Group 1 - Cyngn's shares surged for the second consecutive day following the announcement of a collaboration with Nvidia [1][3] - The partnership will utilize Nvidia's Isaac robotics platform to enhance the development of self-driving industrial vehicles in real-world environments [2][3] - Cyngn's CEO emphasized that the collaboration aligns with the company's mission to create advanced autonomous vehicles that provide real-world return on investment for industrial operators [2] Group 2 - The company is selling nearly 3 million shares and pre-funded warrants at $5.01 each to a single institutional investor, which was the closing price before the stock's significant rise [2][3] - Following the news, Cyngn's stock price increased by 171% and continued to rise by an additional 60% to reach $21.80 [2][3] - The funds raised from the stock sale will be used for general corporate purposes and working capital [3]

A month has gone by since the last earnings report for Nvidia (NVDA) . Shares have added about 11.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Nvidia due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out, fresh ...

Big Tech is back in the driver’s seat! The technology sector has been leading the market rally off the early-April lows – with sizable double-digit gains piling up. Here are three ways you can profit, courtesy of top MoneyShow experts.Mike Larson MoneyShow.comBig Tech is SO back. Again.Ever since the stock market bottomed out on April 7, we’ve seen most (though not ALL) of the biggest technology stocks rocket higher. All but two are outperforming smaller-capitalization stocks, as represented by the iShares ...

Key Takeaways NVIDIA continues to see its shares climb higher. Analysts have maintained their positive EPS and sales outlooks. Cutting-edge innovation will likely keep NVIDIA at the forefront of the AI frenzy for years to come. We continue to see headlines dominated by the beloved AI trade, with many companies in the space seeing big-time share gains thanks to the overwhelming positivity.The theme is undoubtedly here to stay for years, with many believing we haven’t even entered the early innings yet.And ...

智通财经6月27日电，英伟达据悉已收购多伦多AI初创公司CentML。 ...

Core Viewpoint - The U.S. stock market has reached new historical highs, driven by easing geopolitical tensions in the Middle East and positive trade negotiations, alongside growing optimism regarding potential interest rate cuts by the Federal Reserve [2][4][12]. Market Performance - The three major U.S. stock indices, including the Nasdaq and S&P 500, achieved record highs, with the Nasdaq surpassing its December 2024 peak and the S&P 500 exceeding its February 2025 high [4]. - As of June 27, the Dow Jones increased by 0.73%, the Nasdaq by 0.5%, and the S&P 500 by 0.52% [4]. Economic Indicators - The U.S. Commerce Department reported that the core Personal Consumption Expenditures (PCE) price index rose by 2.68% year-over-year and 0.2% month-over-month, slightly exceeding expectations [2][12]. - Following the PCE data release, traders increased bets on the Federal Reserve cutting rates three times by 2025 [13]. Analyst Insights - UBS Wealth Management raised its year-end target for the S&P 500 from 6,000 to 6,200, citing reduced trade tensions and improved expectations for corporate earnings [5][6]. - Analysts noted that the current market rebound is justified, as most large companies are well-positioned to handle tariff impacts [6]. Corporate Performance - Major tech stocks, including Nvidia, Amazon, and Apple, saw significant gains, with Nvidia's market cap surpassing $3.8 trillion [10]. - Nike's stock surged over 16% following its latest quarterly earnings report, which showed revenues of $11.1 billion, a 12% year-over-year decline but still above market expectations [10][11]. Future Outlook - Analysts predict that the current market conditions may lead to a speculative bubble due to the influx of capital driven by rate cut expectations [3][17]. - The market sentiment suggests that tariffs may not be as burdensome as previously thought, indicating a potential recovery [8][9].

