bank of America breaks down the semiconductor duopoly: NVIDIA's 19 times PE ratio becomes a valuation pit, while AMD waits for a turning point.

Zhitong Finance · Apr 23 11:44

Dreams of AI shattered? AMD's stock price suffers consecutive heavy losses, while Intel makes a comeback to reclaim territory!

Golden10 Data · Apr 23 10:06

The court ruled that Google's advertising Business is an illegal monopoly, and the $31 billion advertising Business faces the risk of being broken up.

wallstreetcn · Apr 17 23:59

Apple is one of the biggest victims of Trump's tariffs: Market Cap has fallen below 3 trillion dollars again.

cls.cn · Apr 17 01:11

The Meta antitrust case has opened, with the separation of Instagram and WhatsApp becoming the focus.

wallstreetcn · Apr 14 23:37

Ming-Chi Kuo: Apple has prepared inventory in advance to cushion the impact of tariffs, but the import tariffs still pose a significant pressure on it.

Zhitong Finance · Apr 14 03:47

Amazon CEO's annual public letter: The company's self-developed chips will help reduce AI costs, with capital expenditures expected to reach 100 billion dollars this year.

wallstreetcn · Apr 10 23:49

Stock up before the tariffs take effect! Taiwan Semiconductor's revenue in March continues to accelerate, with a significant year-on-year growth of 46.5%.

wallstreetcn · Apr 10 06:57

"Google brand" assurance! Reaffirming the $75 billion capital expenditure plan, doubling down on generative AI.

cls.cn · Apr 10 06:38

Duan Yongping sold puts to "sweep up" Technology stocks! Tencent, NVIDIA, and Apple have become key focus objects. Is this round of operation worth following?

Futu News · Apr 8 10:22

Holiday Reading | Masayoshi Son spent 1 trillion, the rise of the Siasun Robot&Automation empire! The total amount far exceeds the Stargate, and the labor apocalypse is turned around.

New Intelligence Source · Apr 5 07:29

Will Intel's financial crisis come to an end? Plans to establish a joint venture with Taiwan Semiconductor for chip manufacturing, stock price rises 2% against the trend.

wallstreetcn · Apr 4 01:01

Meta's new AI glasses may be released by the end of the year: innovatively using a monocular display to adapt to Siasun Robot&Automation chatbots.

cls.cn · Apr 2 06:20

With Trump’s "Liberation Day" approaching, the "seven giants" face short-term pressure! Wedbush warns that the prospects for AI investments are clouded.

Zhitong Finance · Apr 2 01:28

Weekend Reading | The CEOs of the two top "shovel-selling" companies from different eras discussed AI together.

Smart Investor · Mar 29 07:26

The "mini essay" on the US stock market is back: Intel may become the foundry for NVIDIA's gaming GPUs.

cls.cn · Mar 28 04:43

The "seven giants" are outdated, and Wall Street's attention has shifted to the "ten heroes" of China Technology.

Barron Chinese · Mar 27 13:48

On the same day, Alibaba announced two major collaborations! In recent years, it has clarified that AI is a new growth engine for the future.

Securities Times · Mar 26 13:04

Released on the same day! Google and OpenAI, "face-to-face confrontation."

Securities Times · Mar 26 09:49

Alibaba's Cai Chongxin warned: there is a "bubble" in the construction of AI Datacenters by USA vendors, as many projects do not yet have clearly defined customers during construction.

wallstreetcn · Mar 25 12:13

Chip stocks are staging a major comeback? Don't rush, investors still need to pay attention to this policy variable.

Golden10 Data · Mar 25 11:35