CoreWeave's fourth-quarter revenue was $1.57 billion, while analysts expected $1.55 billion. The stock price fell over 5% in after-hours tradingDell Tech expects revenue of $138 billion to $142 billion in 2027, while analysts anticipate $126.28 billionA woman suing Meta and YouTube, accusing them of causing social media addiction, is expected to testify in courtNVIDIA warns of tight supply for gaming GPUs, which may signal impending price increases and shortagesNVIDIA's stock price may record its largest single-day drop in nearly a yearAt the close: S&P 500 index fell 0.6% after NVIDIA's earnings report caused a drop in stock priceEuropean stock markets remain stable, while NVIDIA's decline triggers sector rotationAfter the Google AI image generation tool became popular, the second generation version Nano Banana 2 was launchedGoogle upgrades its popular image tool Nano Banana, launching the Gemini App and search on ThursdayIn two months, it surged 50%, rising to become the ninth largest stock market in the world. How much longer can the South Korean stock market go crazy?LKNCY (Trans): Market Share Gain Remains Top Strategic Priority
---LKNCY: Is China's coffee leader being held hostage by the delivery wars?
---VIPS: Negative Growth Again? 10% Shareholder Return to the RescueBIDU (Trans): Focus on shareholder returns, stronger mgmt. execution
---Opening: U.S. stocks opened mixed on Thursday as investors digested earnings reports from NVIDIA and SalesforceBaidu conference call: AI Cloud revenue will reach 30 billion yuan by 2025, computing power subscriptions increased by 143% year-on-year in Q4, and "Carrot Run" orders surged by 200%AI has not yet disrupted the labor market; U.S. initial jobless claims have slightly increased but remain close to a two-year lowTim Cook hints that Apple will hold a launch event on Monday morningRecent Independent Trend of the Renminbi: Three Core LogicsTaking over the "Oracle of Omaha" debut! Abel faces the annual shareholder letter exam of Berkshire (BRK)After the announcement of better-than-expected earnings, NVIDIA's stock price only rose slightlyNVIDIA CEO Jensen Huang stated that the market's view on AI threat software is "wrong."Goldman Sachs: Zimbabwe's lithium mine export ban is unlikely to be lifted soon, and lithium prices will "undoubtedly" reach new highs!Federal Reserve Governor Michelle Bowman: I believe we need to lower interest rates by about one percentage point this yearChinese technology "feeds back" to Europe! Stellantis plans to use Leapmotor electric technology for the first time in European modelsTCOM: After the regulatory crackdown, can it remain a lean, high-quality play?
---Major Bull in the Crypto Circle Tom Lee: The Sell-off of AI and Cryptocurrencies is Nearing Its EndBitcoin's sharp decline severely impacts the fundamentals! American Bitcoin, supported by the Trump family, shifts from profit to lossNVIDIA CEO refutes software apocalypse theoryAsian chip stocks rise boosted by Nvidia's performanceNVIDIA releases record quarterly results and optimistic outlookMeta expands chip procurement targetsTesla's California autonomous driving "pie in the sky"? Regulatory records show: road test mileage has been zero for six consecutive yearsBIDU: Ad Engine Falters; Is Kunlunxin the Lifeline?
---This time, the cryptocurrency winter did not collapse the underlying infrastructureThe worst performance in history! The European Central Bank recorded losses for the third consecutive year, setting the longest "consecutive loss record" since its establishmentBaidu AI Cloud's revenue will reach 30 billion yuan by 2025Faced with NVIDIA's 75% profit margin, AMD is under significant pressure!Zhitong Hong Kong Stock Analysis | NVIDIA's impressive earnings report once again catalyzes AIDC as North America faces severe electricity shortages, leading to a surge in gas turbinesBeigene's Q4 revenue increased by 33% year-on-year, turning a profit for the full year, with Baiyueze achieving a record high of 1.1 billion in a single quarter｜Financial Report InsightsThe king bomb turns into a discarded piece! Giants flee, CEOs resign, can the gene therapy track still work?Azure is under antitrust investigation, and Microsoft's Japan head emphasizes compliance operationsAmazon's appeal against the lawsuit from UK retailers and consumers was rejectedMeta faces headwinds again in the European data case as the EU Court's Advocate General supports regulationOn February 26th, XIAOMI-W spent approximately HKD 99.9968 million to repurchase 2.8322 million sharesMore intense than the Internet bubble! Tech giants gamble $2 trillion on AI, with unprecedented capital intensityThe turning point of inflation in the United States has arrived! Goldman Sachs: The cost of tariffs is nearing the end of being passed on, and core PCE inflation will return to target levels by the end of the year!Hong Kong Stock Review: Seesaw