We recently published 10 Big Names With Whopping Gains; 6 Jump All-Time Highs. Nebius Group NV (NASDAQ:NBIS) is one of the best performers on Thursday. Nebius Group grew for a second day on Thursday, jumping 8.72 percent to close at $132.64 apiece as investors maintained their buying spree in AI stocks amid a surge of dealmaking activities across the sector. For its part, Nebius Group NV (NASDAQ:NBIS) recently clinched an $18 billion cloud computing deal with technology giant Microsoft Corp., strengtheni ...

Oracle (ORCL) stock slid Tuesday following a report that the company has slim profit margins on AI cloud computing compared to the rest of its business. AI bullishness and cloud growth has been key to Oracle stock's rally over the past 12 months. Oracle collected roughly $900 million in revenue but only $125 million in gross profit from renting cloud-based servers with Nvidia (NVDA) chips to other businesses during its August-ended quarter, according to a report from The Information, which cited internal do ...

The U.S. stock market brushed aside worries over a potential government shutdown and advanced on Tuesday. The Dow Jones Industrial Average gained nearly 0.2% to 46,397.89, the S&P 500 climbed about 0.4% to 6,688.46, and the Nasdaq rose 0.3% to 22,660.These are the top stocks that gained the attention of retail traders and investors throughout the day:Lithium Americas Corp (NYSE:LAC)Lithium Americas’ stock dipped 0.52% to close at $5.71, with an intraday high of $6.38 and a low of $5.23. The stock’s 52-week ...

Key Points The tech sector’s exposure to AI gives it plenty of potential to keep outperforming the S&P 500. AI is driving increased demand for semiconductors, benefiting chip makers and equipment suppliers. The Vanguard S&P 500 Growth ETF is a good way to invest in AI companies outside the tech sector. 10 stocks we like better than Nvidia › There are plenty of ways to invest in artificial intelligence (AI). Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) are designing cutting-edge AI chips. A ...

In the dynamic and cutthroat world of business, conducting thorough company analysis is essential for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating Amazon.com AMZN and its primary competitors in the Broadline Retail industry. By closely examining key financial metrics, market position, and growth prospects, our aim is to provide valuable insights for investors and shed light on company's performance within the industry.Amazon.com Backgroun ...

科技行业重大重组与地缘政治审查 - TikTok美国业务达成框架协议 由甲骨文牵头财团收购约80%股权 财团包括私募股权公司Silver Lake和风投公司Andreessen Horowitz 甲骨文将在其德克萨斯州设施管理美国用户数据 TikTok工程师将使用母公司字节跳动授权技术重建内容推荐算法 以解决美国国家安全问题[3] - 中国加速推进先进半导体技术自给自足 中芯国际(0981 HK)正在试用国内首台国产先进芯片制造设备 即上海初创公司Yuliangsheng开发的深紫外(DUV)光刻机 这对克服美国出口管制和减少AI处理器对外国技术依赖至关重要[4] - 台湾将中国公司Inspur(000977 SZ) Nettrix和Suma列入出口黑名单 Inspur电子信息技术有限公司专门从事计算机服务器和云计算服务 这一行动凸显地缘政治紧张局势对全球供应链和技术转让的影响[5] 美国房地产市场供应激增与美元走弱 - 美国新房库存攀升至2009年大衰退前最高水平 7月未售出建成房屋数量达121,000套 表明需求持续疲软 高房价和高抵押贷款利率使买家不安 导致大量购房交易取消[6] - 彭博美元指数接近2022年3月以来最低水平 反映全球货币动态变化 可能受利率预期变化和国际贸易流动影响[7] 亚洲市场与贸易动态 - 腾讯控股(0700 HK TCEHY)和百度(BIDU)在香港点心债券市场创纪录融资 腾讯通过三笔离岸人民币债券交易筹集90亿元人民币(12.7亿美元) 百度筹集44亿元人民币(6.18亿美元) 两家公司利用低成本融资推动人工智能计划[9] - 中国人民银行将美元/人民币中间价从7.1027下调至7.1013 表明央行意图加强人民币 中国对稀土实施严格控制 据报道这使至少一家公司损失"数百万欧元"[10] - 日本政府发行3.2万亿日元国库贴现票据以满足短期资金需求 日本政府债券因美国国债收益上涨保持稳定[10] - 美国贸易代表与韩国贸易部长讨论双边贸易协议 涉及韩国承诺在美国投资3500亿美元一揽子计划 以及关税削减谈判 特别是韩国汽车关税 澳大利亚承诺投入7.35亿美元开发生物燃料 美国进口商连续12个月保持价格稳定[11] - 中国东方航空(0670 HK CEAYY 600115 SS)将开通经奥克兰的上海-布宜诺斯艾利斯新航线 东行航程约29小时 成为全球最长直飞航班之一 这是中国进军拉丁美洲更广泛推动的一部分[12]

Oracle Corp ORCL shares were trading higher Monday, continuing a remarkable surge from last week. The stock is building on a five-day gain of nearly 25%, as investors cheered the company’s aggressive pivot towards artificial intelligence infrastructure.The stock is gaining on Monday after Berenberg maintained a Hold rating and raised its price target from $202 to $306. The stock may also be up after President Donald Trump hinted at TikTok deal.What To Know: The rally ignited last week despite Oracle narrowl ...

公司表现 - Oracle Corporation (NYSE: ORCL) (NEOE: ORAC:CA) 今年以来股价显著上涨，主要得益于AI项目的广泛部署 [1] - 关键云计算协议推动公司股价创下历史新高 [1] 行业趋势 - AI项目的广泛部署成为推动公司股价上涨的核心因素 [1] - 云计算领域的重大协议对股价产生积极影响 [1]

公司概况 - CoreWeave是一家专注于人工智能的云计算初创公司 受益于生成式AI支出的激增 [1] - 公司股票在纳斯达克上市 代码为CRWV [1] 行业趋势 - 生成式AI领域的支出出现大规模增长 推动相关云计算服务需求 [1] - 用于训练和运行大型语言模型的GPU需求强劲 成为公司业务增长的主要驱动力 [1] 业务表现 - 公司在3月份展现出强劲的业务表现 主要得益于GPU需求的增长 [1]

股价表现 - CoreWeave股价周四下跌16.2% 美国东部时间下午2:13报收 而标普500和纳斯达克综合指数分别下跌0.3%和0.1% [1] - 股价暴跌源于近期大涨后的回调 本周在今日下跌前累计涨幅近50% [1] 业务发展 - 公司与Applied Digital签署15年长期协议 租赁250兆瓦计算能力 显著提升服务客户的总容量 [2] - 云计算服务主要面向AI企业客户 包括英伟达和微软等科技巨头 [2] 管理层变动 - 任命Ernie Rogers担任战略融资首席架构师 协助公司快速扩张的融资需求 [3] - CEO表示该高管对业务有深刻理解 能有效推动下一阶段增长 [3] 财务与风险 - 公司采用高杠杆运营模式 新高管任命显示将继续增加债务 [5] - 收入高度集中 最大客户微软自身就是云服务提供商 [5] - 销售端可能出现重大中断 影响公司发展进程 [6]