Micron will spend 1.5 trillion yen ($9.6 billion) to build a plant in western Japan to make memory chips for artificial intelligence applications, Nikkei newspaper reported https://t.co/pCuZxdSbd2 ...

Boston Partners reduced its position in Tower Semiconductor Ltd. (NASDAQ:TSEM – Free Report) by 44.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 328,679 shares of the semiconductor company’s stock after selling 258,047 shares during the quarter. Boston Partners owned about 0.30% of Tower Semiconductor worth $14,251,000 at the end of the most recent quarter. Get Tower Semiconductor alerts: A number of other large investors have ...

Core Viewpoint - U.S. chipmaker Micron Technology plans to invest 1.5 trillion yen ($9.6 billion) in a next-generation memory manufacturing facility in western Japan to enhance support for artificial intelligence computing [1] Investment Details - The investment amount is 1.5 trillion yen, equivalent to $9.6 billion [1] - The facility will focus on next-generation memory technology [1] Strategic Importance - The new manufacturing facility aims to support the growing demand for artificial intelligence computing [1] - This move indicates Micron's commitment to expanding its capabilities in the AI sector [1]

Group 1 - The core viewpoint is that the demand outlook for memory has been structurally transformed due to the intensive data requirements in AI workloads, leading to increased memory and storage content [1] Group 2 - The article discusses the implications of AI on the memory market, highlighting that the growth in AI applications is driving higher demand for memory solutions [1]

Core Insights - Diversification is emphasized as a crucial strategy for investors to mitigate risks associated with concentrated holdings in technology stocks, particularly in the context of the ongoing AI competition involving companies like NVIDIA and AMD [2][3]. Investment Strategy - A diversified portfolio should include a mix of stocks across different sectors, with only one stock from the technology sector, while the remaining stocks should represent growth in areas such as healthcare, aerospace, restaurants, and retail [2][3][4]. - Growth stocks are expected to perform well across various market conditions and may benefit from anticipated interest rate cuts by the Federal Reserve [3][4]. Economic Outlook - Recent economic data suggests that the Federal Reserve may be inclined to recommend a rate cut, which could positively impact growth sectors such as travel, leisure, life sciences, and aerospace [4]. Stock Recommendations - **Texas Roadhouse, Inc. (NASDAQ:TXRH)**: Cramer highlighted the potential for improved gross margins due to tariff cuts on Brazilian beef, which could benefit the restaurant chain as it has maintained customer-friendly pricing [9]. - **Best Buy Co., Inc. (NYSE:BBY)**: Cramer noted that while Best Buy faces challenges from higher interest rates and tariffs, it may benefit from a PC refresh cycle, making it an interesting stock to watch [10].

转自：南宁发布 此次大会通过主题报告、专题演讲、企业恳谈会、实地考察等活动，全方位展现南宁智算产业发展基础 与潜力，让与会嘉宾感受到南宁人工智能产业的发展活力与合作诚意。清晰的政策导向、优越的区位条 件与完善的产业配套，激发了企业代表的强烈合作意愿。 "我们看中了南宁这片发展的热土，将企业的技术优势与南宁的区位、政策优势相结合，助力本地制造 业企业'用好数据、用对数据'，在'家门口'就能享受到最前沿的数字化红利。"北京新材道数智科技有限 公司董事长、总经理赵旭表示，该公司核心业务是通过数据赋能制造业升级，协助企业积累工艺参数与 性能数据，联通产业链上下游，希望以南宁为重要窗口，将先进的工业数据解决方案与东盟国家的制造 业需求精准对接。 作为国内通用GPU（图形处理器）行业领域领军企业，北京天数智芯半导体科技有限公司将目光投向南 宁。"计划以南宁为核心支点拓展东盟市场，在核心产品供给、智算技术服务、生态与人才共建等方面 全面布局。"公司总经理郭为表示，企业计划借助跨境算力适配优势，支撑南宁向东盟输出智算服务， 同时通过产学研合作定向培养专业人才，夯实南宁智算创新与产业发展根基。 开元云（北京）科技有限公司创始人 ...

