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Nvidia CEO Jensen Huang's every word and action is becoming a "weathervane" for the capital market. During the latest quarterly earnings call, Jensen Huang quipped, "One of the most interesting things in the past year was seeing where I ate dinner and who I dined

On the eve of Nvidia's earnings report, long-time bearish investor Michael Burry made a rare move by buying call options on the stock, but he made it clear that this was just a "hedge" and his bearish stance remained unchanged. According to a StockTwits report on

Kioxia Holdings announced the construction of its third wafer fab in Iwate Prefecture, Japan, in partnership with manufacturing partner SanDisk to expand NAND flash memory production capacity in order to meet the surge in storage demand driven by artificial intelligence. According to a Bloomberg report on August 27, sources familiar

Zhiji is preparing to make a car without a steering wheel run. Recently, photos of a car's cockpit circulated online, showing no traditional steering wheel in front of the driver's seat, with a screen dominating the dashboard. Netizens quickly dubbed it the "Chinese version of

Nvidia delivered a strong quarterly report, and Goldman Sachs believes three catalysts will drive the stock price to continue outperforming the market. Nvidia reported second-quarter revenue of $96.2 billion, exceeding Wall Street expectations. Management then provided a full-year outlook of 70% revenue growth for calendar year 2027, far surpassing

We are standing at a historic turning point. By 2026, AI will have evolved from a cutting-edge concept into a core engine driving global industrial transformation and capital flows. This year, the boundaries of global AI technology have been expanded once again, and models and applications have maintained rapid iteration.

One of the most optimistic voices on Wall Street is putting the brakes on AI trading. Ed Yardeni, president of Yardeni Research, explicitly warned that now is not the time to chase AI stocks. He believes the market is experiencing "AI fatigue," and the outcome is uncertain. He