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Led by Musk, with Bezos and Jensen Huang joining in, the American tech circle suddenly has a "flood" of discussions about space data centers

To address the surge in AI computing power demand and ground power bottlenecks, American tech giants are collectively turning to the concept of "space data centers." Google plans to launch prototype testing satellites in 2027, while companies like SpaceX and Blue Origin are also accelerating their layouts. This trend is being driven by the decrease in launch costs and the reshaping of capital narratives, pushing the field from a technological vision into the early validation stage

Wallstreetcn·
US
GOOGL
-1.01%
US
AMZN
-1.78%
US
DXYZ
+2.59%
Wallstreetcn·
US
GOOGL
-1.01%
US
AMZN
-1.78%
US
DXYZ
+2.59%

The advertising company "Xianyu Fanshen" has become an AI revenue stock? "AI disrupts the industry, but it does not eliminate intermediaries."

After a stock price crash due to AI threats, the advertising industry is being re-evaluated by the market. Some analysts believe that the disruption brought by AI will not lead to the "disintermediation" of agencies; instead, it will highlight their strategic value due to the increasingly complex media environment. The advantages of agencies in cross-channel budget optimization and consumer data insights are difficult to be replaced by technology platforms

Wallstreetcn·
US
GOOG
-1.01%
US
GOOGL
-1.01%
US
OMC
+0.22%
Wallstreetcn·
US
GOOG
-1.01%
US
GOOGL
-1.01%
US
OMC
+0.22%

Here's how many shares of Walmart you'd need for $500 in yearly dividends

It would cost over $60,000 if you were starting with zero shares.

MSN·
US
WMT
+1.02%
MSN·
US
WMT
+1.02%

Initiating investment bank selection, SpaceX begins preparations for next year's "super IPO," with Google as an important shareholder?

Despite the IPO not being finalized, SpaceX's valuation is sharply rising in secondary market trading, pushing the valuation to approximately $800 billion, doubling from $400 billion this summer. As an early investor holding shares in SpaceX since 2015, Google's parent company Alphabet is expected to record substantial paper gains due to the surge in SpaceX's new round of valuation

Wallstreetcn·
US
GOOGL
-1.01%
US
GOOG
-1.01%
Wallstreetcn·
US
GOOGL
-1.01%
US
GOOG
-1.01%

Booms/Busts Have Become The Norm: BofA Breaks Down The New Bubble Era

Some say clear bubble, others say nonsense. As we have pointed out previously, a bubble may be hard to avoid as big tech leaps since 19th century led to big bubbles - and AI is government-backed.As BofA's Global Research team warns

ZeroHedge·
US
BAC
+1.06%
ZeroHedge·
US
BAC
+1.06%
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