​NVIDIA Corporation (NASDAQ:NVDA) is one of the Most Profitable Stocks to Buy Now. On November 18, NVIDIA Corporation (NASDAQ:NVDA) announced a new strategic partnership with Microsoft and Anthropic, aimed at enhancing its AI model Claude. ​Under this partnership, Anthropic will scale its AI model Claude on the Azure cloud, which is powered by NVIDIA’s technology. Moreover, Anthropic has also committed to purchasing Azure compute capacity worth $30 billion, along with an additional compute up to 1 gigawat ...

​Microsoft Corporation (NASDAQ:MSFT) is one of the Most Profitable Stocks to Buy Now. On November 18, Alexander Haissl from Rothschild & Co Redburn downgraded Microsoft Corporation (NASDAQ:MSFT) from Buy to Hold and also reduced the price target on the stock from $560 to $500. On the same day, Gregg Moskowitz from Mizuho Securities also downgraded the stock from Buy to Hold, without disclosing any price targets. ​Alexander Haissl from Rothschild & Co Redburn commented in a research note that the underlyin ...

BREAKING: Futures Await Nvidia Earnings Dow Jones futures rose modestly early Wednesday, along with S&P 500 futures and Nasdaq futures, with investors looking ahead to Nvidia earnings. The stock market rally plunged Tuesday morning, but the major indexes closed well off lows while small caps and bitcoin turned higher. Google parent Alphabet (GOOGL) released Gemini 3, its latest large language model. Google stock continues to… Microsoft Extends Losses After Earnings; Is The Magnificent Seven Leader A Sell No ...

近日，华尔街多家金融机构披露了2025年三季度的13F文件，它们在AI投资上的巨大分歧引起了众多投资者的关注。 从持仓来看，桥水大幅减持英伟达、谷歌等美股科技巨头，大空头Michael Burry则清仓了所持全部英伟达股票。与之相反，巴菲特旗下伯克希尔却首次建仓 谷歌，景顺本季度依旧加仓英伟达等科技巨头。 从最新美股市场表现来看，在美联储官员集体"放鹰"的背景下，华尔街机构的"多空对决"直接放大了美股科技巨头的波动率和分化表现。在三季报披露后的 两个交易日（11月17-18日），美股科技股连续两天受挫，其中英伟达两日累跌逾4%，微软累跌逾3%，Meta累跌近2%。与此同时，谷歌两日累涨近3%。 那么，这些华尔街知名金融机构具体的调仓动向是怎样的？它们又如何看待接下来的AI行情呢？ 看空派 桥水砍仓65%英伟达 在看空阵营中，全球最大的对冲基金桥水的操作格外受关注。截至2025年三季度末，桥水对英伟达的持股数量大幅削减65%至251万股，英伟达也由二季度 的第三大重仓股退居第六大重仓股。值得注意的是，桥水在二季度刚对英伟达大幅加仓约154%。此外，桥水还减持了谷歌、微软等科技巨头。 他还指出，由于货币政策宽松（ ...

Core Insights - The article discusses the rapid development of artificial intelligence (AI) technology and its implications for investment opportunities and market trends [3]. Group 1: AI Industry Valuation Concerns - Daniel Pinto, Vice Chairman of JPMorgan, warns that the valuation of the AI sector needs reassessment, indicating that any decline in valuations could trigger a chain reaction in the stock market [5]. - Pinto's comments reflect growing concerns among Wall Street executives about the risk of an AI valuation bubble amid significant investment inflows [5]. Group 2: New AI Developments - Google has launched its latest AI model, Gemini 3, which will be integrated into various profitable products, maintaining its competitive edge in the AI race [6]. - Sundar Pichai, CEO of Alphabet, describes Gemini 3 as "our smartest model," highlighting its performance in key industry benchmarks [7]. Group 3: Emerging AI Platforms - Huawei plans to release an AI Data Platform product early next year, emphasizing a shift from traditional data storage to a more integrated data platform that includes features like inference acceleration and multimodal knowledge base generation [8]. Group 4: Autonomous Driving and Strategic Investments - Tesla has received approval in Arizona for its autonomous driving ride-sharing service, allowing it to operate vehicles with AI systems under human supervision [10]. - Microsoft and NVIDIA are set to invest up to $150 billion in AI startup Anthropic, with NVIDIA committing up to $100 billion and Microsoft up to $50 billion, enhancing their cloud service offerings [10].

