Group 1 - US stock index futures experienced slight declines, with Nasdaq futures down 0.35%, S&P 500 futures down 0.24%, and Dow futures down 0.33% [1] - Major European indices collectively fell, with Germany's DAX down 0.15%, UK's FTSE 100 down 0.61%, France's CAC down 0.91%, and the Euro Stoxx 50 down 0.52% [1] - OpenAI is reportedly planning to apply for an IPO as early as 2026, with a potential valuation of up to $1 trillion [1] - Alphabet, Google's parent company, reported record Q3 revenue of $102.3 billion, with a 34% year-over-year increase in cloud computing revenue [1] - Microsoft reported Q1 FY2026 revenue of $77.67 billion and earnings per share of $3.72, both exceeding expectations; however, Azure and other cloud revenue fell short of buyer expectations [1] - Meta's Q3 revenue was $51.2 billion, with net profit declining to $2.7 billion due to one-time tax expenses; the company raised its full-year capital expenditure guidance [1] Group 2 - Eli Lilly reported a 54% year-over-year revenue increase to $17.6 billion in Q3, raising its full-year revenue forecast [2] - Merck's Q3 sales reached $17.28 billion, with adjusted earnings per share of $2.58, both exceeding expectations [2] - Stellantis reported a 13% year-over-year revenue increase to €37.2 billion in Q3, noting that US tariffs have caused approximately €1 billion in losses this year [2] - Shell's Q3 adjusted profit was $5.43 billion, surpassing expectations; the company announced a $3.5 billion stock buyback plan [2] - ServiceNow reported Q3 revenue of $3.41 billion, with adjusted earnings per share of $4.82, both exceeding expectations; the company plans a 1-for-5 stock split [2] - eBay's Q3 sales grew 9% year-over-year to $2.82 billion, with adjusted earnings per share of $1.36, exceeding expectations [2] - Carvana, a US used car retailer, reported a 54.5% year-over-year revenue increase to $5.65 billion in Q3, with earnings per share of $1.03, which fell short of analyst expectations [2] - KLA Corporation, a semiconductor testing equipment manufacturer, reported a 13% year-over-year revenue increase to $3.21 billion in Q1 FY2026, with adjusted earnings per share of $8.81, exceeding expectations [2] - Novo Nordisk is reportedly increasing its bid for Metsera, while Pfizer's $4.9 billion acquisition may face uncertainties [2] Group 3 - S&P has downgraded Strategy's credit rating to junk status at B-, citing significant "currency mismatch" risks [3]

深度伪造已经无孔不入了。 智东西10月30日消息，昨天，CRN高级编辑迪伦·马丁在海外社交媒体X平台曝光，YouTube上一个用深度伪造技术制作的英伟达创始人兼CEO 黄仁勋演讲直播，浏览量一度达9.6万人次，超过了真实直播浏览量1.2万人次的7倍。 并且，在YouTube平台搜索"Nvidia gtc dc"演讲时，这个由"NVIDIA Live"频道主播的虚假直播竟然还位列搜索结果首位。 在马丁首次发文曝光直播约40分钟后，该非法直播就已被YouTube下架，但马丁公布了"深伪版黄仁勋"演讲内容的Otter.ai转录文本。 伪造内容还涉及英伟达硬件处理加密挖矿复杂运算、优化以太坊智能合约、推动Solana交易等。假黄仁勋随后要求观众扫描屏幕二维码，诱使 他们向所谓"英伟达推出的加密货币分发计划"转账。 利用生成式AI伪造公众人物已变得异常简单，且效果往往逼真得可怕。马丁说假黄仁勋的语调虽不自然，但不难想象会有部分观众会轻信英 伟达推出加密货币分发平台的说法。 结语：深度伪造技术必将得到约束 这并非首次有人通过YouTube直播深度伪造知名人士推广加密货币骗局。 2025年，网络上就出现过AI生成的埃隆·马 ...

今天要说的比较多，一个个来说。 1、中美谈判 今天大家最关注的，还是领导谈判的结果，我们只提跟芯片相关的，由于川普之前预热了很久，说 是要谈英伟达的Blackwell，国内外都在传B30A要放开的事，结果会后又发了下面内容： Trump: China Will Be Discussing Chips With Nvidia Trump: We're Not Talking About the Blackwell 真的是让人搞不懂是啥意思，Hopper已经停产，不应该再谈Hopper的单子了，有朋友说可能还是 B30A，他指的Blackwell应该是B200/B300，不管怎样，我们也只能等待后面的消息。 2、万亿OpenAI准备上市 根据路透社的消息， OpenAI 正启动IPO筹备工作，初步估值瞄准 1 万亿美元，计划融资规模不低于 600 亿美元。公司已明确将 2027 年作为上市目标年份. 关于OpenAI上市的事，最近其实传了挺久了，1万亿目标，跟老黄说的也是一样的，说明老黄上个月 投资OpenAI时就谈过这个计划了，但投资人可能更想看到一份完整的财务报告。 2025 年OpenAI营收预计约 130 ...

