Stock market plummets 54%, stagflation strikes? Federal Reserve simulates extreme scenario of AI bubble burstNVIDIA CEO Jensen Huang sounds the horn! Preparing for a new battle in the CPU market, targeting Intel and AMDApple is reportedly planning to launch Apple Pay services in India this yearWhy did the market "turn a blind eye" to NVIDIA's explosive earnings report?The supply of rare earths in the United States has worsened again! Some aerospace and chip production has been forced to limit output, and the price of yttrium has skyrocketed 69 times in a year!Not just outstanding performance! Goldman Sachs names three catalysts for NVIDIA, stating that "the path to outperformance in the coming months is clear."NVIDIA's fourth-quarter sales reached a record of $68 billion, alleviating bubble concernsAnalysis: Despite NVIDIA's strong performance, volatility in AI trading still existsMinimax continues to dig deep into "lobster meat"Daniel Zhang: The Speculation of Exchange Rate Narratives"Crazy Little Yang Ge" concept stocks surged 64 times before plummeting 96%! Continuously high-growth NVIDIA concept stocks released (with list)CRM Trans: Organic rev. growth to re-accelerate in H2 FY
---Samsung's storage division is charging exorbitant prices, and Apple is accepting them all—Samsung's mobile division is forced to use 50% Micron storage chipsCRM: AI-replacement thesis sweeps; is the SaaS leader now a 'castoff'?---Record funds have poured in, yet it has resulted in the worst relative performance in 15 years! The halo of U.S. stocks fades, and the dollar alarm sounds?NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized
---Goldman Sachs on AI Trading: Risks of "AI Infrastructure" in the Second Half, "Losers" of "AI Applications" Hard to Turn Around in the Short TermStock market "honey," bond market "arsenic"? Military and AI spending in various countries surges, pushing global debt to a record $348 trillionAfter analyzing over ten thousand financial reports, Morgan Stanley found that the "services + cyclical" sector, which has been sold off, actually has the highest AI adoption rate and the strongest bargaining powerStrategic focus to counter Amazon and Tesla, Google reabsorbs AI robotics subsidiary IntrinsicQuantum Unlock 1.0: IBM elaborates on five key issues in quantum computingThe White House leads "power decoupling"! Six giants including Microsoft and Amazon pledge to build their own power plants to ensure that AI development does not drive up residential electricity pricesNVDA: Blowout results vs. a cold tape — Has the market's top darling fallen out of favor?---Steady performance, conference call explains "AI impact," "SaaS giant" Salesforce stock price still plummetsNikkei Index breaks through 59,000 points for the first time due to weakened prospects of early interest rate hikes and NVIDIA's earnings reportPerformance "King Bomb" shatters the bubble theory! NVIDIA's Q4 revenue hits a record high, guidance exceeds expectations, Jensen Huang asserts that the "AI industrial revolution" has just begunAMD and Nutanix join forces for a $250 million AI collaborationFederal Reserve: The attractiveness of government bonds is declining, driving key interest rates upNVIDIA CEO Jensen Huang stated during the conference call that the application of agents by enterprises has surged, and Grace Blackwell paired with NVLink is the king of inference. The current space data center economy is still "barren," but the situation will change over timeU.S. Stock Market: Tech Stocks Drive Market Higher, NVIDIA Releases Optimistic Revenue Outlook After HoursAlibaba Cloud launches low-cost AI programming package, integrating four top open-source modelsGoogle integrates the lunar landing program robotics software company Intrinsic to streamline its layout in this fieldTop 20 U.S. Stock Trading Volumes on February 26: Microsoft Under Investigation by Japanese Antitrust AgencyNVIDIA's fourth-quarter revenue was $68.1 billion, expected to be $65.91 billion, rising over 2% in after-hours tradingAI impact causing panic? Sequoia's Lin Junrui: Software companies can surviveTechnical failure at CME causes interruption in natural gas and metal futures trading, all orders placed on Wednesday were canceledAmazon, Google, and Oracle will build power supply systems for data centersCircle (Trans): New Bill Nears Passage; Arc to Drive Future Growth
---CoreWeave is close to securing $8.5 billion in guaranteed financing for the "AI Chips + Meta contract."AI will not disrupt the enterprise software ecosystem! Wedbush claims the market reaction is excessive and supports Microsoft, Salesforce, and other software companiesAMD and Meta have reached a multi-year GPU supply agreementNVIDIA faces a major test, with the options market indicating a price volatility of 5.6%CRCL: Results Push Back at Bears — Can the First Stablecoin Stock Stay Steady?
---Opening: U.S. stocks opened higher on Wednesday, with NVIDIA and Oracle leading the gainsIs it time to bottom fish? Oppenheimer upgrades Oracle rating: A buying opportunity after the big dropGoldman Sachs initiates coverage on MiniMax: The strongest globalized Chinese large model!OPEC+ is expected to finalize a production increase plan on Sunday, with several representatives anticipating a return to a "slight increase" mode in April