HEY I'M CRAMER. WELCOME TO MAD MONEY. WELCOME TO CRAMERICA.OTHER PEOPLE MAKE FRIENDS I'M JUST TRYING TO SAVE A LITTLE BIT OF MONEY OUT HERE. MY JOB IS NOT JUST TO ENTERTAIN BUT TO PUT IT IN CONTEXT. SO CALL ME AT ONE 807.43 CNBC OR TWEET ME AT JIM CRAMER. WHEN I WAS RUNNING THE STREET. COM, THE ONLINE NEWS JOURNAL I STARTED IN 1995, I FOUND OUT HOW HARD BUSINESS COULD BE.HARDLY A QUARTER WENT BY WHERE WE COULD MEET OUR QUOTA FOR AD REVENUE, WHICH IS WHY WE SET UP MORE STABLE SUBSCRIPTION BUSINESS TO CUSHION ...

Core Viewpoint - The article discusses the potential risks and concerns surrounding recent investment deals in the AI sector, particularly focusing on OpenAI and its relationship with Amazon, suggesting that these deals may resemble problematic financial practices from the dot-com era [5][19]. Investment Deals - OpenAI is reportedly in talks to raise at least $10 billion from Amazon, which would be used to purchase Amazon's AI chips, raising questions about the sustainability of OpenAI's financial health given its stretched balance sheet [7][8]. - The nature of the deal is compared to "lazy Susan deals," where funds are cycled back to the investor in a way that may not reflect genuine financial health [19][24]. Market Reactions - The Dow dropped 228 points, the S&P fell 1.16%, and the NASDAQ declined 1.81%, indicating a negative market sentiment towards tech stocks, particularly those involved in AI [6]. - Oracle's stock has significantly declined, falling over 5% to around $178, down from an all-time high of $345, as concerns about its relationship with OpenAI grow [16]. Financial Discipline - Blue Owl Capital has refused to back a $10 billion deal for an Oracle data center, highlighting a trend towards more disciplined investment strategies in the face of inflated valuations and risky deals [12][13]. - The article emphasizes the need for financial discipline in the industry, suggesting that companies should avoid reckless spending and focus on sustainable growth [22]. Valuation Concerns - There is skepticism about OpenAI's $500 billion valuation, with indications that the AI market may be becoming commoditized and that OpenAI lacks a competitive moat around its flagship product, ChatGPT [11][20]. - The article suggests that the AI industry may need to reassess the value of companies like OpenAI if financial discipline is exercised across the board [21].

Key Points - Apple is in talks with Indian semiconductor manufacturers to assemble and package iPhone chips in India, marking a shift from just final assembly to more complex semiconductor packaging [4][5] - Tencent has upgraded its large model research architecture, establishing new departments to enhance its AI capabilities, with a former OpenAI researcher appointed as chief AI scientist [7][8] - Xiaomi's new model, MiMo-V2-Flash, was launched by "genius girl" Luo Fuli, achieving a top 2 ranking among global open-source models [12] - MiniMax and Zhiyu have passed the Hong Kong Stock Exchange hearing, aiming to become the first publicly listed large model companies [21][22] - Neta Auto has established a new company named "Qianhe Auto" for restructuring purposes amid financial difficulties [24][25] - OPPO's executive shared a humorous experience of meeting a fan while undergoing dental surgery, highlighting the company's engagement with consumers [27][28] - Meta is planning layoffs in its metaverse department, reallocating resources towards AI smart glasses due to better market performance [44][45] - BYD has commenced comprehensive testing of its L3 autonomous driving technology, having completed over 150,000 kilometers of road validation [34] - Xiaomi plans to invest approximately 400 billion yuan in R&D in 2026, as part of a larger 2 trillion yuan investment over the next five years [40][41] - iRobot has entered bankruptcy and is being acquired by its main manufacturer, Sunkwan Group, which will retain the iRobot brand and continue operations in China [39][40]

Amazon pulled out of talks to be the first tenant for Fermi Inc.’s massive artificial intelligence data center facility in West Texas, Business Insider reported https://t.co/hQ0VR8L8Tc ...

【导读】甲骨文大跌引发大型科技股集体下挫，纳指跌超400点 中国基金报记者 储是 隔夜美股市场三大指数集体收跌，纳指跌近2%。据市场消息，甲骨文的主要投资方退出了其一个数据 中心项目，引发市场担忧。 纳斯达克指数跌近2% 美东时间12月17日（周三），美股三大指数集体收跌。截至收盘，道琼斯指数下跌0.47%，标普500指 数下跌1.16%，纳斯达克指数下跌1.81%。 据美联社分析，人工智能相关股票进一步下跌，拖累美国股市走低，投资者仍然质疑股价是否过高，以 及公司对人工智能的巨额投资能否带来足够的利润和生产力。此外，一些公司背负的巨额债务也令人担 忧。 | 美股指数 ビ | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 47885.97 | 22693.32 | 6721.43 | | -228.29 -0.47% | -418.14 -1.81% | -78.83 -1.16% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7501.36 | 24735.00 | 6786.50 | | -54.97 -0.73% | -404. ...

