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隔夜美股 | 11月核心通胀意外放缓 三大指数收涨 特朗普媒体科技集团(DJT.US)大涨41.93%
Zhi Tong Cai Jing· 2025-12-18 22:40
【亚太股市】日经225指数跌超1%,韩国KOSPI指数跌超1.5%,印尼综合指数跌0.68%。 【外汇】衡量美元对六种主要货币的美元指数当天上涨0.06%,在汇市尾市收于98.425。截至纽约汇市 尾市,1欧元兑换1.1725美元,低于前一交易日的1.1745美元;1英镑兑换1.3386美元,高于前一交易日 的1.3378美元。1美元兑换155.52日元,低于前一交易日的155.63日元;1美元兑换0.7940瑞士法郎,低于 前一交易日的0.7953瑞士法郎;1美元兑换1.3781加元,低于前一交易日的1.3789加元;1美元兑换9.2846 瑞典克朗,低于前一交易日的9.2984瑞典克朗。 智通财经APP获悉,周四,三大指数收涨,美国11月核心通胀同比增幅创2021年初以来最低水平,通胀 形势意外出现改善,但经济学家怀疑数据因政府停摆而失真。 美国劳工统计局周四公布的数据显示,11月剔除波动性较大的食品和能源的核心消费者价格指数 (CPI)同比上升2.6%,11月整体CPI同比涨幅为2.7%。然而,几位经济学家指出,作为CPI最大组成部 分之一的住房类价格在两个月内基本持平,使得整个估算遭到质疑。 凯投宏观 ...
Which AI Chip Stock Is the Better Buy for 2026: Nvidia or Alphabet?
Yahoo Finance· 2025-12-18 22:05
Key Points Nvidia continues to grow rapidly, thanks to its leadership in artificial intelligence (AI) data center chips. Alphabet has a full AI stack, and could now add its TPU chips to the equation. Both look like long-term winners, though the better buy could depend on the investor. 10 stocks we like better than Nvidia › The stock market is witnessing a technological arms race playing out in real time. Companies are racing to build the data centers and other infrastructure to support artificia ...
微软、谷歌等24家公司加入美国人工智能“创世纪计划”
Di Yi Cai Jing· 2025-12-18 22:02
(本文来自第一财经) 24家顶尖人工智能公司已签署加入美国政府的"创世纪计划"(Genesis Mission),这是特朗普政府推动 将新兴人工智能技术用于科学发现和能源项目的一项举措。根据白宫声明,OpenAI、微软、英伟达、 亚马逊云服务(AWS)以及Alphabet等企业,或已与政府签署谅解备忘录,或正与能源部及国家实验室 开展现有合作项目,或已表示有意参与该计划。白宫科技政策办公室主任迈克尔·克拉齐奥斯表 示:"'创世纪计划'将帮助美国科学家实现实验设计自动化、加速模拟运算,并生成可推动能源、制造 业、药物研发等领域突破的预测模型。"特朗普上月通过行政命令宣布启动该计划,旨在更好地协调政 府各机构的研究工作,并更有效地整合人工智能工具以取得更多科学突破。克拉齐奥斯当时表示,该任 务将利用能源部国家实验室的计算资源,调用联邦数据集,推动更多基于人工智能的实验,并预测此举 将缩短科学发现的时间周期。 ...
Nvidia's biggest moments of 2025, plus Robinhood exec. talks platform's new prediction market tools
Youtube· 2025-12-18 21:37
Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters which now are going to the closing bell and stocks are rising here as investors digest the easing inflation pressures from the latest reading on consumer prices. Let's welcome now Jared Blickery joining us to break down the headlines.Jared, what are you seeing in the markets. >> Thank you Josh. We got a pop off of that 8:30 a.m. CPI release and we're still holding on to gains barely in the Dow up 62 points as you wer ...
4 Companies Are Betting on AI Security. Here’s Who’s Best Positioned.
Yahoo Finance· 2025-12-18 21:25
24/7 Wall St. Quick Read Google’s stock gained 60% year-to-date versus ADT’s 21%, suggesting markets favor AI providers over monitoring operators. ADT generates $1.10B from recurring monitoring with 25.7% operating margins. Arlo’s $510M revenue produces only 0.84% profit margins. ADT’s 24.7% earnings growth outpaces 4.4% revenue growth, indicating AI improves profitability more than expansion. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Am ...
OpenAI's Sam Altman: Google is still a huge threat
CNBC Television· 2025-12-18 21:15
Open AAI's Sam Alman on the record with big technologies. Alex Canowitz in a podcast that has just literally dropped. Alex is a CNBC contributor.He joins us now. >> What a get. >> Thank you.Congratulations. It >> was great to speak with him. >> So this is literally literally hitting what what's the big takeaway for you. >> Uh the big takeaway is of course OpenAI is code in code red, right.They acknowledge they have the competition from companies like Google. Uh but Sam's vision is not to play on Google's fi ...
OpenAI's Sam Altman: Google is still a huge threat
Youtube· 2025-12-18 21:15
Open AAI's Sam Alman on the record with big technologies. Alex Canowitz in a podcast that has just literally dropped. Alex is a CNBC contributor.He joins us now. >> What a get. >> Thank you.Congratulations. It >> was great to speak with him. >> So this is literally literally hitting what what's the big takeaway for you. >> Uh the big takeaway is of course OpenAI is code in code red, right.They acknowledge they have the competition from companies like Google. Uh but Sam's vision is not to play on Google's fi ...
What is vibe coding, and why are Nvidia, Google backing Lovable at $6.6B valuation?
Invezz· 2025-12-18 20:50
The venture capital arms of Nvidia and Google have backed Swedish startup Lovable in a $330 million Series B round that values the vibe coding platform at $6.6 billion. The investment triples Lovable's valuation in just five months and comes as the Stockholm company hit $200 million in annual recurring revenue. The number marks a milestone that underscores explosive demand for AI-native software development tools. The round included participation from Accel, Khosla Ventures, Menlo Ventures, Salesforce Ventu ...
Everything EV & Autonomy: RIVN Next Step & Waymo, UBER Riding A.I. Wave
Youtube· 2025-12-18 20:30
Saw Lion, senior analyst, creative strategies and Ivan Fineset, senior partner, CIO, Tigris Financial Partners is with me, and we're talking a little bit here about what's going on in the world of EVs. And you know, my first simple question, Ivan Finth, is do EVs last the test of time here. Does everybody who want an EV already have one, or are there going to be many, many more to come. I think there are a lot of people who want them but are not ready to take the leap to full EV until we have a better charg ...
Google's chip challenge to Nvidia
Youtube· 2025-12-18 19:25
Google is working on a new software approach that would take aim at one of NVIDIA's biggest advantages in AI. Let's bring in Dear Jabosa with more details in today's tech check as we try to keep all of these pieces and players straight in our heads. Dearra, there's a lot going on.So, here's the story. It's that Google's chip challenge to Nvidia. It's moving from hardware to software.Nvidia's dominance with GPUs that's always gone handinand with software needed to run them. That is CUDA. But now, Reuters fir ...