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 1.6月27日，理想汽车发布全新组织架构调整和人事任命 ：原"研发与供应群组"和"销售与服务群 组"整合并入新成立的"智能汽车群组"，对理想汽车智能汽车业务的战略到经营闭环负责；总裁马 东辉将担任智能汽车群组的负责人，向董事长兼CEO李想汇报。李想仍将负责汽车业务相关的产 品线、产品部、品牌、战略等团队，并将更多精力投入AI领域。 2.Meta挖走了OpenAI顶级研究员Trapit Bansal，加入其新成立的部门AI超级智能部门，负责 推理模型的研发。 OpenAI发言人Kayla Wood证实了Bansal已离职的消息，并且领英页面也显示他已经离开了 OpenAI。Trapit Bansal自2022年起就在OpenAI工作，是该公司强化学习的关键推动者，并 且 是OpenAI首个AI推理模型o1的基础贡 献者之一。 6 月 26 日，Meta 证实从 OpenAI 苏黎世研发中 ...

Jensen Huang, CEO of Nvidia, speaks during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, June 11, 2025.Nvidia stock rose for a fifth consecutive day Friday as the chipmaker hovered near fresh highs and investors shook off China concerns.The rise in shares has helped the artificial intelligence chipmaking giant regain its seat as the most valuable company. The stock is up 66% since hitting its 52-week low in early April. Its mar ...

美元指数本周整体承压，截至周四已连续6个交易日收阴线，最低短暂下破97关口，周中创下2022年3月以来新低。美元下行的主要原因包括：美联储内部鸽 派言论频出、伊以局势缓和打压避险买盘、以及媒体传言称特朗普考虑美联储"影子主席"。 现货黄金在经历避险情绪回落及鲍威尔讲话打压后，本周持续下跌，截至发稿在3265美元/盎司附近徘徊，即使周五PCE数据增加了市场对今年降息三次的 预期，金价仍未能获得支撑。白银则表现相对强劲，周四最高触及36.81美元/盎司，逼近月内高点，周五有所回落。另外，由于对供应的担忧加剧，现货铂 金周中一度跃升至2014年以来的最高水平。 非美货币方面，因美元表现疲软，欧元和英镑兑美元均涨至三年半以来的高点，美元兑日元本周大幅下跌。 行情回顾 国际油价本周大幅下挫。周一、周二，WTI原油和布伦特原油连遭重创，因伊朗对美国仅进行有限报复，且随后达成伊以停火，市场迅速定价中东紧张缓 解；周三、周四市场重新聚焦需求端，美国库存下降及驾车季来临提供支撑，油价止跌企稳。 风险资产方面，美国联邦住房金融局要求房利美和房地美将加密货币纳入抵押贷款风险评估框架，允许用加密货币作资产证明。消息公布后，比特币突破 ...

尽管投入巨额资金和组建庞大的团队，但微软和谷歌等科技部门在自主研发人工智能芯片以挑战英伟达 市场霸权的道路上，正面临严峻的技术、人才挑战。 为追赶技术潮流，微软制定了雄心勃勃的后续芯片路线图。据知情人士透露，该计划即将报道，于 2025 年至 2027 年陆续部署代号为 Braga、Braga-R 和 Xylia 的三款继任芯片。 然而，微软的下一代代号为Braga的AI 芯片面临至少六个月的延迟，将其量产从2025年推迟到2026年。 他们表示，当它明年最终投入量产时，预计其性能将远低于 2024 年底发布的英伟达Blackwell 芯片。 微软在开发过程中要求对布拉加进行设计更改，以整合OpenAI带来的新功能。这些导致芯片在模拟运 行时变得不稳定。虽然设计出现较大变化，但微软拒绝推迟年底完成设计的最后期限，给团队带来了巨 大的压力，团队因此流失了五分之一的成员。 周五，据媒体援引知情人士，微软最新一代AI芯片的设计周期远超预期，导致其在性能上难以与英伟 达的同类产品竞争，其芯片Maia 100目前仅用于内部测试。 同时，谷歌在芯片领域的工作也遭遇了人才流失的打击。据直接知情人士称，谷歌与联发科合作开发下 ...