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Beyond Nvidia: How to spot the next AI breakout for your portfolio
Youtube· 2025-09-30 18:34
[Music] Welcome to Stocks in Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Ally Canal, who's here to keep the discussion easy to understand and very lively. Yes.And today we're putting the fun in fundamentals. Our guest is a veteran of turning company financial statements into and un ...
韩版英伟达,获Arm投资
半导体芯闻· 2025-09-30 18:24
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容来自半导体芯闻综合 。 人工智能芯片公司 Rebellions Inc. 从包括 Arm Holdings Plc 在内的投资者处筹得 2.5 亿美 元,用于大规模量产芯片并加速产品开发,以应对竞争激烈的 AI 市场。 这家韩国初创公司在一份声明中表示,公司完成了 C 轮融资,估值达到 14 亿美元。 Arm 作为战 略合作伙伴加入,旨在加快下一代数据中心基础设施的创新进程。 此次融资还吸引了 三星创投( Samsung Ventures )、和硕集团创投( Pegatron Corp. VC ) 及 Lion X Ventures Pte 参与,现有投资方如 韩国开发银行( KDB ) 和 Korelya Capital 也继续支持。 Rebellions 是多家希望在迅速扩张的 AI 基础设施市场中占据一席之地的芯片初创企业之一,该市 场由 英伟达( Nvidia Corp. ) 和 超微( AMD ) 领跑。今年 8 月,该公司推出了旗舰芯片 REBEL-Quad ,专为大规模 AI 推理设计。 同为芯片初创公司的 Groq Inc. 本月完成 7.5 ...
暴涨1000%!碳化硅龙头真能浴火重生?
格隆汇APP· 2025-09-30 18:19
"Wolfspeed股价飙了10倍!"最近碳化硅圈的消息让投资者眼前一亮,可老股东却笑不出来 ——这1000%的涨幅,是破产重组后"旧股全额注销、新股重新定价"的表观数字,绝非真金 白银的收益。 曾几何时, Wolfspeed是碳化硅"全球一哥",手握200毫米晶圆独家技术,订单接到手软。 但2025年上半年,前管理层盲目扩张让它陷入破产保护,市场满是"一手好牌打得稀烂"的嘲 讽。如今重组落地,股价数字看似逆袭,可剥去"数字外衣",它是真止血,还是仍在债务泥潭 里挣扎?重组后的降本、技术家底与订单潜力,才是"浴火重生"的关键。 01 从 "破产倒计时"到"数字狂欢":重组拆了哪三颗"炸弹"? 去年此时的 Wolfspeed堪称"内忧外患":莫霍克谷工厂200毫米晶圆利用率跌到20%,开着 机器就亏;2025年Q3单季净亏2.86亿,毛利率-20.8%;5.75亿可转债违约,现金流濒临断 裂。市场等着看"龙头退市",可短短数月,重组让它"改头换面"——9月29日退出破产保护, 股价飙出10倍(需明确:这只是新股换旧股的表观涨幅,非实际收益),背后是三个扎实 的"拆弹"动作: 1) 债务砍半:短期不用 "卖厂偿债 ...
US Stock Market Navigates Premarket Dips Amid Shutdown Fears and Key Economic Data
Stock Market News· 2025-09-30 18:07
As Tuesday, September 30, 2025, dawns, the U.S. stock market is bracing for a cautious open, with premarket trading indicating a slight pullback across major index futures. Investors are closely monitoring a confluence of factors, including the looming threat of a U.S. government shutdown, critical economic data releases, and a fresh batch of corporate earnings. This follows a generally positive September, which saw major indexes trading near record highs.Premarket Trading and Futures MovementsEarly indicat ...
Sequans Announces Launch of American Depositary Share Buyback Program
Newsfile· 2025-09-30 18:00
Sequans Announces Launch of American Depositary Share Buyback ProgramSeptember 30, 2025 6:00 AM EDT | Source: Sequans CommunicationsParis, France--(Newsfile Corp. - September 30, 2025) - Sequans Communications S.A. (NYSE: SQNS), a pioneer in adopting Bitcoin as its primary treasury reserve asset and a leading provider of cellular IoT semiconductor solutions, today announced that its Board of Directors has authorized a program to repurchase up to 1.57 million American Depositary Shares ("ADSs") ...
Stock Market Today: S&P 500, Dow Futures Tumble As Shutdown Standoff Drags On—Cigna, Wolfspeed, Nike In Focus - SPDR S&P 500 (ARCA:SPY)
Benzinga· 2025-09-30 17:51
U.S. stock futures fell on Tuesday following Monday’s advances. Futures of major benchmark indices were lower.The indices dropped as the possibility of a government shutdown neared, with the lawmakers having until Wednesday at 12:01 a.m. ET to reach an agreement.Meanwhile, Vice President JD Vance stated outside the White House that “I think we're headed to a shutdown because the Democrats won't do the right thing,” placing the blame on Democratic leaders for linking government funding to healthcare negotiat ...
Stock Market Today: S&P 500, Dow Futures Tumble As Shutdown Standoff Drags On—Cigna, Wolfspeed, Nike In Focus
Benzinga· 2025-09-30 17:51
U.S. stock futures fell on Tuesday following Monday’s advances. Futures of major benchmark indices were lower.The indices dropped as the possibility of a government shutdown neared, with the lawmakers having until Wednesday at 12:01 a.m. ET to reach an agreement.Meanwhile, Vice President JD Vance stated outside the White House that “I think we're headed to a shutdown because the Democrats won't do the right thing,” placing the blame on Democratic leaders for linking government funding to healthcare negotiat ...
SEALSQ, Kaynes Semicon to launch semiconductor centre in India
Yahoo Finance· 2025-09-30 17:32
SEALSQ and Kaynes SemiCon have signed a term sheet to create SEALKAYNESQ, a joint venture (JV) aimed at establishing India's first secure semiconductor design and personalisation centre. The JV will see SEALSQ take a 51% stake, with Kaynes SemiCon holding the remaining 49%. Both companies will share governance through a five-member board. SEALSQ is a subsidiary of WISeKey International. WISeKey and SEALSQ will licence intellectual property (IP) exclusively to the JV. Any new IP generated will be owned by ...
固定收益部市场日报-20250930
招银国际· 2025-09-30 17:05
Trading desk comments 交易台市场观点 CMBI Credit Commentary Fixed Income Daily Market Update 固定收益部市场日报 Yesterday, we saw balanced two-way flows on recent new issues PINGIN 35/CKHH 30/MITSET 30. MEITUA widened 1bp amid two-way flows. We saw better buying on Chinese/Japanese/Middle Eastern financial FRNs because of cash-parking demand. The rest of Asia IG space was unchanged to a tough tighter. We saw some PB selling HYSAN Perps amid the latest NWDEVL headlines. HYSAN 4.85 and 7.2 Perps were unchanged to 0.1pt lower ...
市北高新:间接参股沐曦集成电路和长江存储
21世纪经济报道· 2025-09-30 16:16
南方财经9月30日电,市北高新9月30日在互动平台表示,公司作为央视融媒体产业投资基金(有限合 伙)的有限合伙人,占基金2.69%份额。央视融媒体基金于2022年6月投资沐曦集成电路(上海)股份 有限公司,于2023年12月投资长江存储控股股份有限公司。公司不参与基金的日常经营管理,且公司在 间接参股公司中投资占比较低,不会对公司经营业绩产生重大影响。 ...