Billionaire entrepreneur and Tesla Inc. (NASDAQ:TSLA) CEO, Elon Musk, weighed in on a post praising Google-parent Alphabet Inc.’s (NASDAQ:GOOG) new hardware play, and the company’s reemergence as the dominant player in the ongoing AI race.Long-Time Google Critic Turns InvestorOn Thursday, in a post on X, serial AI entrepreneur and digital nomad Pieter Levels, who goes by the name Levelsio, announced that he had purchased over $1 million in Alphabet shares, after being “the biggest Google hater for years.”Le ...

此外，谷歌旗下DeepMind宣布为美国能源部下属17个国家实验室科学家提供加速访问计划，允许其使用前沿AI科学模型与智能体工具。谷歌同步推出AI co- cientist系统，该工具基于Gemini平台开发，依托谷歌TPU训练，帮助科学家整合海量数据生成假设与研究方案，加速科学及生物医学发现。 由美国特朗普政府主导"创世纪计划"（Genesis Mission）近日新增24家人工智能领域企业为合作方，包括英伟达、AMD、OpenAI、微软、亚马逊AWS及谷 歌母公司Alphabet等。目前"创世纪计划"现有合作机构包括埃森哲、AMD、Anthropic、Armada、亚马逊AWS、Cerebras、CoreWeave、戴尔、DrivenData、 谷歌、Groq、HPE慧与、IBM、英特尔、微软、英伟达、OpenAI、甲骨文、Periodic Labs、Palantir、Project Prometheus、Radical AI、xAI、XPRIZE等企业及 研究机构。 其中，根据英伟达与美国能源部签署的谅解备忘录，双方将聚焦人工智能在制造业、供应链、开源AI、裂变能源、机器人技术、数字孪生、聚变能源、量 ...

The online brokerage is adding parlay-like opportunities to its prediction market platform. Since online brokerage Robinhood (NASDAQ:HOOD) launched its prediction market platform just before the 2024 presidential election, the service has taken off. It has become Robinhood's fastest-growing product line in roughly one year. In the third quarter, the prediction market generated $100 million in revenue, which is about 8% of the $1.27 billion in total revenue the company made. It helped the company achieve rec ...

Core Viewpoint - Continued investment in artificial intelligence (AI) hardware is expected to drive growth in chip stocks, particularly for Nvidia, AMD, and Taiwan Semiconductor Manufacturing [1][2]. Group 1: Nvidia - Nvidia has been a leading performer in the AI sector, benefiting significantly from increased spending on data center capital expenditures, projected to reach record levels in 2026 [5][8]. - The company reported a 63% year-over-year revenue increase and a 67% rise in diluted earnings per share (EPS) for the third quarter of fiscal 2026 [7]. - Nvidia's GPUs are in high demand, with CEO Jensen Huang stating that the company is "sold out" of cloud GPUs, indicating strong market positioning [7]. Group 2: AMD - AMD has not matched Nvidia's success in the AI market but is working on improving its technology and partnerships to enhance its competitive position [8][10]. - The company aims for a 60% compound annual growth rate in its data center business over the next five years, a significant increase from the 22% growth reported in the most recent quarter [10]. - There is potential for AMD's stock to rise as the market begins to recognize its improving prospects [11]. Group 3: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor is the largest chip foundry globally and plays a crucial role in manufacturing chips for companies like Nvidia and AMD [12]. - The foundry's neutral position allows it to benefit from the overall growth in AI infrastructure spending, regardless of which company leads in chip design [12][13]. - With a projected growth in the AI infrastructure market, Taiwan Semiconductor is expected to perform well over the next five years, trading at a lower valuation compared to GPU designers [13][15].

中信建投证券表示，算力领域我们认为有以下投资机会：1）龙头公司增长确定性；2）新技术升级方 向，英伟达阶段性着重解决问题的方向，是获取超额利润的子方向；3）产业链加速本土化集群；4）订 单外溢。 截至13点54分，科创人工智能ETF（589010）在午后随大盘窄幅整理，目前日内表现稳健，跌幅为 0.23%。持仓股动向方面，板块内部轮动特征显著。29只持仓股中，11只上涨，18只下跌。其中亚信安 全涨超3%，优刻得-W涨超2%，表现较为抢眼；星环科技-U跌超8%，福昕软件跌超3%。流动性方面， 盘中成交金额已突破4000万元，交投活跃，量能释放平稳。 消息方面，路透引述5位消息人士称，美国特朗普政府已经启动一项审查，审查结果可能促成英伟达第 二先进的人工智能芯片首次出货至中国，兑现特朗普的承诺。消息人士称，负责监督出口政策的美国商 务部已将芯片运输许可申请送交国务院、能源部和国防部审查。根据出口法规，这些机构有30天的时间 进行权衡，如果机构官员不同意，则由特朗普做出最终决定。白宫发言人没有对审查发表评论，但表示 特朗普政府致力于确保美国科技的主导地位，同时不损害国家安全。 科创人工智能ETF华夏（589010 ...

