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Nvidia Pivots on OpenAI Stake as Geopolitical Tensions Propel Oil to August Highs
Stock Market News· 2026-02-20 00:38
Key TakeawaysNvidia (NVDA) is nearing a $30 billion investment in OpenAI, a significant downscale from a previously discussed $100 billion commitment that remained unfinished.Global oil prices surged to their highest levels since August, with Brent crude nearing $72 per barrel as military tensions between the U.S. and Iran intensified near the Strait of Hormuz.HSBC Holdings PLC (HSBC) eliminated 10% of its U.S. debt capital markets staff as part of a broader $1.8 billion cost-saving initiative led by CEO Ge ...
Nvidia deepens early-stage push into India's AI startup ecosystem
TechCrunch· 2026-02-20 00:30
Nvidia is stepping up efforts to court India’s artificial intelligence startups earlier in their lifecycle, unveiling a string of partnerships this week aimed at reaching founders even before their companies are formally established. The push is intended to help the AI chipmaker cultivate relationships with future customers in one of the world’s fastest-growing developer markets.The latest move comes through a partnership with early-stage venture firm Activate, which plans to back about 25 to 30 AI startups ...
Nvidia close to finalizing $30 billion investment in OpenAI funding round, FT reports
Reuters· 2026-02-20 00:25
Group 1 - Nvidia is nearing the completion of a $30 billion investment in OpenAI, which will replace a previously agreed long-term commitment of $100 billion from last year [1] - This investment is part of a new funding round for the AI startup OpenAI [1]
黄仁勋:将发布“世界前所未见”的新芯片,“所有技术都逼近极限”
Guan Cha Zhe Wang· 2026-02-20 00:13
黄仁勋说,"这个团队面对Vera Rubin和HBM4这一巨大挑战,真的非常努力工作,他们有资格一边享用 烧酒和炸鸡,一边度过美好的夜晚。" 黄仁勋自信表示,"我们准备了几款世界上前所未见的全新芯片。所有技术都已到达极限,所以没有容 易的事。"他补充说,"有了这样一支团队,没有什么是不可能的。" 他还认为,目前AI不存在泡沫。"我们只是站在人类历史上最大规模、规模达数十万亿美元的基础设施 项目的起点而已。" 据《韩国经济日报》18日报道,英伟达首席执行官黄仁勋14日接受该媒体采访,对3月中旬举行的GTC 2026大会进行预热,称将在会上揭晓"世界上前所未见"的全新芯片。 当天接受采访前,黄仁勋现身英伟达总部附近的一家韩式炸鸡餐厅,与30多名SK海力士和英伟达工程 师共进晚餐。 业界认为,SK海力士即将供应的HBM4被视为决定英伟达下一代AI加速器Vera Rubin性能表现的关键组 件。目前,SK海力士面临同三星电子的激烈竞争。 黄仁勋未透露所谓全新芯片的型号。有媒体猜测,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 ...
Stock market today: Dow, S&P 500, Nasdaq futures falter as US GDP cools, Fed-favored PCE inflation heats up
Yahoo Finance· 2026-02-20 00:01
US stock futures slid on Friday as investors digested economic data that showed US economic growth cooling in the fourth quarter, while the Fed's favored inflation gauge heated up to end last year. Wall Street also kept an eye out for US-Iran tensions, private credit jitters, and a potential Supreme Court tariff decision. Contracts on the S&P 500 (ES=F) moved down roughly 0.3%, while Dow Jones Industrial Average futures (YM=F) fell 0.2%, coming off the end of a three-day winning streak on Thursday. Nasdaq ...
Stock market today: Dow, S&P 500, Nasdaq rise after Supreme Court strikes down Trump tariffs
Yahoo Finance· 2026-02-20 00:01
US stocks rose on Friday after the Supreme Court ruled that President Trump's sweeping "Liberation Day" tariffs are unlawful, saying he lacked the authority to impose them using emergency powers. The S&P 500 (^GSPC) and the Dow Jones Industrial Average (^DJI) both moved up 0.4%, coming off the end of a three-day winning streak on Thursday. The tech-exposed Nasdaq Composite (^IXIC) led the way higher, rising 0.6%. Stocks reversed course on the heels of the decision, having slid at the open as investors d ...
Stock market today: Dow, S&P 500, Nasdaq falter as US GDP cools, Fed-favored PCE inflation heats up
Yahoo Finance· 2026-02-20 00:01
US stocks slid on Friday as investors digested economic data that showed US economic growth cooling in the fourth quarter, while the Fed's favored inflation gauge heated up to end last year. Wall Street also kept an eye out for US-Iran tensions, private credit jitters, and a potential Supreme Court tariff decision. The S&P 500 (^GSPC) moved down roughly 0.3%, while the Dow Jones Industrial Average (^DJI) fell by a steeper 0.4%, coming off the end of a three-day winning streak on Thursday. The Nasdaq Compo ...
智通港股早知道 | 美联储官员对货币政策走向分歧明显 英伟达(NVDA.US)将发布全新芯片
Zhi Tong Cai Jing· 2026-02-19 23:48
当前内容仅限订阅用户查看 (原标题:智通港股早知道 | 美联储官员对货币政策走向分歧明显 英伟达(NVDA.US)将发布全新芯 片) 精品VIP投研内容 立即订阅 VIP ...
Bold Prediction: Nvidia Is About to Soar. Here's Why.
Yahoo Finance· 2026-02-19 23:40
Nvidia (NASDAQ: NVDA) isn't some hidden-gem stock. Plenty of individual investors, as well as institutions and mutual funds, own it. Yet sometimes the best stock to pick is the one you already know. Nvidia stock has done nothing this year. There's a good reason to think that's about to change. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Nvidia. The company has contin ...
华尔街见闻早餐FM-Radio|2026年2月20日
Sou Hu Cai Jing· 2026-02-19 23:34
华见早安之声 市场概述 科技股拖累美股回落,三大美股指止步两连涨。金融板块领跌标普,限制旗下基金赎回的资管公司Blue Owl跌近6%;年度指引逊色的沃尔玛跌超1%;苹果 跌超1%、"科技七巨头"中表现最差;芯片股和软件股回落,西部数据跌4%,Cadence Design跌近3%。 泛欧股指和英股跌落纪录高位,财报指引不佳的空客跌近7%、雷诺跌超3%,指引向好的雀巢涨近4%。 美国失业数据后,美债收益率靠近日高;美元盘中涨破98、创近四周新高。离岸人民币三连跌,盘中跌超百点失守6.90;比特币盘中跌破6.6万美元后一度转 涨超2%。 美伊局势叠加美EIA库存意外锐减,原油盘中涨超2%、油价创半年新高。降息分歧压制黄金涨势,黄金盘中曾转跌、艰难上攻5000美元。 要闻 特朗普:美伊必须达成有意义协议,否则发生"糟糕的事",预计未来十天左右知道能否与伊朗达成协议。 特朗普阵营的坚定降息派动摇了?美联储理事米兰:劳动力市场改善可令今年少些降息。 美国12月贸易逆差扩大,去年全年录得1960年以来最大逆差之一。 另类资管巨头Blue Owl限制赎回、抛售贷款,股价一度大跌10%,引发市场对1.8万亿美元私募信贷市场的 ...