Welcome back to opening bell. We're seeing a few down arrows here this morning after hitting some records this week. We have a great discussion that we were just having here.Jim Thorne, chief market strategist, Wellington Altus Private Wealth. Thank you for being with me. You and I a moment ago were talking about we remember, you know, 1998, 2000, 2001, and how different it may have been.And you know, we were saying the fundamentals on a lot of the earnings are still pretty good. Um, we were talking about a ...

投资背景与市场机遇 - 美国科技巨头承诺在印度投入巨额资金建设人工智能基础设施，引发投资者寻找本地受益公司浪潮 [1] - 印度54万亿美元市值为投资者提供了参与AI生态系统的新机会，此前市场因缺乏纯AI公司而落后于全球股市反弹 [2] - 到2027年，印度数据中心市场投资预计将超过1000亿美元 [3] - 追踪10家辅助公司的定制指数自4月低点以来上涨超过30%，涨幅几乎是同期NSE Nifty 50指数的两倍 [4] 主要科技公司投资计划 - Google计划投资约150亿美元在印度南部建设AI基础设施中心 [5] - OpenAI寻求在印度建设大型数据中心 [5] - Microsoft计划投资30亿美元扩大在印度的云计算和AI能力 [6] - Amazon计划到2030年投资127亿美元 [6] 数据中心运营商与合作伙伴 - AdaniConneX Pvt（Adani Enterprises Ltd合资企业）与Bharti Airtel Ltd合作参与Google项目，三家公司在过去三个月股价分别上涨21%、73%和69% [6] - Reliance Industries Ltd预计将投资高达150亿美元建设十亿瓦特数据中心，到2030年这三家公司可能占据印度数据中心容量的35%-40% [6] - Tata Consultancy Services Ltd计划建设高达十亿瓦特的AI数据中心 [7] - Sify Infinit Spaces Ltd申请370亿卢比（417亿美元）首次公开募股，Fractal Analytics于8月提交IPO申请 [7] 电气与电力设备 - 数据中心资本支出很大部分将流向电气和电力设备 [8] - 值得关注的股票包括：Hitachi Energy India Ltd（下跌12%）、Siemens Ltd（上涨21%）、Schneider Electric Infrastructure Ltd（下跌17%）、ABB India Ltd（下跌53%） [8] - 电力和相关成本将占数据中心资本支出的约40% [9] - 电缆电线制造商包括Havells India Ltd（下跌05%）、RR Kabel Ltd（下跌2%）、Dynamic Cables Ltd（上涨04%） [10] 冷却解决方案 - AI工作负载产生大量热量需要专业冷却系统 [11] - 主要本地公司包括Blue Star Ltd（上涨11%）和Voltas Ltd（上涨42%） [11] 服务器与云基础设施 - Netweb Technologies India Ltd（上涨99%）是服务器、存储、备份和超级计算解决方案的关键参与者 [12] - E2E Networks Ltd（上涨49%）提供云基础设施和托管服务，专注于AI高性能计算 [12]

投资评级与公司定位 - 对Nebius Group N.V. (NBIS) 给予买入评级 [1] - 公司是一家领先的技术公司 提供人工智能基础设施 [1] 行业前景与增长动力 - 对新兴云市场的增长持乐观态度 [1] - 市场增长由强劲的人工智能计算需求驱动 [1]

公司评级与目标价 - H C Wainwright分析师Kevin Dede维持对Bit Digital Inc的买入评级 并设定7美元的目标价 [1] - 分析师基于公司的增长潜力和战略定位给出乐观评级 [1] 战略转型与业务定位 - 公司业务重点从比特币转向以太坊 [2] - 公司对高性能计算基础设施的关注使其在加密和技术领域占据有利位置 [2] - 公司首席执行官拥有扎实的以太坊背景 有助于有效管理以太坊资产和权益质押操作 [2] - 公司是一家控股公司 提供数字资产和人工智能基础设施平台 [4] - 公司的比特币挖矿业务分布在美国 加拿大和冰岛 [4] 投资与资产价值 - 公司持有WhiteFiber的相当大股份 WhiteFiber从事高性能计算-人工智能云和托管服务 [3] - WhiteFiber当前估值低于同业水平 其市值与销售比率日益与行业标准接轨 为未来升值铺平道路 [3]

Meta, navigating a period of intense investments in AI that is creating significant cost pressures, has flagged that its capital expenditure next year would be "notably larger" than in 2025. The company's shares closed down more than 11% on Thursday, as investors mulled a 32% increase in costs outpacing a 26% revenue jump. It is raising the funds through a six-part bond sale with maturities ranging from five to 40 years. Meta last tapped the bond market in 2022 with a $10 billion sale. The principal amount ...

