Standing in the shadow of a giant, even the tall are often overlooked. That’s been AMD’s  (AMD)  story as Nvidia’s  (NVDA)  dominance keeps the spotlight, even as AMD pushes deeper into AI chips and data centers. On Oct. 6, The Wall Street Journal reported that AMD and OpenAI had entered into a multibillion-dollar partnership under which AMD’s chips will power OpenAI’s AI infrastructure and data centers. AMD has issued warrants for up to 160 million shares as part of the agreement, with vesting milestone ...

Intel (NASDAQ: INTC) has been downgraded by HSBC to ‘Reduce’ from ‘Hold’, with a new price target of $24, up from $21.25.The adjustment follows a significant surge in Intel’s stock, which has risen 55% since August, driven by substantial investments from major entities. As of press time, INTC was trading at $37.05, having rallied almost 85% year-to-date.INTC YTD stock price chart. Source: FinboldThe downgrade reflects concerns over the sustainability of Intel’s recent rally. Notably, the surge is attributed ...

公司前景与投资潜力 - 分析师认为英特尔公司可能成为一只涨幅巨大的多倍股 [1][2] - 观点基于美国政府持有公司90亿美元股份将有助于提升其全球芯片销售 [2] - 英伟达需要英特尔成功 其需要英特尔的晶圆厂来生产先进芯片以满足全球无限需求 [2] 行业动态与竞争格局 - 英伟达向英特尔的采购起始于CPU 金额达50亿美元 并将延伸至GPU [2] - 英伟达面临的限制并非需求不足 而是供应受限 其在中国台湾半导体公司的季度增长上限为40亿美元 [2]

This underrated chipmaker is going to benefit from multiple growth drivers over the next five years.Palantir Technologies (PLTR -0.83%) stock has rallied remarkably to become one of the most important companies in the world. It is now the 22nd largest company globally, with a market cap of just under $426 billion as of this writing.Palantir is a great stock, but it may have gotten ahead of itself. That's not surprising considering that its shares have jumped by more than 945% since the beginning of 2024. Pa ...

Many artificial intelligence (AI) stocks are trading at historically high valuations, leaving few bargain opportunities in the market.When investors think about artificial intelligence (AI) stocks, Intel (INTC 6.25%) is not the first name that typically comes to mind. The spotlight often shines on companies like Nvidia, Advanced Micro Devices, and Palantir Technologies.Yet Intel trades at a price-to-sales (P/S) ratio of just 2.4 -- on the lower end of its 10-year range. In an era rife with expensive valuati ...

人工智能行业投资趋势 - 投资者持续将资金投入人工智能公司 所有指标均显示该领域势头将持续 并对人类文明主要方面产生强大影响 [2] - 包括OpenAI、SpaceX、Anthropic、xAI和Databricks在内的私募市场“七巨头”公司估值在过去一年几乎翻倍 达到惊人的1.2万亿美元 其涨幅是公开市场同类公司的三倍 [2] - OpenAI和Anthropic已超越Stripe和Databricks 排名仅次于SpaceX 凸显了人工智能对私人资本的强大吸引力 自2022年底以来 这七家公司的总价值已从2640亿美元翻了两番 [3] Agnico Eagle Mines Ltd (AEM) - 被分析师列为值得购买的顶级黄金股之一 认为该股仍有上涨空间 并强调其股息 [6] - 该股年内涨幅超过100% 股息率约为1% 但在过去五年中 股息以平均每年25%的速度增长 [7] - 一家资产管理公司将其评为季度内最强百分比涨幅股 但已在股价因强劲的黄金价格涨至目标价后清仓 因公司中期产量预计将进入平台期 可能使其成为纯粹的黄金价格押注 [8] Axon Enterprise Inc (AXON) - 被推荐为值得拥有的顶级非科技股之一 公司生产执法记录仪和泰瑟枪 业务具有持久性 增长率约为30% [9] - 另一份投资者信函指出 收购Axon Enterprise补充了现有的国防控股 增加了对原始设备、售后市场航空航天和公共安全终端市场的敞口 认为其在行业中占主导地位 具有显著的增长和利润率扩张空间 [9] American Express Co (AXP) - 分析师认为该股可以继续走高 因为千禧一代和Z世代已进入其生态系统 创出新高的股票可能继续上涨 [10] - 公司富裕客户基础在第一季度继续消费 以固定汇率计算的收入增长8% 千禧一代和Z世代现在占美国消费者总支出的35% 公司正在升级产品以捕捉年轻消费者的支出 并扩大其在商业方面的用例 [10] Oracle Corp (ORCL) - 金融学教授预测 在人工智能浪潮中 未来数月和年 产品和服务领域的公司将脱颖而出 并将Oracle列为可能的赢家之一 [12] - 公司最新季度业绩后股价飙升 预计已预订收入将超过0.5万亿美元 其护城河在于深厚的企业数据库和ERP软件根基 通过提供更便宜的云服务并集成SaaS、ERP和HCM 创造了高转换成本和持久护城河 [12] - 公司报告了强劲的季度财务业绩 超出管理层指引和市场预期 预计收入增长将加速 并将2026财年收入增长指引上调至至少16% 由超过40%的云增长驱动 [14] Advanced Micro Devices Inc (AMD) - 分析师认为 英伟达对英特尔的最新50亿美元投资意味着英伟达正在进入AMD的业务领域 即通过英特尔作为获取系统芯片的方式 将GPU和CPU结合起来 [15][16] - 一份投资者信函指出 AMD目前在高性能计算解决方案中用于AI应用的GPU市场份额较小 但到2027年 其产品预计将与市场领导者英伟达持平 拥有深厚编程经验的超大规模客户可能增加高端芯片的双重来源 从而为AMD带来比投资者当前预期更大的收入和利润增长 [17] Tesla Inc (TSLA) - 一位金融学教授解释其减持特斯拉头寸的原因并非不看好公司 而是因为特斯拉已成为一只“政治股” 不希望投资与政治混在一起 [18][19] - 公司全球第二季度销售额同比下降14% 在最大的电动汽车市场加州 其2024年销售额同比下降约12% 市场份额从2023年的601%降至2024年的525% 而加州人在该年购买了超过200万辆电动汽车 几乎是过去两年的两倍 表明问题在于竞争而非需求 [19]

