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微软宣布四年内在英投资300亿美元建设AI基础设施
每日经济新闻· 2025-09-18 08:55
【#微软将在英国投资300亿美元#,建AI基础设施】#美联储降息意味着什么##美联储降息# 当地时间9 月16日,微软表示,公司计划未来四年内在英国投资300亿美元,用于建设人工智能基础设施。据悉, 这笔投资包括155亿美元的资本支出,以及151亿美元的英国本地持续运营。微软称,这将助力其与英国 云计算公司Nscale合作,打造英国规模最大的超级计算机,配备超过23000个先进GPU。(每日经济新 闻,泽塔) ...
Jim Cramer talks how to value the financial sector
Youtube· 2025-09-17 07:59
[Music] [Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra.Other people, my friends. I'm just trying to make you a little money. My job is not just to entertain, but to teach, put in context.So, call me at 1800 743 CNBC. Tweet me at Jim Kramer. Not that long ago, pretty much everybody assumed that the next non- tech stock to cross the trillion dollar threshold would be the stock of Eli Lilly.Why not. They developed a weight loss and diabetes wonder drug with incredible prospects. Oh, but this mar ...
US Retail Sales Show Resilience Amidst Labor Market Headwinds, While Tech Giants Pour Billions into AI Infrastructure
Stock Market News· 2025-09-17 06:08
Key TakeawaysUS retail sales demonstrated unexpected strength in July, rising by 0.5%, with August projected to increase by 0.2%, defying a softening labor market and signaling continued consumer resilience despite economic headwinds.Major technology companies, including Microsoft (MSFT), OpenAI (OPENAI), and Oracle (ORCL), are committing hundreds of billions of dollars to expand AI infrastructure globally, with OpenAI alone signing a staggering $300 billion data center pact with Oracle.The labor market sho ...
Microsoft announces $30 billion investment in AI infrastructure, operations in UK
CNBC· 2025-09-17 03:36
LONDON — Microsoft said on Tuesday that it plans to invest $30 billion in artificial intelligence infrastructure in the U.K. by 2028.The investment includes $15 billion in capital expenditures and $15 billion in its U.K. operations, Microsoft said. The company said the investment would enable it to build the U.K.'s "largest supercomputer," with more than 23,000 advanced graphics processing units, in partnership with Nscale, a British cloud computing firm. The spending commitment comes as President Donald Tr ...
Midday Momentum: Tech Leads as Fed Meeting Kicks Off, Google Hits $3 Trillion
Stock Market News· 2025-09-17 00:07
U.S. equities are experiencing a mixed but generally upward trend in midday trading on Tuesday, September 16, 2025, as investors digest a flurry of corporate news and anticipate key economic announcements. The technology sector continues to demonstrate robust momentum, pushing major indexes higher, even as broader market sentiment remains cautious ahead of the Federal Reserve's policy meeting.Market Indexes and Midday PerformanceAs of midday, the S&P 500 (^SPX) is showing a slight gain, up approximately 0.2 ...
Retail sales rise more than expected in August, Okta CEO talks AI, cybersecurity
Youtube· 2025-09-16 23:07
[Music] I'm Yahoo Finance executive editor Brian Saz and taking a look at a live shot of the opening bells of Wall Street on this Tuesday morning. Really star-studded folks ringing that bells ringing those bells today. Ralph Lauren, Patrice Levy ringing the bell at the New York Stock Exchange ahead of its investor day presentation.Company's out reiterating its fullear guidance and American Bitcoin getting things underway over the NASDAQ. You can see Eric Trump there uh ringing that bell. Big uh big and bull ...
QQQM, GOOGL, ADBE, GILD: Large Inflows Detected at ETF
Nasdaq· 2025-09-16 22:51
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Invesco NASDAQ 100 ETF (Symbol: QQQM) where we have detected an approximate $350.8 million dollar inflow -- that's a 0.6% increase week over week in outstanding units (from 250,730,000 to 252,170,000). Among the largest underlying components of QQQM, in trading today Alphabet Inc (Symbol: GOOGL) is off about 0.4%, Adobe Inc (Symbol: ADBE) is up about 1%, and Gilead Sciences Inc ...
