Core Viewpoint - Wall Street is focused on understanding the current expansion of AI infrastructure and the associated costs, with major companies like Microsoft, Meta, Amazon, and Alphabet set to provide insights that will influence investor sentiment and expectations for AI-related capital expenditures [1][4][22] Group 1: Company Insights - Microsoft will discuss Azure and enterprise demand, with expectations for strong AI revenue growth, while also needing to reassure investors about the sustainability of its spending [5][7][13] - Meta's simpler business model relies on advertising revenue, and analysts expect it to deliver modest results while assessing the impact of AI spending on its ad performance [8][10] - Amazon is expected to frame its AI investments as a response to growing demand, with AWS positioned as a key growth engine, while also managing operational efficiency [14] - Alphabet's strategy involves leveraging its comprehensive AI tech stack, but it faces scrutiny regarding the speed of monetization from its AI investments [15][16] Group 2: Market Dynamics - The upcoming earnings calls will serve as a stress test for the AI supply chain, with the language used by these companies indicating their confidence in ongoing AI demand and spending [4][12][22] - Investors are keen to see whether companies will maintain a bullish outlook on AI infrastructure or shift towards more cautious language regarding spending and capacity [19][21] - The narrative built from these earnings reports will significantly influence Nvidia's market position, as it is closely tied to the demand signals from these major players [18][22]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

In the last few years, Nvidia (NVDA) stock has been among the biggest value creators from the technology space. As investments related to artificial intelligence (AI) have swelled, value creation has been backed by significant upside in revenue, margins, and cash flows. Currently, Nvidia commands a market valuation of $4.6 trillion. Looking forward, there seems to be no dearth of catalysts. Goldman Sachs estimates that global AI-related infrastructure spending is likely to reach $3 trillion to $4 trillio ...

英伟达周一宣布向CoreWeave投资20亿美元，以加速这家数据中心公司到2030年新增超过5GW人工智能 计算能力的计划。 作为CoreWeave的现有投资者，英伟达此次以每股87.20美元的价格购买了该公司的A类股份。根据协 议，CoreWeave和英伟达计划共同建设使用英伟达产品的"AI工厂"（数据中心）。 对于英伟达这家AI热潮的最大受益者和推动者来说，这笔交易是该公司过去一年数十项投资中的最新 一笔，英伟达正在尽力继续推动对这项新兴技术的快速投资和发展。 Q&A Q1：英伟达为什么要投资CoreWeave？ CoreWeave还将在其平台上全面集成英伟达的产品，包括新的Rubin芯片架构（将取代目前的Blackwell 架构）、Bluefield存储系统，以及英伟达的新CPU产品线Vera。 这笔交易对CoreWeave来说是强有力的支持表态。过去几个月，CoreWeave因筹集数十亿美元债务来继 续扩建数据中心业务而备受关注。根据PitchBook数据，截至2025年9月，该公司债务总额达188.1亿美 元，第三季度营收为13.6亿美元。 CoreWeave首席执行官Michael Intrato ...

就在数月前，这只白银ETF的单日成交额仅约20亿美元，去年12月末该数值攀升至约100亿美元。 白银价格的极端暴涨，正推动iShares白银信托交易所交易基金（ETF）的成交量激增，该基金周一录得近400亿美元的成交额。 作为参考，这一成交额几乎与全球最大的ETF之一——道富环球投资的标普500 ETF持平，同时还超过了英伟达公司230亿美元、特斯拉 公司220亿美元的单日股票成交额。 其他大宗商品及大宗商品相关资产也紧随白银的涨势走高：黄金今年以来涨幅达18%，摩根士丹利资本国际（MSCI）全球金属与矿业指 数的涨幅也达到19%。 在流动性相对不足的白银市场，需求正在不断增长，当前的价格走势与成交规模愈发表明，纯粹的投机行为已基本取代经济基本面因 素，成为推动这一贵金属价格变动的核心驱动力。 在当前市场环境与海量资金涌入的背景下，白银交易因涨势过猛、后续动力难以为继而出现行情崩盘，并非没有可能。 2025年白银价格涨幅超一倍，且在步入2026年1月后涨势仍在狂飙，涨幅已接近60%，这一表现或将创下1979年以来的最大月度涨幅。 ...

Eli Lilly and Company (NYSE:LLY) is one of the best US stocks to buy and hold in 2026. On January 20, Eli Lilly received FDA Breakthrough Therapy designation for sofetabart mipitecan. This status applies to the treatment of adults with platinum-resistant ovarian, fallopian tube, or primary peritoneal cancer whose disease has progressed despite prior therapies. Following positive Phase 1a/b data, this designation is expected to accelerate development timelines and increase regulatory engagement, significant ...

CoreWeave, Inc. (NASDAQ:CRWV) announced an expanded collaboration with Nvidia Corporation (NASDAQ:NVDA) to accelerate the buildout of more than 5 gigawatts of AI factories by 2030 to advance AI adoption at global scale.As part of the broader partnership, NVIDIA invested $2 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share. The companies said the investment reflects NVIDIA’s confidence in CoreWeave’s business, team and growth strategy as a cloud platform built on NVIDIA infras ...

Group 1 - CoreWeave, Inc. announced an expanded collaboration with Nvidia Corporation to build over 5 gigawatts of AI factories by 2030, aiming to enhance global AI adoption [1] - Nvidia invested $2 billion in CoreWeave Class A common stock at a price of $87.20 per share, indicating confidence in CoreWeave's business and growth strategy [2] - CoreWeave plans to utilize Nvidia's accelerated computing platform technology for the AI factories, with Nvidia assisting in the procurement of necessary resources for development [3] Group 2 - Following the announcement, Deutsche Bank analyst upgraded CoreWeave from Hold to Buy, raising the price target from $100 to $140 [4] - Mizuho analyst maintained a Neutral rating on CoreWeave while increasing the price target from $92 to $100 [4]

Key Points The Magnificent Seven tech stocks have driven gains in the S&P 500 in recent years. Certain Magnificent Seven companies are particularly strong in the field of artificial intelligence. 10 stocks we like better than Nvidia › The Magnificent Seven technology stocks offered investors spectacular performance in recent years and powered the S&P 500 higher. This is thanks to these market giants' well-established track records of earnings growth in businesses ranging from e-commerce to cloud co ...

Group 1 - Alibaba officially launched the Qwen3-Max-Thinking flagship reasoning model [1] - Kimi announced the release and open-sourcing of the Kimi K2.5 model [1] - MiniMax M2.1 × Clawdbot aims to create an open-source AI assistant to build a super-intelligent workflow [1] Group 2 - Microsoft introduced the next-generation AI chip, Maia 200 [1] - NVIDIA released the AI "Earth-2" system, designed to enhance weather forecasting accuracy [1]