And there is breaking news on another multibillion dollar deal because it's Monday. That's when all of the M&A happens. Amazon's cloud unit and OPENAI announcing a $38 billion deal in artificial intelligence.This allows Openai to run its AI workloads on a website that supports Amazon's cloud business. RWC infrastructure starting immediately. And Bloomberg Tech co-host Caroline Hyde joins us now to walk us through this sea of deals.But let's focus first on us, Carol, and what do we know about billions, a nic ...

OpenAI has signed a landmark $38 billion agreement with Amazon Web Services (AWS), marking its first major team-up with the world's leading cloud infrastructure provider. The transaction enables OpenA... ...

CONCLUDED Stock Market News for Monday, Nov. 3, 2025: Tech Stocks Fuel Nasdaq, S&P 500 to Gains Last Updated: Updated 6 hours ago The Dow Falls 200 Points. Why the S&P 500, Nasdaq Are Rising. By Connor Smith The Dow's early gains didn't last long. The blue-chip index fell 217 points, or 0.5%, shortly after opening higher on Monday. The S&P 500 was up slightly. The Nasdaq Composite was up 0.5%. Memberships Subscribe to Barron's Tools Customer Service Customer Center Network Cryptocurrencies Data Magazine Mar ...

Welcome to Yahoo Finance's flagship show, Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures kicking off November trading in positive territory. Investors gearing up for a busy week of earnings where we'll see results from AMD, Palunteer, Qualcomm, as well as others. Plus, Berkshire Hathway already out with its earnings.The company posted a solid performance in its insurance business. Its cash pile rose to a record $381.7% billion. But the company ...

Core Insights - Amazon CEO Andy Jassy indicated the potential for significant deals, with the recent $38 billion partnership with OpenAI serving as a confirmation of this strategy [1] Company Developments - The partnership with OpenAI is valued at $38 billion, highlighting Amazon's commitment to expanding its influence in the AI sector [1]

Core Insights - Amazon's stock increased approximately 5% following the announcement of a $38 billion deal with OpenAI for access to Nvidia's AI chips through its cloud infrastructure [1][7] - OpenAI will utilize Nvidia's GPUs within Amazon's AI servers, starting immediately and scaling to full capacity by the end of 2026 [2] - OpenAI has multiple significant agreements with other companies, including a $300 billion deal with Oracle and over $22 billion with CoreWeave, raising concerns about potential market bubbles and overstated AI demand [3] Financial Implications - OpenAI's projected costs are expected to exceed $1 trillion by the end of the decade, while its revenue is significantly lower, raising questions about its ability to meet infrastructure commitments [4] - OpenAI is preparing for an IPO that could value the company at $1 trillion, following a new agreement with Microsoft to transition into a for-profit public benefit corporation [5] Competitive Landscape - Amazon's recent third-quarter earnings exceeded analyst expectations, contributing to a record high stock price [6] - AWS has completed a major AI data center project and plans to provide one million custom AI chips to OpenAI's competitor, Anthropic, by the end of 2025 [6]

11月3日消息，亚马逊与OpenAI公布一项约380亿美元多年度合作协议。 根据合同，OpenAI将通过AWS获取大量算力资源：EC2 UltraServers、数十万NVIDIA GPU、可扩展至数千万CPU，同时AWS表示相关部署计 划将在2026年底完成，并可持续至更远未来。 合作消息发布后， 亚马逊盘前最高上涨5.68%，英伟达股价也扩大涨幅，涨幅高达3%。 | US 亚马逊(AMZN) | | | | | | --- | --- | --- | --- | --- | | 盘前交易 11/03 09:14:38 EST | | | | | | 4 +21.36 (+9.58%) | | | | | | 最高 | 250.50 | 今开 | 250.10 | 成交量 1.66亿 | | 最低 | 243.98 | 昨收 | 222.86 | 成交额 411.5亿 | | 换手率(1) | 1.72% | 市盈率TM | 34.51 | 总市值450 2.61万亿 | | 振幅 | 2.93% | 市盈率LYR | 43.17 | 流通市值 2.36万亿 | | 52周最高 | 250.50 | 市净率 ...

亚马逊(AMZN.US)盘初大涨超5%，报256.6美元创历史新高，市值达2.76万亿美元。 消息上，亚马逊旗下的云计算部门AWS与OpenAI签署了380亿美元协议，为OpenAI几乎"无底洞"般的计算需求提供部分支持。公告显示， 这项合作为期七年，AWS将为ChatGPT的开发者提供数十万块英伟达图形处理器的使用权。这项安排标志着OpenAI正从一个研究实验室转 变为重新定义科技行业格局的AI巨头。 据悉，该公司计划在基础设施建设上投入高达1.4万亿美元，用于训练和运行其人工智能模型。全球最大的"租赁计算能力"提供商，对于亚 马逊而言，这笔交易意味着一个强有力的认可：它依然具备构建和运营超大规模数据中心网络的能力。AWS首席执行官马特·加曼表 示："AWS的顶级基础设施将成为OpenAI雄心的中坚力量。" ...

2025 年 11 月 03 日 高通发布 AI 推理芯片，英伟达 GTC 大会揭晓战 略核心 推荐(维持) 投资要点 分析师：任春阳 S1050521110006 rency@cfsc.com.cn 2、《计算机行业点评报告：特斯拉 （TSLA.O)Q3 业绩承压，能源与 AI 业务驱动长期增长》2025-10-30 3、《计算机行业周报：DeepSeek 团 队开源 DeepSeek-OCR 模型，OpenAI 推出 Atlas》2025-10-27 ▌算力：算力租赁价格平稳，高通发布 AI 推理芯片 2025 年 10 月 27 日，高通发布面向数据中心的 AI200 和 AI250 推理芯片，以低功耗、高性价比及模块化部署为核心亮点， AI200 配 768GBLPDDR 内存控本，AI250 采用近内存计算架构提 效，均支持液冷散热与主流 AI 框架。消息推动高通股价单日 大涨 11.09%，市值增近 200 亿美元，沙特 Humain 等企业已敲 定合作。此举是高通应对手机市场饱和、拓展多元化的关键 布局，挑战英伟达 CUDA 生态主导地位。尽管面临生态壁垒与 商用时间差等挑战，但其技术创新与市场 ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...