甲骨文,焕发第二春?
虎嗅· 2025-09-16 21:20
一夜之间,甲骨文就从垂垂老矣的数据库公司变成AI巨擘,以及成为未来TikTok 股权交易的最大赢 家。 美东时间9 月15 日,甲骨文股价再度上涨3.41%。此前八月,它就被美国私人金融和投资咨询公司 Motley Fool列入"美股十巨头"之列。这"十巨头"除了此前的"七姐妹"【英伟达(NVDA)、微软 (MSFT)、苹果(AAPL)、亚马逊(AMZN)、Alphabet(GOOGL)、Meta Platforms(META)、 特斯拉(TSLA)】之外,加上了甲骨文(ORCL)、博通(AVGO)和奈飞(NFLX),认为它们将引 领AI前进方向。 跻身AI 巨头,甲骨文对云计算市场也野心勃勃。六月份的2025财年第四季度收益报告里,甲骨文CEO 萨弗拉·卡兹曾宣称:"甲骨文不仅有望成为全球最大的云应用公司,而且还有望成为全球最大的云基础 设施公司之一。" 甲骨文可能收到的一份大礼将巩固它在云计算市场的优势,那就是TikTok 美国用户数据将继续由甲骨 文托管,存储在得克萨斯州的数据中心。 更重磅的是,据传,甲骨文与沃尔玛组成的财团将有望接持 TikTok40%的股份。81岁的甲骨文创始人拉 里·埃里森迎娶了 ...
Futures Point Higher as Fed Meeting Kicks Off, Tech Giants Drive Premarket Gains
Stock Market News· 2025-09-16 21:08
U.S. stock futures are pointing to a broadly positive open on Tuesday, September 16, 2025, as investors eye the commencement of the Federal Reserve's highly anticipated two-day policy meeting. Major tech companies are leading the premarket charge, building on Monday's record-setting performance for the S&P 500 and Nasdaq Composite. Optimism surrounding potential interest rate cuts and positive developments in U.S.-China trade talks continue to fuel investor sentiment.Premarket Trading Activity and Futures M ...
谷歌母公司股价上涨超4%,成为第四家跻身“3万亿美元俱乐部”上市公司
36氪· 2025-09-16 20:25
图片来源:界面图库 匡达 当地时间周一(9月15日),美国三大股指收盘全线上涨,标普500指数和纳斯达克指数均创下历史新 高,大型科技股大多走高,亚马逊涨1.44%,Meta涨1.21%,苹果涨1.12%,微软涨1.07%,英伟达则收 跌0.04%。 科技巨头谷歌的母公司Alphabet收涨4.3%,收盘市值3.04万亿美元,迎来了一个历史性的时刻:总市值 首次突破3万亿美元。 Alphabet也因此成为继苹果、微软和英伟达之后,全球第四家突破3万亿美元的上市公司。其中,英伟 达在今年7月份成为首家市值突破4万亿美元的公司。 自4月低点以来,Alphabet股价已飙升超70%,在此期间市值累计增加约1.2万亿美元。自7月底公布季度 业绩以来,公司股价已上涨逾30%。 除了4月以来的市场整体反弹外,Alphabet自身迎来多重利好,也改善了投资者对这家科技巨头的信 心。 据新华社9月3日消息,美国联邦地区法院法官阿米特·梅塔裁决,谷歌公司无需剥离Chrome浏览器和安 卓操作系统业务,但需与其竞争对手共享搜索结果等更多数据,谷歌还需创建反垄断技术委员会监督公 司运营。同时谷歌与苹果的巨额"默认搜索引擎交易"也得 ...