Group 1 - The article provides a market analysis focusing on Oracle Corporation and Salesforce Inc, highlighting their recent performance and market trends [1] - Oracle Corporation has shown significant growth in cloud services, contributing to an increase in overall revenue [1] - Salesforce Inc has experienced fluctuations in its stock price, influenced by market conditions and investor sentiment [1] Group 2 - The analysis indicates that both companies are positioned well within the technology sector, with strong demand for their services [1] - Key financial metrics for Oracle and Salesforce are discussed, including revenue growth percentages and market share [1] - The competitive landscape is examined, noting how both companies are adapting to changes in the industry [1]

Market Overview - Asian shares ended mostly higher, supported by easing AI concerns and positive U.S. economic data, despite thin trading volumes due to Lunar New Year holidays in China, Hong Kong, and Taiwan [1] - The dollar remained firm, while gold prices rose above $5,000 an ounce amid reports of potential U.S. military strikes against Iran [2] - Oil prices extended gains after a more than 4% increase on Wednesday [2] Japan - The Nikkei average increased by 0.57% to 57,467.83, and the broader Topix index rose by 1.18% to close at 3,852.09, driven by tech stocks [3] - SoftBank and Tokyo Electron saw gains of 2.6% and 2.9%, respectively, while Advantest fell by 3.6% due to a ransomware cybersecurity incident [3] South Korea - The Kospi average surged by 3.09% to 5,677.25, marking a record high as traders returned from the Lunar New Year holiday [4] - Major semiconductor stocks led the gains, with Samsung Electronics up 4.9%, SK Hynix up 1.6%, and Hyundai Motor up 2.8% [4] Australia - Australian markets reached a four-month high, with the benchmark S&P/ASX 200 jumping 0.88% to 9,086.20, marking a fourth consecutive session of gains [6] - National Australia Bank rose by 2.4% following strong quarterly results, while BHP increased by 1.8% after reporting higher earnings and revenue for the half-year ended December 31, 2025 [6] New Zealand - New Zealand's S&P/NZX-50 index ended up 1.49% at 13,444.20 after a dovish hold from the Reserve Bank of New Zealand [7] U.S. Economic Data - U.S. industrial production growth for January exceeded market expectations, while new orders for manufactured durable goods declined less than expected in December [8] - Housing starts reached a five-month high, contributing to positive sentiment in the tech sector, particularly following Meta's announcement to deploy millions of Nvidia chips [8]

Market Analysis by covering: NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

黄仁勋预告今年的GTC大会上发布"世界从未见过"的全新芯片产品，分析认为新品可能涉及Rubin系列衍生产品或更具革命性的Feynman架构芯片，市场预期 Feynman架构将针对推理场景进行深度优化。 英伟达CEO黄仁勋隔夜在接受媒体wccftech采访时透露，公司将在今年的GTC大会上发布"世界从未见过"的全新芯片产品。这一表态引发市场对英伟达 下一代产品路线图的高度关注，分析认为新品可能涉及Rubin系列衍生产品或更具革命性的Feynman架构芯片。 黄仁勋表示： 我们准备了多款世界从未见过的全新芯片。这并非易事，因为所有技术都已逼近物理极限。 考虑到英伟达刚在CES 2026上展示了已进入全面生产的Vera Rubin AI系列产品，包括六款新设计芯片，市场预期此次GTC可能推出更前沿的技术方 案。这对于密切关注AI基础设施竞赛的投资者而言，意味着英伟达可能再次刷新行业技术标准。 英伟达GTC主题演讲将于3月15日在加州圣何塞举行，届时AI基础设施竞赛的下一阶段将成为核心议题。 新品指向两大可能方向 第二种可能性更具颠覆性——英伟达可能提前揭晓下一代Feynman架构芯片。 据了解，Feynman被业内 ...

英伟达CEO黄仁勋罕见"亲自出马"，在硅谷韩式餐厅宴请30多名工程师，敦促SK海力士按时交付第六 代HBM4。随着三星率先出货搅动战局，这场关乎下一代AI芯片Vera Rubin成败的供应链争夺战已进 入白热化，SK海力士能否守住55%的市场份额，未来数月的执行力将是生死关键。 英伟达CEO黄仁勋上周亲自出面宴请合作伙伴的工程师团队，这一罕见举动凸显出下一代高带宽内存 HBM4对这家AI芯片巨头的战略重要性。随着三星电子在HBM4竞赛中率先出货，SK海力士能否按时 交付高性能产品，将直接影响英伟达今年下半年推出的新一代AI加速器Vera Rubin的市场表现。 2月14日晚间，黄仁勋现身英伟达总部附近的一家韩式炸鸡餐厅，花费约两小时为30多名SK海力士和 英伟达工程师逐桌调制烧啤、敬酒致意。他反复强调"我们是一个团队"和"我为你们骄傲"，并敦促工 程师们"通过不懈挑战和努力交付非凡成果"， 特别提及SK海力士承诺供应的第六代HBM4产品。 这场临时安排的聚会释放出明确信号：HBM4被英伟达视为Vera Rubin加速器的关键差异化组件。英 伟达对HBM4供应商提出了"运行速度11 Gbps以上"和"带宽3.0 ...

