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Cathie Wood drops $12 million on resurgent tech giant
Yahoo Finance· 2025-10-18 00:33
凯茜·伍德的投资策略 - 以在他人犹豫时下注而闻名 曾投资特斯拉和Coinbase等公司 [1] - 通过每日交易披露提供透明度 推动成长股流动性 [2] - 近期持续买入阿里巴巴股票 2025年10月15日增持1230万美元 [6] - ARK基金于2025年9月底重新建仓阿里巴巴 买入约1630万美元 [8] 阿里巴巴的战略重点与投资 - 计划到2028年投入3800亿元人民币(530亿美元)用于人工智能和云计算基础设施 [3] - 云计算业务全球扩张 在巴西、法国、荷兰和迪拜新建数据中心 [3] - 2025财年回购119亿美元股票 使流通股减少5% [4] - 简化运营结构为四个核心业务群 以提升执行效率 [4] 阿里巴巴的业务表现与增长动力 - 六月季度云计算收入同比增长26%至334亿元人民币(47亿美元) 超出预期 [5] - 人工智能产品销售额连续七个季度实现三位数增长 [5] - 快速商务业务目标为增加1万亿元人民币的商品交易总额(GMV) [5] - 公司2025年的战略更侧重于重塑而非单纯复苏 [5]
Meta adds parental controls for AI-teen interactions
TechXplore· 2025-10-18 00:29
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Meta Chief Product Officer Chris Cox speaks at LlamaCon 2025, an AI developer conference, in Menlo Park, Calif., April 29, 2025. Credit: AP Photo/Jeff Chiu, File Meta is adding parental controls for kids' interactions with artificial intelligence chatbots—including the ability to turn off one-on-one chats with AI characters alto ...
Mixed Signals Midday: Tech Weighs on Nasdaq While Dow Holds Steady
Stock Market News· 2025-10-18 00:07
市场整体表现 - 美国股市呈现分化格局 道琼斯工业平均指数上涨约0.25% 标普500指数微涨0.05% 纳斯达克综合指数下跌约0.40% [1][2] - 工业股和金融股走强推动道指上涨 科技股面临抛压导致纳指下跌 市场情绪谨慎 [2] - 市场动能受板块特定新闻和对即将公布经济数据的预期影响 [1][2] 重点公司动态 - 苹果公司股价上涨超过1.5% 因其最新产品线预购订单表现强劲 分析师上调销售预期 [5] - 特斯拉股价下跌近2% 因其关键超级工厂出现意外生产挑战 引发市场对交付目标的担忧 [6] - 英伟达股价继续上涨0.8% 受益于市场对其人工智能加速GPU的持续强劲需求 [6] - 辉瑞公司股价上涨3% 因其新肿瘤药物公布积极的第三阶段临床试验结果 [7] - 摩根大通股价受益于昨日公布的超预期第三季度业绩 强劲表现由净利息收入和健康贷款增长驱动 [7][8] 未来市场关注点 - 下周二的消费者价格指数报告将是关键事件 通胀数据可能影响美联储货币政策预期 [3] - 谷歌和微软等科技巨头将于下周公布财报 市场尤其关注其对云计算、广告和人工智能业务的展望 [4] - 美联储官员的评论将继续受到关注 昨日一位美联储理事的鹰派言论暗示可能维持限制性政策更长时间 [4]
Milan's data centre capacity set to surge tenfold in five years, A2A CEO says
Yahoo Finance· 2025-10-18 00:06
MILAN (Reuters) -Data centres around Italy's financial capital Milan are expected to add around two gigawatts of capacity over the next five years, a tenfold increase from current levels, the Chief Executive of energy group A2A said on Friday. The rapid expansion of data centres, needed to drive artificial intelligence, promises to boost revenues for utilities like A2A, which will supply the electricity they need. The province of Milan currently hosts about 200 megawatts of installed data centre capacity ...
MRVL vs. NVDA: Which AI Infrastructure Stock is the Better Buy Now?
ZACKS· 2025-10-18 00:05
Key Takeaways Marvell's data center revenues surged 69.2% as demand for custom AI silicon and XPUs climbed sharply.NVIDIA's data center sales rose 56% to $41.1B, fueled by strong uptake of Hopper 200 and Blackwell GPUs.NVIDIA's China H20 chip deal could lift revenues and solidify its AI leadership as global demand accelerates.Marvell Technology (MRVL) and NVIDIA (NVDA) are two semiconductor stocks riding the artificial intelligence (AI) infrastructure wave. While Marvell Technology plays a key role in the c ...
Intel's Turnaround Hits Hyperspeed With A New 52-Week High
MarketBeat· 2025-10-18 00:03
A powerful rally leading into mid-October has pushed shares of Intel Corporation NASDAQ: INTC to a new 52-week high, with the stock breaking decisively above the $33 level and bringing its year-to-date gain to an impressive 77%. This is more than just a technical breakout driven by fleeting market sentiment; it is the market's decisive verdict that Intel's multi-year turnaround has shifted from a strategic plan to a financial reality. The rally was ignited by a rare and significant catalyst: a positive pre- ...
Cybersecurity "Here to Stay:" Companies See Greater Spend as Risks Increase
Youtube· 2025-10-18 00:01
[Music] We're back on Morning Trade Live. Let's talk cyber security stocks. It's been a good year for Crowd Strike and Zcala shareholders with each stock up more than 50% over the last 12 months.Palo Alto Networks is positive positive during that time span. But as you can see on the chart here, it's lagging behind the other heavy hitters in that segment by quite a margin. Let's go inside out on cyber security in that segment.Joining us now is Alex Hammerstone, director at trust trusted sec. Thank you so muc ...
Oracle Stock Falls Despite 'Very Strong Outlook.' Here's What Wall Street Is Saying.
Investors· 2025-10-17 23:59
The forecast underscores the momentum powering the 47-year-old database software titan toward its best year on the stock market this century. Oracle stock had rallied more than 85% heading into its AI World conference in Las Vegas. The company provided the projections in an analyst day event that closed out the conference. Guggenheim analyst John DiFucci wrote that the event underscored "the massive opportunity ahead of Oracle" led by deals to train AI systems on its cloud infrastructure business. Oracle Ea ...
Oracle price target boosted on AI infrastructure optimism
Proactiveinvestors NA· 2025-10-17 23:53
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Symbotic Trades Near 52-Week High: Is the Stock Still a Buy?
ZACKS· 2025-10-17 23:46
Key Takeaways SYM's shares have soared 204.5% year to date, outperforming the Zacks Technology Services industry.A $22.4B backlog and improved deployment efficiency support strong revenue and margin growth.A new Nyobolt deal boosts SymBot robots' energy capacity and reliability, strengthening SYM's edge.Symbotic’s (SYM) shares closed at $72.19 on Thursday, trading near the 52-week high of $79.58 it reached on Oct. 15, 2025. In fact, the stock has had a good run on the bourse this year, fueled by the ongoing ...