In this articleMETAMeta's 5-gigawatt Hyperion data center under construction in Richland Parish, Louisiana, Jan. 9, 2026.Courtesy of MetaMeta on Wednesday revealed four custom, in-house chips tailored for artificial intelligence-related tasks as part of the company's massive data center expansion plans.The specialized silicon is part of the Meta Training and Inference Accelerator, or MTIA, family of chips, which it publicly revealed for the first time in 2023 before unveiling a second-generation version in ...

3月11日，美股三大指数开盘涨跌不一，截至发稿，纳指涨0.28%，道指跌0.02%，标普500指数涨0.12%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 47697.02 | -9.49 | -0.02% | | 纳斯达克指数 | 22760.17 | 63.07 | 0.28% | | 标普500 | 6789.53 | 8.05 | 0.12% | | 名称 | 涨跌幅, | 现价 | | --- | --- | --- | | 甲骨文(ORACLE) | 13.20% | 169.120 | | 特斯拉(TESLA) | 2.52% | 409.291 | | 美光科技(MICRON TE | 1.85% | 410.570 | | 埃森哲(ACCENTURE) | 1.71% | 205.080 | | 赛富时(SALESFORCE | 1.64% | 198.100 | | 超威半导体(AMD) | 1.69% | 206.660 | | 英特尔(INTEL) | 1.65% | 47.550 | | SERVICEN ...

Group 1 - The Goldman Sachs Large Cap Equity Fund (GSCGX) underperformed its benchmark, the Russell 1000 Index (net), during the quarter [3]

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Core Insights - Advanced Micro Devices (AMD) CEO Lisa Su is scheduled to meet with Samsung Electronics Chairman Jay Y. Lee in South Korea to discuss collaboration on securing supplies of high-bandwidth memory essential for artificial intelligence applications [1] Group 1 - The meeting aims to enhance cooperation between AMD and Samsung in the context of increasing demand for high-bandwidth memory [1] - High-bandwidth memory is critical for the development and performance of artificial intelligence technologies [1]

Lufthansa says pilots' strike 'incomprehensible' amid Iran war | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivA Lufthansa plane carrying German tourists evacuated from the Middle East arrives from Muscat, amid the U.S.-Israel conflict with Iran, at the airport in Frankfurt, Germany, March 5, 2026.... Purchase Licensing Rights, opens new tab Read more- CompaniesDeutsche Lufthansa AGFollowBERLIN, March 11 (Reuters) - Lufthansa (LHAG.D ...

Rheinmetall came up short of analysts expectaions for growth, net income and operating margins. Third Bridge warns its ambitious growth plans will present difficulties in execution ...

Core Insights - The article highlights the significant role of fiber-optic cables in the AI infrastructure, emphasizing Corning's position as a leading supplier in this market [2][6][8] - Corning's stock has seen a remarkable increase of 170% over the past year, outperforming major competitors like Nvidia, AMD, and Broadcom [3][12] - The demand for optical fiber in data centers is expected to triple in the long term, driven by the needs of AI developers [8] Company Performance - Corning reported $16.4 billion in core revenue for 2025, marking a 13% increase from the previous year, with its optical communications segment contributing $6.2 billion and growing at 35% [9][10] - The enterprise segment of the optical communications business generated $3 billion in revenue, up 61%, with hyperscaler customer revenue more than doubling [10][11] - The optical communications business achieved a record profit of $1 billion in 2025, a 71% increase from the prior year, contributing to core earnings of $2.52 per share [11] Market Position and Valuation - Corning's stock is currently trading at a P/E ratio of 48.9, which is higher than the Nasdaq-100 index's P/E ratio of 31.8, indicating a premium valuation [12][14] - Despite being considered fully valued, there is potential for upside as earnings are projected to grow to $3.11 per share in 2026 and $3.87 per share in 2027, leading to forward P/E ratios of 39.6 and 31.8 respectively [14][15] - Corning is finalizing additional agreements similar to its recent $6 billion deal with Meta, which may lead to upward revisions in earnings forecasts [15]

Core Insights - Advanced Micro Devices (AMD) is emerging as a significant player in the AI chip market, indicating its potential for growth in this sector [1] Company Analysis - AMD is currently perceived as a "dark horse" in the AI chip narrative, suggesting that while it may face challenges in keeping pace with competitors, its future role could be substantial [1] - The company is recognized for its strong balance sheet and management, which are critical factors for long-term growth [1] Market Position - The article highlights AMD's potential to capitalize on the growing demand for AI technologies, positioning it favorably in a sector characterized by long growth runways [1]