Group 1 - Iren (IREN) announced a multiyear cloud-services contract with Microsoft (MSFT) worth $9.7 billion, involving advanced Nvidia (NVDA) chips [1] - The contract includes a 20% prepayment and provides Microsoft access to Nvidia Blackwell GB 300 GPUs over five years [1] - Following the announcement, Iren's stock surged, along with other bitcoin miners transitioning to AI [1] Group 2 - Quantum computing stocks are experiencing volatility as they approach Q3 earnings reports, with IonQ set to report late Wednesday [2]

来源：第一财经日报 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，英伟达已经不再是单纯 的"卖铲人"，而成为"AI界的央行"，即用真金白银投资客 ...

Group 1: Market Performance - The S&P 500 and Nasdaq started November positively, driven by AI deals that boosted major companies like Amazon and Nvidia [1] - Nvidia's stock rose by 2.5% following President Trump's announcement regarding chip reservations for U.S. companies and Microsoft's export licenses [2] - The S&P 500 and Nasdaq experienced their longest monthly winning streaks in years, reflecting optimism around AI spending [3] Group 2: Company Developments - Amazon reached a record high after securing a multi-year $38 billion deal to provide cloud services to OpenAI, enabling access to Nvidia's graphics processors [1] - Kenvue's shares surged by 17.4% after Kimberly-Clark announced its acquisition of the Tylenol maker in a deal valued at over $40 billion [4] - Kimberly-Clark's stock fell by 11.8% following the acquisition announcement [4] Group 3: Economic Indicators - The consumer discretionary and information technology sectors saw gains of 1.9% and 0.5%, respectively, while most other sectors declined [4] - U.S. manufacturing contracted for the eighth consecutive month in October, indicating subdued new orders [7]

Group 1 - Futures for the Dow Jones Industrial Average and other major stock indexes traded unevenly higher in premarket action, indicating a mixed sentiment in the market [1] - Nvidia (NVDA) and Tesla (TSLA) were early winners in the stock market, contributing to the Dow's recovery from early losses [1] - Cisco Systems (CSCO) also played a significant role in lifting the Dow, showcasing its importance in the current market dynamics [1] Group 2 - Investors will vote on Elon Musk's $1 trillion pay package at the upcoming Tesla shareholder meeting, which could have significant implications for the company's stock performance [2]

Core Insights - Nvidia is experiencing strong support from Wall Street analysts, with multiple price target increases reflecting confidence in the company's growth potential in the AI sector [1][3][4]. Company Performance - Loop Capital Markets analyst Ananda Baruah raised Nvidia's price target from $250 to $350, citing expectations of a significant ramp-up in graphics processing unit shipments over the next 12-15 months, alongside an increase in average selling prices [1][2]. - Rosenblatt Securities analyst Kevin Cassidy also maintained a buy rating and increased the price target from $215 to $240, anticipating a slight earnings beat and revenue growth limited by supply constraints [4]. Market Developments - Nvidia's stock rose nearly 3% to $208.15, driven by positive market sentiment and expectations of strong demand for AI technologies [3]. - The company is positioned at the forefront of a new wave of AI adoption, with analysts predicting stronger-than-expected demand for its products [2][3]. Strategic Partnerships - Nvidia is set to benefit from significant investments in AI infrastructure, including a $15.2 billion investment from Microsoft in the UAE, which involves the purchase of Nvidia AI processors [6]. - Additionally, Amazon Web Services has entered a $38 billion strategic partnership with OpenAI, which will utilize Nvidia GPUs for AI workloads [7]. Industry Position - Nvidia is featured on five IBD stock lists, indicating its strong position in the market and recognition as a leader in the AI and semiconductor sectors [7].

Core Insights - Rigetti Computing, Inc. (NASDAQ:RGTI) is recognized as one of the 12 best performing stocks over the last three months, with a Buy rating reiterated by Craig-Hallum analyst Richard Shannon [1] - The company announced its support for NVQLink, NVIDIA Corporation's new open platform for integrating AI supercomputing with quantum computers [1][2] Group 1: Company Developments - Rigetti Computing showcased its work with NVQLink at the Quantum Computing Pavilion during NVIDIA GTC in Washington, D.C., where attendees witnessed a full-scale demonstration of its quantum computer [2] - NVQLink integrates quantum processors and control systems with NVIDIA's AI supercomputing, facilitating low-latency, high-throughput connectivity between CPUs, GPUs, and quantum processing units [3] - This collaboration aims to accelerate the development of hybrid quantum-classical applications and enhance quantum supercomputers [3] Group 2: Company Overview - Rigetti Computing is a full-stack quantum computing company that develops quantum computing systems and processors, operating quantum computers via the cloud [4] - The company provides services to businesses, governments, and researchers through its Rigetti Quantum Cloud Services platform [4]

jetcityimage / iStock Editorial via Getty Images Amazon (NASDAQ:AMZN) reported strong third-quarter results on Thursday, with its cloud business AWS showing robust artificial intelligence (AI)-driven demand resulting in a 150% quarterly surge in Trainium chip usage. CEO Andy Jassy outlined Amazon's expansion plans during the earnings conference call, saying it added  more than 3.8 gigawatts (GW) of power in the past year, double the power capacity that AWS had in 2022. He also pointed out AWS is on track ...

RT Alex Knapp (@TheAlexKnapp)ICYMI, last week's edition of my newsletter talked about some of Nvidia's latest moves in emerging tech along with a tip on getting better sleep. Subscribe so you don't miss the next one!https://t.co/o74KhLzwZihttps://t.co/w8PfeA8sw4 ...

Microsoft said the Trump administration has approved its plans to send Nvidia chips to the U.A.E. for building data centers needed to train AI models ...

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