$Advanced Micro Devices(AMD)$ shares rose 9.9% Thursday to close at $128.37, marking the stock’s best day since May and the highest close since June. The surge comes a day after it launched new artificial intelligence chips that will compete against $NVIDIA Corp(NVDA)$ to power AI applications.On Wednesday, AMD CEO Lisa Su discussed the previously announced Instinct MI300X, a large graphics processor designed for AI-oriented servers, and said $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ had committed to using the chip.Nvidia has dominated the AI chip market for the past year, but cloud providers and technology compa

In 2023, almost every company on the planet was integrating AI into their operations and products. AI is driving a significant increase in the productivity of knowledge workers around the world. As businesses strive to improve employee efficiency, one company stands to reap huge benefits. $Zoom(ZM)$ has built multiple AI capabilities to help remote workers, from salespeople to software engineers, make more efficient use of their time. Analysts at Cathie Wood's flagship fund Ark Invest believe that Zoom's AI-related products and services will significantly increase revenue. The team led by Ms. Wood has set a target price of $1500 for the stock by 2026. That represents a whopping 2139% increase from the trading price at the time of this writing.Zoom i

AI_Dig WeeklyAs of the close on July 21, the concept of AI fell by 2.66% in the past five trading days.1.$NVIDIA Corp(NVDA)$ , down 2.55% over the past 5 sessions.$NVDA is nearing a deal to acquire a stake in Lambda Labs, according to people familiar with the matter. The deal, which could include $300 million in new capital, follows Nvidia's acquisition of a similar stake in Lambda rival CoreWeave.According to the data, Lambda labs is an American AI cloud service provider. Before April this year, it received a financing of more than 40 million US dollars, including investment from OpenAI co-founder Greg Brockman. Although the scale of Lambda labs is small, they claim to be able to provide the computing resources of Nvidia A100 and H100 with the lo

Yesterday, the semiconductor sector of the US stock market collectively fell. Among them, $Intel(INTC)$ plunged 5.37%, Broadcom fell 4.24%, $Qualcomm(QCOM)$ dropped 3%, and $ASML Holding NV(ASML)$ fell 2.93%.In addition to semiconductors, tech stocks such as $Apple(AAPL)$ and $Tesla Motors(TSLA)$ also suffered a correction, driving the $NASDAQ(.IXIC)$ down 1.65% yesterday.Is this collective correction a normal adjustment or a major fall after reaching a peak?First of all, there is no bad news for semiconductors, and it is a spontaneous

How does the semiconductor ecosystem support the AI revolution? • Building AI Brains | $NVIDIA Corp(NVDA)$ , $Advanced Micro Devices(AMD)$ , $Intel(INTC)$ • Making the Chips | $ASML Holding NV(ASML)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , $Lam Research(LRCX)$ , $American Tower(AMT)$ • Customizing AI Chips | $Analog Devices(ADI)$ , $Qualcomm(QCOM)$ , $ARM Holdings Ltd(AR

Artificial Intelligence (AI) has been one of the best-performing investment themes in the US stock market in 2023. From AI chatbots and search to AI enterprise optimization software and generative AI applications, there has been a global AI craze. Wall Street has also caught a whiff of money, and analysts have predicted that the wave of AI investment will continue for a long time.However, AI technology is still in its infancy, and it's unknown which companies will become long-term leaders. Most ultra-high market value tech companies have already invested heavily in developing AI software and integrating it into their businesses, with sufficient resources to continue investing in AI technology. Among these tech giants, whoever breaks through strong artificial general intelligence (AGI) tech

$Micron Technology(MU)$ , a memory chip giant, announced a blockbuster news yesterday. Its cutting-edge HBM3E product will start shipping in the second quarter of 2024.HBM, which stands for High-Bandwidth Memory, is like stacking DRAM chips like LEGO blocks and encapsulating them through advanced packaging, increasing their density while maintaining or even reducing their size for better storage performance.And HBM3E? It's the fastest and highest-capacity HBM memory in the industry, fueling the innovation of generative AI and a crucial component for Nvidia's AI GPUs.Compared to its competitors, Micron's HBM3E boasts a 30% lower power consumption. It'll be used in $NVIDIA Corp(NVDA)$ 's H200, potentially gen

Another chaotic week, with Wall Street bulls turning bearish and bears turning bullish.The unilateral rise in the market in 2023 brought about by AI began to show insufficient stamina, and a concept of “Room-temperature superconductor" that emerged from the laboratory quickly fell after completing take-off in the secondary market.In an environment full of uncertainties, people all over the world are pinning their hopes on the start of the fourth technological revolution. "Disruptive technologies" are stirring the nerves of investors. Many difficult terms make people both excited and frightened. But behind the movement of funds is bound to affect the take-off and fall of the industry.Since the era of mobile Internet started by smartphones has entered the stock competition, and with the Fed’