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Barclays Reassesses Baidu: Kunlun Chip Included in Valuation System for the First Time, Target Price Raised by 47%

Barclays Reassesses Baidu: Kunlun Chip Included in Valuation System for the First Time, Target Price Raised by 47%

Against the backdrop of the ongoing rise of AI narratives, Barclays’ latest research report has carried out a key valuation restructuring for Baidu. According to Wind Chasing Trading Desk, while the assessment of Baidu’s core advertising business remains cautious, the upcoming expectation of Kunlun Chip’s spin-off IPO has

Nvidia makes major move into "server CPUs," Jensen Huang: Vera CPU to be launched.

Nvidia makes major move into "server CPUs," Jensen Huang: Vera CPU to be launched.

``` Nvidia is making major moves in the server CPU sector, further solidifying its dominance in the AI infrastructure market. Company CEO Jensen Huang has confirmed the launch of a new CPU codenamed "Vera", which will be offered as a standalone product for the first time. The goal is

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The huge profits of SK Hynix and Samsung are the opportunities for Chinese storage companies.
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``` The huge profits of SK Hynix and Samsung are the opportunities for Chinese storage companies. ```

The soaring prices of memory chips have brought substantial profits to Samsung Electronics and SK Hynix, but this ongoing supply shortage is opening up a market window for Chinese memory manufacturers. Industry experts warn that if the supply-demand imbalance continues into the first half of 2027 or beyond, the boom

Nvidia gave its "favored son" $2 billion, CoreWeave's stock soared.

Nvidia gave its "favored son" $2 billion, CoreWeave's stock soared.

``` Nvidia and CoreWeave announced on Monday that they are expanding their partnership to jointly accelerate the construction of artificial intelligence data centers. Nvidia will subscribe for CoreWeave common stock at $87.20 per share, with an investment amount of $2 billion. Nvidia is already a major shareholder of CoreWeave, holding

The U.S. government shutdown deadline is approaching; Trump spoke with the governor of Minnesota and agreed to consider reducing the number of ICE personnel.

The U.S. government shutdown deadline is approaching; Trump spoke with the governor of Minnesota and agreed to consider reducing the number of ICE personnel.

As the deadline for a partial shutdown of the U.S. federal government approaches this Saturday, President Trump has shown rare signs of compromise in his immigration enforcement strategy, hoping to ease tensions in Minnesota sparked by a federal law enforcement shooting incident. According to CCTV News, on January 26

Retail investors flock to gold and silver, abandoning Bitcoin.

Retail investors flock to gold and silver, abandoning Bitcoin.

``` Against the backdrop of gold prices surging past $5,000, a booming stock market, and renewed weakness in the US dollar, Bitcoin, once seen as a tool for momentum trading and a hedge against currency depreciation, is missing from the festivities. Cryptocurrencies are inferior to gold as a safe haven,

On Monday, the two most actively traded U.S. stocks were both silver ETFs, with the top spot taken by the "2x short silver ETF."

On Monday, the two most actively traded U.S. stocks were both silver ETFs, with the top spot taken by the "2x short silver ETF."

The silver market is undergoing a historic surge, with violent price swings and extreme retail participation giving it market characteristics similar to “meme stocks.” As silver futures posted the largest single-day gain in nearly 40 years on Monday, investors flooded into related exchange-traded funds (ETFs), pushing their trading volume above