【美媒：马斯克向 OpenAI 和微软索赔高达 1340 亿美元】 据美国彭博社、路透社当地时间 17 日 报道，美国亿万富翁埃隆·马斯克要求美国开放人工智能研究中心（ OpenAI ）和微软公司向其支付 790 亿至 1340 亿美元的赔偿，理由是 OpenAI 背弃了其非营利初衷、转而与微软合作，从而对他 构成欺诈。 OpenAI 、微软随后相继作出回应。（环球网） 【阿维塔 辟谣辅助驾驶失控 致南宁 15 车连撞】 关于广西南宁 15 辆车连撞交通事故的说明： 1 月 6 日，一辆阿维塔 07 在南宁因超速驾驶连续与 15 辆车发生碰撞，当地交警已做现场调查处 完整早报音频，请点击标题下方小耳机收听 理，并出具事故认定书，明确事故原因为驾驶员导致。 根据对用户授权的车辆数据进行分析，结果 表明，事故发生前和事故发生时，车辆始终处于【 NCA_STANDBY 】状态，即辅助驾驶功能未激 活。碰撞发生后，安全气囊等正常打开。 事故发生后，当事用户本人确认，其从未接受过媒体采 访。自 1 月 13 日我司首次公开说明情况后，仍有部分媒体在未经任何核实的情况下，持续发布"肇 事司机称驾驶辅助系统失控"等完全背离 ...

台积电最新季度净利润创新高 1月15日，台积电公布2025年第四季度财报。该季度台积电营收1.046万亿新台币（约合337.3亿美元）， 同比增长20.5%。该季度台积电净利润5057亿新台币（约合160亿美元），同比增长35%，创历史新高， 并连续第七个季度实现两位数增长。7nm及以下先进制程则贡献了台积电该季度总收入的77%。 点评：台积电业绩增长的一大动力来自AI需求增长。台积电董事长暨总裁魏哲家在法说会上表示，AI 需求依然强劲，非AI终端市场温和复苏。台积电还预测，在全球人工智能行业蓬勃发展的情况下，今 年第一季度营收将达到346亿美元至358亿美元。台积电的业绩一定程度上振奋了市场信心。1月15日多 只美股半导体股的股价也走高，英伟达涨2.13%，阿斯麦涨5.37%。 ChatGPT宣布搭载广告 北京时间1月17日，OpenAI在官方博客中宣布，将在未来几周内，在美国测试ChatGPT广告，测试范围 是免费和入门级订阅用户，Plus、Pro、Business 和Enterprise订阅将不包含广告。在博客中，官方展示 了一些典型广告场景，例如，当用户询问墨西哥晚餐的烹饪建议时，ChatGPT在给出 ...

Core Insights - Nvidia has transformed from a company primarily focused on gaming GPUs to a leader in AI processors, significantly impacting the AI revolution [1][2] - The company's gaming GPUs have provided substantial advantages for cloud computing and AI model training, leading to increased sales and earnings [2] - Nvidia's stock has delivered extraordinary returns, with a total return of approximately 26,080% over the last decade and 1,290% over the past year [3] Company Performance - Nvidia's current stock price is $186.23, with a market capitalization of approximately $4.55 trillion, making it the world's most valuable company [4][5] - The stock has shown a day's range between $186.08 and $190.44, and a 52-week range from $86.62 to $212.19 [5] - The company boasts a gross margin of 70.05% and a dividend yield of 0.02% [5]

Core Insights - The article compares two exchange-traded funds (ETFs), IWY and IWO, highlighting their different investment strategies and performance metrics. Group 1: Fund Characteristics - IWY focuses on large-cap U.S. growth stocks, with 66% of its assets in the technology sector and a concentration in top holdings like Nvidia, Apple, and Microsoft, which account for 37.41% of the portfolio [2][5] - IWO targets over 1,000 small-cap growth stocks across various sectors, including technology and healthcare, with a maximum drawdown of over 42% in the last five years, indicating higher volatility [1][7] Group 2: Performance Metrics - Over the last five years, IWY has generated a total return of 117%, equating to a compound annual growth rate (CAGR) of 16.7%, while IWO has only achieved a total return of 17% with a CAGR of 3.2% [8] - IWO has delivered a one-year return of 20.2%, showcasing solid short-term performance despite its volatility [7] Group 3: Cost Structure - IWY has a lower expense ratio of 0.20% compared to IWO's 0.24%, making it slightly more affordable for investors [3][9] - Both funds avoid leverage and currency hedges, maintaining a straightforward investment structure [1][5]

