The U.S. stock market demonstrated a strong rebound on Tuesday, December 2nd, 2025, with major indexes shaking off Monday's losses and regaining upward momentum. Investors showed renewed optimism, driven by stabilizing bond yields and a recovery in cryptocurrency markets, coupled with growing expectations for Federal Reserve interest rate cuts in the near future. This positive sentiment propelled technology stocks higher, contributing significantly to the day's gains across Wall Street.Market Performance Re ...

不仅如此，印度电信部指令还要求厂商通过软件更新方式，将这款应用推送到旧款机型上，使这一强制 措施不仅覆盖新上市手机，也延伸至市场上已售设备。 来源：环球市场播报 周二美股成交额第1名英伟达收高0.77%，成交323.09亿美元。英伟达首席财务官科莱特·克雷斯（Colette Kress）周二出席瑞银全球科技与人工智能大会时间表示，英伟达9月底宣布的"千亿美元投资OpenAI" 目前仍处于投资意向书的阶段。这份协议涉及为OpenAI部署"至少10吉瓦"的英伟达系统，相当于为英 伟达创造4000-5000亿美元的营收。 克雷斯说道："我们仍未签署最终协议，但正在与他们合作。" 她也强调，这意味着与合作相关的营收，尚未计入英伟达的营收指引中。AI龙头近期表示Blackwell和 Vera Rubin系统预期将在2025-2026年产生约5000亿美元的需求。 克雷斯还提及，英伟达上个月承诺向OpenAI竞争对手Anthropic投入最多100亿美元的交易，也有可能进 一步增加算力芯片的预定数据。 第2名特斯拉收跌0.21%，成交293.23亿美元。据乘联分会最新统计数据，特斯拉上海超级工厂在2025年 11月份交付 ...

每经AI快讯，12月3日，美股三大指数集体收涨，道指涨0.39%，纳指涨0.59%，标普500指数涨0.25%。 大型科技股多数上涨，英特尔涨超8%，苹果、Meta、高通涨超1%，亚马逊、英伟达、微软、奈飞小幅 上涨。AMD跌超2%，博通跌超1%，特斯拉、甲骨文小幅收跌。 ...

Key Takeaways Investors look to 2026's AI boom by combining NVIDIA and Palantir for a balanced approach. NVDA posted surging Q3 revenues driven by demand for Blackwell chips and sold-out cloud GPUs. PLTR grew commercial and government revenues sharply as adoption of its AI Platform lifted results.As we approach 2026, investors might be wondering how to capitalize on the next artificial intelligence (AI) boom. The best strategy is to invest in both NVIDIA Corporation (NVDA) and Palantir Technologies Inc. (PL ...

Amazon has officially launched Trainium3, its latest custom-built AI chip, signaling an aggressive push to challenge Nvidia's grip on the artificial intelligence hardware market. The new chip delivers... ...

I had identified Nvidia Corporation ( NVDA ) as a core holding within the semis group in mid-July but refrained from a buy given the speed of rebound and valuations. I was wary of fresh capitalI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, s ...

I had identified Nvidia Corporation ( NVDA ) as a core holding within the semis group in mid-July, but refrained from a buy given the speed of rebound and valuations. I was wary of fresh capital deploymentI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model v ...

英伟达美东时间2日周二披露了与法国人工智能（AI）初创公司Mistral AI合作取得的重大突破。通过采用英伟达的最新芯片技术，Mistral AI开源模型家族的 新成员在性能、效率和部署灵活性上实现跨越式提升。 这一合作成果的核心是，Mistral Large 3这一大型模型在英伟达GB200 NVL72系统上实现了相比前代H200芯片10倍的性能提升。这种性能飞跃转化为更好的 用户体验、更低的单次响应成本以及更高的能源效率。该模型在每兆瓦（MW）能耗下可实现每秒超过500万个token的处理速度。 除大型模型外，名为Ministral 3的小型模型系列也针对英伟达边缘平台进行了优化，可在RTX PC、笔记本电脑和Jetson设备上运行。这使得企业能够在云端 到边缘的任何场景部署人工智能应用，无需依赖持续的网络连接。 Mistral AI周二发布的新模型家族包括一个大型前沿模型和九个小模型，均可通过Hugging Face等开源平台和主流云服务商获取。业内人士认为，这一系列发 布标志着开源AI进入"分布式智能"新阶段，弥合了研究突破与实际应用之间的差距。 GB200系统助力大模型性能突破 Mistral L ...

The fear of lofty valuations not supported by underlying fundamentals induced anxiety into the capital markets during November. That, however, didn't stop inflows into the  Direxion Daily Semiconductor Bull 3X Shares (SOXL). Through November 28, the fund took in almost $1.4 billion. Tactical investors piled into SOXL amid positive earnings from key industry movers and shakers — including Nvidia. Nvidia's Q3 earnings results quelled fears of a potential bubble. The earnings saw the semiconductor company gen ...

Michael Burry of "The Big Short" fame is bearish on artificial intelligence (AI) stocks.Michael Burry is not your typical hedge fund manager. He did not go to business school, nor did he complete a traditional analyst program at an investment bank. Rather, Burry's background is in medicine -- completing an MD at Vanderbilt University and previously working as a neurology assistant at Stanford.Burry eventually took to the capital markets and started his own investment firm. He is primarily known for being on ...