Previously, we reported that Saudi Arabia is digging in for a "long and shallow" oil price war as it looks to regain market share from rivals like U.S. shale producers and OPEC+ members who have been exceeding their production quotas. This comes after Saudi Arabia made significant production sacrifices to support prices for over three years, which allowed competitors to increase their output. Saudi Arabia has also been hedging its oil price bets by rapidly diversifying its economy away from fossil fuels in ...

市场表现 - 标普500指数和纳斯达克指数因Meta Platforms和微软财报后下跌而受拖累[1] - Meta股价下跌10%，微软股价下跌3%，尽管两家公司季度业绩均超预期，但市场担忧其人工智能支出预测增加[1] - 高盛财报后股价虽从发布日低点反弹，但表现仍落后于标普500指数[1] 企业分拆动态 - 霍尼韦尔完成其先进材料业务的分拆，新公司Solstice Advanced Materials以代码“SOLS”在纳斯达克交易[1] - 霍尼韦尔10月17日登记在册的股东每持有4股霍尼韦尔股票可获得1股Solstice股票[1] - BMO资本市场对Solstice初始评级为买入，目标价70美元，高于其发行前交易价略低于50美元，Solstice首日交易股价最高上涨近6%至约54美元[1] - 霍尼韦尔股价表现持平，分拆是公司分拆为三家独立上市公司多阶段计划的一步，剩余航空航天和自动化部门计划于2026年下半年分离[1] - 杜邦公司将于下周完成其电子业务Qnity Electronics的分拆，该股票将于周一以代码“Q”开始交易并加入标普500指数，Solstice已于周四加入标普500指数[1] 宏观经济与政策 - 美联储宣布了今年第二次广泛预期的降息[1] - 美国将把与芬太尼相关的对华关税减半，使对华总体关税从57%降至47%[1] 企业高管观点 - 高盛首席执行官David Solomon强调公司重点是执行和长期观点，股价将随之反映[1] - 高盛在全球银行和市场部门表现强劲，过去五年在交易业务中的客户钱包份额增加了380个基点[1] - 对美国经济前景表示乐观，认为经济状况良好，短期内衰退可能性较低，并将人工智能基础设施投资热潮视为主要顺风，指出有六七家大公司今年将在AI基础设施上花费3500亿美元[1] 即将发生的事件 - 苹果和亚马逊将于周四晚间发布财报[1] - 网络安全公司Cloudflare将于同一时间公布业绩，其为俱乐部持股公司Palo Alto Networks和CrowdStrike的竞争对手[1] - 俱乐部持股公司林德将于周五开盘前公布业绩[1]

TeraWulf Inc. (NASDAQ: WULF), a US-based bitcoin mining and high-performance computing firm, announced a landmark 25-year lease contract worth approximately $9.5 billion with Fluidstack. To facilitate Terawulf’s AI infrastructure integration, the joint venture will deliver 168 megawatts (MW) of critical IT load at its Texas campus. According to SEC filings, the partnership structure also gives TeraWulf a 51% majority stake and the exclusive right to participate in future Fluidstack-led projects. The ventu ...

Nvidia CEO Jensen Wong set to kick off his headline keynote in just under half an hour at the company's first ever GTC conference in Washington. Our Christina parts already caught him live from the conference for today's tech check. Morning KP.>> Hi Carl. It's been very busy and this is by this is the fourth GTC here and I'm definitely have to say the crowd is big except a lot of them are just wearing more suits than what we've seen in the past. But the big question is why the heck are we all in DC.Jensen a ...

I want to get to a couple of moves you have related to the whole AI trade. You bought more Dell and you bought more IP IBM within within the past couple of weeks. Can can you tell me more.>> Well, this is part of our theme of the concentric rings around the core of the data center buildout and AI infrastructure. So, uh Dell uh the infrastructure division uh year-over-year is up 44%. Uh I would encourage everyone to listen to the last few interviews Michael Dell has made and re get a listen to the last earni ...