伊朗新任最高领袖穆杰塔巴表态，称不会放弃复仇，霍尔木兹海峡必须保持关闭。美股三大指数集体低 开，纳指跌0.83%，标普500指数跌0.77%，道指跌1.06%。 大型科技股普跌，亚马逊跌1.5%，英伟达、特斯拉、Meta、苹果均跌超1%。 本田汽车跌6.5%，重新评估"电动化"战略，预计将计提高达157亿美元费用和损失。 德意志银行跌6.3%，披露对私募信贷领域有300亿美元敞口，或面临潜在间接信用风险。 Bumble大涨超35%，Q4营收超预期，推出"AI红娘"约会软件。 (格隆汇) ...

Vol: 4,918,325+$9.15+8.31%$119.20Valero EnergyVLO• Vol: 2,450,424+$12.43+5.73%$229.45Marathon Investors Worry About The 'B Word' With Nvidia Stock at These Levels | NVDA - 24/7 Wall St.S&P 5006,720.80 -0.68%Dow Jones46,928.00 -0.89%Nasdaq 10024,760.40 -0.68%Russell 20002,502.54 -1.46%FTSE 10010,298.80 -0.42%Nikkei 22554,417.00 -0.44%Investing# Investors Worry About The 'B Word' With Nvidia Stock at These Levels | NVDAFollow 24/7 Wall St. on GoogleBy Austin Smith Published Mar 12, 9:20AM EDT--This post may c ...

Nvidia (NASDAQ:NVDA) just reported $68.1 billion in quarterly revenue, up 73% year over year, and the stock barely moved. Reddit sentiment has fallen 17 points over the past 30 days. That gap between the numbers and the mood is worth understanding. The composite sentiment score, blending Reddit activity, news coverage, and prediction market signals, has dropped sharply over the same period. For a company trading at $1`85 share price with $215.9 billion revenue year behind it, that anxiety says something. ...

Quick Read Hyperscalers like Meta and others are deploying massive capital into AI infrastructure, and companies positioned to benefit from that spending cycle either as investors in infrastructure or suppliers of chips are capturing outsized returns. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. "The smartest people, theoretically, are always in the room. But you always have to make a business judgment as to where and when you spend the incremental dolla ...

Core Insights - NVDY's distributions have shifted from monthly payouts of $1.20 to $2.62 per share in mid-2024 to weekly payments of $0.09 to $0.12 by early 2026, reflecting changes in implied volatility [1][2] - The fund has grown to approximately $1.3 billion in assets since its launch in May 2023, with an expense ratio of 1.09% [2] - The fund's strategy involves selling call options, which caps upside participation in NVIDIA's stock price appreciation [2][4] Distribution Dynamics - Distributions are heavily influenced by the volatility of the underlying stock; high implied volatility leads to increased options premiums and larger distributions [3] - The VIX, a measure of market volatility, closed at 29.49 on March 6, 2026, indicating a 58% increase over the previous month, which inflates the premiums collected by the fund [3] - As volatility normalizes, distributions are expected to decrease [3][17] Fund Structures - NVDY, along with TSLY, CONY, and MSTY, utilizes a synthetic covered call structure, holding a combination of call options and short put positions to mimic stock ownership [4][5] - Each fund in the YieldMax lineup targets a single high-volatility reference stock, distributing collected premiums as weekly dividends [5] Performance Overview - NVDY's share price is currently around $13.46, reflecting a 52% increase over the past year, with year-to-date performance in 2026 being relatively flat [7] - TSLY, launched in November 2022, has assets of about $950 million, with weekly distributions ranging from $0.29 to $0.37 and a share price increase of 53% over the past year [8][9] - CONY, launched in August 2023, has seen its share price decline by approximately 30% to around $30, despite substantial distributions [11][13] - MSTY, launched in February 2024, has assets of about $1 billion, with share price down about 45% over the past year, illustrating significant NAV erosion [14][15] Total Return Consideration - Total return, which includes both share price change and income collected, is crucial for evaluating the performance of these funds [16][18] - NVDY and TSLY have experienced price appreciation, while CONY and MSTY have faced share price declines, impacting overall returns [16][18]

英伟达计划五年内投入260亿美元用于开源权重人工智能模型，并发布了其1280亿参数的Nemotron 3 Super，旨在与领先实验室竞争，同时推动图形处理器的采用。 责任编辑：张俊 SF065 英伟达计划五年内投入260亿美元用于开源权重人工智能模型，并发布了其1280亿参数的Nemotron 3 Super，旨在与领先实验室竞争，同时推动图形处理器的采用。 责任编辑：张俊 SF065 ...