Market Overview - The markets experienced a sharp decline, with both benchmark indices falling below critical technical support zones, specifically the BSE Sensex down 771.17 points or 0.92% to 82,963.08 and the NSE Nifty 50 down 218.30 points or 0.85% to 25,601.05 [1][2] Market Sentiment - The Nifty breached the 25,600-mark, which was identified as a crucial support level by analysts earlier in the day [2] - The initial optimism was driven by positive global cues, including a 1.07% rise in the Nasdaq due to an AI partnership between Nvidia and Meta, but domestic profit-booking led to a reversal [2] Market Breadth - The selling pressure was broad-based, with 2,483 stocks declining against 1,447 advancing out of 4,126 stocks traded on the BSE [3] - A total of 102 stocks hit 52-week lows, and 110 stocks were locked in the lower circuit, indicating the extent of the sell-off [3] Sector Performance - The Nifty Bank index fell 532.30 points or 0.86% to 61,019.25, retreating from the breakout zone of 61,700–61,800 [5] - The Nifty Financial Services index declined 276.45 points or 0.97% to 28,182.70, while the Nifty Next 50 dropped 1.05% to 69,592.35 [5] - Mid- and small-cap segments showed relative resilience, with the Nifty Midcap 100 down 0.83% at 59,681.00 and the Nifty Smallcap 100 losing 0.49% to 17,151.70 [5] Individual Stock Performance - Among gainers, ONGC rose 2.51% to ₹271.25, followed by Hindalco at ₹912.35, up 1.46% [6] - On the losing side, Kwality Wall's (India) Ltd was the top decliner, falling 3.14% to ₹28.41, with Trent down 2.97% to ₹4,062.80 [7] Market Dynamics - Despite the overall weakness, 106 stocks reached 52-week highs and 138 hit the upper circuit, indicating some selective buying interest [8] - Traders are closely monitoring whether the Nifty can reclaim the 25,600 level or if further selling will deepen the losses [8]

Core Insights - NVIDIA's CEO Jensen Huang announced that the company will unveil "world's first" new chip products at the upcoming GTC conference, sparking significant market interest in NVIDIA's next-generation product roadmap [1] - The GTC keynote will take place on March 15 in San Jose, California, focusing on the next phase of the AI infrastructure race [1] Potential New Products - The new products are speculated to fall into two main categories: 1. Derivative chips from the Rubin series, such as the previously leaked Rubin CPX, following the recent launch of the Vera Rubin AI series, which includes six chips now in full production [2] 2. The potentially revolutionary Feynman architecture chip, which may utilize broader SRAM integration and possibly 3D stacking technology for Language Processing Units (LPU), although this has not been officially confirmed [2] Market Demand and Product Evolution - NVIDIA is responding to changing computational demands, with a shift from pre-training to inference capabilities becoming central, as indicated by the introduction of Grace Blackwell Ultra and Vera Rubin [3] - The Feynman architecture is expected to be deeply optimized for inference scenarios, addressing performance bottlenecks related to latency and memory bandwidth, which will significantly impact cloud service providers and enterprise customers reliant on AI inference capabilities [3] - Huang emphasized the importance of broader partnerships and investment strategies, indicating NVIDIA's transition from a chip supplier to an AI ecosystem builder, aiming to maintain a leading position in the AI infrastructure competition through acquisitions and collaborations [3]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 2月19日消息，据外媒wccftech报道，英伟达首席执行官黄仁勋在接受媒体采访时，对即将到来的GTC 2026大会进行预热，明确表示将在会上揭晓"世界前所未见"的全新芯片，引发业界广泛关注。作为AI芯 片领域的领军者，英伟达此次重磅预告，被认为将进一步巩固其在AI基础设施领域的领先地位。 免责声明 据悉，GTC 2026大会的主题演讲将于3月15日在加利福尼亚州圣何塞举行，核心聚焦AI基础设施竞赛的 新时代。黄仁勋坦言，这些全新芯片的研发极具挑战，"所有技术都已逼近极限"，但结合其过往履约记 录，业界对英伟达此次新品充满期待。 目前，新品具体型号尚未披露，但外界普遍猜测，大概率出自两大芯片系列：一是Rubin系列的衍生产品 （如此前曝光的Rubin CPX），该系列已于2026年CES大会上亮相，包含6款全新设计芯片，目前已全 面量产；二是下一代Feynman系列芯片，该系列被称为"革命性"产品，英伟达正探索以SRAM为核心的 广泛集成，或通过3D堆叠技术整合LPUs，不过相关细节尚未确认。 值得注意的是，英伟达正适 ...

Group 1 - The GTC 2026 conference will focus on the new era of AI infrastructure competition, with a keynote speech scheduled for March 15 in San Jose, California [3] - Jensen Huang acknowledged the challenges in developing new chips, stating that "all technologies are approaching their limits," yet there is high industry anticipation for NVIDIA's upcoming products based on its past performance [3] - The specific models of the new products have not been disclosed, but speculation suggests they will likely come from two major chip series: the Rubin series derivatives and the next-generation Feynman series, with the former already in mass production [3] Group 2 - The Rubin series includes six newly designed chips that were showcased at the 2026 CES and are now fully in production, while the Feynman series is described as "revolutionary" and may utilize SRAM and 3D stacking technology [3] - NVIDIA is adapting to quarterly changes in AI computing demands, shifting focus from model pre-training with the Hopper and Blackwell series to inference scenarios with the Grace Blackwell Ultra and Vera Rubin series, aiming to address latency and memory bandwidth bottlenecks [3] - Huang emphasized that extensive collaboration and investment are key to NVIDIA maintaining its leadership position, as the company is strategically positioning itself across the entire AI industry chain, including energy, semiconductors, and data centers [3]

Market Analysis by covering: NVIDIA Corporation, Analog Devices Inc, iShares Semiconductor ETF. Read 's Market Analysis on Investing.com ...