Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Ali Canal, who's here to connect the dots and to be that bridge between Wall Street and Main Street. Today, we've got a Wall Street money manager in the lineup, and we're going to look at the AI and tech trade along ...

沐曦股份的上市进程堪称光速。从上市申请获受理到过会的周期仅为116天，从过会到拿到批文仅20 天。这样的审核速度，在科创板历史上也属罕见。 沐曦股份成立于2020年，正是国内GPU创业热潮涌动的年份。那一年，国家集成电路产业投资基金二期 （即"大基金二期"）启动，重点支持GPU和AI芯片等高端芯片的国产化。 从股东阵容来看，沐曦股份汇聚了国内顶级的风险投资机构、产业资本及具有国资背景的基金。 私募大佬葛卫东和其创立的混沌投资分别持有沐曦股份1433.82万股、1259.97万股，持股比例分别为 3.98%和3.5%，为公司第五、第六大股东。经纬创投、红杉资本等知名机构也现身股东名单。 截至2025年3月最后一轮融资，沐曦股份的估值已达210.71亿元，成功跻身独角兽行列。而与其同日递 交招股书的摩尔线程，Pre-IPO轮融资时的投前估值已达246.2亿元。 高估值背后的巨额亏损 与高估值形成鲜明对比的是，沐曦股份至今尚未实现盈利。财务数据显示，2022年至2024年，沐曦股份 营收分别为42.6万元、5302.1万元和7.43亿元，增速显著。 但同期净亏损分别为7.8亿元、8.7亿元、14.1亿元，三年总亏3 ...

Masayoshi Son rarely shows vulnerability. But speaking at a Tokyo finance forum Monday, Japan's boldest tech investor admitted something that revealed the emotional weight of AI's trillion-dollar arms... ...

做空人工智能之后，美国大空头，盯上了特斯拉！ 在刚刚批评当前AI热潮之后，因电影《大空头》而闻名的投资人Michael Burry在博客文章中把矛头对准 电动车制造商特斯拉，称这家由马斯克领导的公司"估值荒谬"。 Burry估算，特斯拉目前每年通过股权激励等方式摊薄股东持股约3.6%，且公司并未实施回购，而马斯 克那份史无前例的巨额薪酬方案将会让这种摊薄继续下去。 Burry发表在他Substack付费通讯《Cassandra Unchained》上的文章中写道："特斯拉当前的市值从估值 角度看极其荒谬，而且已经荒谬了很长一段时间。" 不过在后来的2021年10月，Burry表示，自己不再做空特斯拉，当时那笔仓位"只是一次交易"。 Burry因在2008年金融危机前精准做空美国楼市而闻名。 最近，Burry加大了对科技巨头的批评力度，包括英伟达和Palantir等公司，质疑云计算基础设施的繁荣 是否可持续，并指责主要云服务提供商利用激进的会计手法，通过大规模硬件投资"美化"利润。 Burry于去年11月创办了《Cassandra Unchained》通讯，他表示，在关闭旗下对冲基金Scion Asset Ma ...

Tepper's recent picks signal some of the most durable and high-potential opportunities in the AI infrastructure space.Appaloosa Management's founder, David Tepper, has long been known for his impressive and consistent returns on Wall Street. The billionaire investor and prominent hedge fund manager has built a name for investing in distressed debt and "deep-value" equity by taking stakes in companies whose debt or share prices have been negatively affected by excessive investor fears.With his exceptional in ...

Dec 2, 2025 9:30 AM Eastern Standard Time Upwind to Secure the Next Generation of AI Infrastructure with NVIDIA Share Upwind integrates NVIDIA AI technologies to deliver trusted, secure, and high-performance AI workloads TEL AVIV, Israel--(BUSINESS WIRE)--Upwind, the runtime-first cloud security platform, today announced a deepening initiative to secure the rapidly expanding landscape of AI-powered workloads with NVIDIA. The engagement brings Upwind's runtime-driven security platform on NVIDIA's industry-le ...

Wall Street recorded a subdued November this year. The S&P 500 lost 0.04% over the past month (as of Nov. 28, 2025), the Dow Jones advanced 0.8%, and the Nasdaq Composite was off 0.9%.The ebbing chances of the Fed cutting rates in December weighed on markets in November.Concerns over a potential artificial intelligence (AI) bubble were the other causes of concern (read: ETFs to Play Amid Rising AI Bubble Concerns).The healthcare sector received a boost in November as investors rotated to non-cyclical and lo ...

Key Takeaways NVIDIA's Data Center revenues hit $51.22B in Q3, up 66% year over year and 25% sequentially.Growth was driven by GB300 adoption and expanded use of NVLink and Spectrum-X networking products.NVIDIA expects continued strength from Blackwell shipments and Q4 sales near $65.53B.NVIDIA Corporation’s (NVDA) most powerful growth engine continues to be its Data Center business. In the third quarter of fiscal 2026, the segment generated $51.22 billion in revenues, representing 89.8% of total sales. Thi ...

You're the head of Alultim Alimter Capital. You're a big tech investment firm. You've got top holdings that include Nvidia, Amazon, Alphabet, OpenAI, Microsoft, lots of others.So, let's talk a little bit about what you're seeing in the tech economy, in the broader economy, and where things are headed because there's been a lot more volatility lately. >> Yeah, I I happen to think that volatility is good, and let me tell you why. >> We're coming up on the third anniversary of Chat GPT.We've come a long way fa ...

You're the head of Alultim Alimter Capital. You're a big tech investment firm. You've got top holdings that include Nvidia, Amazon, Alphabet, OpenAI, Microsoft, lots of others.So, let's talk a little bit about what you're seeing in the tech economy, in the broader economy, and where things are headed because there's been a lot more volatility lately. >> Yeah, I I happen to think that volatility is good, and let me tell you why. >> We're coming up on the third anniversary of Chat GPT.We've come a long way fa ...