Oracle Corp. ORCL may be one of Wall Street's hottest AI bets, but CNBC's Jim Cramer says something isn't adding up. Despite Oracle's stock strength, chipmakers that would logically benefit from the company's data center growth, like Nvidia Corp. NVDA and Advanced Micro Devices Inc. AMD, are barely moving.Track ORCL stock here. "It's almost as if nobody believes anyone benefits besides Oracle," Cramer wrote on X, calling the divergence "all very strange," he posted on X.Read Also: Oracle Stock Soars Despite ...

U.S. stock futures are showing mixed to higher activity this Wednesday, September 10, 2025, as investors digest a crucial inflation report and continue to ride the wave of optimism surrounding artificial intelligence. The premarket session is particularly active, with significant movements in tech giants following corporate announcements and a cautious stance ahead of further economic data that could influence the Federal Reserve's next policy decisions.Premarket Trading Activity and Futures MovementsEarly ...

多位分析师指出了需求放缓的迹象：Seaport Global 在供应链调查后发现，AMD 最新 AI 加速器的采用速度慢于预期，将其评级从 "买入" 下 调至 "持有"，并将需求疲软和客户预算受限列为主要原因。花旗重申 "持有" 评级，目标价 180 美元；而美国银行则维持 "买入" 评级，预计股 价可能攀升至 200 美元，较当前水平上涨约 25%。 但尽管随着英伟达和博通的竞争加剧，AMD 短期内会面临压力，分析师仍对其长期前景保持乐观，并认为回调是 "逢低加仓" 的机会。 上周五，AMD（NASDAQ：AMD）股价下跌超 6%，原因是投资者担忧其 AI 芯片需求不及预期。 尽管遭遇抛售，但 AMD 股票今年迄今的回报率依然强劲，其股价上涨超过 25.3%，英伟达的涨幅也完全相同，两者的表现均优于同期上涨 10.7% 的标准普尔 500 指数。 【如需和我们交流可扫码添加进社群】 此外，英伟达副总裁兼首席财务官 Colette Kress 周一在高盛 Communacopia + 技术会议上表示，该公司已获得中国几家主要客户对其 H20 芯片的许可。 是的，我们确实获得了许可，并且已经为中国的几家关键客户 ...

Artificial intelligence (AI) is advancing at a pace that defies all expectations, propelling the stock market to valuation levels not seen in decades. The key driver behind the breakthroughs? State-of-the-art chips.While a growing number of companies are exploring the new technology, the truth is that only a few of them have proved to be truly indispensable to the sector with their semiconductor solutions. Among them are Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD).As the World Semiconductor Trade Statistics ...

半导体板块美股盘前表现 - 半导体板块美股盘前普遍上涨 [2] - AMD股价上涨3.5% [2] - 英伟达股价上涨1.9% [2] - 博通股价上涨2.2% [2]

每经AI快讯，9月10日，半导体板块美股盘前普涨。AMD涨3.5%，英伟达涨1.9%，博通涨2.2%。 ...

公司所有权状况 - 公司成为美国半导体股中最被低持的股票 活跃基金经理持股比例从一年前39%降至5月23% 8月进一步降至20% [2][3] - 相对标普500权重同比下降80% [4] 业绩与市场表现 - 行业表现优异 共识预测销售额增长22% 持续跑赢费城半导体指数 [4] - 美国银行维持买入评级 受益于人工智能应用增长及持续抢占英特尔市场份额 [4] 业务范围 - 专注于半导体设计与开发 产品包括CPU GPU AI加速器及嵌入式解决方案 [5] - 服务全球数据中心 客户端计算 游戏及专业应用领域 [5] 行业比较 - 部分AI股票被认为具有更大上涨潜力及更低下行风险 [6] - 未被列入14支应立即出售的科技股名单 [1]

半导体板块美股盘前表现 - 半导体板块美股盘前普遍上涨 [1] - AMD和Credo Technology股价涨幅超过3% [1] - 博通股价涨幅超过2% [1] - 英伟达、台积电和美光科技股价涨幅超过1% [1]

高通公司 - 公司发布强劲季度财报 营收同比增长17%至99亿美元 净利润达27亿美元[1] - 智能手机芯片需求复苏推动业绩增长 特别是中国市场需求强劲[1] - 汽车业务成为新增长点 营收同比增长25% 与多家汽车制造商达成合作协议[1] 特斯拉公司 - 公司季度交付量超预期 全球交付量达48.4万辆 同比增长38%[1] - 中国市场表现突出 上海工厂产能利用率提升至95%以上[1] - 新车型Cybertruck开始交付 预订量已超过190万辆[1] 半导体行业 - 全球芯片行业出现复苏迹象 智能手机和个人电脑需求回暖[1] - 人工智能芯片需求持续增长 数据中心和边缘计算成为主要驱动力[1] - 汽车电子化趋势加速 每辆汽车芯片含量持续提升[1] 电动汽车行业 - 全球电动汽车渗透率加速提升 预计今年将达到18%的市场份额[1] - 充电基础设施快速扩张 全球快充站点数量同比增长40%[1] - 电池成本持续下降 磷酸铁锂电池占比提升至60%[1]

Um fato amplamente aceito e um estereótipo comum hoje em dia é que os dados são reis. Quando se trata de investimentos, fica claro por que os dados são cruciais em nossa busca para descobrir os diferenciais da nossa estratégia.Neste artigo, não discutiremos como adquirir dados, pois é bastante simples. No início da sua jornada, você pode navegar facilmente na internet para encontrar conjuntos de dados que atendam às suas necessidades. Quando estes não forem suficientes, você pode obter dados de provedores e ...