For chip stocks that are powering the AI revolution, the market feels like it's 1999 again. Substantial capital investment into data centers in the AI arms race, which companies like Amazon ( AMZN ) and Meta ( META ) just affirmedWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor ...

合并交易 - 比特币矿企Core Scientific股东否决了与AI基础设施公司CoreWeave价值90亿美元的全股票合并协议 [1] - 公司未获得批准该合并协议所需的足够股东投票数 [1] - 该收购提案最初于7月初由英伟达支持的CoreWeave提出 [2] 公司背景与市场表现 - CoreWeave是OpenAI的合作伙伴，为其训练下一代先进语言模型提供AI基础设施 [3] - CoreWeave上月从英伟达获得一份价值63亿美元的订单，英伟达有义务在2032年4月前购买其剩余未售出的算力容量 [3] - 消息公布后，CoreWeave股价在10月30日下跌超过6%，收于131.06美元，而Core Scientific股价相对平稳，收于20.74美元 [4] 行业趋势与背景 - AI公司为满足激增的计算需求，出现寻求电力资源丰富基础设施的广泛趋势，该合并提案是此趋势的一部分 [2] - 比特币挖矿是通过高性能计算解决复杂加密函数以验证和添加区块的过程，矿工获得比特币作为奖励 [5] - 近年来比特币挖矿变得更复杂和昂贵，尽管比特币价格上涨，但挖矿奖励被削减，迫使矿企转向AI等其他领域 [5] - Core Scientific股东认为该收购交易低估了比特币矿企的价值 [6]

INVESTING RESOURCES Stock Market Today: Dow Rises On Amazon, Apple Earnings; Nvidia, Palantir Rebound (Live Coverage) 10/31/2025Stock Market Today: The Dow Jones index rose Friday as Amazon and Apple rallied on strong earnings results. BREAKING: Tech Futures Rally On Amazon, Apple Broadcom (AVGO) stock is trading inside a buy zone out of a second-stage cup base. The chip designer's shares popped up this week, gaining more than 6%. But they fell Thursday amid a broad pullback in the stock market. The current ...

Wolfspeed stock has seen almost exclusively puts traded in the last 10 daysOne of the worst stocks on Wall Street that hardly anybody talked about yesterday was Wolfspeed Inc (NYSE:WOLF), which dropped 18.2% to close at $26.16. The chipmaker reported worse-than-expected fiscal first-quarter revenue, and also issued a dismal fiscal second-quarter revenue outlook. This marked the company's first  quarterly report since it filed for Chapter 11 bankruptcy on June 30, but options traders weren't buying it.WOLF m ...

Cirrus Logic (CRUS) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a c ...

公司行动 - Stellantis已设立"作战室"以应对潜在的芯片短缺问题 [1] 问题根源 - 潜在的芯片短缺源于荷兰公司Nexperia因中美贸易战引发的问题 [1] 行业影响 - 汽车行业面临因中美贸易战导致的供应链中断风险 [1]

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:Big Tech: Earnings are here. Google (GOOGL) rises amid broad growth, a tax charge weighs on Meta (META), while Microsoft (MSFT) slides after boosting its capex forecast for 2026.Cut and QT: The Federal Reserve reduced rates by another 25 basis points. The central bank also moved to end quantitative tightening, but another rate ...

公司状况 - 丰田汽车未因近期中国对芯片制造商Nexperia的出口限制而面临直接的芯片短缺问题 [1] - 日本汽车制造商正密切关注生产风险 [1]

公司财务表现 - 第一季度利润表现疲软 [1] - 股价因财报表现而下跌 [1] 公司经营状况 - 公司正处于从破产中恢复的阶段 [1] 行业市场环境 - 面临需求疲软的挑战 [1]

Nvidia on Wednesday became the first public company to reach a market capitalization of $5 trillion. The ravenous appetite for the Silicon Valley company's chips is the main reason that the company’s stock price has increased so rapidly since early 2023. Nvidia’s journey to be one of the world's most prominent companies has produced some eye-popping numbers. Here’s a look. $5.054 trillion Nvidia’s total market capitalization as of the open of trading Wednesday, tops in the S&P 500. As of the close of t ...