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``` Core Conclusion: Nvidia has given a super “conservative” (so far, at least) $500 billion revenue guidance. AI technology is accelerating empowerment of industries such as communications, quantum computing, factory manufacturing, and autonomous driving. A series of factors, such as the upward revision of 1.6T optical module revenue, are igniting

``` Author: Xu Chao Source: Hard AI   Morgan Stanley says the wave of semiconductor inflation that began with foundries and memory is now spreading downstream. OSAT (Outsourced Semiconductor Assembly and Test) providers are preparing for the first price-increase cycle since the Covid-19 pandemic. Morgan Stanley warns that strong demand for AI

``` As the market widely expects that the Federal Reserve may announce the end of its quantitative tightening (QT) policy at its meeting this Thursday, Bank of America believes that, due to increasing pressure on the money market's liquidity, the Fed may supplement bank system reserves by purchasing U.

``` In the “fog” caused by the US government shutdown leading to missing critical economic data, the Federal Reserve may make another key interest rate decision this year. Markets generally expect the FOMC to cut interest rates again and may also announce the end of its balance sheet reduction plan to

``` The market is betting on the power demand for AI data centers, and this "hot energy storage stock" has already gained over 350% this year, becoming one of the most dazzling stars of the U.S. stock market in 2025. Fuel cell manufacturer Bloom Energy surged 20% after

``` Artificial intelligence continues to boost the performance of tech giants. Market expectations for a Fed rate cut tonight are heating up, coupled with positive progress in trade tariff negotiations. Multiple favorable factors are jointly driving optimism, and global stock markets are generally rising. On October 29, U.S. stock index