SHERY: THIS IS ASIA TRADE, I'M SHERY AHN IN TOKYO. ASIA STOCKS SET FOR GAINS AS A TEMA U.S. INFLATION REPORT EASES CONCERNS OF A FED HIKE. AN AUCTION OF 10-YEAR TREASURY HIKES DRAWING CONCERNS.TECH EARNINGS AND FOCUS WITH CISCO'S QUARTERLY REVENUE AND PROFIT BEAT FAILING TO MEET INVESTORS HIGH EXPECTATIONS. SERENE -- CEREBRAS TUMBLING. BIG BOOTHS IN AI SPENDING.WE WILL SEE IT CATCH UP WITH RIVALS. HAIDI: TAKE A LOOK AT THE SET UP OF TRADING ACROSS ASIA. SOMETHING OF A SIGH OF RELIEF WHEN IT COMES TO THE HOT ...

Nvidia and its biggest customers—Amazon, Google, Meta and Microsoft—still need each other. Yet both sides are preparing for a future in which they lean on each other less https://t.co/IgwQ4x4ATr ...

DeepSeek V4 Pro正式登场 给开源模型生态又添一把猛火 从Kimi K3到MiniMax H3 再到DeepSeek V4 flash DeepSeek V4 Pro 在中国开源模型的猛攻之下 美国的AI公司这次是真的坐不住了 中国刚刚抹平了 美国在人工智能领域的领先优势 我们看到市场真的非常恐慌 黄仁勋亲自下场发表了人生第一条推文 呼吁全行业共同推动美国开源生态的发展 目前 这个联盟除了Anthropic之外 美国AI圈的主要玩家几乎全员到齐 Sam Altman、Sundar Pichai等 闭源模型掌门人 也都罕见发文表示支持 为什么这些平时斗得最厉害的公司 这次却罕见地站到了同一战线 而Anthropic坚持不加入的原因又是什么 要回答这个问题 我们要先来弄明白一个更基础的问题 那就是AI行业当下所说的“开源” 究竟是什么 而模型开源之后 对于模型公司 以及整个AI行业生态的影响又是什么呢 今天这期视频 我们就来把“开源”这件事讲清楚 很多人觉得 一个模型可能就是一整套代码 开源就是把这套代码发布出去 其实不是这样的 要弄明白开源开的到底是什么 我们要先来捋一遍 一个大模型从训练到最终发布 ...

This is so much bigger than one company, and orders of magnitude more dangerous to the economy and investors than Enron.Nvidia’s AI push has echoes of Enron, says Big Short investor https://t.co/TZZVcg91NO ...

Market Dynamics - Lambda secured a leveraged-loan deal as the market becomes a new borrowing front for artificial intelligence infrastructure [1] Financial Performance - Lambda completed a leveraged-loan transaction valued at $926 million [1]

Market Trends & Industry Dynamics - DeepSeek-V4-Pro-0813 achieves capability close to top-tier models while maintaining a price 30 times lower [1] - Token pricing wars escalate as prices drop an additional 94% compared to Kimi K3, prompting low-cost models to replace basic AI tasks [1] - New API versions still exhibit early stability issues [1] - Grok 4.6 catches up to the first tier, with Grok 4.7 anticipated to release in 3 to 4 weeks [1] Investment Opportunities & Potential Risks - Chinese models lead global Token consumption, signaling that large model competition landscapes will be reshuffled [1] - NVIDIA GB300 release triggers significant market reactions [1] - Price reductions deeply impact end-users and reshape large model pricing rules [1]

Industry Dynamics - CoreWeave highlights the significant time and capital required to transition away from its exclusive reliance on Nvidia artificial intelligence chips [1] Potential Risks - CoreWeave warns investors about potential operational delays and financial costs associated with altering its hardware ecosystem [1]

>> COUNTDOWN IS ON. EVERYTHING YOU NEED TO GET THE EDGE AT THE END OF THE MARKET DAY. THIS IS "THE CLOSE." ROMAINE: ONE CPI REPORT, THREE HOT AI EARNINGS REPORTS AND A BENCHMARK S&P REACHING FOR A RECORD HIGH.FROM STUDIO 2, I AM -- I AM ROMAINE BOSTICK. ISABELLE: I THOUGHT I HEARD A SIGH OF RELIEF EARLIER WHICH PUSHED STOCKS TO A DEGREE, THE S&P HIGHER, HOVERING AT NEAR RECORD LEVELS. THE PHILADELPHIA SEMICONDUCTOR INDEX IS UP BY MORE THAN 3% PUSHING THE NASDAQ EVEN HIGHER.BRENT CRUDE WAVERING BY -- ACTUALL ...

Macroeconomic Trends - US consumer prices rose 0.1% in July, bringing the annual inflation rate to 3.4% as gasoline and grocery prices fell [1] - The US economy unexpectedly lost 23,000 jobs in the previous month, intensifying affordability challenges for first-time home buyers amidst a cooling labor market [2] - The USDA increased its projections for US corn and soybean output in its August report due to higher planted acreage [8] Corporate & Technology Sector - Wendy's shares surged following reports of Nelson Peltz's Trian Fund Management preparing a take-private bid and adding 0.07% to its holdings [3] - Nvidia announced a $500 billion artificial intelligence financing initiative to accelerate AI development and adoption [4] - Nebius reported a 514% jump in AI cloud sales driven by robust demand and Nvidia's massive funding plan [5] - Bank of America announced a $250 billion investment plan to modernize US infrastructure targeting critical sectors nationwide [6] - Cisco Systems reported better than expected quarterly earnings and raised its fiscal 2027 revenue outlook, with analysts estimating earnings per share of $0.87 and revenue of $16.8 billion [9][10]

Market Dynamics - Crypto.com launched tokenized derivatives tracking **1,500** US stocks and exchange-traded funds (ETFs) [1] Industry Trends & Investment Opportunities - Tokenized derivatives now include major equities such as Apple, Tesla, and Nvidia for eligible users in approved markets [1]