市场情绪与资本流向 - 华尔街认为人工智能相关公司在数据中心建设上投入过高 数百十亿美元的开支令资金管理人望而却步 转而投向其他科技公司或不同领域的成长型公司 例如工业和医药 [1] - 数据中心相关投资目前被视为负面标签 华尔街青睐与这些“烧钱坑”毫无关联的工业类公司 [1] 股市表现分化 - 当日道琼斯指数下跌302点 标普500指数下跌24% 纳斯达克指数上涨23% [2] - 数据中心类股票前景看似黯淡 [2] - 今年标普500指数中表现前五的公司有四个是科技公司 但属于传统数据存储领域 包括SanDisk、Western Digital、Seagate、Micron [2] 传统数据存储行业现状 - 传统数据存储公司需求巨大但供应严重不足 [3] - 存储行业具有固有的周期性繁荣与萧条特征 [3] - 目前市场缺乏足够的资本设备来缓解供应紧张 这些公司能够持续提价 [3] - 一旦有足够的机器来制造这些产品 其股价将像以往一样暴跌 [4] 其他科技领域关注点 - 市场关注数据中心、超大规模供应商、专用半导体等长期受青睐的科技领域将如何发展 [4]

It's time for the big three. We've got three stocks and three charts here. Kevin Green joining us today to take us through the charts. And here to take us through the trades is Jessica Insk from stockbrokers.com. Great to have you both with us today. Jessica, I'd love a big picture thought on the market action we're seeing.We got some important data this morning. Some some of it albeit backwards looking, but you know, important numbers nonetheless. that it was the quality of the data is certainly important ...

Meanwhile, Oracle down again today despite a bullish note from City. Analysts saying growth remains on track and that concerns over data center delays are overdone. Oracle shares closing at their lowest level since June.Dan, >> yeah, I mean, they denied these reports last week and the stock continued to go down and the CDS continued to get wider and so, you know, there's obviously a lack of confidence in the story. None of us really know. At some point, we definitely um had a sense that you're going to see ...

Key Takeaways Jabil is set to report fiscal Q1 results, with the consensus mark for sales of $8.01B and EPS of $2.7.JBL boosts AI and data center push with a new server launch, new acquisition and Thailand facility investment.Weakness in auto, renewable energy and consumer-focused segments offsets Intelligent Infrastructure growth.Jabil, Inc. (JBL) is scheduled to report first-quarter fiscal 2026 earnings on Dec. 17. The Zacks Consensus Estimate for sales and earnings is pegged at $8.01 billion and $2.7 per ...

Looking ahead, Marvell expects high single-digit sequential growth in Q4 and around 20% YoY growth, with acceleration from both custom silicon and interconnect products. Along with the third quarter results, Marvell’s also announced its bold acquisition of Celestial AI, which marks the next step in data center innovation. Celestial AI is a photonic fabric platform developed for next-generation multi-rack scale-up AI systems, which is where the industry is rapidly heading. The company believes this acquisiti ...

One of the first market truths I learned over my 30 years navigating Wall Street was that semiconductor demand is cyclical. When times are good, orders and prices surge, driving suppliers to ramp up capacity too quickly, which contributes to oversupply when demand softens. Rinse. Repeat. Get the timing of those cycles correct, and investors can make a significant amount of money, particularly in memory makers like Micron, which is historically prone to the boom bust cycle. While nobody rings a bell sign ...

NEW YORK, Dec. 12, 2025 /PRNewswire/ -- Dominari Holdings Inc. (Nasdaq: DOMH) is pleased to announce that, following its press release issued on December 11, 2025, the board of directors has updated the record date and payment date for the previously announced special cash dividend of approximately $10 million, or approximately $0.44 per share. The dividend is now payable on or about January 26, 2026, to DOMH's common stock shareholders and certain DOMH warrant holders (on an as-exercised basis) of record ...

It's not just another slump in Bitcoin moving the needle for Hut 8 today.As of 3:45 p.m. ET, shares of Hut 8 Corp. (HUT 11.64%) are down 12%, a move that's significantly larger than similar downside moves we've seen in the crypto space today. NASDAQ : HUTHut 8Today's Change( -11.64 %) $ -5.44Current Price$ 41.31Key Data PointsMarket Cap$5.1BDay's Range$ 40.95 - $ 46.7552wk Range$ 10.04 - $ 57.29Volume7.8MAvg Vol7.4MGross Margin4.92 %A top Bitcoin miner with significant exposure to the world's largest crypto ...

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NEW YORK, Dec. 11, 2025 /PRNewswire/ -- Dominari Holdings Inc. (Nasdaq: DOMH) is pleased to announce that its board of directors has authorized a special cash dividend of, in the aggregate, approximately $10 million, or approximately $0.44 per share.  The dividend is payable on or about January 23, 2026, to DOMH's common stock shareholders and certain DOMH warrant holders (on an as-exercised basis) of record as of the close of business on December 31, 2025. For additional information about Dominari Holding ...