美股重點新聞

掉轉

me long 緊

點睇NVDA 同apple

Intc? 點解

NVDA冇咩特別update ，現價唔會特別想加減碼住
AAPL冇咩特別新諗法，市場主要都係argue iphone16會唔會有大換機潮定17先有

因為你想short

有咩基本面

Gaudi 3

你msft call過er?

咁得Elon baba入得過

googl點解冇曬力水咁

小藍書上上次都比人質疑完ai 投資

上次大升返

利空消息應該盡出

就算再有，對股票影響都唔會好似上次咁

有少少利好消息，基本上intc 都可以彈返上去

開大機會比開細高

Google has been pitching advertisers on a new AI-powered search tool, called Search Bidding Exploration, which aims to find new pockets of valuable traffic. It does this by identifying lower-traffic queries within search that actually drive conversions, according to documents seen by ADWEEK.

Low-traffic queries are when someone types in a less popular search query. Brands still want to show up here because they can find new audiences on these searches.

The product was pitched in the third quarter of this year, according to the documents, and has not been publicly announced.

Bernstein notes that Q3 margin performance appears inflated by temporary factors including deferred revenue recognition and timing of commodity contracts. While reported margins hit 19.8%, adjusting for $326 million in deferred revenue and energy credits yields 15.6% - better than 14.9% consensus but substantially lower than headline figures. Bernstein cites the significant beat versus expectations largely came from favorable lithium contract timing, which likely won't drive further improvements in Q4 noting mgmt itself indicates auto margins will decline sequentially when excluding one-time items.

Bernstein also throws cold water on FSD, saying there appears to be a significant disconnect between management's FSD performance claims and independent data. While Tesla cites 100x improvement in disengagement rates year-to-date, third-party tracking shows only 2.4x improvement since February 2022.

Elon Musk’s xAI is in the process of 2x’ing the size of its Colossus AI supercomputer to a combined total of 200K NVDA Hopper GPUs.

Wt is this

有冇short到

有 星期一等收錢

me手頭有貨，洗唔洗借多啲畀你short

踢出指數都唔走？