The Information：OpenAI已讨论以约7500亿美元的估值筹集数百亿美元，最高可能达1000亿美元。 https://t.co/SXPK5XnlhR外汇交易员 (@myfxtrader):The Information：OpenAI正与亚马逊谈判，拟从亚马逊融资至少100亿美元，并使用亚马逊的AI芯片。其中一位知情人士说，估值将超过5000亿美元。 https://t.co/oBsiJ9jx1k ...

游艇上，正在举办一场名为"船长之夜"的活动。在全球化浪潮与中国跨境电商蓬勃发展的背景下，由亚 马逊广告牵头，联合中欧国际工商学院，以更广阔的全球视野、深度的实战洞察，结合亚马逊广告全球 核心资源，与来自各个行业的"船长"深入交流。此次活动同样也是亚马逊广告"出海总裁班"的启航环 节。 活动上，亚马逊中国副总裁杨彤表示："品牌出海已进入'全渠道融合'时代，流媒体正成为连接用户的 关键场景。" 这句话精准概括了本次活动的核心议题：在全球消费趋势剧变的当下，亚马逊广告如何借助全渠道营销 资源，助力中国商家实现品牌全球化。 12月7日晚，在上海的黄浦江上，"船长8号"正载着数十位中国跨境电商头部品牌的"掌舵人"缓缓启航。 在经历了一轮野蛮生长后，跨境电商的发展需要更清晰的目标和更加精细的运营，这意味着中国跨境电 商的竞争核心也在发生根本性转变——从早期粗放的"卖货时代"、内卷的"低价时代"，驶向以品牌建 设、用户体验和长期价值为核心的"品牌时代"。 新的航程要求出海企业不仅要有优质的"货"，更要有洞察方向、驾驭风浪、引领航线的"船长"。 随着"船长之夜"正式开始，游艇缓缓起航巡游黄浦江。亚马逊中国副总裁杨彤为此次晚宴 ...

The Information：OpenAI已讨论以约7500亿美元的估值筹集数百亿美元。外汇交易员 (@myfxtrader):The Information：OpenAI正与亚马逊谈判，拟从亚马逊融资至少100亿美元，并使用亚马逊的AI芯片。其中一位知情人士说，估值将超过5000亿美元。 https://t.co/oBsiJ9jx1k ...

此前，"芬兰小姐"莎拉·扎夫斯因扮"眯眯眼"鬼脸、恶意丑化亚洲人，深陷种族歧视风波，11日，扎夫斯因此被 赛事组委会取消头衔，扎夫斯本人也为此道歉。 【甲骨文带崩美股，三大指数齐跌，纳指跌近2%】 大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【芬兰总理正式向中韩日民众道歉】 芬兰总理奥尔波当地时间17日在社交媒体发文，正式向中国、韩国、日本民众道歉称，"种族主义和歧视在芬 兰社会没有立足之地"。 芬兰驻中国、韩国、日本大使馆在社交媒体平台也分别以三国语言发布奥尔波的声明。奥尔波在声明中表 示，"我为个别议员最近在社交媒体上发布的冒犯性言论致以诚挚的歉意。"声明称，这些言论不代表芬兰的价 值观，"种族主义和歧视在芬兰社会没有立足之地"。 美东时间周三，三大指数集体收跌，纳指跌近2%，投资者继续从人工智能（AI）概念股中撤出资金。此前有 消息称，甲骨文的一位主要投资方退出了其一个数据中心项目，再度引发市场担忧。 截至收盘，道琼斯指数跌0.47%，报47,885.97点；标普500指数跌1.16%，报6,721.43点；纳斯达克指数跌 1.81%，报22,693 ...

By Arriana McLymore and Ross Kerber NEW YORK, Dec 18 - A union-aligned investment group sent letters to Amazon, Walmart and Alphabet on Wednesday, asking how U.S. President Donald Trump's immigration ​policies were impacting their finances and supply chains, according to the documents seen by Reuters. SOC Investment ‌Group owns less than 1% of each of the companies, which include some of the top recipients of H-1B visa petition approvals ‌for skilled foreign professionals. It wants the companies to show ...