Nvidia (NVDA) stock jumped roughly 4% on Monday as the chipmaker announced it will invest up to $100 billion in OpenAI as part of a new partnership. Nvidia said in its announcement that the partnership will allow OpenAI to deploy "at least 10 gigawatts" of compute capacity from the chipmaker's AI systems to train and run the ChatGPT maker's next generation of artificial intelligence models. The first phase of that compute capacity utilizing Nvidia's upcoming Vera Rubin platform is set to come online in th ...

Intel (INTC), which seemed like dead money just a few months back, has had a reversal of fortunes. Over the last month, SoftBank (SFTBY), the U.S. government, and Nvidia (NVDA) have announced billions of dollars in investment in the once-iconic chip giant. Think of it this way, one of the world’s largest investment funds, the country with the largest GDP, and the biggest company on the planet have all taken a stake in Intel. In this article, we’ll examine what’s driving this investment frenzy in Intel and ...

合作内容 - 英伟达将向英特尔投资50亿美元并合作开发多代定制产品 涵盖数据中心和个人电脑领域[1] - 英特尔将设计英伟达定制的x86 CPU 用于集成至人工智能基础设施平台[4] - 英特尔将制造集成英伟达RTX GPU芯片组的x86系统级芯片 用于个人电脑设备[4] - 英伟达以每股23.28美元价格认购英特尔普通股 投资金额达50亿美元 需经监管批准[4] 市场反应 - 英特尔股价在消息公布后日内涨幅超过20% 英伟达股价同步上涨[5] - 市场将此次合作视为对英特尔技术路线图和制造能力的重要认可[5] - 合作性质被明确为设计与平台协同 而非制造产能转移[5] 财务表现 - 英特尔第二季度营收129亿美元 与去年同期基本持平[6] - 公认会计准则毛利率下降至27.5% 主要受19亿美元重组费用等一次性项目影响[6] - 公认会计准则每股亏损0.67美元 非公认会计准则每股亏损0.10美元[6] 战略意义 - 合作使英特尔获得人工智能计算领导者的技术支持 强化其在AI中心系统的地位[2] - 英特尔获得新的设计机会 有助于改善其近年面临的产品延迟和利润率收缩问题[2] - 此次合作被双方首席执行官称为"历史性协作" 将推动行业技术突破[5]

Key Points Nvidia just forged a surprising deal with Intel. Both companies will receive unique long-term competitive advantages. 10 stocks we like better than Nvidia › Last month, the U.S. government formally took a 10% stake in Intel (NASDAQ: INTC). This month, Nvidia (NASDAQ: NVDA) is joining the fray, taking a roughly 4% stake in the company following a $5 billion investment. The deal surprised many investors given Nvidia has amassed such a dominant lead in key growth areas like artificial inte ...