文章核心观点 - 大型科技公司一致向华尔街传达信息 人工智能投资规模将持续扩大 [1] - 行业巨头集体上调资本支出指引 2024年总额预计超过3800亿美元 [1] - 存在对历史性支出水平可能催生泡沫以及资源能否支撑AI承诺实现的质疑 [2] 资本支出指引 - Alphabet、Meta、Microsoft和Amazon均上调资本支出预期 [1] - 四家公司2024年资本支出总额预计超过3800亿美元 [1] - 微软的支出预测针对2026财年 该财年于6月结束 [2] - 亚马逊将今年资本支出预测从1180亿美元上调至约1250亿美元 [3] - 亚马逊财务总监表示2026年资本支出将继续增长 [4] 投资动机与行业竞争 - 公司竞相建设基础设施 以满足对AI服务近乎无限的需求 [2] - 亚马逊认为AI是巨大机遇 长期来看有望实现强劲的投资资本回报 [4] - OpenAI近期宣布与英伟达、甲骨文和博通等合作伙伴达成约1万亿美元的基础设施协议 [3] 市场反应与公司表现 - 投资者对大型科技公司财报反应不一 [3] - 亚马逊因盈利和收入超预期 且上调资本支出指引 股价大幅上涨 [3]

The company is seeing more demand for its cloud computing and AI services than it can keep up with, a challenge that is supercharging profits. ...

The biggest report of the day, Visa , is coming up after the bell. It'll be joined by Booking Holdings , Mondelez International , and Electronic Arts , among others. Here's a handful of the largest reports on deck for after the bell:Bloom Energy (+4.2%) meets expectations with adj. EPS of $0.15 (vs. $0.09 estimate) and sales of $441.29 million (vs. $418.93 million).Seagate Technology (+2.9%) increases dividend by 3% after $2.61 EPS (vs. $2.40) and revenue of $2.63 billion (vs. $2.55 billion)Visa (+0.8% afte ...

MIDLAND. Pa., Oct. 28, 2025 (GLOBE NEWSWIRE) -- , Oct. 27, 2025 (GLOBE NEWSWIRE) — Mawson Infrastructure Group Inc. (NASDAQ: MIGI) (“Mawson” or the “Company”), a provider of digital infrastructure for artificial intelligence (AI), high-performance computing (HPC), and digital assets, is pleased to announce that the Company’s Interim CEO, General Counsel and Corporate Secretary, Kaliste Saloom, and Chief Financial Officer, William Regan, will present at the Emerging Growth Conference on Thursday, December 11 ...

I grew up thinking, the more you specialize, the more premium you get. Now that this expertise is at your fingertips, how can more specialization and more expertise be a premium anymore? If it’s faster to expertise, then expertise is not the asymmetry. Intelligence is not the asymmetry. Applying intelligence is the asymmetry.So many companies have a pyramid with the bottom where school graduates are. That pyramid is going to be broader and shorter, and the path to expertise is going to be faster. It’s going ...

Article contentWith the third quarter in the rear-view mirror, RBC Capital Markets reviewed the 18 companies included in its small-cap conviction list. The list, with names such as Cineplex Inc. (TSX:CGX), Jamieson Wellness Inc. (TSX:JWEL), Pet Valu Holdings Ltd. (TSX:PET), MDA Space Ltd. (TSX:MDA)   and others in the energy, REIT, mining and artificial intelligence sectors, had a total return of 5.5 per cent quarter to date compared with a total return of 6.5 per cent for the S&P/TSX Small Cap total return ...

