Welcome to Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stocks have rallied to fresh record highs. The driving force behind the gains, at least in the past few days, has been the tech sector. But that could change tonight.Investors are going to be watching results from Mac 7 stocks, including Tesla, Meta, and Microsoft. Wall Street will be watching to see if the massive spend on AI is starting to pay off a little bit more. Plus, it's Fed decision day.The ...

周三，英特尔(INTC.US)涨近9%，报47.85美元。消息面上，继苹果之后，英伟达计划将部分芯片制造 业务转向英特尔代工。供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合 作，这是美国科技巨头在特朗普政府推动"美国制造"目标下调整供应链策略的最新案例。 据报道，供应链人士透露，英伟达将在与英特尔的合作中采用"量少、低阶、非核心"的合作策略。GPU 核心芯片仍由台积电代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特 尔EMIB进行先进封装。按先进封装比重计算，英特尔最高约占25%，台积电约占75%。 ...

记者丨张嘉钰 编辑丨江佩佩 1月28日，美股开盘集体上涨，截至23:12，三大指数涨跌不一，道指跌0.15%，纳指涨0.41%。标普500涨0.12%，盘中一度涨穿7000点整数 位心理关口，创盘中历史新高。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 48930.47 | -72.94 | -0.15% | 1.80% | | 纳斯达克指数 | 23914.45 | 97.35 | 0.41% | 2.89% | | 标普500 | 6987.21 | 8.61 | 0.12% | 2.07% | | 纳斯达克100 | 26098.69 | 158.95 | 0.61% | 3.36% | | 万得美国科技七巨头指数 | 67207.26 | 314.11 | 0.47% | 1.41% | | 万得中概科技龙头指数 | 4477.49 | 46.53 | 1.05% | 4.63% | | 纳斯达克中国金龙指数 | 7953.25 | 86.64 | 1.10% | 5.62% | 大型科技股多数上涨 ...

Core Insights - Applied Digital (NASDAQ: APLD) has experienced significant growth in 2026, with a year-to-date increase of nearly 68% [1] Company Performance - The company's stock performance indicates strong market confidence and potential for continued growth in the near future [1]

ToplineThe S&P 500 surpassed 7,000 points as trading opened Wednesday, the latest milestone for the nearly 70-year-old index as big tech has boosted the market in recent years. The index, tracking the largest American companies, is fueled by big tech's skyrocketing growth.AFP via Getty ImagesKey FactsThe S&P 500 briefly rose to 7,001 shortly after trading commenced on Wednesday, before gains pared back to just 0.2% below the 7,000-point threshold.Broader gains were headlined by Intel, whose shares surged 9. ...

US equities advanced on Wednesday, with the S&P 500 reaching the 7,000 level for the first time, as investors positioned ahead of the Federal Reserve's interest rate decision and a slate of earnings reports from major technology companies. The benchmark index rose 0.3% and touched an intraday high of 7,002.28, marking a symbolic milestone for the market after years of gains driven largely by technology and artificial intelligence-related stocks. The index has more than doubled from its pandemic-era lows, dr ...

I think of Nvidia Corporation’s ( NVDA ) $2 billion investment in CoreWeave, Inc. ( CRWV ) not as a financial statement of intent but an operational one. The market has understood this dealHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting ...

昨天，达哥提到互联网大厂将开启春节撒钱模式，目的是争夺用户，不输给对手以及不输掉一个时 代。 今天，AI应用方面再度传来新的消息。 首先，月之暗面Kimi发布了新一代开源模型 Kimi K2.5。据了解，Kimi K2.5可同时调度100个智能 体，效率最高提升4.5倍。此外，市场也传出了月之暗面近期已完成一轮融资的传闻。 其次，DeepSeek公布了其最新一代文档识别模型DeepSeek-OCR 2。该模型由DeepSeek-OCR升级而 来，核心变化集中在视觉编码器设计上。据了解，DeepSeek-OCR 2让AI像人一样"读懂"复杂文档，识 别性能提升3.73%。 最后，百度旗下文心APP近日推出的行业首个"多人、多Agent"群聊功能开启新一轮内测。据悉， 该功能支持在同一群聊中调动多个AI角色，包括"群聊助手""私人助手""健康管家"等垂类智能体。 就在AI竞争向云、应用端延伸之际，AI硬件层面也有不少重要消息。 一是英伟达20亿美元投资AI云服务厂商CoreWeave，以助力CoreWeave在2030年前建成超过5吉瓦的 AI数据中心。 二是美光科技将在未来十年向新加坡追加投资240亿美元，以建 ...

We recently published 14 Stocks on Jim Cramer’s Radar.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer's radar. NVIDIA Corporation (NASDAQ:NVDA) is a regular stock on Jim Cramer’s radar. The CNBC TV host is one of the stock’s biggest proponents. As January kicked off, Citi reiterated a Buy rating on the shares and kept a $270 share price target. The bank commented that NVIDIA Corporation (NASDAQ:NVDA) had surprised it during meetings held at the Consumer Electronics Show in Las Vegas. ...

Core Viewpoint - Nvidia is experiencing significant competition in the AI chip market, which is likely contributing to the stagnation of its stock price since August [1] Company Summary - Nvidia's shares have been flatlining since August, indicating a potential market reaction to competitive pressures in the AI chip sector [1] Industry Summary - The AI chip industry is becoming increasingly competitive, impacting Nvidia's market performance and investor sentiment [1]