英伟达正在推介其开源人工智能智能体框架"NemoClaw"，与OpenClaw形成竞争。该框架在开发者大会 前为企业合作伙伴提供安全和隐私工具。 英伟达正在推介其开源人工智能智能体框架"NemoClaw"，与OpenClaw形成竞争。该框架在开发者大会 前为企业合作伙伴提供安全和隐私工具。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 ...

英伟达指出，AI搜索领军者Perplexity开始向其用户们提供Nemotron 3 Super，用于AI智能体驱动的系统性搜索，并作为Computer中20个编排模型之一。提供 高级软件开发代理的科技公司，比如CodeRabbit、Factory以及Greptile，正在将该模型与其专有AI大模型一同集成到各自的 AI代理服务中，以在更低成本下 实现更高准确率以及大幅提高企业经营效率。 据英伟达称，Edison Scientific以及Lila Sciences 等生命科学与最前沿AI研究机构，将利用该旗舰开源模型为其代理模式提供重大支持，用于深度文献检索、 数据科学和分子理解等等复杂功能。 英伟达补充称，Amdocs、美国AI+数据分析领军者Palantir(PLTR.US)、EDA芯片设计软件领军者Cadence(CDNS.US)，以及来自欧洲的达索系统与西门子这两 大老牌巨头，正在积极部署并定制化英伟达该款模型，以实现电信、网络安全、半导体设计和制造等领域工作流程的代理式自动化愿景或者全方位更新迭代 订阅式产品。 从模型结构与部署参数看，Nemotron 3 Super不是简单把参数堆到1200亿参数 ...

Dow Jones Futures Fall; Crude Oil Prices Top $90 On Tanker Attacks, Port Disruption| Investor's Business DailyBREAKING: Futures Fall As Oil Prices Top $90---Dow Jones futures fell early Thursday, along with S&P 500 futures and Nasdaq futures. Crude oil prices came off overnight highs somewhat.The stock market was narrowly mixed Wednesday as oil prices rose even as the International Energy Agency proposed a record reserves release from member nations. AI stocks had another solid performance, buoyed by strong ...

Core Insights - Telexistence has been selected as the first Japanese fellow for the Physical AI Fellowship, a program supported by AWS, NVIDIA, and MassRobotics, aimed at helping robotics startups develop and scale physical AI solutions [1][1][1] Company Overview - Telexistence is a physical AI company focused on building the infrastructure layer for intelligent robots that operate in real-world environments [1][1] - The company's mission is to "grasp every single object in the world with our 'hands,'" and it develops integrated systems that combine robotics foundation models, advanced manipulation AI, and purpose-built robotic hardware [1][1] Fellowship Details - The Physical AI Fellowship includes nine selected startups globally, with Telexistence being the only Japanese company in this cohort [1][1] - The fellowship provides hands-on technical guidance, compute resources, and go-to-market opportunities, which will help Telexistence accelerate the development of reliable, real-world products [1][1] - Participants receive support from AWS Generative AI Innovation Center scientists, AWS credits, and NVIDIA resources, along with access to MassRobotics' facilities and network [1][1] Strategic Focus - Telexistence aims to develop and deploy robotics foundation models integrated with real-world robotic systems, particularly in sectors like retail, logistics, and manufacturing [1][1] - The company is positioned to address structural labor shortages and enhance operational resilience through automation [1][1] Recruitment Information - Telexistence is currently seeking to fill key positions, including Lead Machine Learning Engineer for the Foundation Model Team and Head of Hardware Engineering for the Humanoid Team [1][1]