周一美股成交额第1名英伟达收高2.93%，成交373.8亿美元。作为战略投资的一部分，英伟达将向光通 信企业Coherent和Lumentum公司合计投资40亿美元，以巩固研发管线与供应链，支撑大规模人工智能 基础设施建设。这两家公司均致力于光通信领域的光学技术研发。 这家美国芯片巨头周一宣布，将向两家公司各投资20亿美元。 第2名特斯拉收高0.20%，成交217.69亿美元。意大利交通部长表示，2月份特斯拉在意大利的新车注册 量同比下降6.9%。 第3名微软收高1.48%，成交129.31亿美元。2月27日，OpenAI宣布敲定新一轮约1100亿美元融资，投前 估值达7300亿美元。 这是继去年410亿美元融资后，OpenAI又一次创下纪录的募资，也是迄今为止规模最大的私营科技公司 融资。 本轮融资由战略投资者主导，其中亚马逊投入500亿美元，软银和英伟达各投入300亿美元。 第6名闪迪收跌2.56%，成交107.79亿美元。香橼研究于2月24日发布做空报告，宣布建立闪迪空头头 寸，指出闪迪当前估值高估，认为存储芯片行业的高毛利阶段是暂时的。 报告称存储供应紧张仅为暂时现象，一旦主要厂商良率修复并释放产能， ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks tanked early after the weekend news of U.S. and Israel strikes on Iran, spiking oil prices and adding Middle East instability to the growing list of investor worries.The major averages hit session lows hard—the Dow was down about 600 points at one point—but rallied back thanks to gains in tech like Nvidia and Microsoft.Gold futures surged almost 2% as a safe-haven play, and the VIX (Wall Street’s fear gauge) jumped ...

每经AI快讯，3月3日，美股三大指数收盘涨跌不一，道指跌0.15%，标普500指数涨0.04%，纳指涨 0.36%。大型科技股多数上涨，英伟达涨约3%，微软涨超1%，苹果、特斯拉、奈飞、Meta小幅上涨； 谷歌跌超1%，英特尔、亚马逊小幅下跌。美股加密货币概念股走高，Figure涨超17%，Circle涨超 15%，Strategy涨超6%。 ...

The U.S. stock market experienced a day of extreme volatility on Monday, March 2, 2026, as investors grappled with a significant escalation in geopolitical tensions. Following reports of coordinated military actions in the Middle East over the weekend, Wall Street opened deep in the red before a wave of dip-buying in the technology sector helped major indexes claw back a significant portion of their intraday losses. While the broader market remained under pressure, the tech-heavy Nasdaq managed a late-sessi ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Summary of Twilio Conference Call Company Overview - **Company**: Twilio (NYSE: TWLO) - **Date of Conference**: March 02, 2026 - **Speaker**: Thomas, Chief Revenue Officer of Twilio Key Points Industry Insights - **Voice Technology Renaissance**: Voice is experiencing a resurgence, driven by advancements in user experience and the integration of voice agents with large language models for customer care applications [140][141] - **Demand Across Sectors**: Increased interest in voice capabilities is not limited to AI startups; traditional ISVs and enterprise customers are also embedding voice into their products to modernize and enhance customer interactions [142] - **Integration of Channels**: Customers are looking for seamless transitions between voice and other communication channels, such as email and messaging, to create a cohesive experience [178] Company Performance - **Growth Metrics**: Twilio reported a balanced and strong quarter with: - Self-service business growth in the high 20s percentage - Partner and ecosystem growth also in the high 20s - Multi-product customer growth up 26% year-over-year - Overall growth rate of 14% [108][109][115][113] - **Challenges**: Core messaging growth was in the mid-teens, while email growth was below company average due to a transformation in the email business [117][121] Strategic Initiatives - **Segment Integration**: The focus on integrating Segment into Twilio's core platform is aimed at enhancing customer understanding and profitability [90][92] - **Go-to-Market Transformation**: Twilio is undergoing a transformation in its go-to-market strategy, merging different business units to create a more cohesive sales approach [97][98] Future Outlook - **Product Development**: Upcoming products will focus on deeper integration of core channels and enhanced orchestration capabilities, with an emphasis on customer memory layers [160] - **SIGNAL Event**: The next SIGNAL event is scheduled for May in San Francisco, where further announcements are expected [161] Competitive Landscape - **Evolving Competition**: Twilio faces traditional competitors in the CPaaS space but is also adapting to new forms of competition emerging from AI and agent-based solutions [202][206] - **Partnership Focus**: The company is prioritizing partnerships with AI labs and agent builders to ensure Twilio remains integral to the development of new applications [208] Customer Behavior - **A2P Fee Impact**: Despite recent increases in A2P fees by mobile providers, Twilio has not observed significant changes in customer spending patterns [179] Use Cases - **Mortgage Applications**: Twilio is facilitating innovative use cases in the banking sector, such as voice-assisted mortgage applications that streamline the customer experience [171][175] Additional Insights - **AI Integration**: Twilio is exploring how AI can enhance its existing communication channels, ensuring a unified experience across voice, messaging, and email [178] - **Complexity Management**: Twilio's infrastructure simplifies the complexities of compliance and carrier connections for customers, allowing them to focus on their unique applications [153] This summary encapsulates the key discussions and insights from the Twilio conference call, highlighting the company's performance, strategic direction, and industry trends.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

The BKLC ETF Charges 0% (Yes, 0) and Still Beat The S&P 500 - 24/7 Wall St.[S&P 5006,892.70 +0.35%] [Dow Jones48,966.80 +0.18%][Nasdaq 10025,028.40 +0.41%][Russell 20002,654.46 +1.05%][FTSE 10010,813.60 -0.59%][Nikkei 22557,808.70 -1.43%][Stock Market Live March 2, 2026: S&P 500 (SPY) Sinks on Iran Conflict][Investing]# The BKLC ETF Charges 0% (Yes, 0) and Still Beat The S&P 500### Quick ReadBNY Mellon Large Cap Core Equity (BKLC) charges a 0.0% expense ratio for broad large-cap exposure.BKLC returned 95.34 ...

Take a look at Joe. What's a very very interesting market day as we've turned a bit. NASDAQ is now green as is the Russell.So the Dow and the S&P obviously are well off their worst levels and we're watching a number of different asset classes from oil of course to the metals uh etc. What are your thoughts here. So I think you have to ask what is the message in the price action that we're seeing today and I truly believe that the market did a very efficient job in pricing in a premium over the last month for ...

Take a look at Joe. What's a very very interesting market day as we've turned a bit. NASDAQ is now green as is the Russell.So the Dow and the S&P obviously are well off their worst levels and we're watching a number of different asset classes from oil of course to the metals uh etc. What are your thoughts here. So I think you have to ask what is the message in the price action that we're seeing today and I truly believe that the market did a very efficient job in pricing in a premium over the last month for ...