• 2025-02
    05

    On February 5th, AMD CEO Lisa Su stated that the company sees growth opportunities for server CPUs in 2025. The company will provide MI350 sample chips to major customers this quarter and plans to start shipping in the middle of the year. The MI400 chip is scheduled to be launched in 2026. The company expects PC processor sales to grow faster than the overall PC market.

  • On February 5th, Google CEO Pichai stated that the developer usage of the large model Gemini reached 4.4 million within six months. Younger users embrace artificial intelligence (AI) in search. Waymo’s autonomous driving business has an average of 150000 trips per week.

  • On February 5th, US President Trump held talks with Israeli Prime Minister Netanyahu on February 4th local time, with a focus on discussing the Gaza ceasefire issue. It is reported that both sides discussed negotiations on the Gaza ceasefire agreement, the release of detainees, and the transportation of new weapons.

  • On February 5th, AMD’s Q4 revenue was 7.658 billion US dollars, with a market expectation of 7.53 billion US dollars, compared to 6.168 billion US dollars in the same period last year; Q4 net profit of $482 million, market expectation of $1.077 billion, compared to $667 million in the same period last year; The gross profit margin for the fourth quarter was 51%. The company expects first quarter revenue to be between 6.8 billion and 7.4 billion US dollars, with a market expectation of 7.04 billion US dollars.

  • On February 5th, Snap’s Q4 revenue was 1.56 billion US dollars, with a market expectation of 1.48 billion US dollars, compared to 1.36 billion US dollars in the same period last year; Q4 net profit of 9 million US dollars, market expected net loss of 65 million US dollars, and net loss of 248 million US dollars in the same period last year; The number of active users in the fourth quarter is 453 million, and analysts expect 451.17 million. The company expects a revenue of $1.33 billion to $1.36 billion in the first quarter, with analysts expecting $1.33 billion; It is expected that the number of full-time employees will increase by 8% -10% by 2025.

  • On February 5th, Canadian media revealed a confidential memo from Canadian Finance Minister LeBron James on February 4th local time. The memo shows that the Canadian government has been preparing to counter US protectionism. According to reports, LeBron requested to draft a list of counterattack measures that can be included in the spring budget to address US protectionism. The memo states: “The Canadian team must be prepared to respond to the unprecedented tariff threat from the new US government and mitigate its impact on the Canadian economy.

  • On February 5th, Morgan Stanley economists stated that they no longer expect the Federal Reserve to cut interest rates in March, and now expect a rate cut in June this year. The Trump administration is imposing tariffs faster than we expected, which may mean that the decline in inflation will stagnate at higher levels, thus blocking the possibility of any recent interest rate cuts.

  • On February 5th, the Federal Reserve stated that despite the uncertainty, the economy still maintains sustained momentum. The Federal Reserve can slowly observe data and policy changes. The economy is in a very good state. The Federal Reserve has pledged to control inflation at 2% and is committed to achieving this goal.

  • On February 5, President Erdogan of Türkiye held a joint press conference with the visiting Syrian Transitional President Ahmed Sala in Ankara, the capital, on February 4 local time. During the talks, the two sides exchanged in-depth views on bilateral relations, security cooperation, Syrian reconstruction and other topics, and said that the talks were a “historic visit”, marking a new stage of long-term friendship and cooperation between the two countries. Erdogan stressed in his speech that Türkiye has always insisted on safeguarding the territorial integrity and unity of Syria, which is Türkiye’s basic policy towards neighboring Syria. He said that during the talks, the two sides discussed joint measures to strengthen cooperation in security and economic stability. Türkiye will assist Syria in rebuilding war damaged cities.

  • On February 5th, the Azerbaijani Ministry of Transport released a preliminary investigation report on February 4th local time, confirming that the crash of the Azerbaijan Airlines plane in Aktau, Kazakhstan was not related to bird strikes or oxygen cylinder explosions, and that the damage to the fuselage was caused by external objects.