Let's bring in Alex Coffee, senior equities contributor to help set up the action today and co-host of NextGen. All right, Alex, good morning. We're kicking off a new month here.Uh, November ended up being, I guess, better than expected. I I, you know, it's hard to kind of characterize it because it's supposed to be good, then it wasn't. Then it ended up being pretty all right for the S&P 500.So, uh, let's start out with your take on markets overall. Yeah, my take on markets overall, Diane, is that it's bee ...

Synopsys shares were rallying after the two companies announced they would expand an existing partnership. ...

Nvidia has made a $2 billion investment in Synopsys and has a new partnership with the maker of chip-design software. ...

Nvidia has invested $2 billion into chip-design software maker Synopsys’ stock as part of an engineering and design partnership https://t.co/TjXaPUWChA ...

I think we're going to be entering a very interesting period of time for a whole host of high-growth stocks in the market. ...

A Bitcoin bounceback? Tether troubles? Fed fluctuations? These and more occupy this edition of Web3 Thoughts of the Week.Fed response key to Bitcoin bounceback“The scale of this pullback is the market’s response to uncertainty, not a collapse in underlying demand. Many investors have been reducing exposure because they lack clarity on the Federal Reserve’s next move, among other reasons. Once that clarity arrives, positioning will likely shift quickly.“More than $19 billion in long positions have already be ...

Analysts at Seaport Global Securities have issued a sell rating on Nvidia (NASDAQ: NVDA), setting a price target of $140.The firm highlighted growing competitive pressure in the semiconductor sector as a key concern. The new NVDA target implies a 20% correction from the stock’s last closing price of $176.NVDA one-week stock price prediction. Source: FinboldNotably, the analysts observed that Nvidia has been deploying various sales strategies to adapt to the competitive environment, though these measures are ...

深度研究 报告日期：2025 年 12 月 01 日 绿色算力投资手册（下）：从硬件能效、节能温控到算能协同、赋 能转型，绿色算力各赛道前景广阔 核心观点 证券研究报告 | 深度研究 | ESG 及绿色金融 以 ESG 视角从算力侧（软硬件）、能源侧、应用侧三大维度展开绿色算力产业链分析， 我们认为，短期重点关注液冷技术的改造推进、高效算法与模型架构以及高密度服务 器与高带宽内存；长期持续关注"源网荷储"一体化系统与绿电直连、电算协同调度 平台以及边缘计算与能碳大模型。绿色算力正从单纯能效优化转向"算力-电力-碳力" 系统协同，是未来若干年科技与能源交叉领域的核心赛道。 分析师：祁星 执业证书号：S1230524120002 qixing@stocke.com.cn 研究助理：施文燊 shiwenshen@stocke.com.cn 相关报告 1 《SFDR2.0 时代：欧盟 ESG 基金监管迎来重大变革》 2025.11.22 2 《全国碳市场钢铁、水泥、铝 冶炼分配方案出台，稳步推进实 质性高碳行业覆盖》 2025.11.20 3 《"十五五"核心目标：如期 实现碳达峰，牵引加快经济社会 发展全面绿色转型 ...

新兴的AI云计算公司为了在人工智能市场上挑战科技巨头，获得了大量由这家市值5万亿美元芯片制造 商的图形处理器（GPU）作为抵押的贷款，并利用这些资金购买更多AI芯片来扩大规模。这些公司租 赁一个数据中心，填满AI硬件，并出租这些硬件的算力给科技公司，用于训练和运行人工智能模型。 据The Information在7月报道，这一成长型板块中的四家公司——其中三家拥有英伟达的投资背景，即 利用英伟达的AI芯片（即GPU）作为抵押品，背负了超过200亿美元的债务。 因准确预测安然倒闭而声名大噪的吉姆·查诺斯（Jim Chanos），对这种由GPU支持的债务激增看到了危 险信号，因为获得这些贷款的"新型云厂商"（neoclouds）缺乏清晰的盈利路径，这使得债务偿还变得 困难。 "像新型云厂商这样的商业模式，以及很多AI公司本身……目前都只是亏损企业，"查诺斯上周在接受采 访时表示。"你只能寄希望于这种情况发生改变，否则，这些债务将面临违约。" 这种融资趋势由CoreWeave率先发起，属于一种资产抵押贷款形式：亏损公司可以利用其资产作为抵押 来获得原本无法获取的资金，通常利率较高。 由于所谓的新型云厂商在规模上远小 ...

格隆汇12月1日｜英伟达宣布以每股414.79美元的价格投资20亿美元入股新思科技。 ...