Nvidia(US:NVDA) Xin Lang Cai Jing·2025-07-08 11:38Group 1 - Apple's AI model executive Ruoming Pang is leaving for Meta Platforms Inc., marking a setback for Apple's AI efforts as Meta continues to aggressively recruit AI leaders with high salaries [3] - Citigroup has raised Nvidia's target price to $190 per share, citing significant growth in sovereign nations' demand for AI infrastructure, which is expected to drive Nvidia's expansion [3][4] - Nvidia's market capitalization is approaching $4 trillion, with its stock price increasing by 12% over the past month [3] Group 2 - Samsung Electronics reported a 56% year-over-year drop in operating profit to 4.6 trillion KRW (approximately $3.3 billion), exceeding analyst expectations of a 41% decline [4][5] - The decline in Samsung's performance is attributed to challenges in the AI chip sector, particularly the delay in certification of its advanced HBM3E chips by Nvidia, allowing competitors like SK Hynix to gain market share [5] - Samsung's chip division is expected to report an operating profit of 2.7 trillion KRW, which, while an improvement from the previous quarter, is still below last year's 6.5 trillion KRW [5] Group 3 - Elon Musk's AI startup xAI plans to launch its latest model Grok 4, which aims to compete with OpenAI's GPT-4o and Google's Gemini 2.5 Pro [6] - Wedbush analysts indicate that Nvidia's B200 chip supply is lagging behind demand, suggesting further growth potential in the coming quarters [7] - The demand for hard disk drives (HDD) is expected to benefit companies like Western Digital and Seagate Technology due to limited production capacity, allowing for price and margin increases [8]