$Tesla Motors(TSLA)$Elon Musk announced that Tesla plans to double its U.S. vehicle production within the next two years, expressing support for President Donald Trump's policies. This announcement coincided with President Trump's public endorsement of Musk and Tesla, including his commitment to purchase a Tesla Model S as a demonstration of confidence in the company's future. Currently, Tesla's U.S. production capacity is approximately 1.1 million vehicles, contributing to a global production total of about 1.8 million vehicles in 2024. Details on whether the increased production will involve expanding existing facilities in California and Texas or constructing new factories have not been disclosed. See if this move coul
$ProShares Ultra VIX Short-Term Futures ETF(UVXY)$BMO Capital’s Chief Economist, Douglas Porter, highlights the negative impact of tariffs and trade uncertainties on global markets. U.S. tariffs on China, Mexico, and Canada have led to market declines, with the Nasdaq down nearly 10% and the MSCI World Index falling 5% since February 18. Treasury yields rose, while the U.S. dollar weakened amid economic concerns. Recent stock market volatility has been driven by a combination of factors, including uncertainty over monetary policy and interest rate hikes, persistent inflation concerns, geopolitical tensions and trade disputes, ongoing supply chain disruptions, mixed corporate earnings, and fluctuating macroeconomic data.Ev
$Strategy(MSTR)$/MicroStrategy plans a $21B ATM offering to buy more Bitcoin and boost working capital. It holds 499,096 bitcoins, recently adding 20,356 via a $2B convertible notes offering. The stock is up 121.52% in six months, and analysts remain bullish on Bitcoin despite volatility.
$Microsoft(MSFT)$OpenAI, led by Sam Altman, started rolling out GPT-4.5 to plus tier subscribers on March 05, 2025, with a staggered release over a few days to manage demand. Too pricy at the moment, tried it for text wording, smarter that 4o. Let’s discover more features of this.
$Moderna, Inc.(MRNA)$Moderna, partnering with Merck, expects to launch a personalized cancer vaccine by 2027. A late-stage skin cancer vaccine trial is fully enrolled, showing promise over Keytruda, with plans to expand to other cancers.
ByteDance Cancels Broadcom AI Chip Project, Costing $2-3 Billion
$Broadcom(AVGO)$Broadcom's AI accelerator project for ByteDance has been canceled amid tightening U.S. semiconductor restrictions on China, leading to a $2-3 billion loss. Stricter controls on HBM-based AI chips have contributed to a broader decline in CoWoS advanced packaging orders from Chinese firms. T-Head and Sanechip have also reduced or halted CoWoS shipments, signaling further disruptions in the Chinese semiconductor market.
$NVIDIA(NVDA)$Morgan Stanley dismisses rumors of Nvidia cutting CoWoS orders, attributing reductions to competitors losing market share. Nvidia’s 2025 CoWoS demand remains strong at 450,000 wafers, with long-term AI growth intact. TSMC’s CoWoS capacity is set to expand, and AI investments are expected to generate $1.1 trillion by 2028.
$Taiwan Semiconductor Manufacturing(TSM)$TSMC announced a $100 billion investment in the U.S. to build five new semiconductor facilities, including three fabrication plants, two advanced packaging sites, and an R&D center. This expansion aims to boost domestic chip production, reducing reliance on Asia and strengthening supply chains for key partners like Nvidia, AMD, and Qualcomm.This move aligns with Trump’s push for U.S. manufacturing and follows a $6.6 billion subsidy under the CHIPS Act. TSMC's second Arizona plant will produce 2-nanometer chips by 2028, and its A16 technology will be used in the U.S. The company faces higher costs in the U.S. but seeks to avoid potential Trump tariffs. Taiwan’s government will re
$NVIDIA(NVDA)$$SUPER MICRO COMPUTER INC(SMCI)$ Singapore is investigating NVIDIA chips allegedly shipped to restricted countries via Malaysia, violating U.S. sanctions. Authorities suspect suppliers were misled about end users. Reports suggest Chinese buyers may be bypassing U.S. export bans through third parties. Nvidia and Dell deny involvement, emphasizing strict trade compliance. The probe raises concerns over tighter AI chip restrictions, impacting Nvidia and Super Micro stocks.This seems to be a signal of Singapore’s authority supporting the US Regulation.