It's time for the big three. We've got three stocks, three charts, and three trades. Rick Dukat, of course, will take us through the charts. And here to take us through the trades is Don Kaufman, the co-founder of Theo Trade.Don, thanks for being with us. Let's just jump right into the big three. Your first pick today, Goldman Sachs.You know, trading pretty close to its all-time highs, down about a third of a percent right now on the day, but you walk us through this one. >> You know, that's that's uh basic ...

人工智能行业投资趋势 - 华尔街对人工智能持续乐观，人工智能股票是推动过去几年市场广泛上涨的主要动力[1] - 大型科技公司近期对人工智能进行大规模投资，乐观情绪在今年进一步放大[1] - 在强劲的需求前景推动下，人工智能领域持续表现稳固[2] 大型科技公司AI投资与合作协议 - 亚马逊与OpenAI达成380亿美元协议，允许ChatGPT制造商使用亚马逊云服务平台扩展其AI工作负载[4] - 微软与数据中心公司IREN Limited达成97亿美元协议，使微软能够使用Nvidia GB300 GPU[4] - 英伟达宣布将为美国能源部门制造人工智能超级计算机，并对芬兰公司诺基亚进行10亿美元投资[5] 科技巨头AI投资财务表现 - 微软第一财季每股收益4.13美元，超过市场预期的3.65美元，营收776.7亿美元，超出预期3.62%[6] - 微软Azure收入同比增长40%，资本支出达349亿美元，大部分用于开发AI驱动数据中心基础设施[7] - 字母公司第三季度每股收益2.87美元，超过市场预期的2.26美元，营收874.7亿美元，超出预期2.95%[8] - 字母公司将强劲业绩归功于AI驱动的云业务，并将2025年资本支出预期上调至910-930亿美元范围[9] - Meta第三季度每股收益7.25美元，超过市场预期的6.61美元，营收512.4亿美元，超出预期3.63%[10] - Meta广告收入达500.8亿美元，受AI驱动同比增长25.6%[10] 推荐AI相关股票分析 - 美光科技受益于AI对内存和存储技术的强劲需求，预计今年盈利增长率为95.7%[11][14] - 美光科技当前年度盈利的市场共识预期在过去60天内改善24.4%[14] - ASML控股投资13亿欧元于法国公司Mistral AI，以将AI更深入嵌入其光刻系统[11][15] - ASML控股预计今年盈利增长率为39.7%，当前年度盈利的共识预期在过去60天内改善3.6%[16] 公司业务与战略重点 - 美光科技通过美光、Crucial和Ballistix等全球品牌制造和销售高性能内存和存储技术[13] - ASML控股是半导体行业先进技术系统制造的全球领导者[15] - Meta在2025年对其AI业务进行强劲投资，以重塑其AI运营[12]

科技巨头裁员与战略调整 - 亚马逊和微软在五个多月内宣布合计裁员超过29,000个职位[1] 其中微软自5月以来裁员超过15,000人 亚马逊上周宣布裁员14,000人[2] - 裁员并非由财务困境或人工智能直接导致 而是科技巨头为了精简运营 追求更扁平的管理结构和更少的官僚主义 以适应AI发展[2][3][26] - 公司目标是变得精益和灵活 资本配置的重点首次从员工数量转向AI基础设施和技术投资[2][26] 人工智能投资与应用现状 - 自2022年11月30日OpenAI推出ChatGPT以来 科技公司已向计算机芯片、数据中心和新人才投入了数千亿美元 且支出在2025年创纪录投资后仍未放缓[3] - 微软销售的AI服务Copilot为其团队节省了大量工作时间 例如营销团队创建活动的时间从12周缩短至3周 另一个技术团队的应用迁移工作从4天减少到约半天[11] - 目前AI尚无法取代大多数员工 但可用于处理繁琐任务 例如数据分析 从而为创造性工作留出更多时间[3][4][6] 组织架构与运营模式变革 - 科技公司正在彻底反思其组织结构和所需职位 亚马逊设立内部邮箱鼓励员工指出官僚主义问题 已收到约1,500封邮件 处理了约500封[25] - 微软在10月晋升销售主管Judson Althoff为商业业务CEO 负责占公司收入75%的部门 此举旨在让CEO Satya Nadella能更专注于技术领导[23][24] - 后ChatGPT时代的初创公司雇佣更少的员工 但收入增长更快 倾向于由资深人员使用AI工具编码 而非雇佣初级员工[20][21] 市场竞争与华尔街反应 - 在云计算市场 亚马逊作为长期领导者 其市场份额基数较大 难以实现快速增长 而微软因与OpenAI的密切关系在AI工具推广上占得先机[16][18] - 华尔街情绪波动 微软最新财报显示其AI基础设施支出超出预期 达349亿美元创纪录资本支出 引发投资者担忧[17] 而亚马逊云部门随后销售超预期 股价上涨[18] - 分析师指出 这反映了公司在AI竞赛中所处阶段的不同 亚马逊云服务处于起步阶段 而微软更为成熟[19] AI技术普及与未来展望 - 华盛顿州的金县有超过30%的劳动年龄人口使用AI 斯诺霍米什县的使用率超过35% 而费里县等农村地区的使用率低于3% 东部七个县的使用率低于10%[14] - 随着AI被嵌入广泛使用的产品中 其应用将变得不可避免且无处不在 未来用户可能在不自知的情况下使用AI[15] - 尽管存在AI是否会大规模取代工作的不确定性 但目前将其作为处理部分工作的工具已变得普遍[9]

