Four Expected Differences Under ConsensusChallenging NVIDIA? Marvell acquires Celestial AI, betting on "next-generation optical interconnect technology"Spending $29 billion! Saudi Arabia has almost "completely bought" EAJD Industrial plans to globally issue 211 million shares, expected to be listed on December 11Breakfast | Interest rate cut expectations rise, Nasdaq and S&P 500 increaseThe selection of the Federal Reserve Chair becomes clearer, and economic data will be released intensively, leading to increased market bets on interest rate cutsReminder: Please pay close attention to the following (all times are in Beijing time)ADP employment data is coming! The U.S. private sector is expected to remain stable in November, and the resilience of the labor market may exacerbate internal divisions within the Federal ReserveWhy did OpenAI launch a "red alert"? Should NVIDIA also raise a red flag? A visual representation of AI competitionDecember 3rd External Headlines: Amazon launches latest self-developed chip, Citigroup expands investment-grade bond trading team, Trump plans to extend entry ban to about 30 countriesTrump stated that he will announce the Federal Reserve Chair nominee early next year, strongly hinting at HassettAmazon launches a major challenge to Google and Nvidia: AI chip Trainium 3 is faster and more energy-efficient, with four Nova 2 models, pioneering "open training"Apple resists India's government mandate for mandatory installation of security appsAmazon launches Trainium 3 to advance its AI chip strategyNVIDIA stated that the $100 billion investment framework for OpenAI has not yet been finalizedWith the support of "Doubao," the 3,499 yuan phone sold out in a day, with the highest listing price on Xianyu reaching nearly 10,000 yuanWall Street institutions warn: Economic resilience combined with the AI wave makes shorting U.S. stocks a high-risk tradeNVIDIA officially announces new collaboration achievements: Mistral open-source model accelerates, improving efficiency and accuracy at any scaleAmazon launches an AI entity that reportedly can work continuously for several daysAmazon launches cloud AI tools to help engineers recover from failures fasterReport: Google is tightening its grip, OpenAI sounds the red alert to ramp up ChatGPTAmazon Vice President: Intelligent agents will become the most significant technological transformation since the birth of cloud computingAmazon will adopt NVIDIA technology in artificial intelligence chips and launch new serversAmazon urgently launches the latest AI chips, challenging Nvidia and GoogleTaiwan Semiconductor actively promotes overseas factory constructionAmazon reduces fees for European sellers in the price war with Shein and TemuCopper prices hit a record high, Goldman Sachs: Is the global market entering a "cyclical bull market"?NVIDIA CFO: By 2026, the $500 billion booking amount for Blackwell and Rubin AI chips does not include any work we are currently doing on the next phase agreement with OpenAI.
We have not yet finalized an agreement with OpenAI.
OpenAI continues to move forward on their path.
I believe our collaboration with them will never ceaseBlackRock turns bearish on long-term U.S. Treasuries, warns that the AI funding boom may drive up borrowing costsGold price at $10,000, quantum computing breakthroughs causing panic, AI triggering a comprehensive crisis... This investment bank's "outrageous" prediction for 2026 has arrivedGlobal news you need to know before the U.S. stock market opens on TuesdayBig short Burry is shorting Tesla again? The last time he did this, Tesla's stock price doubledBullish on the prospects of the drug development pipeline, Bank of America significantly raises the target price for Eli LillySamsung completes development of the sixth generation HBM4 chip and sends samples to NVIDIA awaiting mass production approvalAmidst sluggish global sales, Tesla China sees its third increase in sales this year in November"Triple Blow" is Coming! Institutions Warn: Seasonal Weakness of the Dollar May Intensify in the Coming WeeksWith a valuation of $4 billion, Luma AI, invested by NVIDIA, announced a large-scale expansion plan, aiming for the "world model"!SoftBank's Masayoshi Son expresses "deep regret" over the sale of NVIDIA shares and refutes the AI bubble theoryWealthfront, a wealth management advisory platform, is aiming for an IPO in the U.S. stock market with a target valuation of $2 billionThe Federal Reserve is trapped in the "neutral interest rate" maze, with unprecedented divergence in interest rate cut pathsHassett is set to be appointed as chairman, will the Federal Reserve be "extremely dovish" next year? But can inflation hold up?With the December decision approaching, the Federal Reserve is experiencing the most serious divergence on neutral interest rates in over a decade!Zhitong Hong Kong Stock Analysis | Concerns over US and European data raise expectations for early interest rate cuts, AI entry spreads to glassesU.S. Stock Outlook | Three Major Index Futures Rise Together, MongoDB Soars After Earnings, Trump to Make Major AnnouncementThe Original Sin of the AI Bubble: Is Nvidia the 'Golden Poison Pill' that AI Can't Quit?Global supply is extremely tight, and silver is staging an epic short squeeze