Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Here's what we're watching this hour. First up, US stocks rebounding after wiping out $2 trillion in value. We'll have full coverage ahead.Plus, we hone in on risks in Washington from the shutdown to the trade war. And with gold and silver now trading at record highs. We'll look at how investors can play the commodity space.Taking a look at the major average here first. So I want to start with the two-day chart to show ki ...

CoreWeave announced several massive deals over the past few weeks.CoreWeave (CRWV -2.30%) is making some big moves. Recently, it signed a deal to rent out $14 billion of its computing capacity to Meta Platforms (META -2.29%). It also expanded its agreement with OpenAI, the makers of ChatGPT, by $6.5 billion. These monster deals are pushing the stock higher, and CoreWeave's stock is up almost 34% since September started. CoreWeave's business goal is to become the artificial intelligence (AI) cloud king. To d ...

Palantir估值与增长 - Palantir股价自2023年初以来上涨2570% 但同期季度收入仅增长81% 显示估值扩张是主要驱动因素 [2][5][6] - 公司估值高达126倍市销率和267倍前瞻市盈率 成为市场最昂贵股票之一 [6][8] - 尽管第二季度收入同比增长48% 但当前股价已透支多年增长空间 可能限制未来回报 [5][8] 替代投资机会：AI硬件基础设施 - 英伟达GPU占据当前AI计算主导地位 几乎支撑所有AI技术运行 [9] - 博通通过网络交换机连接计算单元 并凭借定制AI芯片开始挑战英伟达技术优势 [10] - 台积电为英伟达和博通代工芯片 拥有持续创新记录和先进制程技术 [11] - ASML作为极紫外光刻机全球独家供应商 在芯片制造领域形成技术垄断 [12] 多元化AI投资标的 - Alphabet兼具硬件能力（云计算服务）和AI开发实力（Gemini模型） 正重新确立AI领域领导地位 [13][16] - 所有五家替代公司（英伟达/博通/台积电/ASML/Alphabet）估值均显著低于Palantir 提供更合理投资选择 [15]