The US stock market in 2025 is experiencing a level of volatility that is both historic and unsettling. So far this year, there have been 119 trading sessions where an individual American company's market capitalization changed by more than $100 billion in a single day. In 2024, there were 42 such cases for the entire year. Five years ago, in 2020, there were fewer than 10.This surge is being driven by the enormous scale of mega-cap technology companies. Nvidia, Microsoft, Apple, Amazon, and Alphabet now ea ...

Core Viewpoint - Huatai Securities maintains a "Buy" rating on NVIDIA (NVDA.US) with a target price of $245, driven by strong future order guidance and revenue growth from AI and other sectors [1] Group 1: Financial Performance - Blackwell and Rubin project GPU orders for the next five quarters to reach $500 billion, significantly exceeding expectations [1] - Upward revisions to FY26-28 revenue and net profit forecasts are attributed to benefits from AI factories, HPC, communications, and robotics ecosystem expansion [1] Group 2: Market Position and Strategy - The company leads in cloud computing power and extends its reach into industrial, biomedical, autonomous driving, and quantum computing sectors [1] - NVIDIA is building a comprehensive AI layout, solidifying its leading position in the market [1]

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:Big Tech: Earnings are here. Google (GOOGL) rises amid broad growth, a tax charge weighs on Meta (META), while Microsoft (MSFT) slides after boosting its capex forecast for 2026.Cut and QT: The Federal Reserve reduced rates by another 25 basis points. The central bank also moved to end quantitative tightening, but another rate ...

格隆汇10月30日｜瑞穗将META目标价格从925美元下调至815美元；将英伟达目标价格从225美元上调 至235美元。 ...

Group 1 - The storage chip industry is entering a long-term boom period driven by the demand from AI companies like Nvidia and OpenAI [1] - TrendForce estimates that DRAM revenue will reach a record approximately $231 billion in 2024, quadrupling from the low point in 2023 [1] - Samsung reported a 21% year-on-year increase in net profit for Q3, reaching about $8.6 billion, with its chip division achieving record quarterly revenue [1] Group 2 - SK Hynix announced a record profit with a net profit increase of over 100% year-on-year, reaching approximately $8.8 billion, and stated that the memory market has entered a "super boom cycle" [1] - Micron Technology reported a net profit increase of over three times, reaching $3.2 billion for the latest quarter [1] - Storage chips account for about one-quarter of global chip sales, with logic chips, including AI-specific chips from Nvidia, being another major category [4] Group 3 - There is a surge in demand for High Bandwidth Memory (HBM), which is essential for training AI models, as it stacks multiple layers of DRAM and works with GPUs [5] - OpenAI signed a letter of intent with Samsung and SK Hynix to collaborate on advanced storage chips for its Stargate infrastructure project, with a monthly demand for DRAM wafers reaching up to 900,000, more than double the current HBM capacity [5] - Traditional memory chips are also in high demand for AI tasks, particularly for inference applications, as major data center companies are purchasing these chips for conventional servers [6]

据智通财经报道，人工智能芯片制造商英伟达公司股价开盘上涨3.2%，市值站上5万亿美元，成为史上 第一家市值跨越这一里程碑的上市公司，达到了惊人的5.05万亿美元。英伟达公司总市值从4万亿美元 跨越5万亿美元，仅用时113天，而从3万亿到4万亿则耗时410天。高达5万亿美元的总市值，早已超过 英、法、德等国家的股市总市值，这一数字正逼近印度股市总价值(5.3万亿美元)。这家总部位于加州圣 克拉拉市的公司股价已较4月低点反弹超135%，市值也增加了2.9万亿美元，该公司股价今年已累计上 涨54%。（东方视频 巢思远） ...

Group 1 - Yushu Technology is set to launch a new quadruped robot, which is expected to have performance capabilities twice that of its existing product, Go2, enhancing its application potential in various fields such as industrial inspection and emergency rescue [2] - Foxconn, a major AI server manufacturer, will deploy humanoid robots at its Houston factory, which produces AI servers for Nvidia, marking a significant step in their strategic partnership [4] - Buffalo Robotics has unveiled its first brain-controlled smart electric wheelchair, utilizing brain-computer interface technology to allow users to control the wheelchair with brain signals [7] Group 2 - The Bot Company, a robotics startup founded by former Cruise and Tesla executives, is planning to raise $250 million in its next funding round, potentially doubling its valuation to over $4 billion [10] - The first China (International) Robot Debate Competition has commenced in Beijing, featuring 14 teams from schools and enterprises, focusing on human-robot debate challenges [13]