英伟达CEO黄仁勋：英伟达(NVDA.O)将投资于OpenAI的下一轮（融资），公司希望参与未来OpenAI的 IPO。 本文源自：金融界AI电报 ...

英伟达CEO黄仁勋表示，目前正在大规模建设的 人工智能 算力基础设施正使许多地区的电网承受压 力，但这最终将促使能源成本降低。黄仁勋表示，增加 电力供应的投入——以及在能源生产与分配过 程中运用人工智能技术——将有助于降低长期成本。黄仁勋称："这种情况肯定会发生，能源成本将会 下降。因为市场力量促使我们加大对能源供应的投入。能源供应将会增加，同时我们也在对电网进行现 代化改造。" ...

Core Viewpoint - Nvidia's CEO Jensen Huang confirmed that the company's investment plan in OpenAI is still on track despite recent tensions and reports suggesting the deal is "on ice" [1][2]. Group 1: Investment Plans - Nvidia plans to invest up to $100 billion in OpenAI in tranches, with the investment aimed at building AI infrastructure that requires up to 10 gigawatts of power [1]. - Huang stated that Nvidia will participate in OpenAI's next fundraising round, which is expected to be the largest private round ever raised, potentially reaching $100 billion [3]. - Nvidia is open to investing in any future fundraising rounds for OpenAI and aims to participate in an eventual IPO [3]. Group 2: Relationship Dynamics - OpenAI has historically relied on Nvidia's graphics processing units for its AI models but has recently faced chip shortages, prompting it to seek deals with competitors like AMD, Broadcom, and Cerebras [4]. - OpenAI's CEO Sam Altman expressed a positive sentiment towards Nvidia, emphasizing their strong working relationship and the quality of Nvidia's AI chips [5]. Group 3: Market Reaction - Following the uncertainty surrounding the investment deal, Nvidia's shares fell by more than 3.4%, contributing to a broader decline in tech stocks, and are currently 13% below their October peak [2].

Walmart hits $1 trillion market cap - UPI.comTrending[Trump, Harvard][Artemis II][Canada crash][Tulsi Gabbard][World record teacher][Grok probe][Disney president][Camera mystery][U.S. News]Feb. 3, 2026 / 2:13 PM1 of 5 | The Walmart Marketplace sign shines at the 2023 SEMA Show at the Las Vegas Convention center in 2023. Walmart just reached the $1 trillion market cap. File Photo by James Atoa/UPI | [License Photo]Feb. 3 (UPI) -- Walmart's stock rose by 1% Tuesday to launch the company into the $1 trillion c ...

Core Viewpoint - The Nasdaq Composite experienced a significant decline of 422.49 points, or 1.79%, closing at 23,169.62, indicating a harsh reality check for the tech sector as the "AI honeymoon phase" ends, resulting in a $1.1 trillion market cap erosion [1][16]. Group 1: Market Performance - The Nasdaq 100 specifically fell by 1.9%, while the S&P 500 Index retreated 1.12% to 6,898.54, and the Dow Jones Industrial Average slid 368 points to 49,039.05, highlighting the volatility in tech stocks [2][16]. - High-growth AI stocks reached multi-month lows, with the market shifting from pricing in potential to demanding immediate proof of productivity, which many incumbents have yet to deliver [4][17]. Group 2: Shift in AI Perception - A fundamental shift in enterprise views on Artificial Intelligence is occurring, with companies moving away from expensive SaaS licenses from traditional providers like Salesforce and ServiceNow towards open-source and bespoke internal solutions [3][17]. - This structural change has led to an 18% decline in software stocks over the last six months, contrasting sharply with the S&P 500's 9% gain during the same period [3][17]. Group 3: Impact on Specific Companies - PayPal saw a significant drop of 17.33% to close at $43.26, followed by TriNet Group, which fell 14.12% to $93.64, and other notable declines in companies like Intuit and Atlassian [7][17]. - ServiceNow and Salesforce experienced losses of 7% and 5% respectively, as fears grow that custom AI agents can automate tasks previously requiring costly third-party subscriptions [8][17]. Group 4: Hardware Sector Challenges - The hardware sector also faced challenges, with NXP Semiconductors leading the decline at 8.39% to $211.70, and design-tool companies like Synopsys and Cadence Design falling 7.50% and 6.37% respectively [10][17]. - Concerns about "capex exhaustion" are rising, as investors worry that significant capital expenditures on AI infrastructure are not yielding proportional revenue growth [10][17]. Group 5: Broader Market Trends - Despite the tech sector's downturn, there was a rotation into value and defensive sectors, with Walmart surging nearly 3% to join the $1 trillion market capitalization club, driven by gains in its digital business [12][17]. - The healthcare and consumer staples sectors also provided refuge for capital, with Merck climbing 3.5% and PepsiCo rising 4% due to resilient organic sales growth [13][17]. Group 6: Investor Sentiment and Future Outlook - Investor skepticism is growing regarding the actual productivity gains from AI, as job cuts in 2026 are trending 50% higher than the previous year, shifting the narrative from AI as a growth engine to a tool for margin preservation [15][16][17]. - The disconnect between high valuations of semiconductor stocks and their performance suggests that profit-taking may occur as AI-driven momentum stalls [11][17].

英伟达(NVDA.O)股价下跌3.1%。 本文源自：金融界AI电报 ...

Group 1 - Tencent's "Spring Festival Red Packet" activity has sparked discussions regarding its sharing mechanism and compliance with WeChat's external link management regulations, with users able to gain up to 30 additional lottery chances through sharing [2] - Tencent's internal communication clarified that the red packet's basic logic is "no threshold for receiving," distinguishing it from the "induced sharing" model that the platform has been combating [2] Group 2 - Leap Motor's chairman, Zhu Jiangming, acknowledged shortcomings in the company's annual meeting, which received negative feedback from employees, and stated that a comprehensive review of the event is underway [5] - Zhu emphasized the need for improvement in organizational capabilities and expressed a commitment to enhance employee and user satisfaction in future events [5] Group 3 - Epic Games has updated its store policy, allowing publishers to independently conduct limited-time free giveaways, a shift from the previous model where only the platform could offer free games [7] - Publishers can now set games to be free for up to 45 days, followed by a 30-day cooldown period after the giveaway ends [7] Group 4 - OpenAI's CEO, Sam Altman, reaffirmed the company's positive relationship with Nvidia, countering rumors about seeking alternative AI chip suppliers and expressing a desire to remain a long-term customer [8] - Reports indicated that a proposed $100 billion investment from Nvidia into OpenAI has stalled, but Altman dismissed these claims as unfounded [8]

Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalyst we're watching this hour. First up, SpaceX and XAI are combining to make a one and a4 trillion dollar giant. We'll discuss what that means for investors and the eventual SpaceX IPO.Plus, valuation concerns loom over Palunteer. We'll talk about what Wall Street needs to see to make that stock a buy. And PayPal shares plunge as the company taps a new CEO and forecasts an earnings decli ...

Nvidia stock fell more than 3% on Tuesday, extending losses from the previous session, as investors weighed growing scrutiny around the chipmaker's closely watched partnership with OpenAI. ...

[music] We're back on Morning Trade Live. Let's focus on AMD ahead of this afternoon's earnings report. More on that in just a little while.But look at the performance over the last year for this stock compared to say Nvidia and Broadcom. All three companies making solid moves higher. But AMD is the clear outperformer up nearly 120% [music] year-over-year.So the big question is, can it keep it up. We're going to be getting a little bit more of an update later. AMD is the focus of the morning trade.So joinin ...