·当前AI热潮虽然具备历史性泡沫的所有特征，但这并不仅仅是简单的"科技股炒作过热"。AI行业的规 模更有可能在继续发展壮大的同时，实现结构性的分化式调整。 2025年第四季度以来，伴随着主要科技股的一系列回调，"AI泡沫论"甚嚣尘上，引起了业界广泛的讨 论。OpenAI首席执行官山姆·阿尔特曼承认，投资者作为一个整体对AI"过度兴奋"。微软联合创始人比 尔·盖茨也将当前的AI热潮类比为二十多年前的互联网泡沫。 几乎所有人都在谈论泡沫的存在，却没有人愿意停止投资。资金继续涌入，估值继续攀升，狂热继续蔓 延。"美股七雄"——苹果、微软、谷歌、亚马逊、Meta、英伟达和特斯拉的合计市值一度占据标普500 指数总市值的三分之一以上。英伟达市值一度达到史无前例的5万亿美元。OpenAI的估值在短短数年间 从数十亿美元跃升至五千亿美元，尽管该公司从未实现盈利，且预计在未来数年内仍将持续亏损。 OpenAI董事长布雷特·泰勒概括了这种矛盾："AI将改变经济，我相信它会像互联网一样在未来创造巨大 的经济价值……但我们同时也在一个泡沫之中，很多人将损失大量金钱。" 一方面，由于ChatGPT等生成式AI工具的普及，我们每个人都 ...

Group 1 - The US stock market saw a collective rise on December 18, with major technology stocks performing well, particularly the Trump Media Technology Group, which surged by 41.93% after announcing a merger agreement with TAE Technology [1][2] - Tesla's stock increased by over 3%, adding approximately $53.6 billion (around 377.4 billion RMB) to its market capitalization [2] - The merger between Trump Media Technology Group and TAE Technology will be executed through an all-stock transaction, with both companies' shareholders expected to own about 50% of the combined entity post-merger [2] Group 2 - The latest data from the US Bureau of Labor Statistics indicated that the Consumer Price Index (CPI) for November rose by 2.7% year-on-year, which was lower than the market expectation of 3.1% [4] - The core CPI, excluding volatile food and energy prices, increased by 2.6%, marking the lowest level since early 2021 and also below the anticipated 3% [4] - Following the CPI report, there was a slight increase in the likelihood of the Federal Reserve lowering interest rates in January, with traders estimating a 28.8% chance of a 25 basis point cut, up from 26.6% prior to the inflation data release [4] Group 3 - Goldman Sachs' global co-head of fixed income and liquidity solutions, Kay Haigh, stated that the low inflation data would not impact the Federal Reserve's decision-making, as they are more focused on the December CPI data set to be released in mid-January [5]

Alphabet Inc.'s (NASDAQ:GOOGL) Google is stepping up its push to reshape the competitive dynamics of the AI chip market as demand for large-scale AI computing continues to surge. Google is teaming up more closely with Meta Platforms Inc (NASDAQ:META) as it looks to rely less on Nvidia Corp (NASDAQ:NVDA) for powering artificial intelligence. The company is working on software changes that make its own chips easier to use with PyTorch, the tool most AI developers already rely on, Reuters reported on Wednes ...

NEW YORK (AP) — Stocks gained ground on Wall Street Friday for a second straight day, wiping away losses from earlier in the week. Technology stocks were once again the main force behind the market's broader moves, especially companies with a focus on artificial intelligence. Both the S&P 500 and the Nasdaq closed out the week with gains, despite several stumbles early this week. The S&P 500 rose 59.74 points, or 0.9%, to 6,834.50. It notched a 0.1% gain for the week. The Dow Jones Industrial Average ro ...

闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 游戏&装机党注意了！ 有消息称英伟达2026上半年要对 GeForce RTX 50 系列下狠手，产量将一刀砍掉30%-40%。 16GB显存的5060 Ti、5070Ti可能最先没……这意味着消费者要么被迫选"阉割版"的8GB显卡，要么就得加钱买更贵的。 那为啥突然减产呢？ 优先保高利润机型 一方面是 "内存荒" 闹的。 不只是大家比较关注的GDDR7，现在连其他类型内存都供应紧张，就算英伟达想满负荷生产，但"巧妇难为无米之炊"，没有足够的内存也白 搭。 另一方面更现实，怕 卖不动 。 英伟达可能预判到2026年NAND和DRAM的内存成本会涨，这样必然会推高整机的价格，到时候消费者就会犹豫着不买，与其造出来堆库 存，不如提前砍掉产能，把控风险。 消息一出，网友炸锅了："我们玩家算什么！""AMD、Intel你们趁机崛起吧"。 所以只能牺牲这两款中端卡的产能，优先保高利润机型了。 而且，还有个坏消息，咱普通玩家得做好GPU缺货涨价的准备…… 现在的3A游戏对显存要求越来越高，8GB显存玩起来可能会卡顿、掉帧、降画质，可一旦市面上16GB显卡变少了，那到时 ...