Core Insights - The article compares two ETFs: iShares Core S&P 500 ETF (IVV) and Invesco S&P 500 Equal Weight ETF (RSP), highlighting their differing strategies in stock weighting and sector exposure [5][7]. Group 1: ETF Strategies - IVV replicates the S&P 500 using market-cap weighting, leading to a high concentration in technology stocks, which account for 43% of its portfolio [1]. - RSP tracks the S&P 500 Equal Weight Index, distributing its investments more evenly across approximately 505 companies, with technology only making up 16% of its assets [2][7]. Group 2: Performance and Returns - IVV has shown stronger recent returns and greater exposure to technology, while RSP offers more diversification across sectors [5][9]. - RSP's top holdings are significantly diversified, with no single company exceeding 0.3% of the portfolio [2]. Group 3: Costs and Yield - IVV has a lower expense ratio of 0.03%, making it more affordable, while RSP has a higher expense ratio of 0.20% but offers a higher dividend yield of 1.6% compared to IVV's 1.2% [8][9]. Group 4: Investor Considerations - Both ETFs provide diversified access to large U.S. companies, but their differing strategies may appeal to different types of investors, with IVV favoring tech-heavy portfolios and RSP appealing to those seeking broader sector exposure [4][6].

Core Viewpoint - NVIDIA Corporation (NASDAQ:NVDA) is recognized as a significant player in the AI sector, with analysts highlighting its potential for growth despite recent underperformance compared to other AI stocks [1][2]. Group 1: Stock Performance and Analyst Insights - Wolfe has reiterated NVIDIA's stock as "Outperform," indicating it as a favored investment for 2026, despite a 36% increase over the past year, which is lower than other AI-related companies [1]. - The underperformance of NVIDIA is attributed to three main factors: the delayed launch of the Blackwell chip, concerns regarding the sustainability of AI spending, and potential market share losses to custom AI solutions [2]. - Recent developments in NVIDIA's product roadmap, particularly the full ramp-up of Blackwell and the timely launch of Rubin, are expected to alleviate these concerns [2][3]. Group 2: Product Developments and Revenue Outlook - The Rubin chip is projected to provide a fivefold improvement in inference capabilities compared to Blackwell, enhancing NVIDIA's competitive edge in the AI market [3]. - Analysts forecast a potential upside of at least $40 billion to NVIDIA's consensus revenue for the calendar year 2026, with resumed shipments to China contributing to this growth [3]. - NVIDIA specializes in AI-driven solutions across various sectors, including data centers, self-driving vehicles, robotics, and cloud services, positioning itself as a leader in the AI industry [3].

Group 1 - Nvidia's revenue growth is forecasted to exceed 65% year over year in 2026, surpassing Wall Street's consensus of approximately 50% [2][6] - Key indicators suggest that AI infrastructure growth in 2026 is likely to exceed expectations, with current signals being "2-for-2" in favor of continued momentum [2][6] - Nvidia's management expressed confidence in demand for AI infrastructure, indicating potential upside to current analyst models [3][6] Group 2 - Taiwan Semiconductor Manufacturing Co. (TSMC) projected first-quarter 2026 revenue between $34.6 billion and $35.8 billion, exceeding Wall Street's expectations of about $33.2 billion [4] - TSMC's fourth-quarter earnings beat expectations, with a gross margin of 62.3% and earnings per share of $3.09, both surpassing consensus estimates [9]

Nvidia's next wave of AI profits may come from a catalyst most investors are still overlooking.Nvidia (NVDA 0.29%) may be entering another powerful growth phase driven by Blackwell chips, rising margins, and an exciting new product line. I break down the upside, the risks, and why long-term investors are still bullish on AI's most important stock.Stock prices used were the market prices of Jan. 08, 2026. The video was published on Jan. 13, 2026. ...

Market Performance - The S&P 500 decreased by 0.4% this week, while the Nasdaq fell by 0.7%[1] - Small-cap value (Russell 2000 Value) outperformed with a gain of 2.2%, followed by small-cap growth (Russell 2000 Growth) at 1.9%[1] - Among 10 sectors, 6 sectors saw gains, with Food & Staples Retailing up 4.6% and Capital Goods up 4.4%[1] Fund Flows - Estimated fund flow for S&P 500 components was -$1.7 billion this week, down from +$130.2 million last week[2] - Semiconductor products and equipment saw a significant inflow of $37.6 million, while Software & Services experienced an outflow of $32.7 million[2] Earnings Forecast - The 12-month forward EPS estimate for S&P 500 components was revised up by 0.3% this week, consistent with last week[3] - The automotive sector led with an EPS increase of 1.3%, while the energy sector saw a decrease of 2.1%[3] Risk Factors - Key risks include uncertainties in economic fundamentals, international political situations, U.S. fiscal policies, and Federal Reserve monetary policies[3]

Investors are underestimating the growth potential of these leading tech companies.AI stocks have been the sweet spot for the past few years. The S&P 500 returned 18% last year, with the "Magnificent Seven" currently making up 34% of the index. This marks three consecutive years of double-digit gains, as growing adoption of AI remains a high-growth market for leading tech companies.Here are two top AI stocks that are trading at reasonable valuations that can outperform the S&P 500 in 2026. NvidiaDemand for ...