The Fed said Wednesday in its Beige Book survey of regional business contacts that U.S. economic activity was little changed in recent weeks, while employment levels remained largely stable. Three districts reported slight to modest growth in activity, five noted no change, and four reported a mild softening in activity. The report also noted that overall consumer spending declined slightly, while prices continued to rise, with several districts observing a quicker rise in input costs. “Tariff-induced input ...

We recently published 10 Stocks Moving On Key Analyst Calls. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks analysts were recently talking about. Clare Pleydell-Bouverie, Co-Head of Global Innovation Team at Liontrust Asset Management, in a recent program on CNBC talked about the importance of networking in the AI boom and mentioned Broadcom. Here is what the analyst said: Networking we think is possibly the most underappreciated growth story stretching out over the decade. And that’s because the chip ...

每经AI快讯，10月16日，美股盘前，AI芯片股普涨，台积电涨2.4%，Q3净利润创历史新高；博通涨 1.46%，英伟达、AMD涨超1%。 ...

Management also said OpenAI was not Broadcom's mysterious $10 billion customer.Broadcom (AVGO 2.09%) became the latest chipmaker to see its stock jump after announcing a partnership with ChatGPT owner OpenAI. This follows in the footsteps of Nvidia and Advanced Micro Devices, which also struck deals with the AI model company, although no equity is exchanging hands as with the prior deals.As part of its deal, Nvidia will invest up to $100 billion in OpenAI, while OpenAI will get up to a 10% equity stake in A ...

Core Viewpoint - Broadcom has launched the Thor Ultra, the industry's first 800G AI Ethernet Network Interface Card (NIC), designed to compete directly with Nvidia and enhance data transmission between AI clusters [2][5]. Group 1: Product Features - Thor Ultra is the first NIC built according to the Ultra Ethernet Consortium (UEC) standards, aimed at overcoming high bandwidth and low latency interconnect challenges in large language model training [2][4]. - The NIC features a 800G line rate, doubling the throughput of previous generations, and integrates 200G and 100G PAM4 SerDes options with the lowest error rate in the industry [3][6]. - It supports PCIe Gen6 x16 connections and offers line-rate encryption and decryption through PSP offload, freeing the XPU from latency-increasing security workloads [3][6]. Group 2: Technological Innovations - Thor Ultra introduces advanced RDMA innovations, including packet-level multipath, out-of-order packet delivery, selective retransmission, and programmable congestion control algorithms [5][6]. - The NIC allows for dynamic load balancing and maintains throughput in congested structures, which were previously reliant on expensive proprietary interconnects [2][3]. Group 3: Market Positioning - By adhering to UEC standards, Thor Ultra provides data center operators with a method to scale AI workloads without being locked into a single vendor's ecosystem, thus redefining the design and standardization of large-scale AI architectures [4][5]. - The product represents Broadcom's clear effort to redefine NICs as programmable extensions of AI architectures rather than passive endpoints, contrasting with Nvidia's tightly coupled proprietary network stack [3][4].

转自：证券时报 人民财讯10月16日电，周三（10月15日），美股三大指数收盘涨跌不一，截至收盘，道指跌0.04%，纳 指涨0.66%，标普500指数涨0.4%，热门科技股多数上涨，AMD涨超9%，英特尔涨超4%，谷歌、博通 涨超2%，特斯拉涨超1%。纳斯达克中国金龙指数收涨1.7%，热门中概股多数上涨，新东方涨超10%， 世纪互联涨超4%，哔哩哔哩涨超2%，阿里巴巴、小鹏汽车、百度、京东涨超1%，爱奇艺跌超3%。 ...

Broadcom (AVGO) just signed on to perhaps the biggest AI infrastructure push in recent memory. On October 13, OpenAI and Broadcom announced a mind-boggling new deal that has them co-developing and co-deploying a 10-gigawatt fleet of custom accelerator racks, starting in late 2026 and continuing through 2029. That’s a far from standard chip order. The deal involves long-haul infrastructure, including custom chips, Ethernet fabrics, and power-hungry racks tailor-made for handling AI compute. Broadcom’s ro ...

