Apple（Minutes）: Continue to use a hybrid model to optimize costs and performanceOil prices rise, gold hits a historic high! What happened?Apple: LLM "Slimming Down," Hardware Becomes the Final Winner?Is DeepSeek a big benefit for Apple? Cook said this in the earnings callIntel Beats EPS, Revenue EstimatesDeepSeek re-evaluates China's AI assets? Alibaba leads a surge in Chinese concept stocks, with inflows into technology stock ETFs reaching the highest level since OctoberApple's blockbuster shopping season revenue hits a new high, iPhone revenue unexpectedly disappointing, sales in China plummet, and this season's guidance reassures the market | Earnings report insightsTonight's PCE is coming, which may support the Federal Reserve's decision to hold steadyU.S. stock movement | Intel rose over 3% after hours, with positive revenue from data centers and AI in the fourth quarterApple's gross margin hits record as services business keeps growingApple's quarterly revenue slightly exceeded analysts' expectations, but sales in the Chinese market remain unsatisfactoryTrump again criticizes the Federal Reserve, what signal does this send? "New Federal Reserve News Agency": This time is different from eight years agoIntel's fourth-quarter revenue was $14.26 billion, while analysts expected $13.81 billion.
The expected revenue for the first quarter is $11.7-12.7 billion, with analysts expecting $12.85 billionThe 10-year U.S. Treasury yield fell by 1.4 basis points, narrowing its decline after the European Central Bank announced interest rate cuts and the release of U.S. GDP dataWhy Tesla Stock Was Climbing TodayEuropean stocks with exposure to China rise, and U.S.-listed Chinese concept stock ETFs also increaseDeepSeek challenges OpenAI's valuation? Masayoshi Son is not afraid, negotiating an investment of up to $25 billion!Why Artificial Intelligence Stocks Broadcom, Alphabet (Google), and Marvell Technologies Are Rising TodayWhy Meta Stock Is Soaring TodayMicrosoft Stock Is Now in a Correction -- Is This a Buying Opportunity?The number of initial jobless claims in the United States last week fell more than expected to 207,000U.S. GDP growth in the fourth quarter was 2.3%, lower than expected, but consumer spending remained strongMeta Platforms Revenue Tops EstimatesGoldman Sachs: DeepSeek is sounding the "alarm bell" for US stocksThe annualized quarter-on-quarter initial value of the actual GDP in the United States for the fourth quarter is 2.3%, with an expectation of 2.6% and a previous value of 3.1%U.S. Stock Outlook | U.S. GDP and employment data released, Apple and Intel earnings reports coming after the market closesDan Ives Just Called the Nvidia Sell-Off a "Golden" Buying Opportunity. Here's Why I Think He's Absolutely RightHas Microsoft's "bad data" passed?Microsoft（Minutes）: Current Investment vs Future Prospects is a Question All AI Players Need to Consider"Dislocated" Microsoft: Lean Reality vs Ambitious Future, it's time to test faith again!Haitong Securities: The Federal Reserve pauses interest rate cuts, adopting a wait-and-see approachThe growth engine Germany is in trouble, and the European economy is facing "zero growth" by the end of 2024Is Meta a Better Artificial Intelligence (AI) Stock to Buy Than Nvidia After DeepSeek's Stunning R1 Debut?Tesla: The AI Narrative Continues to Surge (4Q24 Earnings Call Summary)Microsoft and Meta both said "DeepSeek does not affect," capital expenditures are stable, can Nvidia breathe a sigh of relief?Meta (Minutes including small meetings): "Every year" is a key year, and this year is not just about Meta AI"New Federal Reserve News Agency": Both inflation and growth are uncertain, the Federal Reserve enters a "wait and see" modeMarket "calm" response after interest rate decision: Is the Federal Reserve's policy now "irrelevant"?ASML（Minutes）: Revenue in mainland China will fall to around 20% The Federal Reserve does not cut interest rates, Trump lashes outTesla：AI Ambitions Clash VS Automotive FundamentalsWolfspeed（Minutes）: Expected capital expenditures will significantly decrease in 2026Meta: Once again, Zuckerberg is excited to spend money. Why is the market not panicking this time?Tesla conference call: This year will be the most important year in history, significant breakthroughs in FSD, and the robotics business may surpass automobiles in the futureMicrosoft conference call: DeepSeek is a positive factor, AI business annual revenue run rate has now exceeded $13 billion, a year-on-year increase of 175%Zuckerberg: In the long term, invest "hundreds of billions of dollars" in AI infrastructure; this year is the "decisive year" for AI glassesWolfspeed: No surprises, continuing to close factories, lay off employees, and reduce costsDeepSeek 抢镜巨头财报会！Microsoft：有真创新且 R1 上云了、Meta：学习且加大投入、ASML：实际是利好Tesla's quarterly report significantly missed expectations, but the automotive business is expected to regain growth this year, initially falling then rising in after-hours trading | Earnings Report InsightsSpending big on AI but still not enough power? Microsoft's cloud revenue unexpectedly slowed last quarter, dropping over 6% in after-hours trading | Earnings Report Insights