Aug 10 (Reuters) - Microsoft is planning to unveil its new Maia 300 AI chip this fall, potentially as soon as next month, The Information reported on Monday, citing people with direct knowledge of the plans. The company introduced its …
GameStop closed the January 2021 quarter at a $21.13 billion market cap. Nine months earlier it was worth $369.6 million. The story that stuck is that none of it had anything to do with fundamentals, that it was a pure …
TLDR: 1. Inference margin is 55\~70% for OpenAI and Anthropic. 2. Training model cost should be single digit billions *O*($1B). 3. The secured investments are *O*($100B). There are a few reasons to be bearish on AI industry that I will …
Unitree is expected to begin trading on the Shanghai STAR Market tomorrow. The IPO has reportedly been massively oversubscribed by retail investors, more than 8,000 times in some reports. As a retail investor, is there any realistic way to buy …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including …
GPL-1 is here to stay, demand will kept growing. However at this point, i hate NVO, as it is a value trap, and i hate LLY even more, it is just too expensive. The threat of price war and patent …
The headline from Meta’s Q2 report was technically brutal: free cash flow collapsed 91% year over year, from $8.55B to just $784M. That makes it sound like Meta’s money printer broke. But operating cash flow (the cash generated by the …
https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-trillion-higher-than-it-seems-e1067bb2 There’s a lot of off balance sheet commitments from the hyperscalers and some of that we know is circular funding. Alphabet and Amazon recently posted negative free cash flow and that’s before considering these commitments. The first sign that …
Paramount Skydance will seek to force the states holding up its merger with Warner Bros. Discovery to pay for the fees and costs associated with the delay, according to a new filing in the antitrust case Monday. Paramount is requesting …
**Production Expansion & High Demand** * **1 Million Extra Units:** Samsung has ordered an additional 1 million units of the **Galaxy Z Fold 8** after global demand and pre-orders significantly surpassed internal expectations. * **Record-Breaking Pre-Orders:** Global pre-orders across Samsung’s …