In this articleORCLMSFTAMZNCRDONVDAA demo setup of racks of AI servers connected with Credo cables, displayed at the Open Compute Summit in San Jose, California.CredoIn July, Elon Musk posted photos from inside an xAI data center called Colossus 2, which the artificial intelligence startup aims to turn into a massive supercomputing facility in Memphis, Tennessee.Musk's pictures, posted to his X feed, didn't show off the pricey Nvidia racks that are filled with powerful graphics processing units. Rather, he ...

You have some stellar companies in the portfolio. We've also seen fintech on a tear until the government shut down the corner in the market. So how much is artificial intelligence.What companies need to infuse within themselves right now. Yeah, well, first of all, thanks for having me. I think Financial Services is one of the most interesting verticals for A.I. First of all, if you just look at the size of the industry, right. Financial services, about 25% of the economy.About $17 trillion of aggregate mark ...

主要股指表现 - 道琼斯工业平均指数本周上涨1.5% [1] - 纳斯达克综合指数本周上涨超过2% [2] - 标普500指数本周上涨1.7% [2] - 罗素2000指数本周下跌，但仍是本周领涨指数，涨幅超过2% [2] 行业板块动态 - 必需消费品板块领涨，消费品精选板块ETF上涨1.3% [2] - 非必需消费品和金融板块紧随其后上涨 [2] - 材料和公用事业板块小幅下跌 [2] - 区域性银行板块今日表现最佳，其次是MAG 7和中小型石油公司 [5] - 太阳能、加密货币、IPO和小盘股是今日最大输家 [5] 个股表现亮点 - 强生公司股价创历史新高 [2] - 美国运通股价今日上涨7%，年内累计上涨16-17% [3] - 苹果公司股价上涨近2% [3] - 特斯拉股价上涨近2.5% [3] - 吉利德科学股价上涨4% [3] - 亚马逊和博通股价表现相对落后 [3] - 摩根大通和高盛出现小幅下跌 [4] 黄金市场分析 - 黄金价格创下历史新高 [7] - Merk Investments管理的贵金属资产在过去一年增长超过一倍，达到30亿美元以上 [8] - 本轮黄金购买主要由机构投资者推动，而非散户狂热 [9] - 中央银行购买行为是黄金上涨的重要驱动因素，这与美元武器化有关 [12] - 黄金与股票的相关性接近零，而比特币与风险资产相关性较高 [22] 区域性银行板块 - 约8家区域性银行发布财报，总体获得投资者乐观反应 [25] - 财报显示信贷质量依然稳健，缓解了昨日因两家银行披露特定信贷问题引发的抛售 [25] - 区域性银行板块经历大幅下跌后出现反弹 [4] - 市场担忧类似2023年小型银行危机的传染风险，但当前信用利差并未显著扩大 [35] 科技板块与AI投资 - 七巨头在标普500指数资本支出中占比约三分之一 [38] - 七巨头的自由现金流增长率从五个季度前的超过60%正增长转为小幅负增长 [39] - AI投资热潮主要由股权融资推动，现在开始出现更多债务融资交易 [40] - 投机活动从大型科技股转向更小众的量子计算、无人机和 meme 股票领域 [41] 法拉利新产品发布 - 法拉利推出296 GTS插电式混合动力跑车，这是308 GTS的换代产品 [49] - 新车搭载V6涡轮增压混合动力系统，输出功率达820马力 [51] - 起售价约为36万美元，选配后价格显著提高 [53] - 该车型作为品牌光环产品，对法拉利SUV和未来电动车业务具有重要战略意义 [52] 重要经济数据与事件前瞻 - 美国9月CPI数据将于周五发布，此前因政府停摆而推迟 [55] - 经济学家预测整体CPI同比增速为3.1%，核心CPI保持3.1% [56] - 美联储将于10月下旬举行FOMC会议 [56] - 特斯拉将于周三公布第三季度财报，市场关注其盈利能力和发展前景 [57]

I'm interested as to what your readers on this situation, how fierce is the threat coming from state related activists and hackers. It's actually incredibly fierce, and it's because there's a very strong motivation to do these kinds of attacks. And what you'll see is that this particular group, who is, you know, part of, we think, Silk Typhoon or maybe a separate group, we've been seeing this type of activity classified under something called brick storm.And it sounds terrifying because it is terrifying. An ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Volatility ebing on Wall Street despite rising US China trade tensions and brewing trouble in the banking industry.We'll have a lot more on those stories, but right now there just an hour to go until the closing bell and stocks are higher. We got green on the screen. Let's look at the Dow here up about 300 points.The S&P 500, your broad gauge is up about 6/10 of a percent and your tech heavy NASDAQ also up about 6/10 of ...

