Nvidia stock (NASDAQ: NVDA) surged about 5% on Friday, leading a tech rebound after a bruising week for software and data stocks. Traders said the move comes on the back of multiple factors, including... ...

CoreWeave's (NASDAQ: CRWV) stock went public nearly a year ago, back in March 2025. It has been a key stock for artificial intelligence (AI) investors to focus on, due to its close relationship with Nvidia (NASDAQ: NVDA). It gives companies access to compute power and Nvidia's leading chips, thus making it an attractive investment if you're bullish on the AI trade and Nvidia's continued dominance. Nvidia has also invested in CoreWeave. Recently, it also increased its stake in the business by $2 billion. T ...

全球金融市场在2026年2月6日凌晨遭遇史诗级抛售潮。加密货币市场率先崩盘，比特币价格跌破7万美 元心理关口，单日跌幅达12.81%，以太坊、XRP等主流代币跌幅均超13%，24小时内超43万投资者爆 仓，清算金额高达20.69亿美元。与此同时，美股三大指数集体跳水，纳斯达克指数三日累计跌幅创 2024年4月以来新高，亚马逊、微软等科技巨头股价单日蒸发超4%。 贵金属市场更上演惊魂时刻，现货白银暴跌超31%，黄金价格失守5000美元关口，芝加哥商业交易所紧 急上调黄金、白银保证金比例至9%和18%。国际油价同步崩盘，WTI原油期货价格跌破63美元/桶，布 伦特原油跌幅达2.75%。这场席卷全球的金融风暴，暴露出市场流动性危机与信心崩塌的双重危机。 这场金融风暴的影响正在蔓延至实体经济。美国30年期国债收益率跌破3.5%，创2023年10月以来新 低；欧洲斯托克50指数单日下跌2.7%，汽车板块领跌；亚洲市场同步受挫，日经225指数失守28000点 关口。VIX恐慌指数飙升至35.，创2022年6月以来新高。市场流动性出现结构性紧张，美元流动性指数 (DLI)跌至-0.，创2020年3月以来最低水平。金融机构开 ...

格隆汇2月6日｜费城半导体指数大涨4.2%。其中，Arm涨超7%，迈威尔科技、AMD涨超6%，泛林集 团、柯磊、英伟达、应用材料、台积电涨超5%，英特尔、博通涨超4%，阿斯麦涨超3%。 | 代码 | 名称 | 涨跌幅 √ | | --- | --- | --- | | ARM | Arm Holdings | 7.24% | | COHR | Coherent | 6.94% | | MRVL | 迈威尔科技 | 6.47% | | AMD | 美国超微公司 | 6.39% | | LRCX | 泛林集团 | 5.95% | | KLAC | 科雷 | 5.62% | | ENTG | 英特格 | 6.05% | | NVDA | 英伟达 | 5.43% | | MPWR | Monolithic Power Sys | 5.64% | | AMAT | 应用材料 | 5.25% | | NVMI | Nova | 5.47% | | TSM | 台积电 | 5.02% | | INTC | 英特尔 | 4.80% | | AVGO | 博通 | 4.53% | | MTSI | MACOM Technolo ...

美股科技股集体反弹，AMD涨超6%，英伟达、博通涨超5%，台积电涨超4%，甲骨文涨超3%，特斯拉 涨2%，微软、苹果涨超1%。 本文源自：金融界AI电报 ...

US stock market today rallies in a big surge: Dow gains 700 points, Nasdaq and S&P 500 rise over 1% - The US stock market surged strongly today, led by a powerful rebound in blue-chip and technology shares, even as earnings anxiety and artificial intelligence concerns continued to shape investor behavior. The The S&P 500 Index rose 79.97 points, or 1.18%, to 6,878.37, while the gained 284.33 points, or 1.26%, to 22,824.92. The move pulled both indices back into positive territory for the year, although wee ...

We are in uncharted territory, plain and simple. There is really no analogy or any identical historical references that we can really infer how this AI boomJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My pi ...

据悉，CoreWeave是首家获得英伟达Vera CPU芯片独立单元访问权的客户。 此前有传言称英伟达实际上正在考虑成为云服务提供商，与那些大量购买其芯片的客户竞争。但这一想 法被搁置，因为要在AWS和其他大型服务提供商面前获得立足点需要大量投资。 Q&A 英伟达继续发挥其雄厚的财务实力，这次向GPU云服务提供商CoreWeave投资20亿美元。 公司表示，这笔投资体现了英伟达"对CoreWeave业务、团队和增长战略的信心，CoreWeave是构建在英 伟达基础设施之上的云平台"。 CoreWeave并不是唯一一家基于英伟达基础设施构建业务的公司，亚马逊、微软、谷歌、甲骨文，以及 Lambda Labs、Crusoe、RunPod等专用GPU云服务提供商也是如此。 在这笔交易达成之前，英伟达已经拥有CoreWeave约6%的股份，这次额外投资预计将英伟达的总持股比 例提升至约9%。英伟达绝不打算成为被动股东，公司表示计划执行以下行动： 建设由CoreWeave开发和运营的AI工厂，使用英伟达技术。 利用英伟达的财务实力，加速CoreWeave在土地、电力和基础设施采购方面的进程，以建设AI工厂。 测试和验证 ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA, AVGO either through stock ownership, options, or other derivatives. I wrote this a ...

Amid recent market turmoil, Nvidia Corporation ( NVDA ) has remained astonishingly range-bound on its sideways trajectory between roughly $150 and $200 since last summer. Having hinted at high valuation, multiple expansion, and the factExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. Ho ...