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 近日，华尔街多家金融机构披露了 2025年三季度的13F文件，它们在 AI投资上的 巨大 分歧 引起了众多投资者的关注 。 | 排序 证券代码 | | 证券名称 | 持仓市值 | 持股数量 | 特股增减 今年前三季 | | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (万美元) | (万股) | 幅度 | 度涨跌幅 | (Cics) | | IVV | | 标普500ETF- | 271020 | 404.93 | 75% | 13.43% | | | | | iShares | | | | | | | SPY | | 标普500ETF- | 170881 | 256.51 | -2% | 13.35% | | | | | SPDR | | | | | | | 3 | GOOGL | 谷歌-A | 64516 | 265.39 | -53% : 27.36% | | 通讯服务 | 从持仓来看，桥水大幅减持英伟达、谷歌等美股科技巨头，大空头Michael Burr ...

Group 1: Market Sentiment - Global investor sentiment for artificial intelligence remains strong despite ongoing sell-offs in equity markets [1] - European and Asia markets have experienced consecutive losses, following the downward trend of U.S. markets, particularly affecting AI-related stocks [1] Group 2: U.S. Market Dynamics - U.S. stock futures showed little change as major indexes continued to decline, with AI stocks like Nvidia, Palantir, and Microsoft under pressure [2] - Analysts believe the current pullback is specific to the AI sector and not indicative of a broader bear market [2] Group 3: Investment Strategy - The current market situation presents an opportunity for investors to rebalance their portfolios, as many have seen good performance in AI stocks despite recent declines [2] - There is a consensus that the market has been in correction for six weeks, but this does not signify the end of the AI investment cycle [3]

What would Europe be without a mountain of regulations aimed at curbing free speech and privacy? Attendees at Amazon.com Inc. annual cloud computing conference walk past the Amazon Web Services logo in Las Vegas, Nev., on Nov. 30, 2017. Salvador Rodriguez/Reuters File PhotoThe European Commission (EC) on Monday launched three separate investigations into Amazon and Microsoft to determine whether their cloud computing businesses should be subject to stricter regulation under the EU's Digital Markets Act (DMA ...

编者按：近期，美国刊物《连线》和《大西洋月刊》相继发表重磅文章，将当下AI热潮称 为"终极泡沫——终结所有泡沫的泡沫"。两篇文章揭示美国AI巨头陷入巨额亏损：OpenAI 去年营收约40亿，亏损50亿美元。分析人士指出，在这场"明知可能是泡沫，却不得不下 注"的豪赌中，谁能以更低成本获取并稳定供应电力，谁就能掌握竞争主动权。 意大利国际事务研究所（IAI）近期发表的报告，对这一"AI—能源纽带"如何重塑全球竞争 格局进行了系统分析。报告指出，AI扩张化发展对电力的需求呈指数级上涨趋势。保障电 力持续稳定供给已成为国家发展AI的核心战略支撑，这也推动了全球能源格局的重塑，倒 逼全球油气行业的变革发展，油气公司需从"传统能源供应商" 转型为 "AI能源解决方案提供 者"与 "AI 驱动的高效运营商"。 在这一趋势下，油气公司面临两大转型难题：一是在AI地缘政治化背景下，技术获取面临 出口壁垒；二是全球油气公司面临大洗牌，部分公司或将成为地缘政治牺牲品。本文转载自 欧亚系统科学研究会，文章仅代表作者本人观点。 【文/皮耶尔·保罗·雷蒙迪，编译/李旭】 地缘政治世界中的AI 人工智能具有很强的变革潜力，因此，全球各界 ...

Core Insights - Microsoft and NVIDIA have jointly invested a total of $15 billion in Anthropic, with NVIDIA committing up to $10 billion and Microsoft up to $5 billion, in addition to a $30 billion cloud computing procurement agreement [2][3] - Anthropic's Claude models will be the only advanced models available on AWS, Google Cloud, and Azure, enhancing enterprise application scenarios [2][3] - Anthropic's valuation has surged to $350 billion, surpassing OpenAI's $135 billion, making it the most valuable AI unicorn globally [3][4] Investment and Infrastructure - Anthropic plans to invest $50 billion in customized data centers in Texas and New York, with the first facilities expected to be operational by 2026 [3] - The partnership ensures that Anthropic will utilize NVIDIA's next-generation chips, enhancing the performance of its models [2][4] - Microsoft aims to integrate Claude models into Azure AI Foundry, targeting various verticals such as finance and healthcare [3] Competitive Landscape - The investment signifies a shift in the AI landscape, with Microsoft, NVIDIA, and Anthropic emerging as a formidable fourth force alongside Meta, OpenAI, and Google [4] - The competition is evolving from a focus on model capabilities to a strategic battle for capital and computational resources [4][5] - The AI arms race indicates that large models will not yield immediate cash returns, resembling the long-term infrastructure investments seen in the early 2000s internet boom [4]