Analyst's Disclosure:I/we have a beneficial long position in the shares of NVDA, AMD, CRWV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Nvidia ( NVDA ) beat analyst expectations for its third fiscal quarter on Wednesday after the market closed, fueling new enthusiasm ...

Active traders looking for targets this week don't have to look far. That's because a familiar name reports earnings on Wednesday after the close of U.S. markets. The stock is semiconductor giant Nvidia (NVDA), the largest company by market value. Particularly against the backdrop of headlines indicating multiple well-known investors have exited Nvidia positions, the company's Wednesday earnings update is seen not only as a test of investors' devotion to AI, but a test of broader market sentiment as well. ...

Small cap futures up by a little bit more than a quarter percent. Let's bring in Kevin Green senior markets correspondent right away to help set up the action today. All right.So one day doesn't make a trend in terms of November. But how would you characterize where we stand now. Yesterday was a very strong showing for the market.When you're kind of looking at the technical landscape here, we did get fairly close to a key moving average, a 50 day moving average. We only closed about ten points away from it. ...

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。 ...

Group 1 - Futures are wavering as the market rebound faces a critical test, with S&P 500 futures remaining flat [1][2] - Nvidia and AMD stocks have declined following reports that Google is in talks to offer its AI chips to Meta [1][4] - The upcoming release of retail sales and producer price index data for September is expected to provide the Federal Reserve with outdated information for their policy update on December 10 [1][4] Group 2 - The market is reacting to potential rate cuts, with indexes showing an upward trend amid these expectations [4] - Concerns are rising regarding the AI sector, with warnings about the potential risks associated with AI stocks, particularly in light of Google's competitive advancements [4]

Core Viewpoint - Nvidia's shares are declining as Meta plans to use Google's custom AI chips, which poses a challenge to Nvidia's market dominance in AI accelerators and GPUs [1][3][4]. Group 1: Stock Performance - Nvidia's stock fell 3.7% to $175 in pre-market trading, down from a closing price of $182, which was up over 2% on the previous trading day [1][3]. - The decline reflects broader caution in the tech sector, particularly among high-valuation AI and semiconductor stocks [5]. Group 2: Competitive Landscape - Meta is reportedly exploring the integration of Google's AI chips in its data centers, potentially starting next year with broader deployment by 2027 [3][4]. - The adoption of Google's TPUs could diminish Nvidia's competitive edge in the AI data center segment, where Nvidia's GPUs have historically been the preferred choice for large-scale AI model training [4][5]. Group 3: Market Reactions - Analysts indicate that any signs of large customers diversifying their hardware sources can lead to swift market reactions, especially given high investor expectations for AI growth [6].

凤凰网科技讯 北京时间11月25日，据《商业内幕》报道，英伟达CEO黄仁勋(Jensen Huang)希望员工尽 量使用AI，并强调他们在这个过程中不必担心失去工作。 "坦白说，我觉得我们的员工缺口可能还有1万人左右，"黄仁勋说，"但我们的招聘速度应该与我们让新 员工顺利融入并与团队协调一致的速度保持一致。" 除英伟达外，其他科技巨头们也在采取措施，推动员工在日常工作中更多地使用AI。据 《商业内幕》 此前报道，微软和Meta都计划根据AI使用情况对员工进行考核，谷歌则要求工程师在编程时使用AI。 在员工提出需求后，亚马逊也在讨论采用AI编程助手Cursor。 黄仁勋还表示，英伟达的软件工程师也在使用Cursor。他补充说，如果AI不适用于某项任务，"就一直 用它，直到它能起作用"。"积极参与，帮助改进它，因为我们有能力做到这一点。"黄仁勋表示。(作者/ 箫雨) 黄仁勋表示，他对此强烈反对。"我希望凡是可以用AI自动化的任务，都尽可能交给AI，"他说，"我向 你们保证，你们依然会有工作要做。" AI的兴起引发了人们对失业的担忧，但是黄仁勋表示，英伟达员工无需担心。他指出，虽然其他科技 公司进行了裁员，但英伟达 ...

BREAKING: Futures Waver, Nvidia Skids On Google News Futures for the Dow Jones industrial average and other major indexes were little changed early Tuesday, as markets waited on key economic. Nvidia (NVDA) and Advanced Micro Devices (AMD) fell on a report that Meta Platforms (META) will use Google's AI chips. Google parent Alphabet (GOOGL) and AI chip partner Broadcom (AVGO) rose. Alibaba (BABA), Burlington Stores (BURL) and Best… Related news Alibaba Stock Jumps As AI Powers 34% Cloud Growth For China Tech ...

转自：新华社 伯里提到，在互联网泡沫时期，美国技术行业的特点是"高利润大盘股，包括那个时代所谓的'四大巨头'——微软、英特尔、戴尔和思科"。 他强调，思科是互联网泡沫破裂时的前沿企业，其股价在1995年至2000年间飙升3800%，市值一度约5600亿美元，成为当时全球市值最高公司。然而，千禧 年之交，其股价暴跌超过80%。 伯里认为，如今历史正在美国AI热潮中重演："再次有一家'思科'处于这一切的中心……它的名字叫英伟达。" 与25年前思科创下市值纪录类似，英伟达如今成为全球市值最高公司，估值约为5万亿美元。 新华财经北京11月25日电 美国知名空头迈克尔·伯里23日在付费订阅平台"订阅堆栈"发文，重申他对美国英伟达公司的看空立场。此前，英伟达反驳了伯 里的相关分析。 在这篇题为《泡沫的关键标志：供给侧的贪婪》的文章中，伯里将当前美国人工智能（AI)热潮称为"一场壮丽的荒唐之举"，并点名英伟达是他预期美国AI 行业泡沫破裂的前兆。 他写道："荒唐也能赚钱。创造性的破坏和疯狂的荒唐正是美国成为世界创新中心的原因。公司可以不断创新至死，而更多公司会不断涌现，重复同样的事 情。有时，新公司只是原公司转型后的产物。 ...

U.S. stock futures were lower this morning, with the Dow futures falling around 0.1% on Tuesday.Shares of Semtech Corp (NASDAQ:SMTC) fell sharply in pre-market trading as the company reported mixed financial results for the third quarter of fiscal 2026.Semtech reported third-quarter revenue of $267 million, missing analyst estimates of $268.83 million. The company reported third-quarter adjusted earnings of 48 cents per share, beating estimates of 45 cents per share, according to Benzinga Pro.Semtech shares ...