Annie 所长|Oct 14, 2026 02:42
Today's AI and US stock market insights:
1. MSFT hits a new high of 548! Self-developed AI chip Maia 300 reduces reliance on NVDA, and Copilot's commercialization capabilities are strong.
2. Storage sector continues to drop! Korean stocks even fell -10%. MU's selling pressure is easing, and bargain-hunting funds are entering the market.
3. SPCX plunges 4%! Another massive unlock of 328 million shares is coming on the 24th, with 1.1 billion shares to be unlocked in November.
4. ASML earnings report drops today, expected revenue to soar 55% YoY, EPS to double, with implied volatility at 5-6%.
5. AI data center developer FRMI surges 15%! AMD announces financing guarantees for them, securing $6.5 billion in GPU revenue. Is this considered circular financing?
#StockMarket #AI #MSFT #NVDA #AMD #ASML #SPCX #FRMI #Investing
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