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U.S. Stocks Move Sharply Lower Amid Renewed Tech Weakness
RTTNews· 2025-12-17 21:12
Market Overview - Major stock indices experienced a decline, with the Nasdaq falling by 418.14 points (1.8%) to 22,693.32, the S&P 500 down by 78.83 points (1.2%) to 6,721.43, and the Dow decreasing by 228.29 points (0.5%) to 47,885.97 [2] - The decline was attributed to renewed weakness in stocks, particularly in the tech sector, highlighted by Oracle's significant drop [2] Company-Specific Developments - Oracle's stock plummeted by 5.4% to a six-month closing low following a report that its largest data center partner, Blue Owl Capital, would not support a $10 billion deal for a new facility in Michigan, although Oracle stated the project is still progressing [3] - Other major tech companies, including Nvidia, Broadcom, and Advanced Micro Devices, also experienced notable declines [3] Sector Performance - Semiconductor stocks faced severe losses, with the Philadelphia Semiconductor Index dropping by 3.8% [4] - The NYSE Arca Computer Hardware Index fell by 3.1%, indicating considerable weakness in computer hardware stocks [4] - Networking stocks also declined significantly, while sectors outside of tech, such as airlines, brokerages, and housing, showed notable weakness [4] Energy Sector - In contrast, energy stocks performed strongly as crude oil prices rebounded from their lowest levels since early 2021, following President Trump's order for a blockade of sanctioned oil tankers in Venezuela [5] International Markets - In the Asia-Pacific region, stocks mostly rose, with Japan's Nikkei 225 Index increasing by 0.3% and China's Shanghai Composite Index jumping by 1.2% [6] - European markets showed mixed results, with the U.K.'s FTSE 100 Index up by 0.9%, while the French CAC 40 Index fell by 0.3% and the German DAX Index decreased by 0.5% [6] Bond Market - Treasuries showed a lack of direction, closing roughly flat, with the yield on the benchmark ten-year note slightly increasing to 4.151% [7] Future Outlook - Trading on Thursday is expected to be influenced by a report on consumer price inflation and its implications for interest rates [8]
Kalaris Therapeutics Reports Positive Initial Phase 1a Data for TH103 in Treatment-Naïve Neovascular AMD
Globenewswire· 2025-12-17 21:01
TH103 showed mean 10-letter gain in visual acuity and rapid, robust anatomic improvement at Month 1, following a single injection TH103 was generally well tolerated, supporting further dose escalation beyond 2.5 mg TH103 showed a 27 to 51-fold lower plasma Cmax by pharmacokinetic analysis compared with current leading agents, indicative of increased intraocular retention Accelerating enrollment in ongoing Phase 1b/2 multi ascending dose-finding study; preliminary efficacy and safety data expected 2H 2026 K ...
AMD EPYC™ Embedded 2005 Series Processors
AMD· 2025-12-17 20:45
The AMD EPYC™ Embedded 2005 Series delivers a breakthrough combination of performance, efficiency, and high-speed connectivity in a small BGA package. Built on AMD “Zen 5” architecture, these x86 processors are designed to meet the demands of networking, storage, and industrial. Learn More: https://www.amd.com/en/products/embedded/epyc/2005-series.html *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Gaming Discord Server: https://discord.gg/amd-gaming Visit the AMD Gaming Community Website: http ...
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
CNBC· 2025-12-17 20:03
Core Viewpoint - Jim Cramer warns Amazon against engaging in speculative AI deals reminiscent of the 1990s dotcom bubble, particularly a potential $10 billion investment in OpenAI for the use of its custom AI chips [1] Group 1: Investment Concerns - Amazon is reportedly in discussions for a $10 billion investment in OpenAI, which raises concerns about the necessity of selling Trainium chips [1] - Cramer expresses disbelief that Amazon would participate in such deals, labeling them as "not real" [1] - The current trend of high AI-related spending by major companies is alarming, as it mirrors the speculative behavior seen before the dotcom crash [1] Group 2: Market Predictions - Cramer predicts that the stock market will not support excessive speculative investments, referencing the historical crash of the tech-heavy Nasdaq after the 2000 peak [1] - He describes the interconnected investment activities in AI as a potential bubble, drawing parallels to the year 2000 [1] Group 3: OpenAI's Activities - OpenAI has been aggressively securing computing power from various firms, including Nvidia and Oracle, amounting to $1.4 trillion in infrastructure commitments recently [1] - Cramer characterizes OpenAI's current deal-making as "2000 in a nutshell," indicating a pattern of leveraged bets that could lead to a bubble [1]
AMD EDF Custom Hardware Development Using Dynamic PL Reload
AMD· 2025-12-17 20:00
Hello, welcome to a guide to Custom Hardware Development using dynamic PL reload within AMD’s Embedded Development Framework. This How-To video is based on and compatible with the Embedded Common Platform Configurable Example Design (CED) which is the Vivado design used to create the EDF BSP’s, the EDF pre-built OSPI firmware and EDF Linux Disk images. The video will begin by accessing and compiling an EDF compatible Vivado base project targeting the VEK385 board. This base design can be found in the AMD ha ...
