Palantir: Expensive Valuation is Biting Back!Microsoft invests billions to partner with Lambda for thousands of NVIDIA GPUs to ramp up the AI arms raceFrom "Stargate" to AWS's large computing order, OpenAI signs AI computing contracts vigorously, NVIDIA and storage giants win bigHua'an Xu Hantian: The core contradiction of the AI wave is "the business model is yet to be resolved," with a focus on two main lines in chipsHow the New Gold Policy Affects Market ParticipantsThe United States is heading towards a "liquidity crisis," and a "government shutdown" is equivalent to an interest rate hike? The next steps are crucial for the marketSaxo Bank: The long-term positive pattern for gold remains unchanged, the next upward trend "just awaits the favorable wind."South Korea's October inflation unexpectedly accelerated to 2.4%, which may prompt the central bank to extend the pause in its easing cycleUnderstanding the Market | Baidu Group-SW rose over 4% in early trading, with its subsidiary Luobo Kuaipao's weekly order volume exceeding 250,000 orders and a global operational network being established in multiple locationsInsurance capital of hundreds of billions "hidden large accounts" surfaceUnderstanding the Market | TIAN CHENG HLDG resumes trading with a high opening of over 45% as the company announces an increase in the placement price and plans to place up to 60 million sharesThe US Dollar Index is just one step away from the 100 markWind power giant Ørsted "cuts off its arm to survive": sells half of the shares of the "world's largest offshore wind farm" to PE giant Apollo for $6.5 billionU.S. stock night market | iHeartMedia soared 64%, reports say Netflix is in talks with it to license video podcast contentPalantir conference call: AI brings "extraordinary growth," the "40 rule" rarely breaks 100, CEO blasts Wall Street "We delivered the best performance in software company history, yet you have always been wrong!"Cipher Mining and Iren soar, while the cryptocurrency market is "bleeding profusely," Bitcoin miners, however, "surge due to AI.""The Nasdaq has risen for 7 consecutive months," "Mag 7 rises alone," investors seem to firmly believe that U.S. stocks will only go up? "The most optimistic people" are starting to worryThe American business community, congressional members, and former government officials join forces to "encircle" Trump, all to abolish tariffs!On "The Art of Valuation," Tesla is no match for Palantir?Netflix makes two purchases in a month, "video podcasts" are becoming increasingly popularPalantir's third-quarter revenue exceeded expectations, raising the full-year revenue guidance | Financial Report InsightsUS Stock Fund Activity List | NVIDIA rises over 2%, institutions raise target price to $350, believing NVIDIA's market value is expected to reach $8.5 trillionZhitong Hong Kong Stock Early Knowledge | The Hong Kong Securities and Futures Commission issues new guidelines to facilitate licensed virtual asset trading platforms, Amazon hits a historic highDu's gene therapy late-stage trial fails, precision gene leader Sarepta plunges over 39% in after-hours tradingA door defect caused five people to be trapped inside and burned to death, Tesla is sued againSamsung SDI stated that it is in talks with Tesla to supply batteriesBreakfast | Palantir surged 7% in after-hours trading, with third-quarter revenue exceeding expectations, skyrocketing 63% to set a new recordReminder: Please pay close attention to the following (all in Beijing time)There are differences in views among Federal Reserve regional presidents regarding the policy path, with two officials believing that there is still a possibility of interest rate cuts in DecemberWarren Buffett may reduce his holdings of Apple stock owned by Berkshire Hathaway again in the third quarterNovember 4 closing: U.S. stocks mixed, Amazon drives Nasdaq higherLoop Capital predicts NVIDIA's stock price will soar by 75%, and GPU shipments will doubleAt the close: The Dow fell more than 200 points, while Amazon boosted the Nasdaq higherThe AI arms race fuels a financing wave for tech giants, with Google's parent company planning to issue over $20 billion in bonds after MetaTesla's sales in the European market have once again significantly declined, maintaining a sluggish trend for several quartersLoop Capital: NVIDIA may reach a market value of $8.5 trillion by riding the wave of artificial intelligenceHas China Duty Free finally "bottomed out"?US stock market opens: Nasdaq 100 index rises 1%, Amazon rises over 4%$27 billion and Zuckerberg's financial skills: spending other people's money to buy one's own computing powerGoogle's parent company Alphabet launches an eight-part dollar bond issuanceAmazon signs a $38 billion agreement with OpenAI to supply NVIDIA chipsWall Street ignites a bullish trend for NVIDIA! Loop Capital sets the highest target price at $350Wang Chuanfu launches a global "tough battle"The UAE receives a $15.2 billion investment commitment from Microsoft, and the U.S. approves the export of NVIDIA GB300 GPUs