Nvidia stock (NASDAQ: NVDA) is climbing as several tailwinds come together to strengthen confidence in the company's leadership in AI chips. Strong earnings and guidance from Micron helped calm fears ... ...

JohanSjolander / E+ via Getty Images The math is simple. It starts with three facts. China has spent massive amounts to create very low-priced electricity at a rate several times the U.S. pace. It has built massive dams. The best example is the Motuo Hydropower Station on the Yarlung Tsangpo River in Tibet. No other nation could build a colossal project so fast. And China has extraordinary solar power supply. Do the large Chinese artificial intelligence (AI) companies pay for these? No. The central govern ...

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

分析师背景与研究方向 - 分析师Uttam专注于成长型股票研究 主要覆盖科技行业 包括半导体、人工智能和云软件等关键领域 [1] - 其研究范围还延伸至其他领域 如医疗技术、国防技术和可再生能源 [1] - 分析师拥有在硅谷大型科技公司（包括苹果和谷歌）领导团队的工作经验 [1] 披露信息 - 分析师披露其通过股票、期权或其他衍生品持有AMD的多头头寸 [2] - 该文章表达分析师个人观点 且未因撰写此文获得除Seeking Alpha平台外的任何报酬 [2] - 分析师与文中提及的任何公司均无业务关系 [2]

24/7 Wall St. Quick Read ITOT returned 16.4% through mid-December 2025. Analysts project S&P 500 earnings to grow 11% in 2026. The fund’s top 10 holdings represent 37% of assets. Nvidia alone accounts for 7.3%. Technology represents 33% of the portfolio. Nvidia reported 62% revenue growth in its most recent quarter. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to lea ...

US stocks rose on Thursday, eyeing a recovery from Wall Street's tech-fueled sell-off, as investors digested the easing inflation pressures from the latest reading on consumer prices that could help set expectations for the path of interest rates. The tech-heavy Nasdaq Composite (^IXIC) led the way up with a gain of 1.5%, pushed north by a strong earnings report from Micron (MU) after AI trade worries spurred another bruising session for tech on Wednesday. Shares in the benchmark S&P 500 (^GSPC) and the b ...

The VC arms of Google and Nvidia have invested in Swedish vibe coding startup Lovable's $330 million Series B at a $6.6 billion valuation, the company announced on Thursday.The news confirms an earlier story from CNBC, which reported on Tuesday that Lovable had raised at that valuation, trebling its valuation from its previous round in July, and that the investors included U.S. VC firms Accel and Khosla Ventures. CapitalG, one of Google's VC divisions, and Menlo Ventures led the round. Alongside Accel and K ...

近日，胡润研究院发布《2025胡润全球高质量企业TOP1000》。这是胡润研究院第二次发布该榜单。上榜门槛从去年的1400亿元人民币上升至1800亿元人 民币，上榜企业的总价值高达785万亿元人民币。中国以158家公司位居第二。江苏6家公司上榜：恒瑞医药、药明康德、翰森制药、华泰证券、江苏银 行、国电南瑞。 | | | | | 2025胡润全球高质量企业TOP1000(江苏企业) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 排名 | 排名变化 | 公司 | 价值(亿元人 | 涨幅 | 城市 | 成立时间 | 主要行业 | | | | | 民市) | | | | | | 421 | 107 | 恒瑞医药 | 4, 150 | 51% | 连云港 | 1970 | 矢药 | | 632 | New | 药明康德 | 2, 850 | New | 无锡 | 2000 | 生物医药 | | 823 | New | 翰森制药 | 2, 200 | New | 连云港 | 1995 | 矢药 | | 899 | New | 华泰证券 | 2, 0 ...

2025.12. 18 这场由巨头博弈引发的震荡，将一个核心议题推至台前：在以大模型为核心的AI时代，硬件的技术范 式是否正在从通用GPU转向专用芯片如TPU？这是否意味着一场结构性的变革已然来临？ 本文字数：1632，阅读时长大约3分钟 作者 | 第一财经 刘佳 这一悬念不仅关乎国际巨头的战略布局，也紧密牵动着中国AI算力产业链的神经。作为对标英伟达、 不久前刚刚上市的中国GPU厂商代表，摩尔线程创始成员、摩尔学院院长李丰与沐曦高级副总裁孙 国梁在今日腾讯contech大会上"同框"，并回应了对于两种路线的看法。 在李丰看来，争议背后其实是"通才与专才"的分工，而非简单的替代关系。 他分析，谷歌能做TPU，本质上是因为它是全栈整合公司。谷歌有强大的 Infra、基础模型与云服务 形成闭环，把模型跑在自家芯片上量身优化，实现成本性价比的最大化。"但绝大部分企业不具备这 样的垂直整合能力。" 他总结，GPU持续保持优势的原因有三个：灵活度是"甜点"、多模态时代的全功能性、生态的护城 河。 谷歌新一代AI模型Gemini 3系列的发布，在硬件领域投下一颗"重磅炸弹"——其自研TPU（张量处 理器）所展现的性能与成 ...

格隆汇12月18日｜道琼斯指数期货涨0.54%，标普500指数期货涨0.83%，纳斯达克100指数期货涨 1.40%。美股科技股盘前走高，英伟达美股盘前涨超2%，AMD涨超3%。 ...