jetcityimage / iStock Editorial via Getty Images Amazon (NASDAQ:AMZN) reported strong third-quarter results on Thursday, with its cloud business AWS showing robust artificial intelligence (AI)-driven demand resulting in a 150% quarterly surge in Trainium chip usage. CEO Andy Jassy outlined Amazon's expansion plans during the earnings conference call, saying it added  more than 3.8 gigawatts (GW) of power in the past year, double the power capacity that AWS had in 2022. He also pointed out AWS is on track ...

Getty Images Listen below or on the go via Apple Podcasts and Spotify The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark. (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line. (2:08) The following is an abridged transcript: George Tidmarsh is out as director of the FDA’s Center for Drug Evaluation and Research amid accusations that he made fal ...

Getty Images Listen below or on the go via Apple Podcasts and Spotify The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark. (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line. (2:08) The following is an abridged transcript: George Tidmarsh is out as director of the FDA’s Center for Drug Evaluation and Research amid accusations that he made fal ...

文章核心观点 - 文章对比分析了Beyond Meat近期股价的异常飙升与英伟达基于基本面的稳健表现，认为英伟达是更优的长期投资选择，而Beyond Meat的上涨主要由社交媒体炒作推动，缺乏基本面支撑 [1][5][17][21] 英伟达股票表现及驱动因素 - 截至10月底，英伟达股价年内上涨51%，自4月低点反弹84% [6][10] - 股价波动受中国初创公司DeepSeek使用旧款GPU构建大模型的消息以及美国前总统特朗普宣布新关税政策影响 [7][8] - 公司增长的核心驱动力是AI基础设施投资，主要超大规模企业及服务提供商持续投入数千亿美元资本支出以采购芯片和扩展数据中心 [10] - 公司订单需求强劲，其最新Blackwell芯片及即将推出的Rubin架构订单规模达5000亿美元 [11] - 英伟达已成为全球首家市值达到5万亿美元的公司，在自动驾驶、机器人、量子计算等更广泛的AI领域拥有长期增长动力 [20] Beyond Meat股票表现及驱动因素 - 在10月17日至24日的一周内，Beyond Meat股价飙升238%，同期英伟达股价基本持平 [3] - 公司核心业务是生产植物基肉类替代品，但财务表现疲弱，收入增长停滞且低于2020至2022年的峰值，毛利率收缩，自由现金流持续为负 [12][14] - 公司近期完成了11亿美元的可转换票据发行，并宣布与零售巨头沃尔玛达成新的分销协议 [15] - 股价暴涨主要源于社交媒体上的炒作叙事，零售投资者因FOMO情绪大量买入，使其成为类似GameStop的模因股，单周涨幅超过200% [16] - 公司当前股价为1.66美元，市值10亿美元，当日交易区间为1.55美元至1.71美元，52周区间为0.50美元至7.69美元 [18][19]

Nvidia CEO Jensen Huang said on Friday he hoped the company's state-of-the-art Blackwell chips can be sold in China, although the decision needed to be made by U.S. President Donald Trump. ...

October 30, 2025 10:33 AM GMT China Economics | Asia Pacific Correction: Marginally Better Truce, But Not Treaty Key Takeaways Our view: A slight growth positive, durable de-escalation remains elusive: The 10% US tariff reduction would be a net positive to growth at the margin, by reducing near-term uncertainty on trade and capex. This affirms our view that 4Q25 GDP could reach 4.7%Y, and suggests modest upside risk to China's 2026 GDP growth and trade outlook. That said, the strategic competitive nature of ...

U.S. President Donald Trump may have teased that he could discuss Nvidia's state-of-the-art artificial intelligence Blackwell chips with Chinese President Xi Jinping, but in the end, he said the topic... ...

The AI boom has made Jensen Huang, Nvidia’s founder and chief executive, one of the world’s richest men - Kent Nishimura/Bloomberg Nvidia has become the world’s first company to be worth $5tn (£3.7tn) despite growing fears of a bubble in artificial intelligence (AI) stocks. The microchip maker’s shares rose as much as 5.3pc at the start of trading on Wednesday, on hopes that Donald Trump will allow it to sell more products in China. This pushed Nvidia’s valuation past $5tn for the first time, having bec ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Tuesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang warned that the push to isolate China from advanced AI chips could go wrong. Huang Urges Balance Between American Leadership And Global Access At Nvidia's first developers' conference in Washington, Huang told the Donald Trump administration that the U.S. must lead in AI while keeping China's developer ecosystem within reach, reported Reuters. ...

ON THURSDAY THE PRESIDENT OF THE UNITED STATES AND THE CHINESE LEADER MEETING. PLUS, MORE TECH EARNINGS. APPLE AND AMAZON.LET'S STICK WITH TECH. NVIDIA ON TRACK TO BECOME THE FIRST FIVE TRILLION DOLLARS COMPANY AS PRESIDENT DONALD TRUMP FUELS HOPES OF BLACKWELL CHIP SALES IN CHINA. JAY GOLDBERG OF SEAPORT HOLDS THE SOLE SALE -- SELL RATING ON NVIDIA WITH A $100 PRICE TARGET, SAYING THERE IS A LOT MORE THAT CAN GO WRONG WITH NVIDIA THEN CAN GO RIGHT.WELCOME BACK TO THE PROGRAM. 73 BUYS. SIX HOLDS.YOURSELF. W ...