公司与客户动态 - AMD近期宣布OpenAI做出重大承诺将购买大量其Instinct GPU [1] - 该交易的具体经济条款目前尚不明确 [1]

Key Points ASML specializes in lithography machines and technology. It sells large and costly systems that last for decades. Its future looks very promising. 10 stocks we like better than ASML › Over the past 10 years, share prices of ASML (NASDAQ: ASML) have averaged annual gains of 27.7% -- enough to turn a $5,000 investment into a stake worth more than $57,000. How will the stock do over the next 10 years? Well, I think it will keep soaring. Why am I bullish? Check out this sentence from Barr ...

市场开盘表现 - 纳斯达克指数在周四早盘交易中上涨超过1% [4] - 标普500指数开盘上涨约0.1% [5] - 道琼斯工业指数开盘大致持平 [5] 个股表现与动态 - 英伟达股价当日继续上涨，年内累计涨幅超过40% [6] - 达美航空股价早盘上涨约6%至近7% [6] - 百事可乐股价早盘上涨约0.8%，但年内下跌近8% [7] - 特斯拉股价早盘下跌约1.5% [8] 达美航空业绩 - 公司业绩超出华尔街盈利预期，得益于旅行需求改善 [3][10] - 公司上调全年自由现金流展望 [10] - 过去六周销售额加速增长，第四季度有望实现历史上最佳利润 [10][17] - 股价自4月低点上涨超过60% [22] 百事可乐业绩与战略调整 - 公司业绩略超预期，重申全年销售和利润目标 [11] - 饮料业务收入增长，但零食业务下滑形成抵消 [7][27] - 公司计划对零食业务进行重大改革，包括削减7%全职员工 [12] - 推出不含人工香料的奇多和多力多滋、使用牛油果和橄榄油、新包装尺寸以及多力多滋蛋白质薯片等创新产品 [29] 人工智能与芯片行业 - 台积电预公告第三季度销售额同比增长30%，受AI需求激增推动 [12] - 公司将于10月16日公布完整业绩 [13] - 坎托菲茨杰拉德公司对英伟达给出华尔街最高目标价，认为AI投资周期处于早期阶段 [39][40] 能源科技公司Base Power - 公司筹集10亿美元资金，估值约30亿美元 [44] - 业务模式为在独栋住宅安装电池，支持电网并在停电时为家庭供电，可为客户节省10%-20%电费 [45][46] - 在德克萨斯州拥有约5000名会员，每日安装量从数月前的20套增至30-40套 [52] - 计划在上半年将工厂产能提升至生产规模，并扩展到德克萨斯州以外地区 [54][60]

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer put under the spotlight. Cramer highlighted that the company’s CEO is an “excellent investor.” He said: “Last month, Jensen Huang won a very similar deal with OpenAI; this time, a 10-gigawatt deal… Unlike AMD with its grant of warrants to OpenAI, NVIDIA actually is going to be investing a hundred billion in OpenAI in stages over the life of the deal. If you haven’t studied Jensen’s moves, you might not know that he’s an excellent investor. H ...

文章核心观点 - AMD与OpenAI达成芯片供应协议 交易金额达数十亿美元 公司CEO对协议执行表示信心 [1] - 市场对AMD的投资价值存在分歧 观点取决于对OpenAI履约能力和资金实力的判断 [1] 公司业务与产品 - AMD主营业务为半导体设计生产 产品包括处理器 GPU及自适应计算解决方案 [2] - 公司产品主要应用于数据中心 游戏和嵌入式系统 支撑人工智能 云计算及高性能计算领域 [2] 市场观点与投资前景 - 部分市场观点认为AMD具备投资潜力 但其他AI股票可能提供更高上涨空间及更低下行风险 [3] - 存在推荐关注其他AI股票的观点 主要基于估值优势及关税政策 产业回流趋势带来的机会 [3]

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures, little change this morning. The stock rally did resume on Wednesday after a short-lived pullback this week. Both the S&P 500 and the NASDAQ closed at record highs.Meanwhile, gold hovering near all-time highs as well as the so-called debasement trade holds on Wall Street. Some of the optimism in the market due in part to the Fed's rate cut outlook. Min ...

Monolithic Power Systems, Inc. (NASDAQ:MPWR) is one of the high-growth semiconductor stocks that are profitable in 2025. On September 30, KeyBanc Capital Markets raised the stock’s price target to $1,050 from $950 and maintained an ‘Overweight’ rating, impressed by the company’s strengthening position in the AI chip power management market. KeyBanc Capital Markets Lifts Monolithic Power Systems, Inc. (MPWR) Price Target Buoyed By Growing Business The price target hike comes as the company has delivered 3 ...

KLA Corp (NASDAQ:KLAC) is one of the high-growth semiconductor stocks that are profitable in 2025. On September 22, Morgan Stanley downgraded the stock to ‘Equal-weight’ from Overweight and increased the price target to $1,093 from $928. Morgan Stanley Downgrades KLA Corp (KLAC) But Lifts Price Target on Earnings Growth Prospects The downgrade comes amid concerns that valuation remains stretched, with the stock trading at a 30% valuation premium. Despite the downgrade, the research firm has reiterated th ...

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the high-growth semiconductor stocks that are profitable in 2025. On October 6, reports emerged indicating that the company faces an antitrust lawsuit in the UK over claims that it abused its dominant position in the supply of chipsets for smartphones. QUALCOMM Incorporated (QCOM) Sued Over Antitrust Violation on Smartphone Chips in the UK Kārlis Dambrāns/Flickr A UK consumer group alleges that the company has breached UK competition laws by exploiting its d ...

ASML Holding N.V. (NASDAQ:ASML) is one of the high-growth semiconductor stocks that are profitable in 2025. On October 1, analysts at UBS reiterated a ‘Buy’ rating on the stock and increased the price target to EUR940.00 from EUR750.00. UBS Lifts ASML Holding N.V. (ASML) Price Target Banking on AI-Led Memory Growth electronics-6055226_1280 The adjustment comes amid expectations that the company will deliver solid third-quarter results, which are expected to bolster the stock’s market sentiment. The rese ...