Stock market "honey," bond market "arsenic"? Military and AI spending in various countries surges, pushing global debt to a record $348 trillionAfter analyzing over ten thousand financial reports, Morgan Stanley found that the "services + cyclical" sector, which has been sold off, actually has the highest AI adoption rate and the strongest bargaining powerStrategic focus to counter Amazon and Tesla, Google reabsorbs AI robotics subsidiary IntrinsicQuantum Unlock 1.0: IBM elaborates on five key issues in quantum computingThe White House leads "power decoupling"! Six giants including Microsoft and Amazon pledge to build their own power plants to ensure that AI development does not drive up residential electricity pricesNVDA: Blowout results vs. a cold tape — Has the market's top darling fallen out of favor?---Steady performance, conference call explains "AI impact," "SaaS giant" Salesforce stock price still plummetsNikkei Index breaks through 59,000 points for the first time due to weakened prospects of early interest rate hikes and NVIDIA's earnings reportPerformance "King Bomb" shatters the bubble theory! NVIDIA's Q4 revenue hits a record high, guidance exceeds expectations, Jensen Huang asserts that the "AI industrial revolution" has just begunAMD and Nutanix join forces for a $250 million AI collaborationFederal Reserve: The attractiveness of government bonds is declining, driving key interest rates upNVIDIA CEO Jensen Huang stated during the conference call that the application of agents by enterprises has surged, and Grace Blackwell paired with NVLink is the king of inference. The current space data center economy is still "barren," but the situation will change over timeU.S. Stock Market: Tech Stocks Drive Market Higher, NVIDIA Releases Optimistic Revenue Outlook After HoursReminder: Please pay close attention to the following (all times are in Beijing time)Alibaba Cloud launches low-cost AI programming package, integrating four top open-source modelsGoogle integrates the lunar landing program robotics software company Intrinsic to streamline its layout in this fieldTop 20 U.S. Stock Trading Volumes on February 26: Microsoft Under Investigation by Japanese Antitrust AgencyNVIDIA's fourth-quarter revenue was $68.1 billion, expected to be $65.91 billion, rising over 2% in after-hours tradingAI impact causing panic? Sequoia's Lin Junrui: Software companies can surviveTechnical failure at CME causes interruption in natural gas and metal futures trading, all orders placed on Wednesday were canceledAmazon, Google, and Oracle will build power supply systems for data centersCircle (Trans): New Bill Nears Passage; Arc to Drive Future Growth
---CoreWeave is close to securing $8.5 billion in guaranteed financing for the "AI Chips + Meta contract."AI will not disrupt the enterprise software ecosystem! Wedbush claims the market reaction is excessive and supports Microsoft, Salesforce, and other software companiesAMD and Meta have reached a multi-year GPU supply agreementNVIDIA faces a major test, with the options market indicating a price volatility of 5.6%CRCL: Results Push Back at Bears — Can the First Stablecoin Stock Stay Steady?
---Opening: U.S. stocks opened higher on Wednesday, with NVIDIA and Oracle leading the gainsIs it time to bottom fish? Oppenheimer upgrades Oracle rating: A buying opportunity after the big dropGoldman Sachs initiates coverage on MiniMax: The strongest globalized Chinese large model!OPEC+ is expected to finalize a production increase plan on Sunday, with several representatives anticipating a return to a "slight increase" mode in April$667 billion frenzy! Giant AI spending approaches its peak, free cash flow may hit bottom and reboundGlobal news you need to know before the U.S. stock market opens on WednesdaySpain's antitrust regulator stated that Apple and Amazon took too long to rectify anti-competitive contractsU.S. stock futures maintain upward momentum, U.S. Trade Representative: Tariffs on some countries will rise to 15%, others may be higher"Hope for the entire market"! U.S. tech stocks have fallen into their worst start since 2022, and NVIDIA's performance is key to reversing the downturnStrong earnings reports struggle to support U.S. stocks as AI and credit concerns become upward resistanceStrong earnings can't save the market? U.S. companies deliver the strongest report card, but the S&P 500 has dropped 1.7% in six weeksU.S. Stock Market Outlook | Three Major Index Futures Rise Together, NVIDIA's Earnings Report is ComingNVIDIA's earnings report tonight: How strong does it need to be to reverse the AI bubble panic?Another executive position at a state-owned bank has become "vacant"The "new team" of Western banks is undergoing changes again, with "insiders" concurrently holding key positionsAI "acrophobia" spreads: Global investors are searching for all means to hedge against three years of AI frenzyAfter Google, Microsoft also faced "knocking on the door": Japan's antitrust storm escalates, and tech giants' cloud businesses face compliance testsFeynman architecture debut? NVIDIA GTC conference may launch 1.6nm chipWill the RMB break 6.8?