ChatGPT Thinks AMD Stock Will Close At This Price By The End of 2025
Yahoo Finance· 2025-12-17 19:37
Group 1 - AMD shares have stabilized near recent highs as investors assess strong AI-related momentum and the company's ability to close the gap with Nvidia in data center acceleration [1][4] - The AI price-prediction model indicates that AMD's stock is likely to trade sideways in the short term, with no significant catalysts expected to drive the price higher or lower [3][7] - AMD continues to benefit from rising demand for its MI300 AI accelerators, which are seen as a key growth driver through 2025, despite being a distant second to Nvidia in market share [4][5] Group 2 - Recent earnings results show a sharp year-over-year acceleration in data center revenue, reinforcing AMD's position in the AI spending cycle [4] - The stock has already reflected much of the optimism surrounding AI and improving PC demand, leaving limited short-term upside unless there are significant surprises in orders or guidance [5][6] - Price action in December indicates a tight trading range for AMD shares, with momentum indicators suggesting a cooling trend rather than a breakdown [6][7]
芯片股集体走低 英伟达(NVDA.US)跌超2.6%
Zhi Tong Cai Jing· 2025-12-17 15:55
芯片股集体走低,截至发稿,英伟达(NVDA.US)跌超2.6%,AMD(AMD.US)跌超2%,美光科技 (MU.US)跌0.24%,甲骨文(ORCL.US)跌超5%,博通(AVGO.US)跌超3.9%。消息面上,甲骨文在该公司 雄心勃勃的人工智能基础设施扩张计划上遭遇重大挫折,其最大的数据中心合作伙伴Blue Owl Capital已 决定不再支持一项价值100亿美元的数据中心项目。不过,甲骨文随后回应称,该项目的谈判仍然按计 划进行,整体推进情况符合预期。 ...
美股异动 | 芯片股集体走低 英伟达(NVDA.US)跌超2.6%
智通财经网· 2025-12-17 15:52
智通财经APP获悉,芯片股集体走低,截至发稿,英伟达(NVDA.US)跌超2.6%,AMD(AMD.US)跌超 2%,美光科技(MU.US)跌0.24%,甲骨文(ORCL.US)跌超5%,博通(AVGO.US)跌超3.9%。消息面上,甲 骨文在该公司雄心勃勃的人工智能基础设施扩张计划上遭遇重大挫折,其最大的数据中心合作伙伴Blue Owl Capital已决定不再支持一项价值100亿美元的数据中心项目。不过,甲骨文随后回应称,该项目的 谈判仍然按计划进行,整体推进情况符合预期。 ...
工信部部长李乐成会见美国AMD董事会主席苏姿丰
Xin Lang Cai Jing· 2025-12-17 14:25
苏姿丰感谢中国工业和信息化部对AMD在华发展的支持,表示将继续深化在华投资,进一步加强对华 合作,共同促进产业创新发展。 据微信公众号"工信微报"消息,12月17日,工业和信息化部部长李乐成在北京会见美国超威半导体公司 (AMD)董事会主席兼首席执行官苏姿丰,双方就加强数字经济、人工智能领域合作等议题进行交 流。 工业和信息化部有关司局负责人参加会见。 李乐成表示,中国拥有丰富的数据资源和应用场景,数字技术、人工智能等正快速发展、赋能千行百 业。中国将坚定不移推进新型工业化,不断扩大高水平对外开放,为包括AMD在内的外资企业提供更 多合作机遇。希望AMD继续深耕中国市场,与中国产业链上下游企业一道创新成长,实现互利共赢发 展。 责任编辑:崔理斯 ...
李乐成会见AMD CEO苏姿丰
Jin Rong Jie· 2025-12-17 14:19
据工信微报,12月17日,工业和信息化部部长李乐成在北京会见美国超威半导体公司(AMD)董事会 主席兼首席执行官苏姿丰,双方就加强数字经济、人工智能领域合作等议题进行交流。 李乐成表示,中国拥有丰富的数据资源和应用场景,数字技术、人工智能等正快速发展、赋能千行百 业。中国将坚定不移推进新型工业化,不断扩大高水平对外开放,为包括AMD在内的外资企业提供更 多合作机遇。希望AMD继续深耕中国市场,与中国产业链上下游企业一道创新成长,实现互利共赢发 展。 苏姿丰感谢中国工业和信息化部对AMD在华发展的支持,表示将继续深化在华投资,进一步加强对华 合作,共同促进产业创新发展。 工业和信息化部有关司局负责人参加会见。 财经频道更多独家策划、专家专栏,免费查阅>> 责任编辑:山上 ...