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NVIDIA Corporation (NVDA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Seeking Alpha· 2025-12-02 16:23
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KG: Chinese Real Estate Showing Cracks, "Decent Price Action" in Mag 7 Today
Youtube· 2025-12-02 16:10
Now, let's get to Kevin Green, who joins me for a good look at some of the stories that are moving markets. And one stock that is on the move higher to the tune of over 25% this morning is MongoDB, a stellar earnings report in what Goldman Sachs called out a standout quarter. Um, I've just been looking at some of the street recommendations as well.I mean, you've got a shopping list of price target boosts here. just talk us through what you're seeing as far as what the report card told us and the reaction in ...
U.S. Stocks Move Back To The Upside Amid Rebound By Bitcoin
RTTNews· 2025-12-02 16:07
Stocks have moved mostly higher during trading on Tuesday, regaining ground following the pullback seen in the previous session. The major averages have all moved back to the upside, with the tech-heavy Nasdaq leading the charge.Currently, the major averages are just off their highs of the session. The Nasdaq is up 232.12 points or 1.0 percent at 23,508.04, the S&P 500 is up 37.22 points or 0.6 percent at 6,849.85 and the Dow is up 293.16 points or 0.6 percent at 47,582.49The strength on Wall Street comes ...
亚马逊急推最新AI芯片,挑战英伟达和谷歌
Hua Er Jie Jian Wen· 2025-12-02 16:03
市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 亚马逊的云计算部门正向市场发布其最新的人工智能芯片,名为 Trainium3,该芯片将于本周二开始向 客户供货。 亚马逊表示,这款芯片能够比英伟达(Nvidia)市场领先的图形处理单元(GPU)更便宜、 更高效地驱动AI模型背后的密集计算。 亚马逊希望用 Trainium3 吸引寻求优惠的公司,但该芯片缺乏深 厚的软件库支持,而这些软件库能帮助客户快速启动和运行英伟达的GPU。 风险提示及免责条款 ...
Amazon to use Nvidia tech in AI chips, roll out new servers
Reuters· 2025-12-02 16:02
Amazon.com's AWS cloud computing unit on Tuesday said it will adopt key Nvidia technology in future generations of its artificial intelligence computing chips as the firm ramps up efforts to get major... ...
Amazon Launches New AI Chip. It's Taking On Nvidia and Google.
Barrons· 2025-12-02 16:00
Core Insights - Amazon has launched "UltraServers" powered by its proprietary Trainium 3 chips, aiming to compete with Nvidia and Google [1] Company Summary - The introduction of UltraServers signifies Amazon's strategic move into the high-performance computing market, leveraging its in-house chip technology [1] - Trainium 3 chips are designed to enhance Amazon's cloud services, potentially increasing its market share against established competitors like Nvidia and Google [1] Industry Summary - The competition in the cloud computing and AI chip market is intensifying, with major players like Amazon, Nvidia, and Google vying for dominance [1] - The launch of Amazon's UltraServers may disrupt the current market dynamics, prompting other companies to innovate or adjust their strategies [1]
Astera Labs Expands Connectivity Portfolio with Custom Solutions
Globenewswire· 2025-12-02 16:00
NVLink Fusion-based custom solutions will be offered to support next-generation heterogenous AI infrastructureSAN JOSE, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced plans to deliver custom connectivity solutions, a new offering designed to address the increasing complexity and diversity of next-generation AI infrastructure featuring multiple types of computing resources to ...
With Unrivaled Technology And Market Leadership, Nvidia Stock Is A Strong Buy
Seeking Alpha· 2025-12-02 15:43
I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am no ...
Nvidia Just Delivered Another Blowout Quarter. Is the Stock Still a Buy?
The Motley Fool· 2025-12-02 15:38
Nvidia reported blowout earnings, but the stock still sank following the report. What gives?Nvidia (NVDA +1.27%) continues to impress last month with its growing sales and earnings. The artificial intelligence (AI) bellwether blew past expectations yet again, with management predicting an even better current quarter than analysts are forecasting. Yet Nvidia stock is currently trading about 13% below recent highs.Several factors have led investors to sell shares of the AI leader over the last month. Now that ...
中概股、金价、油价集体下挫,英伟达涨超2%,波音股价创新高,比特币涨破90000美元
记者丨黎雨桐 编辑丨金珊 市场风险偏好回升,美股周二开盘温和上升。截至北京时间22:45,三大指数小幅高开,道琼斯指数涨 0.03%,标普500指数涨0.36%,纳斯达克综合指数涨0.83%。 科技股普涨,甲骨文涨超2%,英伟达涨超2%。据智通财经,马斯克在播客节目中推荐了两只"大型AI 股"——谷歌和英伟达;即使这两只股票近期已大幅上涨,但它们仍然看起来很有吸引力。 加密货币概念股反弹,Coinbase涨超2%,Strategy涨超3%。 波音股价上涨超8%,创4月23日以来最大盘涨幅。消息面上,波音表示,实现100亿美元的长期现金流 目标具有可行性,并预计美国司法部处罚决定将推迟至2026年。 热门中概股多数下跌,纳斯达克中国金龙指数跌近1%。小鹏汽车跌近5%,阿里巴巴、哔哩哔哩、网 易、爱奇艺跌超2%。 | < w | 纳斯达克中国金龙指数(HXC) 7784.31 -76.06 -0.97% | | Q | | --- | --- | --- | --- | | 於版 | 成分 资讯 相关基金 | | 月度收益 | | 小鹏汽车 | | 20.295 | -4.94% | | XPEV.N | | | ...