Group 1 - The article provides a market analysis covering the Euro to US Dollar, British Pound to US Dollar, Nasdaq 100, and FTSE 100 [1] - It highlights the performance trends of these currencies and indices, indicating potential investment opportunities [1] - The analysis includes specific numerical data and percentage changes relevant to the market movements [1]

在GTC大会多项重磅发布的加持下，英伟达市值上周一度突破5万亿美元，成为史上首家市值达到5万亿 美元的企业。作为全球最大企业，英伟达在按市值加权的主要股指中自然占据最高权重。该股在标普 500指数中占比达8.5%，超过该指数底部240家公司的权重总和。 智通财经APP获悉，Loop Capital将其对英伟达(NVDA.US)的目标价由250美元上调至350美元，这是华 尔街目前给出的最高目标价。若按周一目标价计算，英伟达的市值将达到8.5万亿美元。Loop Capital分 析师Ananda Baruah表示，受益于市场对GB200 NVL72机架的强劲需求，英伟达在未来12至15个月内的 GPU出货量将大幅增长。 除了Loop Capital之外，多家华尔街大行近期也相继上调对英伟达的目标价。上周，花旗、高盛、美银 先后发布研究报告，都宣布维持对英伟达的"买入"评级，核心共识聚焦于Blackwell与Rubin平台5000亿 美元销售规模的确定性、多领域技术突破及生态扩张潜力。三家大行中，美银最大胆，喊出了235美元 的目标价;高盛和花旗相对保守，目标价定为210美元。此外，Rosenblatt Secu ...

US equity futures are signaling a solid start to November, led by Tech with small caps flat, as traders gauge the durability of a seven-month global equity rally fueled recently by strong tech earnings and easing US–China trade tensions. S&P 500 futures were up 0.2% while Nasdaq 100 futs rose 0.6% as of 8:00 am ET. Pre-market, Mag7 are all higher with Semis also bid; Cyclicals poised to lead Defensives with both higher. European and Asian equities also rose. Global bonds softened, with the 10-year US Treasu ...

Nvidia can add trillions more to its valuation after making history as the first company to ever breach a $5 trillion market capitalization, according to at least one analyst https://t.co/XkuSo64zHF ...

消息发布后，微软盘前小幅上涨，而英伟达股价上涨2%。 史密斯还披露了出口许可的具体细节：该许可由美国商务部于9月批准，允许微软向阿联酋额外运送等 效于60400个A100芯片的产品，以及部分英伟达GB300GPU。 "尽管这些芯片性能强大、数量可观，但更重要的是它们将为阿联酋带来积极影响，"史密斯补充 道，"我们将利用这些GPU，让用户能够使用来自OpenAI、Anthropic、开源提供商以及微软自身的先进 AI模型; 我们将为各类本地及国际提供商开发的AI应用(包括我们的Copilot应用)提供支持;同时，我们将与G42合 作，为阿联酋各行业的公共和私营部门机构，以及全国消费者提供支持。" 此前，微软已获得拜登政府批准，可在阿联酋部署等效于21500个英伟达A100GPU的产品，这些产品包 含A100、H100及H200芯片。 这笔152亿美元的投资包含：对阿联酋企业G42的15亿美元股权投资;超46亿美元用于在阿联酋建设先进 AI及云数据中心的资本支出;超12亿美元的本地运营支出。 微软副董事长兼总裁布拉德.史密斯(Brad Smith)在一篇博客文章中指出，从明年起至2029年，微软将在 阿联酋追加超 ...

yanguolin/iStock via Getty Images Fast Reading The Brown Advisory U.S. Flexible Equity strategy employs a value philosophy to a broad spectrum of investment opportunities across both “growth” and “value” equities. Portfolio Manager Maneesh Bajaj seeks to invest in attractive businesses when the market presents them at bargain prices, enabling him to dynamically adjust the portfolio, capitalizing on market dislocations while actively managing concentration risks. The recent surge in equity markets, driv ...

Company News - IREN stock surged over 20% in pre-market trading after signing a $9.7 billion agreement with Microsoft [1] - Dell's stock rose over 3% in pre-market trading as IREN plans to spend $5.8 billion on GPU and related equipment from Dell [1] - NVIDIA's stock increased by 2% in pre-market trading, with Microsoft set to invest over $7.9 billion in the UAE between 2026 and 2029 [1] - Beyond Meat's stock fell over 8% in pre-market trading as the company announced a delay in releasing its Q3 financial report to quantify an impairment loss [1] - Onsemi's stock rose nearly 4% in pre-market trading, reporting Q3 revenue of $1.55 billion and adjusted earnings per share of $0.63 [2]

Microsoft said it has secured U.S. approval to ship the latest Nvidia artificial-intelligence chips to the United Arab Emirates https://t.co/6W9BO7q30A ...

Nvidia Corp can add trillions more to its valuation after making history as the first company to ever breach a $5 trillion market capitalization, according to at least one analyst. Loop Capital Markets on Monday raised its price target to a Street-high view of $350, up from $250. The new target represents upside of more than 70% from Nvidia’s last close of $202.49, and implies a market cap of more than $8.5 trillion. The average target is $231. Most Read from Bloomberg Shares rose 2% in premarket tradi ...

Core Insights - The U.S. has approved Microsoft to export the latest NVIDIA chips to the UAE, marking a significant step in enhancing the region's technological capabilities [2] - Microsoft plans to invest over $7.9 billion in the UAE over the next four years to support the country's goal of becoming a global tech hub [2] - NVIDIA's stock rose by 2% in pre-market trading following the news, and Loop Capital raised NVIDIA's target price from $250 to $350, indicating a potential 73% upside [2] Group 1: Investment Plans - Microsoft announced plans to increase the number of advanced NVIDIA chips in the UAE by nearly threefold, overcoming previous export restrictions [5] - The company intends to invest a total of $15.2 billion in the UAE from 2023 to 2029, focusing on cloud and AI infrastructure to address computing power shortages [5] - Microsoft has already deployed 21,500 chips equivalent to NVIDIA's A100 GPU in the UAE and plans to ship an additional 60,400 chips, including new GB300 products [7] Group 2: Strategic Partnerships - Microsoft has been a key partner in the UAE's economic diversification efforts, transitioning from oil to various digital technologies [5] - The company invested $1.5 billion in the AI firm G42 in Abu Dhabi and has established an AI lab in the region [7] - Microsoft has also formed a $9.7 billion agreement with Australian data center operator IREN to build a facility in Texas, indicating its commitment to expanding its cloud services [5] Group 3: Regulatory Environment - The approval for exporting AI chips to the UAE comes after concerns regarding national security and the potential transfer of technology to other countries [6][7] - Microsoft has met strict security conditions to ensure that the chips remain under its control, addressing concerns from U.S. officials [7] - The approval marks Microsoft as the first U.S. company to receive such authorization this year after meeting safety standards [7]