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]

US stock futures went up on Monday morning. Wall Street wanted to continue the strong momentum it had in October. Market gains were seen across indexes. S&P 500 futures (ES=F) rose 0.3%, Nasdaq 100 futures (NQ=F) jumped 0.6%, Dow Jones Industrial Average futures (YM=F) added about 0.1%. October was a strong month for stocks. The S&P 500 (^GSPC) rose 2.3%, the Dow (^DJI) gained 2.5%, and the Nasdaq Composite (^IXIC) climbed 4.7%. This was led by investor interest in growth and AI-linked companies, especially ...

近期循环投资成为AI行业主线，进一步推升相关股票股价，但也容易滋生系统性风险。 人工智能引领未来产业，是脑力与资本最热衷流向之地。 目前，标普500公司中317家已公布业绩，七成公司业绩好于市场普遍预期，比例创2020年疫情以来新高。英伟达 无疑是这波"AI淘金浪潮"下最受益的头号"卖铲人"，虽然AI终端应用的盈利前景扑朔迷离，但几乎所有公司都在 抢算力，换言之囤英伟达的GPU。 近期，英伟达成为全球首家市值突破5万亿美元大关的公司。 在上周三（10月29日）当晚，英伟达股价突破200美元大关，多家投行就在同期宣布上调目标价，美国银行更是将 目标价从235美元上调至275美元。这还不算天花板。美国现任商务部长卢特尼克（Howard Lutnick）曾任CEO的 美资券商坎托证券公司（Cantor Fitzgerald）更是喊出了300美元的目标价。此前该公司在纽约组织了英伟达管理 层与投资者的会面，英伟达CEO黄仁勋亦到场。 11月19日，英伟达将迎来财报。接受第一财经采访的投行分析师和业内人士普遍认为，在算力"军备竞赛"、AI应 用爆发之际，英伟达的5万亿美元市值并非终点，但更关键的一点是，英伟达已经不再是 ...

Core Insights - The tech giant has become the first company to receive an export license from the Trump administration's Commerce Department for shipping AI chips to the UAE [1] Company Summary - The company is recognized for its significant achievement in obtaining the export license, indicating a strategic move in the AI chip market [1] Industry Summary - The granting of the export license highlights the growing importance of AI technology in international trade, particularly in the context of U.S. relations with the UAE [1]