Core Viewpoint - Meta Platforms is currently undervalued compared to its peers in the AI sector, presenting a potential investment opportunity as the company continues to invest heavily in AI development and has a strong existing business foundation [4][13][14]. Company Overview - Meta Platforms, known for its social media platforms including Facebook, Messenger, WhatsApp, and Instagram, has a user base of 3.5 billion people globally, which drives significant advertising revenue [6][9]. - The company has committed to building advanced AI products and services, having increased its investment in AI and established a superintelligence lab [5][9]. AI Strategy and Growth Potential - Meta aims to create AI that is widely accessible, with its AI assistant already boasting over one billion monthly active users, which is expected to enhance user engagement and attract more advertising spend [7][9]. - The integration of AI into advertising is anticipated to improve ad performance, leading to increased revenue growth for Meta [7][9]. Financial Metrics - Meta's current stock is trading at 24 times forward earnings estimates, making it the cheapest among the Magnificent Seven tech stocks [15]. - The company has a market capitalization of $1,633 billion and a gross margin of 82%, indicating a well-established business model [9][10]. Investment Outlook - Despite a modest increase of about 8% in stock price this year, underperforming the S&P 500, Meta is seen as a bargain relative to its peers, especially as valuations of many AI stocks rise [13][14]. - The current market conditions may favor a rotation towards reasonably priced stocks like Meta, which could lead to significant gains as the company's AI initiatives progress [14].

Expectations for a The Dow Jones Industrial Average rose 0.61%, to 47,716.42 points, the S&P 500 gained 0.54%, to 6,849.09 points and the All of the major S&P 500 sectors were up except healthcare, with pharmaceutical Eli Lilly down 2.6%. Intel helped lead the S&P 500 with a 10.2% gain after a TF International Securities analyst said the company would begin shipping Apple's lowest-end M processor as early as 2027.Live Events INDEXES NOTCH WEEKLY GAINS, MIXED FOR MONTH The three main indexes posted weekly ...

Stocks rebounded this week from their biggest pullback since April, helped by a firming conviction that the U.S. Federal Reserve will cut interest rates in December. But some of the market's heavyweight shares remained volatile. Big moves in Nvidia and Alphabet, for instance, were driven by developments in AI. Equities are poised to maintain this sensitivity, investors said, after concerns about overheated valuations took some of the steam out of a trade that has propelled markets higher this year. "The na ...

（文/罗叶馨梅）近日，美芯晟（688458.SH）在机构调研中介绍了其在机器人及智能传感领域的最新进展。公司表示，基于DToF（Direct Time of Flight）技 术的光学传感方案，已在扫地机器人等场景实现规模量产，可支持机器人实现精准测距和避障能力，并可适配多种类型的服务机器人与家用机器人应用场 景。 美芯晟称，在单点DToF产品量产的基础上，公司正积极推进多点ToF及3D ToF技术研发，以支持三维环境建图和复杂场景感知。通过多点测距与深度信息获 取，配合算法优化，可帮助机器人更好地识别环境结构、规划路径并应对多障碍物场景，为中高端智能清洁和服务机器人提供传感基础。 在产品布局层面，美芯晟在光传感技术的基础上，密切关注其他类型传感器的协同发展，包括适用于运动控制系统的磁传感方向。公司表示，希望围绕光传 感、磁传感等技术路径，构建相对完整的智能传感器解决方案，为下游客户提供更高集成度与系统级的感知能力支撑。 在AI端侧应用方面，美芯晟指出，其光学传感器可为终端设备提供环境感知与交互能力，赋能设备对外部环境作出更加智能的响应。目前，公司相关产品 已导入部分AR/AI眼镜终端品牌客户，用于实现佩戴检 ...