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I’m finally beginning to trust Microsoft’s handheld Xbox

The author expresses growing trust in Microsoft's handheld Xbox devices, despite initial skepticism. While the Xbox Full Screen Experience (FSE) needs improvement, updates have enhanced reliability in saving games and battery life. The author continues testing the devices, noting improvements since the October review. Read more at The Verge.

The Verge·
US
MSFT
-1.02%
The Verge·
US
MSFT
-1.02%

Next week's heavy schedule: Japan's interest rate decision, key data from China and the United States, ByteDance's Volcano Engine and Moore Threads conference attract attention

The Bank of Japan meeting has firmly decided on a 25 basis point interest rate hike; the interest rate decisions of the European Central Bank and the Bank of England will also be announced. The first non-farm payroll report and inflation data after the U.S. government shutdown will be released, with Federal Reserve officials such as Milan making intensive speeches. Domestically, data on retail sales, industrial production, and housing prices will be announced. The Moore Threads conference will unveil the next-generation GPU architecture; at the ByteDance Volcano Engine conference, Doubao may receive a significant upgrade; NVIDIA will hold an AI Power Conference. MetaX may officially go public, and Micron Technology will release its earnings report

Wallstreetcn·
US
NVDA
-3.27%
NA
BYTED
0.00%
SH
688802
0.00%
Wallstreetcn·
US
NVDA
-3.27%
NA
BYTED
0.00%
SH
688802
0.00%

Nvidia’s Biggest AI Bet Is Crashing Its ‘Secret Portfolio.’ Can It Recover?

Nvidia's AI investment portfolio, valued at $3.84 billion, is heavily reliant on CoreWeave, which constitutes over 86% of the portfolio. CoreWeave's stock has dropped 60% from its peak, impacting Nvidia's portfolio. Despite strong revenue growth, CoreWeave faces financial challenges, including net losses and high debt. Nvidia's $6.3 billion commitment to purchase unsold CoreWeave capacity raises concerns about AI demand sustainability. The situation highlights broader industry skepticism about AI's growth and profitability.

Yahoo Finance·
US
NVDA
-3.27%
US
CRWV
-10.06%
US
NVDL
-6.62%
Yahoo Finance·
US
NVDA
-3.27%
US
CRWV
-10.06%
US
NVDL
-6.62%

Tyler Stone Wealth Management Acquires 3,608 Shares of Alphabet Inc. $GOOGL

Tyler Stone Wealth Management increased its holdings in Alphabet Inc. by 10.1% in Q2, purchasing an additional 3,608 shares, making Alphabet its 19th largest position. The firm's holdings in Alphabet are valued at $6.94 million. Alphabet's stock has received strong buy ratings from analysts, with a consensus target price of $314.22. The company reported strong Q3 earnings, with $2.87 EPS and $102.35 billion in revenue. Alphabet also announced a quarterly dividend of $0.21 per share, payable on December 15th.

Market Beat·
US
GOOGL
-1.01%
US
GOOG
-1.01%
US
GGLS
+1.02%
Market Beat·
US
GOOGL
-1.01%
US
GOOG
-1.01%
US
GGLS
+1.02%

How the US freight rail industry got dirtier than coal power plants

The article by Tim McLaughlin highlights the environmental concerns surrounding the US freight rail industry, particularly BNSF Railway, part of Warren Buffett's Berkshire Hathaway. Despite BNSF's claims of having the cleanest locomotive fleet, the industry is criticized for being dirtier than coal power plants.

MSN·
US
BRK.A
+0.85%
US
BRK.B
+0.74%
MSN·
US
BRK.A
+0.85%
US
BRK.B
+0.74%
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