iShares U.S. Industry Rotation Act ETF(INRO.US)

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iShares U.S. Industry Rotation Act ETF
INRO.US
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Gary Black Says Tesla Won't Be 'Winner-Take-All' As Far As Autonomy Is Concerned, But A 'Blackberry Moment' Is Coming For OEMs Not In The Race

Investor Gary Black warns that automakers not investing in autonomous driving may face a 'BlackBerry moment,' similar to the downfall of Blackberry Ltd. due to touchscreen smartphones. He believes Tesla won't dominate the autonomy market entirely, despite its advancements. Black questions the low adoption rate of Tesla's Full Self-Driving (FSD) technology, attributing it to customer unawareness. Tesla plans to offer FSD as a subscription service at $99/month to boost adoption. Meanwhile, Elon Musk has not sold Tesla stock for three years and continues to invest heavily in the company.

benzinga_article·
US
TSLA
-0.24%
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TSDD
+0.37%
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TSLL
-0.39%
benzinga_article·
US
TSLA
-0.24%
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TSDD
+0.37%
US
TSLL
-0.39%

Elon Musk Says Tesla Will Restart Dojo3 Now That AI5 Chip Is Ready—Calls For Top Tech Talent To Join The Project

Elon Musk announced the revival of Tesla's Dojo3 supercomputer project, following progress on the AI5 chip. He is seeking top engineers to assist in developing high-volume chips for AI and self-driving technologies. The AI5 chip is a significant upgrade and will support Dojo3, which is crucial for training Tesla's machine learning models. Musk noted that the AI5 chip won't be mass-produced until mid-2027. Tesla shares have seen a decline of 9.49% in the past month, despite a 3.17% increase over the last year.

benzinga_article·
US
TSLA
-0.24%
US
TSDD
+0.37%
US
TSLL
-0.39%
benzinga_article·
US
TSLA
-0.24%
US
TSDD
+0.37%
US
TSLL
-0.39%

Sequoia will invest heavily, Anthropic's financing exceeds $25 billion, with a valuation of up to $350 billion

According to reports, Anthropic's current financing target is as high as $25 billion or even more, with GIC and Coatue each leading with $1.5 billion, and Microsoft and NVIDIA committing a total investment of $15 billion. The remaining funding gap of over $10 billion will be filled by venture capital firms and other investors, including Sequoia Capital. Sequoia Capital's significant investment in this OpenAI competitor marks a strategic shift in its AI track to "full coverage."

Wallstreetcn·
US
NVDA
-0.44%
US
NVDL
-0.84%
HK
07788
-5.36%
Wallstreetcn·
US
NVDA
-0.44%
US
NVDL
-0.84%
HK
07788
-5.36%

Amazon's stock could face this sneaky AI risk

Amazon's stock faces potential risks from the rise of "agentic commerce," where AI agents handle shopping autonomously, possibly reducing traffic to Amazon's site and impacting its advertising revenue. Analyst Josh Beck lowered the price target to $260, warning that if fewer consumers start their searches on Amazon, retail growth could fall below current estimates. While some analysts see potential for Amazon to leverage its AI technology, uncertainty remains a challenge for the company, which has struggled to maintain investor confidence amid competition in the AI space.

Dow Jones·
US
AMZN
+0.39%
US
AMZU
+0.62%
Dow Jones·
US
AMZN
+0.39%
US
AMZU
+0.62%

What does NVIDIA's inference context memory storage mean for NAND?

Citigroup's report points out that NVIDIA's newly launched AI inference context memory storage (ICMS) architecture is expected to significantly exacerbate the global NAND flash supply shortage. Each server requires an additional 1152TB SSD, which is expected to bring an additional demand equivalent to 2.8% and 9.3% of the global NAND total demand in 2026 and 2027, respectively. This move will not only drive up NAND prices but also provide clear structural growth opportunities for leading memory chip manufacturers such as Samsung, SK Hynix, and Micron

Wallstreetcn·
US
NVDA
-0.44%
US
MU
+7.76%
Wallstreetcn·
US
NVDA
-0.44%
US
MU
+7.76%
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