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Face Nvidia head-on! AMD to hold its first analyst day in three years, MI400 series becomes market focus

Face Nvidia head-on! AMD to hold its first analyst day in three years, MI400 series becomes market focus

AMD may provide detailed disclosures about its artificial intelligence chip and system business plans at its Analyst Day, especially regarding the MI400 series AI chip roadmap. The market is closely watching to see if it can expand its market share in the AI chip sector dominated by Nvidia. On November

When peers are caught in the “AI money-burning race,” Apple has become a safe haven in the technology sector.

When peers are caught in the “AI money-burning race,” Apple has become a safe haven in the technology sector.

When Wall Street began questioning the astronomical investments made by tech giants in artificial intelligence, Apple, previously criticized for its lack of AI investment, suddenly became a safe haven for investors. With its low capital expenditure and ample cash, the iPhone maker demonstrated unique defensive value amid severe volatility in

The "Air" battle in the tech world: Apple has already suffered defeat.

The "Air" battle in the tech world: Apple has already suffered defeat.

Author | Huang Yu Editor | Wang Xiaojuan If we look at the annual keywords in the mobile phone industry for 2025, "Air" will surely be among them. This trend was ignited by Apple's September release of the "thinnest and lightest iPhone in history"—the iPhone

Hesai Technology turns profitable in Q3, lidar shipment volume surges more than twofold year-on-year, full-year net profit forecast raised | Earnings Report News

Hesai Technology turns profitable in Q3, lidar shipment volume surges more than twofold year-on-year, full-year net profit forecast raised | Earnings Report News

Hesai Technology turned profitable in the third quarter, further consolidating its position as the domestic leader in LiDAR. Hesai Technology’s net income in the third quarter increased by 47.5% year-on-year, with net profit reaching a record high of 250 million yuan. The company’s management raised the full-year

Tesla plans to expand its Texas Gigafactory to produce 10 million Optimus humanoid robots annually!

Tesla plans to expand its Texas Gigafactory to produce 10 million Optimus humanoid robots annually!

November 11—According to Tesla-focused media outlet Teslarati, Tesla plans a new round of expansion at its Texas Gigafactory, intending to build a new production base dedicated to its Optimus humanoid robot. The planned annual production capacity of this base is 10 million units, with operations expected to begin in

A Major Shift in the U.S. Corporate Bond Market: Trading Becomes More "Stock-like"

A Major Shift in the U.S. Corporate Bond Market: Trading Becomes More "Stock-like"

A profound structural transformation is quietly taking place in the US corporate bond market. Driven by algorithmic trading and basket trading patterns, this traditionally relationship-driven, predominantly over-the-counter market is rapidly exhibiting “equity-like” characteristics—the speed of trading, liquidity, and pricing mechanisms are all converging toward those of the stock market.

Bank of America: The "AI bubble theory" is truly beneficial for chip stocks, prevents overcrowding, and Nvidia is undervalued.

Bank of America: The "AI bubble theory" is truly beneficial for chip stocks, prevents overcrowding, and Nvidia is undervalued.

``` Author of this article: Dong Jing Source: Hard AI Regarding the recent "AI bubble theory," Bank of America has presented a sharp contrarian view: for chip stocks, it is a "reverse benefit," helping to prevent excessive crowding. NVIDIA is notably undervalued, as its stock price does