HK, US stocks top stories
'Muskonomy' shakeup: SpaceX valuation approaches Tesla's after merger with xAINvidia nears deal to invest US$20 billion in OpenAI roundThe biggest impact of AI on SaaS currently: AI is not consuming your product in terms of functionality, it is consuming your budget financiallyConcerns over intervention fade, hedge funds restart "short yen" tradesEarning 50,000 yuan in one month and losing 20,000 yuan in another day, actress Zhao Jiaxin shares her fund returns: every day upon waking, she studies gold, aerospace, semiconductors, and AI"Very bullish for the whole year"! AMD's conference call responds to doubts: OpenAI's 6GW order is "on track," and MI450 will "significantly ramp up" in the second half of the yearAMD: Big talk, small results — When will it execute?"Big Short" Burry: After a 40% crash, if Bitcoin drops another 10%, it will trigger "disastrous consequences"Market value surpasses 1 trillion USD! Walmart completes a "profound transformation of traditional retail companies," with stock price doubling in two yearsPerformance explosion! Optical module giant Lumentum: Q2 revenue surged 65% year-on-year, AI business order backlog exceeds $400 million, next quarter guidance even more astonishingWill anti-inflation measures boost gold to new highs? Zhou Hao: The Federal Reserve Chairman must either instill fear in the market or make the market reliantIs this the "most panicked moment" for American software stocks?Why did the new tool from Anthropic, which crushed software stocks on Tuesday, have such a powerful impact?AMD's Q4 data center revenue surged nearly 40% to a record high, but the Q1 revenue guidance was not explosive enough, leading to a nearly 8% drop in after-hours trading | Earnings Report Insights