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Meta in talks to use Google's AI chips in data centers, Nvidia stock falls
Proactiveinvestors NA· 2025-11-25 16:15
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
Could This Company's AI Investments Finally Pay Off for Shareholders?
Yahoo Finance· 2025-11-25 16:15
Key Points Technology giants, eager to win in AI, have invested billions of dollars in their platforms. This company has said that scaling products always takes time -- but this player has a track record of success. These 10 stocks could mint the next wave of millionaires › In recent years, the world's biggest tech companies have turned their attention to artificial intelligence (AI), an area they expect to be the next big thing. This is because AI offers the possibility of revolutionizing everythi ...
英伟达狂泻超6% 蔚来跌4% 知乎跌10% 原油黄金跳水 美国降息概率飙至80%
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-25 15:59
25日晚间,美股三大指数开盘涨跌不一,截至北京时间22:45左右,道指涨0.26%,标普500指数跌0.30%,纳指跌0.86%。 美国科技巨头涨跌互现,脸书、苹果、谷歌涨超1%,亚马逊跌超1%,微软跌近2%,特斯拉跌超2%,甲骨文跌超4%,股价跌至五个多月以来最低水平。 英伟达跌幅扩大至6.4%,创9月17日以来新低,总市值跌至4.15万亿美元,较历史最高点跌去1万亿美元。据智通财经报道,谷歌人工智能芯片TPU获Meta 洽购,价值数十亿美元。 现货黄金短线跳水,维持在4100美元/盎司关口附近。国际原油盘中直线跳水,WTI原油、布伦特原油期货双双跌超2%。 消息面上,俄乌局势迎来关键进展。据央视新闻报道,有一位美国官员表示,乌克兰已同意一项结束与俄罗斯冲突的协议,目前仅剩"一些小细节"尚未敲 定。与此同时,乌克兰总统泽连斯基表示,仍有许多工作要做。 对于后市油价表现,多数机构并不乐观。摩根大通大宗商品研究主管娜塔莎·卡内娃指出,如果不进行干预,全球石油市场明年将面临每日280万桶的过 剩,2027年则面临每日270万桶的过剩。"在这些条件下,布伦特油价可能在2026年跌破60美元,到2026年第四季度跌至 ...
Stock Market Today: Dow Rises Despite A Drop In Nvidia; This Robotics Name Soars (Live Coverage)
Investors· 2025-11-25 15:21
Group 1 - Futures for major indexes, including the Dow Jones industrial average, showed little change as markets awaited key economic data [1] - Nvidia (NVDA) and Advanced Micro Devices (AMD) experienced declines following reports that Meta Platforms (META) will utilize Google's AI chips [1] - Google parent Alphabet (GOOGL) and AI chip partner Broadcom (AVGO) saw stock increases as a result of this news [1] Group 2 - Alibaba (BABA) reported a significant 34% growth in cloud services, attributed to the acceleration of cloud growth each quarter this year [2]
S&P500: Meta's Chip Plans Trigger Nvidia Selloff—Tech Stocks Rebalancing Today
FX Empire· 2025-11-25 15:08
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
AI Bonds Loom Over Portfolios: How Active ETFs Can Help
Etftrends· 2025-11-25 14:23
Megacap tech firms and the other so-called AI "hyperscalers†have been key drivers of market performance this year. That has inspired much discussion about whether there is an "AI bubble†looming over portfolios. While investors and advisors can have their opinions about whether or not that is the case, another specter looms over the other side of the 60/40: AI company debt and AI bonds. See more: T. Rowe Price Leaders Talk TTEQ OpenAI Pickup According to reporting from the Wall Street Journal, AI hyperscaler ...
美股异动 | 传Meta拟购买谷歌芯片 谷歌A(GOOGL.US)盘前涨近4% 英伟达(NVDA.US)跌近5% 美国超微公司(AMD.US)大跌近7%
智通财经网· 2025-11-25 14:14
此外,"大空头"Michael Burry发布重磅檄文《供给侧的暴食》,正式向AI泡沫宣战。他驳斥"盈利即安 全"的论调,直言"英伟达就是当年的思科",警告市场正面临灾难性的过度供应与折旧陷阱。这位传奇 空头认定:无论多少人试图证明这次不一样,1999年的历史正在重演。 智通财经APP获悉,周二,谷歌A(GOOGL.US)盘前涨近4%,开盘势将续创历史新高,有望成为第四家 进入4万亿美元俱乐部的公司;英伟达(NVDA.US)盘前跌近5%,美国超微公司(AMD.US)盘前大跌近 7%。消息面上,据报道,谷歌正在大幅升级其在人工智能(AI)芯片竞赛中与英伟达的竞争,而 Meta(META.US)正成为一个潜在的数十亿美元客户。据报道,Meta正在讨论斥资数十亿美元,从2027 年开始将谷歌的TPU整合到其数据中心中,同时还计划最早在明年从谷歌云租用TPU。而Meta目前主要 依赖英伟达的GPU作为其人工智能基础设施。随着AI计算需求爆炸性增长,以及英伟达持续主导供应 链,谷歌推销其TPU的举措标志着AI芯片战争进入了竞争更激烈的阶段。 ...
Meta: The AI Gamble Is Already Printing Massive Profits (NASDAQ:META)
Seeking Alpha· 2025-11-25 13:50
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I've always had a bullish rating on Meta Platforms ( META ), even when it seemed like there was limited upside left for new buyers. The stock kept rising higher, hitting new ATHs, but thenDaniel Sereda is chief investment analyst at a family office whose investments ...
Meta: The AI Gamble Is Already Printing Massive Profits
Seeking Alpha· 2025-11-25 13:50
Core Insights - The article expresses a bullish outlook on Meta Platforms (META), highlighting its stock performance and recent all-time highs [1]. Group 1: Company Performance - Meta Platforms has consistently shown upward momentum, reaching new all-time highs despite previous concerns about limited upside for new investors [1]. Group 2: Analyst Perspective - Daniel Sereda, a chief investment analyst, emphasizes the importance of filtering vast amounts of information to identify critical investment ideas, particularly in relation to Meta Platforms [1].
Wedbush重申看好美国科技股,列出年底前值得持有的十大科技股
Ge Long Hui A P P· 2025-11-25 13:29
格隆汇11月25日|Wedbush重申其对科技板块的看好态度,认为尽管市场上"AI泡沫"的言论日益增多, 但市场仍处于多年投资周期的早期阶段。Wedbush分析师Dan Ives表示,大型科技公司的资本支出预计 将在2026年达到5500亿至6000亿美元,并预测来自政府、全球2000强组织以及亚洲/中东地区的大规模 支出将掀起人工智能相关支出的浪潮,美国巨头将从中受益。该行列出年底前值得持有的十大股票:微 软、Palantir、英伟达、AMD、特斯拉、苹果、Meta、Alphabet、Crowdstrike以及Palo Alto Networks。 ...