软银出售英伟达股份交易 - 软银集团在10月份出售了3210万股英伟达股份，交易金额为58.3亿美元 [1] - 此次出售并非出于对人工智能估值的担忧，而是为新的投资筹措资金 [4] 出售资金用途 - 出售英伟达股份所获现金将重新配置，用于支持软银对OpenAI的225亿美元投资 [4] 市场对交易的潜在解读 - 表面看，此次出售可能被解读为英伟达高估值引发软银不安的信号 [2] - 鉴于软银曾向WeWork投资185亿美元，最终其估值却降至29亿美元，其减持行为可能引起市场关注 [2] 对人工智能行业的其他评论 - 迈克尔·伯瑞评论称，主要人工智能公司可能低估了AI芯片的折旧，这会在一定程度上人为提振盈利 [3] - 迈克尔·伯瑞表示将于11月25日公布更多细节 [4]

Pedestrians wearing protective masks walk past signage for SoftBank Corp. near a store in Tokyo, Japan, on May 15, 2020.Shares of SoftBank Group plunged as much as 10% Wednesday after the Japanese giant said it had sold its entire stake in U.S. chip giant Nvidia for $5.83 billion. The capital will be used to fund SoftBank's $22.5 billion investment in ChatGPT parent OpenAI, a person familiar with the matter told CNBC.Shares of SoftBank Group last traded more than 6% lower.In its earnings report, SoftBank sa ...

行业整体观点 - 包装消费品行业股票近期表现滞后 可能正处于底部 是良好的投资时机[1] - 华尔街长期以来不看好该行业 原因是通胀过高而增长不足[2] - 通胀可能即将见顶 这将降低消费品巨头的成本[2] - 当前宽松的反垄断监管环境使公司更容易通过并购主导行业[2] 重点公司分析 - 金佰利公司计划收购Kenvue 后者旗下拥有泰诺等知名品牌[3] - 宝洁公司被赞誉为具有创新能力 其规模和体量能够降低产品成本[3] - 高乐氏公司虽然是指数中表现最差的公司之一 但其同名清洁产品以及Burt's Bees、Hidden Valley和Brita等品牌受到关注[3] - 通用磨坊公司适合愿意承担风险的投资者 但需基于其被收购的预期 因为减肥药的流行给食品股带来压力[3] 行业扩展机会 - 投资机会可超越传统包装消费品股票 延伸至制药行业 预计将出现大型并购[4] - 强生公司和安进公司被列为可靠的选择 尽管它们是目前最不受欢迎的公司之一[4]

Amphenol: "It's just such a great stock...You want to stay in that cable play."Stock Chart IconStock chart iconAquestive Therapeutics' year-to-date stock performance.Aquestive Therapeutics: "I think it's a very interesting spec."Joby Aviation: "They're losing too much money."watch nowJim Cramer's Guide to InvestingClick here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest smarter. ...

CNBC's Jim Cramer suggested some artificial intelligence companies might start to underperform after months of easy gains across the board, expressing concerns about OpenAI's ability to pay the billions it's committed to spend on an infrastructure buildout."In this kind of environment, you need to start diversifying into other growth areas, perhaps in time to keep all the king's horses and all the king's men sidelined," he said. "Maybe OpenAI can come public and Humpty-Dumpty won't have a great fall, but in ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: The stock market was mixed on Tuesday. The Nasdaq came under pressure due to weakness in megacap tech names following CoreWeave's quarterly earnings report Monday evening. The AI infrastructure provider's guidance disappointed Wall Street, sending the stock down more than 15% Tuesday afternoon. Club holding and chipmaker Nvidia s ...

The U.S. Capitol building after the U.S. Senate advances a bill to end the government shutdown in Washington, D.C., U.S., November 10, 2025.Assuming the government reopens before the end of the week, Goldman figures the Labor Department's Bureau of Labor Statistics will put out an updated schedule of releases in the early part of next week."The shutdown of the federal government has delayed nearly all federal economic data releases for September and October," Goldman Sachs economists Elsie Peng and Ronnie W ...

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during a Bloomberg Television interview in San Francisco, California, US, on Monday, Oct. 6, 2025.AMD shares swung on Tuesday after CEO Lisa Su said the company's overall revenue growth would expand to about 35% per year over the next three to five years, driven by "insatiable" demand for artificial intelligence chips.Su said that much of that would be captured by the company's AI data center business, which it expects to grow ...

CoreWeave shares sank 13% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report."Quite frankly, every single part of this quarter went exactly as we planned, except for one delay at a singular data center," Intrator told CNBC's "Squawk on the Street" on Tuesday.He then clarified that a "singular data center provider" is more accurate."Some people might think it's one complex, but when I go over the numbers, we're ...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. The S & P 500 and Nasdaq were down Tuesday as Big Tech was pressured following CoreWeave's quarterly results Monday evening. The AI infrastructure provider disappointed investors after lowering its revenue outlook. Shares of CoreWeave plunged around 14%. Regarding the broader AI trade, Jim said, "I'm getting antsy about the fact that there's too much borrow ...