In this articleAMZNAmazon CEO Andy Jassy speaks during the GeekWire Summit in Seattle on Oct. 5, 2021.David Ryder | Bloomberg | Getty ImagesAmazon CEO Andy Jassy sat on a stage in a Seattle conference center in September, looking out at an audience of thousands of sellers who'd traveled from around the world to the company's hometown.He used the moment to lay out a vision for how he wants Amazon to operate like the "world's largest startup," getting rid of bureaucracy in order to move faster and stay compet ...

The U.S. stock market experienced a day of mixed performance on Tuesday, November 4, 2025, as afternoon trading saw a tug-of-war between lingering enthusiasm for artificial intelligence (AI) advancements and concerns over elevated valuations in the tech sector. While the S&P 500 and Nasdaq Composite managed to eke out gains by the close, the Dow Jones Industrial Average finished in negative territory, reflecting a cautious sentiment amplified by an ongoing government shutdown and a dearth of crucial economi ...

false Trading Ideas Stock Market Crypto Forex Economic Commodity Video World Dow futures tumble over 450 points on Tuesday: 5 things to know before Wall Street opens Written by Devesh KumarDevesh K. Sub-Editor Devesh Kumar Sub-Editor Devesh is a sub-editor at Invezz, where he writes and edits news reports. He is dedicated to clear communication, collaborative teamwork, and delivering practical financial insights. read more. Written onNov 4, 2025 Reading time 3 minutes Dow futures plunged over 450 points or ...

Cipher Mining Inc. (NASDAQ:CIFR) CEO Tyler Page shed light Monday on the substantial benefits the company has reaped from its big-ticket deals with Amazon.com Inc. (NASDAQ:AMZN) and Fluidstack.CEO Acknowledges Bitcoin ‘Bias’During the company’s third-quarter earnings call, Page was asked about the effect these partnerships have had on the company’s image and credibility.He pointed out that these collaborations have dispelled previous doubts regarding a former Bitcoin (CRYPTO: BTC) miner’s capacity to “attra ...

The "everything store" might have secured its biggest customer yet.On Monday, Amazon announced that it had signed a $38 billion deal with OpenAI, offering the ChatGPT maker access to Amazon Web Services' infrastructure.On the one hand, the move isn't too surprising — a continuation of OpenAI's spending spree as it looks to secure resources to run its power-hungry artificial intelligence models.On the other, OpenAI's turn to Amazon shows that the firm is diversifying from its reliance on Microsoft, which had ...

While we're talking about tech, let's talk about one of the biggest tech names last week. Of course, that's Amazon hitting a new record high today after announcing a new partnership with Open AI. Our Mackenzie Sagalas joins us now with the details on this new partnership.McKenzie, >> hey Frank. So, Amazon now on pace for its biggest back-to-back gains in three years after announcing that it signed a 38 billion deal with Amazon Web Services and will immediately begin accessing Nvidia GPUs through the Amazon ...

市场表现与驱动因素 - 标普500指数上涨12.52点，涨幅0.18%，收于6,852.72点，纳斯达克综合指数上涨109.77点，涨幅0.46%，收于23,834.72点，道琼斯工业平均指数下跌218.88点，跌幅0.46%，收于47,343.99点 [3][7] - 市场上涨主要由人工智能相关交易和并购新闻推动，特别是亚马逊与OpenAI达成的380亿美元协议以及英伟达因特朗普总统限制其高端芯片出口中国而股价上涨 [7] - 市场表现由大型科技和半导体板块主导，这一趋势贯穿了几乎整个牛市行情 [1][7] 企业并购与公司动态 - 亚马逊宣布与OpenAI达成一项价值380亿美元的交易，允许ChatGPT制造商在亚马逊云科技上运行和扩展其人工智能工作负载 [7] - 消费品公司金伯利克拉克宣布将以超过400亿美元的价格收购泰诺制造商Kenvue，此消息导致其股价下跌 [1][7] 宏观经济与政策环境 - 由于持续的政府停摆，官方经济数据稀缺，美联储的短期货币政策前景变得不明朗 [2][7] - 供应管理协会和标普全球发布的采购经理人指数显示，美国工厂继续应对由特朗普关税政策带来的不确定性 [1][7] - 美联储官员就利率政策发表矛盾观点，一位支持进一步降息，另一位则因通胀远高于央行2%的年目标而对进一步降息持谨慎态度 [2][7] - 美国最高法院预计将于周三听取有关特朗普关税合法性的辩论 [1][7] 经济数据与市场指标 - 薪资处理机构ADP的全美就业指数预计于周三发布，可能为美国劳动力市场状况提供线索 [2][7] - 第三季度财报季正在进行中，标普500指数成分股中已有超过300家公司公布财报，其中83%的公司盈利超出分析师预期 [5][7]