Nvidia no longer looks as unassailable as it once did. But its strength should not be underestimated https://t.co/YZNQ5BuKPqPhoto: Getty Images https://t.co/YqCq9xue8p ...

美股周二收盘，三大股指低开高走，道指收涨1.4%，标普500指数涨0.9%，纳指涨0.67%。英伟达 (NVDA.O)跌2.5%，谷歌(GOOG.O)涨超1%，AMD(AMD.O)跌4%。纳斯达克中国金龙指数收涨0.35%， 阿里巴巴(BABA.N)跌2.2%，蔚来汽车(NIO.N)跌超4%。 (本文来自第一财经) ...

Shares of chip giants Nvidia and AMD sink in today. This is coming after report from the information that Google is in talks to sell billions of dollars worth of its own AI chips to Meta as competition in that AI chip race heats up. For more, we're bringing Yahoo Finance tech editor Dan Howie.Dan. Yeah, Josh. This is uh basically, you know, kind of the story that we hear every so often.Nvidia has competition. Nvidia syncs that competition rises and then after a while people kind of you know filter back into ...

Shares of chip giants Nvidia and AMD sink in today. This is coming after report from the information that Google is in talks to sell billions of dollars worth of its own AI chips to Meta as competition in that AI chip race heats up. For more, we're bringing Yahoo Finance tech editor Dan Howie.Dan. Yeah, Josh. This is uh basically, you know, kind of the story that we hear every so often.Nvidia has competition. Nvidia syncs that competition rises and then after a while people kind of you know filter back into ...

近几周，伯里加强对英伟达的审视，包括关注美国AI企业之间"循环投资"、收入确认方式以及技 术巨头如何对计算设备计提折旧。例如，据9月与美国开放人工智能研究中心（OpenAI）达成的 一项协议，英伟达计划向OpenAI投资1亿美元，后者则将使用数百万枚英伟达芯片来建设数据中 心。 美国彭博新闻社24日提出的另一个问题是，英伟达的图形处理器（GPU）会多久过时。此外还有 不少人质疑，英伟达的AI基础设施支出能否持续。 （据新华社北京11月25日电） 他强调，思科是互联网泡沫破裂时的前沿企业，其股价在 1995 年至 2000 年间飙升3800%，市值 一度约5600亿美元，成为当时全球市值最高公司。然而，千禧年之交，其股价暴跌超过80%。 伯里认为，如今历史正在美国AI热潮中重演："再次有一家'思科'处于这一切的中心……它的名字 叫英伟达。" 与25年前思科创下市值纪录类似，英伟达如今成为全球市值最高公司，估值约为5万亿美元。 美国知名空头迈克尔·伯里23日在付费订阅平台"订阅堆栈"发文，重申他对美国英伟达公司的看空 立场。此前，英伟达反驳了伯里的相关分析。 在这篇题为《泡沫的关键标志：供给侧的贪婪》的文章中，伯 ...

U.S. stock markets presented a mixed picture on Tuesday, November 25, 2025, as investors carefully weighed a fresh batch of economic data and significant corporate news, particularly within the artificial intelligence (AI) sector. While the Dow Jones Industrial Average (DJIA) managed to post gains, the tech-heavy Nasdaq Composite (COMP) slipped, and the S&P 500 (SPX) remained largely flat. This subdued performance followed a strong rally on Monday, driven by renewed optimism surrounding potential Federal Re ...

CONCLUDED Stock Market News From Nov. 25, 2025: Dow Pops 660 Points Last Updated: 3 hours ago Dow Rallies 660 Points. Nvidia Misses Out on the Gravy Train. By Connor Smith The stock market extended its rally Tuesday ahead Thanksgiving as Wall Street continued its rotation away from artificial intelligence winners. The Dow Jones Industrial Average rose 664 points, or 1.4%. The S&P 500 was up 0.9%. The Nasdaq Composite was up 0.7%. The major indexes rallied despite selling in Nvidia as well as other chip and ...

Key Takeaways IonQ posted Q3 revenues of $39.9M, rising 222% year over year while raising its 2025 sales guidance.The company hit #AQ 64 performance, 99.99% two-qubit fidelity, and expanded via strategic acquisitions. IonQ's DOE partnership and quantum networking efforts bolster its growing full-stack quantum platform.IonQ, Inc. (IONQ) is making significant strides in quantum computing, potentially mirroring how NVIDIA Corporation (NVDA) made the most of the artificial intelligence (AI) boom. However, the c ...

Nvidia Corp. (NASDAQ:NVDA) , the leader in AI hardware, issued a masterclass in competitive positioning on Tuesday by simultaneously praising rival Google while boldly reaffirming its own technological supremacy. NVDA stock is down. See the real-time price action here. In a social media post, Nvidia's Newsroom said that it is “delighted by Google's success” and acknowledges the “great advances in AI” made by Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) , while at the same time noting that it remains a key su ...

“I have no idea whether or not we are in a bubble, nor does anyone else. But here is how you can protect your portfolio when the market does correct, and it will.”There has been a lot of talk these days centering on the stock market bubble and the bursting of it. First, let me say our firm, LCM Capital Management, is not and never has been in the prognostication business. If you have read any of our previous Benzinga blogs, you would know that no one within our industry should be either since they are just ...