All right, so we have these delivery numbers coming up later today. What are your expectations. And I I think the bigger question for people who are Tesla investors, does this stock trade on those delivery numbers when we're talking about EVs, or is this now pretty much considered an AI robotics play.>> 100%. You just nailed it. Um, you know, obviously we got Q3 deliveries are coming later today.You know, expectations are for a beat. That's kind of what our team's uh kind of forecasting. I think the streets ...

All right, let's talk now about possible market and economic ramifications of the government shutdown. For that, we have Rick Santelli, our CNBC on air editor. Mike Sani, our CNBC senior markets commentator and covering the economic analyst, Francis Donald.She's chief economist at RBC. Mike, I want to start with you because yesterday we saw all of the equities uh hitting the equities in averages hitting all-time highs despite this government shutdown. What does that tell you.Yeah, I guess Becky the question ...

公司里程碑与股价表现 - 英伟达市值于2025年9月30日达到4.5万亿美元的历史性里程碑，成为首家达到此水平的公司 [1] - 公司股价在次日触及188.14美元的52周新高，但当日收盘回落至187.24美元 [1] - 尽管从高点回落，公司股价在最近一个交易日仍微涨0.4% [5] 近期财务表现与估值 - 年初至今（截至2025年10月1日），英伟达股价已大幅上涨39.4%，远超标普500指数14.7%的涨幅 [5] - 过去一个月内，公司股价飙升9.8% [5] - 公司股票目前远期12个月市盈率为33.35倍，低于其所属的Zacks半导体-综合行业35.60倍的平均水平 [6] 增长驱动因素与前景 - 从数据中心到自动驾驶汽车和先进机器人等领域对人工智能的强劲需求，是公司主要的增长动力 [7] - 公司在GPU技术、软件平台方面的持续创新，以及向企业AI解决方案和元宇宙等新市场的扩张，为其长期可持续增长奠定基础 [7] - 公司2025年营收和收益预计将分别实现56.7%和48.8%的同比增长 [9] 长期增长预期 - 未来五年，公司预计收益增长率为32.8%，显著高于行业15%的预期增长率 [9] - 2026年的Zacks共识预期也显示出营收和收益同样强劲的增长势头 [9] 主要客户战略转变带来的挑战 - 公司最大客户之一Meta Platforms宣布收购芯片初创公司Rivos，以加速其自研芯片开发 [2] - 此举表明大型科技超大规模企业正采取策略，通过开发定制芯片来减少对英伟达硬件的依赖，未来可能替代部分对英伟达GPU的需求 [2] 重仓英伟达的ETF产品 - VanEck Semiconductor ETF (SMH) 将英伟达作为第一大重仓股，权重为19.28%，该基金年初至今上涨37.8%，管理费为0.35% [11] - Vanguard Information Technology ETF (VGT) 中英伟达权重为17.18%，该基金年初至今上涨21%，管理费为0.09% [12] - Technology Select Sector SPDR Fund (XLK) 中英伟达权重为14.86%，该基金年初至今上涨22.4%，管理费为0.08% [13] - Strive U.S. Semiconductor ETF (SHOC) 中英伟达权重为20.91%，该基金年初至今上涨38.9%，管理费为0.40% [14]

Geneva, Switzerland, Oct. 02, 2025 (GLOBE NEWSWIRE) -- SEALSQ to also participate in “Panel 8: CEO Roundtable” discussion with leading executives from Rigetti, ORCA, SEEQC and Arqit During the event, SEALSQ will unveil the Quantum Shield QS7001, a next-generation chip, which is expected to be launched in mid-November 2025 SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, annou ...

U.S. stock futures are showing a mixed picture this Thursday, October 2nd, 2025, as investors continue to digest the ongoing government shutdown while a robust rally in technology shares provides a notable counterweight. The premarket session indicates a continuation of the cautious optimism that saw major indexes close at record highs yesterday, despite the fiscal uncertainty in Washington.Premarket Trading Activity and Futures MovementsAs the trading day commences, Nasdaq 100 futures are leading the charg ...

Largest single order in the past three years includes more than 50,000 Avalon® A15 Pro bitcoin miners scheduled for delivery in fourth quarter 2025 Accessibility StatementSkip Navigation SINGAPORE, Oct. 2, 2025 /PRNewswire/ -- Canaan Inc. (NASDAQ: CAN) ("Canaan" or the "Company"), an innovator in crypto mining, today announced that it has secured a purchase order from a U.S.-based bitcoin miner for more than 50,000 of its latest-generation Avalon A15 Pro mining machines. Representing the largest order in th ...

Micron stock price has been in a strong rally this year and is now hovering at its all-time high. MU has jumped in the last three consecutive weeks and by over 11,000% from the lowest level in 2010. ...

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. KG, when I was watching the market yesterday, I was like, what is happening. When we got halfway through the day and you started to see things go green, um, you know, and then you had some mixed choppy action and ultimately the Bulls just took over.What do you make of all this. Yeah, it was actually an interesting dynamic yesterday when you're seeing the fact that we were in the green and we actually did fin ...

BREAKING: Tech Futures Rise; Tesla Deliveries Loom If you're trying to outgrow Nvidia (NVDA) and Palantir (PLTR) — that's a lofty goal. But some S&P 500 companies are likely to pull it off in the third quarter. Eight S&P 500 stocks, including Expand Energy (EXE), KeyCorp (KEY) and Robinhood Markets (HOOD), are expected to post more than 60% revenue growth in the upcoming third-quarter earnings reporting season, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and Market ...

More than 15,000 people are set to attend Italian tech week which kicks off inurin today with speakers including Amazon founder Jeff Bezos and European Commission President Ursula von Delian. So Arjun joins us live on the ground with more. Arjun set the scene for us.What is the buzz uh at the Italian Tech Week. Yeah, it's all about AI of course big topic here and there's some major players in the space who are in attending. a lot of VCs talking about what they're doing for investment.But at the conference u ...