MONTREAL, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Volatus Aerospace Inc. (TSXV: FLT) ( OTCQB: TAKOF) (FSE: ABB.F), a Canadian leader in aerial intelligence and unmanned aircraft systems, is excited to announce its participation in the upcoming 2025 Maxim Growth Summit, taking place from October 22nd to 23rd at The Hard Rock Hotel NYC. This prestigious event brings together industry leaders, innovators, and premier institutions to explore the latest trends and advancements across several industries. Volatus CEO Gl ...

Tesla Inc. shareholders are being urged by proxy adviser Institutional Shareholder Services to vote against Chief Executive Officer Elon Musk’s $1 trillion compensation plan, adding a potential obstacle as the board works to rally investor support.This marks the second year in a row that ISS urged shareholders to vote against a pay package for Musk. Musk oversees an overlapping empire of five companies: Tesla, SpaceX, xAI, Neuralink and the Boring Company.“Although one of the main reasons for this award is ...

Mayer Brown LLP served as legal counsel to LenderMAC. Winston & Strawn served as legal counsel to Ares. About LenderMAC Bridgeway Lending Partners LLC d/b/a LenderMAC is a privately held mortgage company headquartered in Cypress, California. We are a full-service mortgage bank specializing in a diversified portfolio of mortgage products and services, strategically designed to address evolving market demands. LenderMAC is committed to driving growth and value through innovative lending solutions that empowe ...

公司股价表现 - 公司股价在纽约市场下跌幅度高达8.2%，为自1月27日以来最严重的盘中跌幅 [3] - 此次下跌是公司近九个月来的最大单日跌幅 [1] - 尽管此次下跌，公司股价在截至周四收盘的今年内仍累计上涨了88% [3] 长期财务展望与市场反应 - 公司公布的长期财务展望未能达到投资者预期，投资者原本预期其在人工智能基础设施方面的投资能带来更大的提振 [1] - 公司预计到2030财年，整体年收入将达到2250亿美元 [2] - 公司预计其云基础设施业务到2030财年将产生1440亿美元的销售额 [2] 人工智能业务发展 - 公司已签署了数十亿美元的交易，为OpenAI、Meta Platforms Inc 和埃隆·马斯克的xAI等客户开发用于人工智能工作的数据中心 [2] - 公司面临的主要问题是如何快速提供所需的数据中心以满足需求，这受到“土地、建筑、能源和GPU全面供应限制”的影响 [3] 盈利能力与市场关切 - 尽管人工智能云订单提升了公司估值，但投资者对其努力的盈利能力表示担忧 [4] - 公司试图在分析师日活动上解决此问题，举例说明一个在六年内产生600亿美元总收入的人工智能基础设施项目，其毛利率将为35% [4] - 公司联合首席执行官表示，此示例的利润率状况“即使是最大的客户也具有代表性” [5] - 有披露显示，公司近期一些人工智能云安排的利润率为14% [6] - 分析师认为，这些披露有助于平息对较低盈利能力的担忧，并鉴于该业务仍处于早期阶段，利润很可能在未来几年内改善 [6]

财务信息披露安排 - 公司计划于2025年11月6日美股市场收盘后发布2025年第三季度财务业绩 [1] - 公司首席执行官Gajen Kandiah与首席财务官Mark Marino将于业绩发布当日东部时间下午5点主持电话会议 [1] 投资者交流渠道 - 投资者可通过公司投资者关系网站收听电话会议直播或回放 [2] - 投资者可通过指定链接预先注册以获得拨入号码和个人识别码接入实时电话会议 [2] 公司业务定位 - 公司是一家领先的端到端混合云和人工智能解决方案提供商 [3] - 公司业务涵盖为客户设计、构建和运营跨所有主要技术平台的云环境 [3] - 公司在客户云旅程的每个阶段提供支持 帮助客户实现应用现代化、构建新产品并采用创新技术 [3]