A Labor Department report released on Tuesday showed that the U.S. JOLTs job openings rose to 7.227 million in August, stronger than expectations of 7.190 million. Also, the U.S. July S&P/CS HPI Composite - 20 n.s.a. eased to +1.8% y/y from +2.2% y/y in June (revised from +2.1% y/y), stronger than expectations of +1.7% y/y. At the same time, the U.S. Conference Board’s consumer confidence index fell to a 5-month low of 94.2 in September, weaker than expectations of 96.0. In addition, the U.S. Chicago PMI un ...

Key Points Micron Technology just finished a record-breaking 2025 fiscal year, with revenue up 49% and net income up 998%. It benefits from increased data center spending, which is projected to reach $1.1 trillion by 2029. While Micron's share price has risen significantly this year, it's trading at just 10 times forward earnings. 10 stocks we like better than Micron Technology › To meet the demands of artificial intelligence (AI) systems, tech companies have been investing heavily in new infrast ...

Samsung Electronics and SK Hynix have signed letters of intent to supply memory chips for OpenAI's data centers, they said on Wednesday, as South Korean chipmakers join forces with the ChatGPT maker t... ...

Key Points Nvidia has agreed to invest $5 billion in Intel's business. The chipmaker, however, won't be utilizing Intel's foundry, at least not yet. Previously, the U.S. government announced it would be taking a 10% stake in Intel. 10 stocks we like better than Intel › Intel (NASDAQ: INTC) has suddenly become one of the hottest stocks to own of 2025. Its year-to-date return was a staggering 77% as of the end of last week. Investors have been seeing plenty of reasons to take a chance on the stock d ...

These two AI titans have started paying dividends. Which is the better stock for dividend investors?If you were trying to find dividend stocks before the year 2000, the largest companies in the U.S. were a great place to look. Stalwarts like General Electric (today called GE Aerospace), Pfizer, Walmart, IBM, and the oil companies that would merge to form ExxonMobil were all among the 10 largest companies by market cap, and all paid dividends. Today, on the other hand, the country's largest companies are muc ...

This semiconductor ETF has been an overlooked champ.The "Magnificent Seven" has been driving the AI boom ever since its earliest days.The group of seven stocks, which includes seven of the most valuable stocks on the market -- Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla -- all have some exposure to AI and are seen as the leading technological companies. However, after driving the stock market rally through 2023 and 2024, the Magnificent Seven's performance has been more pedestrian ...

A recent dividend increase and signs of a cyclical rebound make this analog chip leader a timely pick.Texas Instruments (TXN 0.27%) is best known for analog and embedded chips that go into everything from factory equipment and cars to medical devices and power systems. After a choppy stretch for its semiconductors, the Dallas-based manufacturer has begun to show clearer momentum this year while keeping its focus on long-term cash generation and consistent shareholder payouts. That combination -- improving f ...

This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here.The big storyImmigration anxieties and a challenging job market have sparked an online backlash over China's latest attempt at attracting global talent — a new visa program announced in August.The program, which was rolled out on Wednesday with the aim of attracting foreign professionals, will also test how China balances ...

公司行业地位 - 公司是全球第一的芯片企业 [2] - 公司能够与德州仪器并肩 [2]

公司当前状况与市场地位 - 英伟达在最近一个完整财年报告营收超过1300亿美元，毛利率超过70% [2] - 公司最初以用于视频游戏的图形处理器闻名，现已将人工智能作为主要焦点，并较早进行了业务重新定位 [5] - 公司已扩展至广泛的AI产品和服务，包括网络工具和企业软件，并在从AI智能体到人形机器人等未来AI增长阶段占据有利地位 [6] - 得益于其GPU性能高于市场上其他加速器，高性能产品使AI客户持续回流 [7] - 近期公司通过向AI研究实验室OpenAI投资数十亿美元，以及与PC芯片领导者英特尔达成单独协议，扩大了在AI和PC市场的影响力 [8] 财务表现与增长驱动力 - 公司股价今年有望上涨35%，在此前的五年里已实现惊人的2100%涨幅 [1] - 公司目前以27倍市销率交易，并且在近期维持在该水平或更高 [9] - 分析师对今年营收的平均预估约为2060亿美元，较上一财年营收水平增长58% [9] - 过去几年公司保持了两位数的营收增长，甚至三位数增长 [9] - 考虑到对AI基础设施支出的预测（到2030年将超过4万亿美元），即使增长率有所放缓，也可能保持在两位数 [10] 未来增长前景与预测 - 假设复合年增长率仅为23%，到2030年公司营收可能增长至3700亿美元 [11] - 该营收水平及潜在的10万亿美元市值可能使公司维持27倍的市销率，这意味着2030年股价将达到411美元 [11] - 此预测股价较当前价格有125%的涨幅，考虑到公司至今的实力、对创新的承诺以及尚未到来的AI增长阶段，这一预测并非不切实际 [12]