Iran conflict latest: Trump pauses Iran energy plant strikes by 10 days Solid rebound in Hormuz tanker flows backs Trump's claim Oil prices tick down, set for weekly losses on Middle East de-escalation hopes Gold falls on mixed messaging regarding Iran; Trump asserts peace talks ongoing Arm's New Gambit: Building Chips to Challenge the AI Titans By MarketBeat.com Author Jeffrey Neal Johnson Stock Markets Published 03/27/2026, 02:59 AM Arm's New Gambit: Building Chips to Challenge the AI Titans View all comm ...

Intel and AMD Stocks Rise on CPU Price Hike Reports | Investing.com Iran conflict latest: Trump pauses Iran energy plant strikes by 10 days Solid rebound in Hormuz tanker flows backs Trump's claim Oil prices tick down, set for weekly losses on Middle East de-escalation hopes Gold falls on mixed messaging regarding Iran; Trump asserts peace talks ongoing AMD-7.49% A powerful rally in the shares of semiconductor giants Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) is sending a clear message to ...

责编 | 梦依丹 出品丨AI 科技大本营（ID：rgznai100） 极致的推理延迟、极高的吞吐量、极大的模型规模……在大模型工程化的战场 上，这曾是一个被公认为'不可能'的三角。 回望 2025 年，DeepSeek-V3 技术报告为大家揭示了超大规模模型推理的新一代范式。通过 MLA 架构将 KV Cache 压缩 93%，配合 MTP（多 Token 预测） 技术大幅提升访存效率，全球开发者见证了万亿参数模型在大规模并发下实现"高吞吐、低延迟"的工程突破。 然而，站在 2026 年的当下，依靠 FP8 精度和基础架构已难以满足爆发式的即时响应需求。在大规模真实并发的洪流前，每一毫秒的延迟缩减，都直接 挂钩着数以亿计的算力成本与集群效能。 正是在这种"性能即生命"的行业背景下， 2026 线上黑客松：AMD E2E Model Speedrun 全球挑战赛正式拉开帷幕！ AMD 联手 GPU MODE，豪掷 110 万美元 发起这场全球竞速。 寻找那些 能徒手 拆解底层逻辑、 将 AMD 旗舰算力的每一滴潜能都榨取出来的顶级开发者。 预选赛——入围即拿 1 万美金 本次大赛采用"预选赛 + 端到端决赛大考 ...

The Meta Platforms TradeThe NVDA TradeArk Invest reduced its position in NVIDIA by selling 154,441 shares across ARKF, ARKK, and ARKW, totaling approximately $26.6 million at a closing price of $171.24. TThis move aligns with concerns highlighted by Scott Galloway, who warned of potential overvaluation in AI-centric companies. The tech sector’s high expectations could lead to significant market corrections, according to the report.The AMD TradeArk Invest also sold 38,245 shares of  AMD through ARKK and ARKW ...

Tech Growth Reimagined: Inside Global X's Launch of NYSX Global X just gave investors more optionality with regard to the Invesco QQQ ETF (QQQ). The firm just launched the Global X NYSE 100 ETF (NYSX), designed to track the NYSE 100 Index. This would give investors a concentrated play on the 100 largest and most innovative companies listed across the New York Stock Exchange, NYSE American, NYSE Arca, Nasdaq, and CBOE BZX exchanges. "This launch marks a significant milestone in Global X's evolution ...

Getty Images Listen here or on the go via Apple Podcasts and Spotify Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like and the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00) Transcript Rena Sherbill: Welcome back to Investing Experts, The Financial Prophet himself, Victor Dergunov. Always a pleasure to talk to you. Thanks for joining us again. Victor Dergunov: The pleasure is all mine. ...

(Investorideas.com Newswire) a go-to platform for big investing ideas, including AI stocks, issues market commentary on trending stock on social media for today, March 26th. Looking at top trending stocks and those most talked about on social media for retail investors, Google Gemini reports: Meta Platforms (Nasdaq: META): Highly discussed following a landmark social media addiction trial verdict against it and Alphabet, with news of job cuts also sparking conversation. The stock is trading down today ...

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Accessible version 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 US Semiconductors Valley voices 2026: strong demand visibility, constrained supply Industry Overview Solid tone on AI benefits, limited macro concerns We hosted a well-attended investor tour in San Jose earlier this week in conjunction with NVDA's GTC tradeshow, meeting senior management at major computing and semicap companies including AVGO, AMD, INTC, AMAT, CDNS, and NVDA. Overall company tone positive given continued, multi-year cloud imperative to invest ...

on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang + ...