All right, welcome back to the tech corner. I'm George Silis, senior markets contributor here with the Schwab network. Today we're going to re-evaluate Nvidia Incorporation.In fact, if you want to watch the first video on Nvidia back in March, you can click above. Now, Nvidia Incorporation is a leading infrastructure computing technology company known primarily for its innovations in accelerated computing. The company operates through two main segments, computing and networking as well as graphics.Now, the ...

LumineImages / iStock Quick Read The Defiance Large Cap ex-Mag 7 ETF (XMAG) posted a 13.54% return year-to-date by excluding the Magnificent 7 stocks from the S&P 500. XMAG outperformed the calculated 7% return of the S&P 500 without the Magnificent 7 by roughly 650 basis points. The ETF tracks 493 large cap stocks with top holdings including Broadcom and Eli Lilly instead of Apple or Nvidia. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Ame ...

这段时间，AI圈又热闹起来。大洋彼岸，谷歌接连拿出大模型Gemini 3 pro和自研芯片TPU，以强力挑 战者的姿态助推母公司市值逼近4万亿美元门槛；国内市场，阿里巴巴全军出击AI to C市场，千问、灵 光、夸克多箭齐发，百度新设两个大模型研发部，直接向CEO汇报…… AI竞争经常上演一夜变天。当人们以为大厂垄断大模型时，DeepSeek全球性爆红；当人们又以为英伟 达、ChatGPT王座稳固的时候，谷歌正不断试图证明"老将不老"。 大模型不一定非得出身豪门，总被吐槽过气的老牌劲旅照样能打。这些动静都在反复说明一件事：AI 有个怪脾气——技术迭代速度之快，让用户应接不暇，让对手防不胜防。 经历了互联网和移动互联网洗礼的受众，对AI的认知大抵是从"围棋选手"AlphaGo开始的，但那终究是 弱人工智能，直至大模型的出现，让通用人工智能有了无限接近成真的可能性。 当年推出围棋AI的公司很多，但AI的颠覆力量就是如此令人意想不到，即便体量大如谷歌、腾讯，也 无从预判ChatGPT、DeepSeek登上舞台中央。 技术大爆炸附着AI涌现的特质，让它从理论到落地，每个环节都藏着逆袭的机会。从未有一个产业如 此，让全 ...

Nvidia (NASDAQ: NVDA) is under pressure as the chipmaker faces allegations over inflated revenue numbers.Namely, the ‘Big Short’ investor Michael Burry, this time backed by another legendary figure, Jim Chanos, is once again raising concerns over Nvidia’s business practices, questioning whether its investments in customers are inflating sales figures.The $NVDA memo to its Wall Street sell-side analysis cited me as the first source. I attached the front page of the memo here. Also, part of my response addres ...

Core Insights - Alphabet Inc's shares have increased by 67% year-to-date, outperforming NVIDIA's 32% rise as of November 25, 2025 [1] - Berkshire Hathaway has taken a new position in Alphabet, making it the 10th largest equity holding in its portfolio as of the end of Q3 2025 [2] - Alphabet is part of the "Magnificent Seven" group, which includes major tech companies known for their AI initiatives, and has shown strong revenue and earnings growth [4] Financial Performance - Alphabet's stock has surged 18.3% in the past month, contrasting with NVIDIA's 4.7% decline [1] - Alphabet's forward price-to-earnings (P/E) ratio is 26.68X, lower than the tech sector's 30.75X and the S&P 500's 24.03X, indicating a cheaper valuation compared to peers like Microsoft, which trades at 32.31X [11] Strategic Moves - Alphabet is expanding into AI chip production, potentially competing with NVIDIA [6] - Meta Platforms is reportedly in discussions to utilize Google's AI chips, which could enhance Alphabet's market position [7][8] - Google has secured a deal to supply up to 1 million tensor processing units (TPUs) to Anthropic, suggesting growing interest in its AI chip technology [10] Market Position - Alphabet has a strong Growth score of "B" and a Momentum Score of "A," positioning it well within the top 13% of its sector and top 33% of its industry [12] - The stock has solid exposure to various exchange-traded funds (ETFs), making it an attractive option for investors following Berkshire's investment strategy [13]

the PE on Nvidia to give that sound bite that I love. It's lower than the PE on Costco, right? I don't care about your talk. I don't want to hear about your pilot. I want to smell that your team is in hyperaggressive mode. If it is, I think you can come back. I do not think you can push your team too hard. I think you should push them as hard as the business needs to go. And if they leave, it's great. Salesforce could be the next Google. It could be in 18 to 24 months. We could be like, "Oh my god, Asian Fo ...

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明日主题前瞻 1、氢能 | 国家发改委政策研究室副主任李超透露，下一步，国家发展改革委将会同有关方面持续加力，为储能和氢能等新兴产业健康发展创造良好环境。 一是深化电力市场改革，鼓励储能项目结合自身特点参与电能量市场和调频、调峰、备用等辅助服务市场，获取合理收益；二是统筹规划布局，有效衔接绿 色氢氨醇供给和需求，在重点领域推动绿色氢氨醇规模化发展，适度超前推动产运储等环节基础设施建设，有效降低系统运行成本。 点评：证券时报指出，绿色氢氨醇通过将不稳定的可再生能源转化为稳定、易储运的绿色氢气、氨气和甲醇，为解决可再生能源消纳难题和实现深度脱碳提 供了关键路径。2024年以来，我国绿色氢氨醇产业全面进入"政策推动+市场牵引"的双轮驱动阶段，技术突破、产业投资、场景示范及国际合作快速扩张， 呈现出前所未有的增长动能。 2、智能眼镜 | 据证券时报，XREAL与谷歌下月将正式发布首款搭载AndroidXR平台的AI眼镜ProjectAura。该产品集成谷歌GeminiAI作为核心"大脑"，标志 着Gemini从软件助手向空间硬件的跨越。用户可通过眼镜的摄像头、麦克风与传感器，直接与Gemini进行自然对话、环境分析与 ...

这段时间，AI圈又热闹起来。大洋彼岸，谷歌接连拿出大模型Gemini 3 pro和自研芯片TPU，以强力挑 战者的姿态助推母公司市值逼近4万亿美元门槛；国内市场，阿里巴巴全军出击AI to C市场，千问、灵 光、夸克多箭齐发，百度新设两个大模型研发部，直接向CEO汇报…… AI竞争经常上演一夜变天。当人们以为大厂垄断大模型时，DeepSeek全球性爆红；当人们又以为英伟 达、ChatGPT王座稳固的时候，谷歌正不断试图证明"老将不老"。 AI技术路线太多，哪家公司也别想把所有门窗都堵死。行业需求更是千差万别：银行要风控模型，医 院要诊断系统，工厂要质检方案……每家每户需求都不一样，大厂虽然砸重金搞通用模型，但在垂直领 域，懂行的团队反而游刃有余。 研发模式的变化也在改变竞争态势。从封闭开发到开源协作，从单点突破到生态共建，AI技术发展越 来越依赖多方合作。一个企业的技术突破很快会成为行业共同的基础，这种技术共享显著缩短了后来者 的追赶时间，自家的论文很可能变成别人家创新的基座。 投资者的态度转变也为公平竞争创造了条件。随着对AI认识的深入，市场不再轻易为概念买单，迫使 所有企业必须注重场景突破和商业应用，进而 ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【阿里巴巴发布夸克 AI 眼镜，将内置千问助手】 11 月 27 日，首个搭载千问助手的智能硬件夸克 AI 眼镜正式发布。阿里巴巴集团副总裁吴嘉 表示，夸克 AI 眼镜让千问更充分地连接物理世界，千问将继续向更多智能终端延展。目前， 夸克 AI 眼镜搭载的千问助手已经融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态 核心场景，初步具备了在物理世界辅助用户、帮用户办事的能力。 AI 企业无问芯穹宣布完成近 5 亿元 A+ 轮融资。由珠海科技集团、孚腾资本（元创未来基 金）领投，惠远资本、尚颀资本和弘晖基金跟投，老股东洪泰基金、达晨财智、尚势资本 & 海棠基金、联想创投、君联资本、申万宏源、徐汇科创投、元智未来持续追投。 【韩国政府与三星、现代等成立 AI 工作组】 在上个月英伟达宣布将向韩国供应 26 万个 GPU 之后，本周四，韩国政府与三星电子、现代 汽车集团以及其他企 ...