Nvidia(US:NVDA) Xin Lang Cai Jing·2026-03-02 21:46Group 1: Nvidia's Strategic Investments - Nvidia has announced a strategic investment of $4 billion, with $2 billion allocated to each of the optical technology companies Coherent and Lumentum, to strengthen its research pipeline and supply chain for large-scale AI infrastructure development [1][9] - Nvidia's stock rose by 2.93% with a trading volume of $37.38 billion, making it the highest traded stock on the day [1][9] Group 2: Tesla's Market Performance - Tesla's stock increased by 0.20%, with a trading volume of $21.769 billion, despite a reported 6.9% year-over-year decline in new car registrations in Italy for February [1][9] Group 3: OpenAI's Record Financing - OpenAI secured approximately $110 billion in a new funding round, achieving a pre-money valuation of $730 billion, marking it as the largest private tech company financing to date [1][10] - Major investors in this round include Amazon with $50 billion, and both SoftBank and Nvidia contributing $30 billion each [10] Group 4: SanDisk's Short Selling Report - SanDisk's stock fell by 2.56% with a trading volume of $10.779 billion following a short-selling report from Citron Research, which claimed that SanDisk's current valuation is overestimated [1][10] - The report indicated that the high-margin phase of the storage chip industry is temporary, and a reversal in supply-demand dynamics is expected once major manufacturers restore yields and release capacity [10] Group 5: Palantir's Military Applications - Palantir's stock rose by 5.82% with a trading volume of $10.436 billion, as it was reported that the U.S. military utilized Anthropic's AI technology, Claude, in a large-scale operation against Iran [11] - This highlights the increasing role of AI tools in military operations, with Palantir's platform being widely used by defense and law enforcement agencies [11] Group 6: Berkshire Hathaway's Financial Results - Berkshire Hathaway reported a revenue of $371.444 billion for the year 2025, a slight increase from $371.433 billion in the previous year, but net income dropped significantly to $66.968 billion from $88.995 billion in 2024 [12][13] - This report is noted as Warren Buffett's last annual report as CEO, during which he generated over 60,000 times total returns for investors [13] Group 7: Lumentum's Partnership with Nvidia - Lumentum's stock increased by 11.75% with a trading volume of $5.149 billion after Nvidia announced a strategic partnership to develop advanced optical technologies, including a $2 billion investment to support Lumentum's R&D and manufacturing capabilities [12][13] Group 8: ExxonMobil's Target Price Adjustment - ExxonMobil's stock rose by 1.13% with a trading volume of $4.863 billion, following an increase in its target price from Citigroup from $118 to $150 [12][13]