Synopsys (NASDAQ: SNPS) stock surged Monday after Nvidia (NASDAQ: NVDA) unveiled a sweeping strategic partnership that includes a $2 billion investment in the Silicon Valley software company.The announcement sparked an immediate rally, lifting Synopsys shares to $438.49 and driving premarket trading even higher to $450, a 7.65% gain before the opening bell.SNPS five-day stock price chart. Source: Google FinanceUnder the deal, Nvidia will acquire Synopsys common stock at $414.79 per share as part of a multi- ...

If you were here and we didn't have the synopsis, I would be saying, are you worried that the spend uh on AI for the data center is now well exceeding the cash flows for several of the key companies for Oracle and open AI and that perhaps the investment in open AI that you've made is a little maybe should be a little more iffy. Uh are these the kinds of questions is the capex unsustainable for these kinds of for the hyperscalers. Are these the kinds of questions that are really just part of the horse race a ...

Joining us now exclusively and this is very exciting and timely NVIDIA founder and CEO Jensen Wong and synopsis CEO Sashima Gazi and both these gentlemen I think have a lot to say about the larger issues beyond what we've been dealing with. Gentlemen, thank you for coming on so much on uh spoke on the street. It's this timely moment.>> Hey Jim. Hey Carl. Nice to see you. >> Thank you.Great to be here. >> All right. So Jens, I'm going to take it head on.The first word that I saw uh when I was reading the par ...

Joining us now exclusively and this is very exciting and timely NVIDIA founder and CEO Jensen Wong and synopsis CEO Sashima Gazi and both these gentlemen I think have a lot to say about the larger issues beyond what we've been dealing with. Gentlemen, thank you for coming on so much on uh spoke on the street. It's this timely moment.>> Hey Jim. Hey Carl. Nice to see you. >> Thank you.Great to be here. >> All right. So Jens, I'm going to take it head on.The first word that I saw uh when I was reading the par ...

for Senate and I think that's never >> we've just never seen a cycle with these extremes of of demand versus >> also field invading charges too much. >> By the way, on that call, Morgan Stanley goes to 250 from 235. There's the opening >> meaningless. That's the Dutch boy.I mean, look, I I've seen it so many times and when you're reading over this synopsis morning, the first thing you say is really I mean, like I'm like busy trying to defend this and you come up with synopsis and then you realize that Synop ...

for Senate and I think that's never >> we've just never seen a cycle with these extremes of of demand versus >> also field invading charges too much. >> By the way, on that call, Morgan Stanley goes to 250 from 235. There's the opening >> meaningless. That's the Dutch boy.I mean, look, I I've seen it so many times and when you're reading over this synopsis morning, the first thing you say is really I mean, like I'm like busy trying to defend this and you come up with synopsis and then you realize that Synop ...

新思科技大涨5%，英伟达投资20亿美元入股该公司。 凤凰网财经讯 12月1日，美股12月开局不利，因加密货币再遭抛售以及日本央行的鹰派言论令市场情绪 承压。三大指数集体低开，道琼斯指数跌0.59%，标普500指数跌0.64%，纳斯达克综合指数跌0.85%。 科技股普跌，英伟达、微软跌超1%。比特币一度跌破85000美元，加密货币概念股下挫，Coinbase、 Strategy跌超4%。 ...

Nvidia ( NASDAQ:NVDA ) is facing intensifying scrutiny over allegations of circular financing in its AI chip ecosystem. ...

Nvidia stock has soared in the quadruple digits over five years.Nvidia (NVDA +0.71%) has been around for more than 30 years, but it's in recent years that this tech giant has seen earnings and its stock price truly take off. In its earlier days, the company's biggest business was serving chips to the video gaming market, and this progressively powered revenue higher. About a decade ago, though, Nvidia saw a new and potentially massive opportunity -- artificial intelligence (AI) -- and decided to dive in, de ...

证券研究报告|策略定期报告 2025 年 12 月 1 日 谷歌 TPU 挑战英伟达，中国商业航天产业加速 ——全球产业趋势跟踪周报（1201） 本周产业趋势主要集中在人工智能和商业航天。人工智能方面，谷歌 TPU 挑战 英伟达方面此轮谷歌 TPU 芯片对英伟达 GPU 芯片的冲击，是从 Gemini 3 正 式发布拉开帷幕的。Gemini 3 的出色表现把谷歌的 TPUs 从幕后算力底座推 到了聚光灯下。商业航天方面，11 月 25 日，国家航天局发布《推进商业航天 高质量安全发展行动计划（2025—2027 年）》，提出将商业航天纳入国家航天 发展总体布局，加快形成航天新质生产力，推动航天发展效能整体提升。 【主题与产业趋势】谷歌 TPU 挑战英伟达，预期销售破百万颗。谷歌 TPU 挑 战英伟达方面此轮谷歌 TPU 芯片对英伟达 GPU 芯片的冲击，是从 Gemini 3 正 式发布拉开帷幕的。彭博等媒体指出，Gemini 3 主要基于谷歌自研 TPU 进行 训练，且配合 100 万 token 长上下文，意味着其背后依赖的是新一代高带宽、 高算力 TPU 集群，而这与谷歌过去两年先后推出的 v5e、v5 ...