Are some of Nvidia's biggest customers on the verge of a revolt that will upend the AI industry?Nvidia (NVDA 4.01%) stock is pulling back in Tuesday's trading as investors react to some big news in the tech sector. The artificial intelligence (AI) hardware leader's share price was down 4.3% as of 2:30 p.m. ET and had been down as much as 7.1% earlier in the session. According to a new report from The Information, Meta Platforms is lining up to purchase Alphabet's tensor processing units (TPUs). Should Nvidi ...

Apple, Alphabet, Microsoft, Oracle, Meta, and Nvidia spent $1.1 trillion on share buybacks in 5 years to pump up their shares. That’s at risk. One of the big drivers of the surge of stock prices over the past many years has been the prodigious amount of corporate cash spent on share buybacks by Big Tech and other companies. Some of the share buybacks were funded from cash flow, some with borrowed money. Share buybacks are not like stock trading; they represent new money entering the stock market to remove s ...

Shares in chipmaker Nvidia sank about 4% Tuesday following a report that Meta is in talks to spend billions of dollars on chips from rival Google.As part of the deal, Meta – the social media giant behind Facebook, Instagram and WhatsApp – would spend billions to use Google’s tensor processing units, or TPUs, in its own data centers in 2027, a person involved in the discussions told the Information.The company is also in talks to rent Google chips from Google Cloud next year, the report stated. 4 Meta is i ...

Indian investors typically focus on domestic stocks, either directly through the stock market or indirectly through mutual funds. However, many wish to invest in US giants like Google, Tesla, NVIDIA, or Meta.At the 'Mint Horizons' event in October, several experts noted that investors miss out on major potential gains by restricting investments to India alone. Let's explore the various ways to invest in American stocks.Invest in US stocksThere are a few ways to get exposure to companies like Alphabet and Am ...

Meta stock (NASDAQ: META) jumped around 3% on Tuesday after reports emerged that it's negotiating a multibillion-dollar deal to rent and eventually purchase Google's Tensor Processing Units (TPUs) for... ...

I have been buying select stocks recently when I see a strategic opportunity or a pull back that appears to be overdone, which is why I started buying Amazon again. But, overall I have been bearish on the market and I expected aLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkin ...

市场整体动态 - 道琼斯工业平均指数等主要股指期货在周二早盘基本持平 市场等待关键经济数据[1] - 主要股指因降息预期而上涨[4] 人工智能芯片行业竞争格局 - 谷歌母公司Alphabet及其AI芯片合作伙伴博通股价上涨 因有报道称Meta Platforms将使用谷歌的AI芯片[1] - 受Meta将使用谷歌AI芯片的消息影响 英伟达和超威半导体股价下跌[1][4] - 谷歌正在洽谈向Meta提供其AI芯片[4] 公司特定表现与新闻 - 阿里巴巴股价上涨 其云业务因AI驱动实现34%的增长 且今年每个季度云增长均加速[1][2] - 博通股价飙升11% 并成为表现最佳股票榜单中的26只新晋热门股之一[4] - Alphabet股价创下新高 在“七巨头”中表现领先[4]

公司背景与专业领域 - 公司是一家提供快速、易获取、信息丰富且可操作的商业和金融新闻内容的全球性财经新闻和在线广播机构 [2] - 内容由经验丰富且合格的新闻记者团队独立制作 [2] - 团队遍布全球主要金融和投资中心，在伦敦、纽约、多伦多、温哥华、悉尼和珀斯设有分社和演播室 [2] - 公司在中小市值市场领域是专家，同时也向用户更新蓝筹股公司、大宗商品及更广泛的投资动态 [3] - 内容涵盖市场多个领域，包括但不限于生物科技与制药、采矿与自然资源、电池金属、石油与天然气、加密货币以及新兴的数字和电动汽车技术 [3] 技术与内容制作 - 公司具有前瞻性并积极采用技术 [4] - 人类内容创作者拥有数十年宝贵的专业知识和经验 [4] - 团队会使用技术来协助和优化工作流程 [4] - 公司偶尔会使用自动化和软件工具，包括生成式人工智能 [5] - 所有发布的内容均由人类编辑和撰写，遵循内容制作和搜索引擎优化的最佳实践 [5]

Key Points Technology giants, eager to win in AI, have invested billions of dollars in their platforms. This company has said that scaling products always takes time -- but this player has a track record of success. These 10 stocks could mint the next wave of millionaires › In recent years, the world's biggest tech companies have turned their attention to artificial intelligence (AI), an area they expect to be the next big thing. This is because AI offers the possibility of revolutionizing everythi ...

美股科技巨头股价表现 - 谷歌股价上涨1.82%至324.270美元，其人工智能芯片TPU获Meta洽购，价值数十亿美元 [2][3] - 脸书股价上涨1.77%至623.910美元 [2][3] - 苹果股价上涨1.05%至278.830美元 [2][3] - 亚马逊股价下跌1.06%至223.890美元 [2][3] - 微软股价下跌1.91%至464.940美元 [2][3] - 特斯拉股价下跌2.22%至408.490美元 [2][3] - 英伟达股价下跌6.42%至170.830美元，创9月17日以来新低，总市值跌至4.15万亿美元，较历史最高点跌去1万亿美元 [2][3] - 甲骨文股价下跌超4%，跌至五个多月以来最低水平 [2] 热门中概股及公司财报 - 禾赛科技股价上涨近7%，小马智行股价上涨超5%，网易、拼多多股价上涨0.3% [3] - 阿里巴巴股价下跌超2.7%，盘前一度涨超4%，公司2026财年第二季度营收为2,478.0亿元人民币，中国电商事业集团收入为1,325.8亿元人民币，调整后净利润为103.5亿元人民币 [4] - 蔚来股价下跌超4%，公司2025年第三季度交付87,071台，同比增长40.8%，环比增长20.8%，创历史新高，营收为217.9亿元，同比增长16.7%，环比增长14.7%，创历史新高 [4] - 知乎股价下跌超10%，公司2025年第三季度总收入为6.59亿元，净亏损为4670万元，上年同期净亏损为900万元，经调整净亏损为2100万元，上年同期经调整净亏损为1310万元 [4] 宏观经济数据与预期 - 美联储12月降息25个基点的概率从一周前约40%飙升至隔夜的80%以上 [4] - 美国9月PPI同比增长2.7%，环比增长0.3%，核心PPI同比增长2.6%，环比增长0.1% [5] - 美国9月零售销售环比增长0.2%，预期为0.4% [5] 大宗商品市场动态 - 现货黄金维持在4100美元/盎司关口附近 [5] - 国际原油盘中直线跳水，WTI原油、布伦特原油期货双双跌超2% [5] - 摩根大通预计全球石油市场明年将面临每日280万桶过剩，2027年面临每日270万桶过剩，布伦特油价可能在2026年跌破60美元，2027年平均价格或降至每桶42美元 [7]