人工智能竞争本质 - 人工智能领域的竞争被视为一场漫长的马拉松而非赢者通吃的短跑[8] - 对“赢”的定义不在于开发最强大的模型而在于谁能更迅速广泛地应用技术[8] 中美发展路径差异 - 美国在AI基础研究和大模型开发上年投资额约达800亿美元但更应重视技术应用[11] - 中国在应用层面取得显著进展积极拥抱开源生态开发更轻量高效的模型而非一味追求参数规模[11] 人工智能应用普及现状 - 中国企业在业务中使用人工智能的比例从去年的8%快速提升至接近50%[13] - 阿里巴巴内部已有约30%的代码由AI辅助生成但公司未因此进行大规模裁员[13] 阿里巴巴的AI战略 - 公司聚焦于电子商务和云计算两大核心业务其中云计算深度融合人工智能技术[17] - 致力于成为全栈AI服务商构建从底层芯片到上层应用的AI生态[17] - 今年以来公司在美股及港股市场均上涨超过110%成为全球表现优异的科技股之一[17] 对中国市场环境的看法 - 行业监管更具可预测性企业更清楚红线所在有利于形成健康可持续的经营环境[20] 未来投资规划 - 在已规划的三年3800亿元投资基础上公司还将进一步增加资金支持推动AI技术迈向更广泛应用场景[23]

We recently published 10 Big Names With Explosive Growth. Bitfarms Ltd. (NASDAQ:BITF) is one of the best performers on Wednesday. Bitfarms rallied for a 5th consecutive day on Wednesday to climb to a new all-time high as investors poured funds into Bitcoin mining stocks amid their gradual transition to high-performance computing (HPC) services to support the growing demand from AI data centers. Bitfarms Ltd. (NASDAQ:BITF) soared to its highest 52-week price of $4.04 before trimming gains marginally to en ...

文章核心观点 - 高沽空比例可能引发空头回补，从而推动股价强劲反弹，尤其当公司基本面出现积极变化时 [1][2] - 多家科技公司因高沽空比例、强劲业绩增长或积极业务转型而具备空头挤压潜力 [3][4][6][7][8][10][11][12][14][15][17][18] SoundHound AI (SOUN) - 股价从2025年低点上涨200%，并从第三季度初上涨50%，已突破多个关键阻力位 [3] - 空头权益在9月底超过30%，虽从近期峰值下降，但仍处于高位，可能引发空头挤压或维持空头回补带动的涨势 [4] - 公司积极因素包括强劲的交易渠道、收入增长、盈利能力以及分析师情绪转向正面 [3] Tempus AI (TEM) - 9月份空头权益超过27%，股价突破关键阻力位（与历史高点一致），可能加速上涨至130美元至140美元区间 [7] - 第三季度财报预计将显示收入再次增长80%，并提供积极的业绩指引 [8] - 公司正从纯服务业务转型为医疗保健AI基础设施提供商，涉足尚未开发的AI子行业 [8] Opendoor Technologies (OPEN) - 9月底空头权益接近27%，做空者趁反弹卖出以限制涨幅 [11] - 市场支持度上升，Jane Street近期购入近6%的股份，其他机构也在买入，第二和第三季度机构活动看涨，机构持股兴趣提升至62%以上 [11][12] - 第三季度财报可能成为空头挤压的催化剂，尽管分析师普遍预期将显著收缩，但83%的分析师在季度内下调了预期 [12] AST SpaceMobile (ASTS) - 空头权益为20%，公司处于收入前阶段且存在执行风险，但卫星网络迅速扩张，覆盖前景稳固 [14] - 公司与大多数主要移动运营商以及美国政府签订合同，确保其在电信行业的地位 [15] - 市场共识预测其第三季度收入将增长超过2,500%，并在未来四个季度保持四位数增长，随后几年放缓至两位数的高增速 [15] Etsy (ETSY) - 公司致力于成为电子商务AI平台，最新举措是将ChatGPT嵌入结账流程以提升消费者体验 [17] - 机构持有近100%的股份，并在2025年持续买入，为10月初的股价提供了坚实支撑 [18] - BTIG将目标价上调至81美元，若达到此目标，市场将出现技术性反转 [18]

An analyst summed it up well: “We advise investors to look past shutdown fears and focus on other market drivers—like Fed rate cuts, corporate earnings, and AI monetization.” These drivers have clearly overpowered any noise coming from Capitol Hill.OpenAI’s reported $4.3 billion in revenue during just the first half of 2025 (already surpassing 2024’s full-year total) highlights how enterprise AI adoption is fueling growth, independent of government spending. The AI rally is fundamentally a private-sector st ...