Goldman Sachs Cries AMD Target Price of $640: Microsoft, Anthropic Begin Helios Deployment, AMD's AI Rack Narrative Enters Execution Phase

Citrini View: Bullish on AMD, Bearish on NVDA, Encoding AI Eroding NVIDIA's Moat from the Software Side, CUDA Moat is Coming to an End

Probability of Rate Hike Nearing 40% Next Week? Triple Pressure from Rising Oil Prices, Higher U.S. Yields, and Stronger Dollar Boosting Rate Hike Prospects

The new US tariff policy, combined with escalating tensions in Iran, has pushed up international oil prices, while a pullback in tech stocks has dragged down US stock indices.

Sequoia's Largest Series C Investment in History: AI Chip Company Etched Raises $3 Billion at a $10.3 Billion Valuation, Doubling in Seven Months

Microsoft's In-house Model Accelerates Surpass OpenAI, GPU Cost Reduced by Up to 89%