Market Overview - Major averages are experiencing a rebound, with the Dow up approximately 350 points (0.75%), the S&P up nearly 1%, and the Nasdaq up about 1.1% [2] - The Russell 2000 index has reached a new record high, increasing by about 1.4% for the session and up 13% year-to-date [3] Banking Sector Performance - Bank of America and Morgan Stanley reported stronger-than-expected third-quarter results, driven by a surge in deal-making on Wall Street [8] - Morgan Stanley achieved a record quarter in its equity underwriting business, while Bank of America set a record for its lending margin and net interest income [9][10] - Goldman Sachs reported over $1 trillion in M&A volume advised year-to-date, indicating strong performance across major banks [10] - Analysts expect street estimates for bank earnings to rise for 2026, reflecting positive trends in loan demand and credit quality [12][15] Trade Tensions and Economic Implications - U.S. Treasury Secretary and U.S. Trade Representative criticized China for new restrictions on rare earth exports, labeling it as economic coercion [28][29] - The U.S. aims to diversify supply chains rather than decouple from China, with ongoing discussions at staff levels [30] - President Trump indicated potential retribution against China regarding cooking oil imports, which could impact U.S. farmers [32][39] ETF Market Trends - ETF net inflows surpassed $1 trillion, significantly ahead of last year's total, with strong interest in thematic and fixed-income ETFs [82][83] - The shift from mutual funds to ETFs is evident, with significant inflows into S&P 500 index-based products and thematic ETFs related to artificial intelligence and nuclear energy [84][86] - Retail investors are driving demand for thematic strategies, indicating a resurgence in retail-driven trading [88] Oil Seed Processing Sector - Bungi, a major oil seed processor, reported positive earnings and updated guidance, benefiting from potential reductions in Chinese used cooking oil imports [40][41] - The sector is expected to gain from a shift away from Chinese imports, with companies like ADM and Darling Ingredients also positioned to benefit [42]

U.S. stock markets displayed a mixed but largely positive performance in afternoon trading on Wednesday, October 15, 2025, as investors digested a fresh wave of robust corporate earnings and growing expectations for a Federal Reserve interest rate cut. Despite lingering concerns over U.S.-China trade tensions and an ongoing government shutdown, strong results from major banks and a resurgence in the semiconductor sector provided a significant uplift, driving a volatile yet ultimately upward trajectory for k ...

Market Performance - Stocks are climbing, with the S&P 500 rising 0.8%, the Dow Jones Industrial Average up 254 points (0.5%), and the Nasdaq composite increasing by 1.1% [1] - Tech stocks, particularly ASML, Broadcom, and Nvidia, contributed significantly to the market gains [5][7] Earnings Reports - UBS noted that early-reporting companies have a good relationship with the overall earnings season, with 80% beating sales estimates and over 70% beating earnings-per-share estimates [2] - The median company is beating earnings by 2.2%, lower than the historical average of 3.5% [2] - Bank of America reported a profit stronger than expected, leading to a 5.2% increase in its stock [7] - Morgan Stanley's stock rose 6.4% after reporting better-than-expected profits, following strong results from JPMorgan Chase and Wells Fargo [8] Economic Indicators - Corporate profit reports are under increased scrutiny as investors seek insights into the U.S. economy's health, especially with delays in key economic updates due to the government shutdown [10] - The Federal Reserve cut its main interest rate last month, with indications of potential further cuts to support the job market [11] Industry Trends - ASML expects its revenue for 2025 to be 15% above last year's, indicating strong growth in the semiconductor industry [5] - There is positive momentum in AI investments, despite concerns about a potential bubble similar to the 2000 dot-com frenzy [6] Commodity Market - Gold prices rose 1.3% to over $4,200 per ounce, reflecting a nearly 60% increase for the year as investors seek safe-haven assets amid economic uncertainties [13]