Tag: #ai-chips369 results
Apple's March event previews iPhone 17e with A19 chip at $599, A18 Pro MacBook outperforming M1, and M5 Pro/Max MacBook Pros. iPad lineup gets A18/M4 upgrades for Apple Intelligence support. Retail prep signals strong demand like iPhone launches.
Nvidia's market capitalization dropped 1.77 trillion yuan in one night, prompting midlife crisis speculation for Jensen Huang. Revenue saw substantial growth, yet the capital market remains unconvinced.
Intel is reportedly seeking to increase its share sale to about $20 billion, roughly one-third above its original target. The move could provide additional capital as the company competes in AI chips, advanced manufacturing, and data center infrastructure.
Intel announced a $15 billion common-stock offering, sending its shares lower in early trading. The company says it plans to use the proceeds to pursue growth opportunities in AI.
Cerebras cofounder and CEO Andrew Feldman criticized the belief that extraordinary companies can be built while working 38 hours a week and maintaining work-life balance. His comments frame extreme work intensity as central to achieving ambitious technological goals.
GraniteShares founder and CEO Will Rhind discusses whether investors are overreacting to AMD’s earnings and the market response to SpaceX’s report. The segment offers an investor perspective on AI-related technology stocks.
Nvidia CEO Jensen Huang is absent from President Trump's business delegation to Beijing for the Trump-Xi summit. Attendees include Apple's Tim Cook and Tesla's Elon Musk. The trip focuses on agriculture, manufacturing, and aviation.
Momentum trading—buying winners, selling losers—reaches extremes. Fueled by Iran war pause, strong US jobs, and sharp AI chips rally. Wall Street issues warnings.
Super investor Zhang Jianping family exits Cambricon top holders after huge gains, reduces AI assets like liquid cooling leader Yingvik. Shifts to resources: 34B RMB in Northern Rare Earth, adds Dongcai Tech, Western Materials, Meinian Health, Sichuan Gold. Total new/add positions ~54B RMB.
Hang Seng Index opened 1.4% higher and Hang Seng Tech Index rose 1.58%. Semiconductor and electrical equipment sectors led gains, highlighted by TianShu Zhixin surging over 12% and CATL up more than 3%. Healthcare products and smart logistics sectors declined most.